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 00650F109 165797 51650 SH SOLE 0 0 51650 ADOBE INC COM 00724F101 3316736 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 362123 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 204857 10862 SH SOLE 0 0 10862 BOEING CO COM 097023105 1245987 6456 SH SOLE 0 0 6456 BROADCOM INC COM 11135F101 212066 160 SH SOLE 0 0 160 CHIPOTLE MEXICAN GRILL INC COM 169656105 340092 117 SH SOLE 0 0 117 COSTCO WHSL CORP NEW COM 22160K105 803411 1097 SH SOLE 0 0 1097 DECKERS OUTDOOR CORP COM 243537107 276730 294 SH SOLE 0 0 294 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 278325 6805 SH SOLE 0 0 6805 DONALDSON INC COM 257651109 260036 3482 SH SOLE 0 0 3482 E L F BEAUTY INC COM 26856L103 223866 1142 SH SOLE 0 0 1142 EATON CORP PLC SHS G29183103 5751749 18395 SH SOLE 0 0 18395 ECOLAB INC COM 278865100 3625361 15701 SH SOLE 0 0 15701 ELI LILLY & CO COM 532457108 304182 391 SH SOLE 0 0 391 FORTINET INC COM 34959E109 256231 3751 SH SOLE 0 0 3751 FRANKLIN RESOURCES INC COM 354613101 518292 18438 SH SOLE 0 0 18438 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 1353829 55191 SH SOLE 0 0 55191 GALLAGHER ARTHUR J & CO COM 363576109 1887926 7550 SH SOLE 0 0 7550 GLOBAL INDUSTRIAL COMPANY COM 37892E102 224482 5013 SH SOLE 0 0 5013 GOLDMAN SACHS GROUP INC COM 38141G104 1531669 3667 SH SOLE 0 0 3667 HOME DEPOT INC COM 437076102 4001249 10431 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 2066688 15302 SH SOLE 0 0 15302 ISHARES TR MORNINGSTAR GRWT 464287119 215118 2850 SH SOLE 0 0 2850 ISHARES TR NATIONAL MUN ETF 464288414 3024706 28111 SH SOLE 0 0 28111 ISHARES TR RUS TP200 GR ETF 464289438 293430 1504 SH SOLE 0 0 1504 ISHARES TR IBOXX HI YD ETF 464288513 619027 7964 SH SOLE 0 0 7964 ISHARES TR BROAD USD HIGH 46435U853 1683240 46003 SH SOLE 0 0 46003 JPMORGAN CHASE & CO COM 46625H100 231547 1156 SH SOLE 0 0 1156 LOWES COS INC COM 548661107 326770 1283 SH SOLE 0 0 1283 MARRIOTT INTL INC NEW CL A 571903202 1042040 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 524509 8848 SH SOLE 0 0 8848 NETFLIX INC COM 64110L106 218031 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 18603 SH SOLE 0 0 18603 PALANTIR TECHNOLOGIES INC CL A 69608A108 240017 10431 SH SOLE 0 0 10431 PNC FINL SVCS GROUP INC COM 693475105 3664765 22678 SH SOLE 0 0 22678 REGAL REXNORD CORPORATION COM 758750103 425396 2362 SH SOLE 0 0 2362 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 508829 6249 SH SOLE 0 0 6249 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1112573 21330 SH SOLE 0 0 21330 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5583087 143083 SH SOLE 0 0 143083 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 419860 8527 SH SOLE 0 0 8527 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8109535 87463 SH SOLE 0 0 87463 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4821894 63463 SH SOLE 0 0 63463 SERVICENOW INC COM 81762P102 1962418 2574 SH SOLE 0 0 2574 SHOPIFY INC CL A 82509L107 231124 2995 SH SOLE 0 0 2995 SPDR S&P 500 ETF TR TR UNIT 78462F103 2727287 5214 SH SOLE 0 0 5214 SPDR SER TR PORTFOLI S&P1500 78464A805 1021322 15921 SH SOLE 0 0 15921 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1574045 39302 SH SOLE 0 0 39302 STARBUCKS CORP COM 855244109 809010 8852 SH SOLE 0 0 8852 UNITEDHEALTH GROUP INC COM 91324P102 4614704 9328 SH SOLE 0 0 9328 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 293387 1304 SH SOLE 0 0 1304 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2030613 26485 SH SOLE 0 0 26485 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3571612 47369 SH SOLE 0 0 47369 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2420248 33323 SH SOLE 0 0 33323 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 4519237 62481 SH SOLE 0 0 62481 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1140932 23026 SH SOLE 0 0 23026 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10404618 43396 SH SOLE 0 0 43396 VANGUARD INDEX FDS VALUE ETF 922908744 12737062 78209 SH SOLE 0 0 78209 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5909210 30796 SH SOLE 0 0 30796 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3444803 39834 SH SOLE 0 0 39834 VANGUARD INDEX FDS SMALL CP ETF 922908751 6874711 30074 SH SOLE 0 0 30074 VANGUARD INDEX FDS GROWTH ETF 922908736 12681705 36844 SH SOLE 0 0 36844 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4812245 18458 SH SOLE 0 0 18458 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 429746 894 SH SOLE 0 0 894 VANGUARD INDEX FDS TOTAL STK MKT 922908769 309281 1190 SH SOLE 0 0 1190 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 883554 18450 SH SOLE 0 0 18450 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1302098 25733 SH SOLE 0 0 25733 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2867461 62869 SH SOLE 0 0 62869 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1661163 20633 SH SOLE 0 0 20633 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2839403 15549 SH SOLE 0 0 15549 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5479196 109213 SH SOLE 0 0 109213 VANGUARD WORLD FD INF TECH ETF 92204A702 12314980 23487 SH SOLE 0 0 23487 VERTEX PHARMACEUTICALS INC COM 92532F100 3630835 8686 SH SOLE 0 0 8686 VISA INC COM CL A 92826C839 3846260 13782 SH SOLE 0 0 13782 WORKDAY INC CL A 98138H101 1575131 5775 SH SOLE 0 0 5775