0001941040-24-000195.txt : 20240419
0001941040-24-000195.hdr.sgml : 20240419
20240419111438
ACCESSION NUMBER: 0001941040-24-000195
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240419
DATE AS OF CHANGE: 20240419
EFFECTIVENESS DATE: 20240419
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Leeward Financial Partners, LLC
CENTRAL INDEX KEY: 0001735201
ORGANIZATION NAME:
IRS NUMBER: 821531856
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21499
FILM NUMBER: 24856271
BUSINESS ADDRESS:
STREET 1: 67 CASCADE KEY
CITY: BELLEVUE
STATE: WA
ZIP: 98006
BUSINESS PHONE: 206-718-6644
MAIL ADDRESS:
STREET 1: 67 CASCADE KEY
CITY: BELLEVUE
STATE: WA
ZIP: 98006
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001735201
XXXXXXXX
03-31-2024
03-31-2024
false
Leeward Financial Partners, LLC
67 Cascade Key
Bellevue
WA
98006
13F HOLDINGS REPORT
028-21499
000288779
801-119921
N
James M. Ridgeway
Chief Compliance Officer
206-353-6644
James M. Ridgeway
Bellevue
WA
04-19-2024
0
92
236410113
INFORMATION TABLE
2
infotable.xml
ADAPTIVE BIOTECHNOLOGIES COR
COM
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165797
51650
SH
SOLE
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51650
ADOBE INC
COM
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6573
SH
SOLE
0
0
6573
ALPHABET INC
CAP STK CL A
02079K305
4614836
30576
SH
SOLE
0
0
30576
AMAZON COM INC
COM
023135106
9146168
50705
SH
SOLE
0
0
50705
APPLE INC
COM
037833100
7069240
41225
SH
SOLE
0
0
41225
ARISTA NETWORKS INC
COM
040413106
253443
874
SH
SOLE
0
0
874
ARK ETF TR
INNOVATION ETF
00214Q104
309695
6184
SH
SOLE
0
0
6184
AUTOMATIC DATA PROCESSING IN
COM
053015103
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1450
SH
SOLE
0
0
1450
AXON ENTERPRISE INC
COM
05464C101
775004
2477
SH
SOLE
0
0
2477
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
512614
1219
SH
SOLE
0
0
1219
BLUE OWL CAPITAL INC
COM CL A
09581B103
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SOLE
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0
10862
BOEING CO
COM
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1245987
6456
SH
SOLE
0
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6456
BROADCOM INC
COM
11135F101
212066
160
SH
SOLE
0
0
160
CHIPOTLE MEXICAN GRILL INC
COM
169656105
340092
117
SH
SOLE
0
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117
COSTCO WHSL CORP NEW
COM
22160K105
803411
1097
SH
SOLE
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0
1097
DECKERS OUTDOOR CORP
COM
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SH
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DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
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DONALDSON INC
COM
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E L F BEAUTY INC
COM
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EATON CORP PLC
SHS
G29183103
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SH
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ECOLAB INC
COM
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SH
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ELI LILLY & CO
COM
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391
SH
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FORTINET INC
COM
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3751
SH
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FRANKLIN RESOURCES INC
COM
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FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
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GALLAGHER ARTHUR J & CO
COM
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7550
SH
SOLE
0
0
7550
GLOBAL INDUSTRIAL COMPANY
COM
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SH
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0
0
5013
GOLDMAN SACHS GROUP INC
COM
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3667
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3667
HOME DEPOT INC
COM
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4001249
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SH
SOLE
0
0
10431
ILLINOIS TOOL WKS INC
COM
452308109
1930577
7195
SH
SOLE
0
0
7195
INGERSOLL RAND INC
COM
45687V106
1926346
20288
SH
SOLE
0
0
20288
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
1307282
54859
SH
SOLE
0
0
54859
INVESCO QQQ TR
UNIT SER 1
46090E103
348548
785
SH
SOLE
0
0
785
ISHARES TR
CORE S&P500 ETF
464287200
2912544
5540
SH
SOLE
0
0
5540
ISHARES TR
U.S. TECH ETF
464287721
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15302
SH
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0
0
15302
ISHARES TR
MORNINGSTAR GRWT
464287119
215118
2850
SH
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0
0
2850
ISHARES TR
NATIONAL MUN ETF
464288414
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28111
SH
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28111
ISHARES TR
RUS TP200 GR ETF
464289438
293430
1504
SH
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0
0
1504
ISHARES TR
IBOXX HI YD ETF
464288513
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SH
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ISHARES TR
BROAD USD HIGH
46435U853
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JPMORGAN CHASE & CO
COM
46625H100
231547
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SH
SOLE
0
0
1156
LOWES COS INC
COM
548661107
326770
1283
SH
SOLE
0
0
1283
MARRIOTT INTL INC NEW
CL A
571903202
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4130
SH
SOLE
0
0
4130
MCDONALDS CORP
COM
580135101
211494
750
SH
SOLE
0
0
750
META PLATFORMS INC
CL A
30303M102
285521
588
SH
SOLE
0
0
588
MICROSOFT CORP
COM
594918104
14981938
35610
SH
SOLE
0
0
35610
MONSTER BEVERAGE CORP NEW
COM
61174X109
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8848
SH
SOLE
0
0
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NETFLIX INC
COM
64110L106
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359
SH
SOLE
0
0
359
NOVO-NORDISK A S
ADR
670100205
222260
1731
SH
SOLE
0
0
1731
NVIDIA CORPORATION
COM
67066G104
4102473
4540
SH
SOLE
0
0
4540
PACCAR INC
COM
693718108
2304671
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SH
SOLE
0
0
18603
PALANTIR TECHNOLOGIES INC
CL A
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SH
SOLE
0
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PNC FINL SVCS GROUP INC
COM
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22678
SH
SOLE
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REGAL REXNORD CORPORATION
COM
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2362
SH
SOLE
0
0
2362
SCHWAB STRATEGIC TR
US MID-CAP ETF
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SH
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SCHWAB STRATEGIC TR
US TIPS ETF
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH
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143083
SCHWAB STRATEGIC TR
US SML CAP ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
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SH
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0
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SCHWAB STRATEGIC TR
US LCAP VA ETF
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SH
SOLE
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SERVICENOW INC
COM
81762P102
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SH
SOLE
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SHOPIFY INC
CL A
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SH
SOLE
0
0
2995
SPDR S&P 500 ETF TR
TR UNIT
78462F103
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SH
SOLE
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SPDR SER TR
PORTFOLI S&P1500
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SSGA ACTIVE ETF TR
SPDR TR TACTIC
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SH
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STARBUCKS CORP
COM
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809010
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SH
SOLE
0
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8852
UNITEDHEALTH GROUP INC
COM
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SH
SOLE
0
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VANECK ETF TRUST
SEMICONDUCTR ETF
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VANGUARD BD INDEX FDS
SHORT TRM BOND
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VANGUARD BD INDEX FDS
INTERMED TERM
921937819
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
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VANGUARD BD INDEX FDS
LONG TERM BOND
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VANGUARD BD INDEX FDS
VANGUARD ULTRA
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VANGUARD INDEX FDS
LARGE CAP ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
SM CP VAL ETF
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VANGUARD INDEX FDS
REAL ESTATE ETF
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
GROWTH ETF
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VANGUARD INDEX FDS
SML CP GRW ETF
922908595
4812245
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SH
SOLE
0
0
18458
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
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SH
SOLE
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894
VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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0
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VANGUARD MALVERN FDS
STRM INFPROIDX
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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SH
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VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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VANGUARD WORLD FD
INF TECH ETF
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0
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VERTEX PHARMACEUTICALS INC
COM
92532F100
3630835
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SH
SOLE
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0
8686
VISA INC
COM CL A
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3846260
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SH
SOLE
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WORKDAY INC
CL A
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5775
SH
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5775