0001941040-23-000034.txt : 20230130 0001941040-23-000034.hdr.sgml : 20230130 20230130115946 ACCESSION NUMBER: 0001941040-23-000034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leeward Financial Partners, LLC CENTRAL INDEX KEY: 0001735201 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: 23566208 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 12-31-2022 12-31-2022 false Leeward Financial Partners, LLC

67 Cascade Key Bellevue WA 98006

13F HOLDINGS REPORT 028-21499 000288779 801-119921 N James M. Ridgeway 206-353-6644 James M. Ridgeway Bellevue WA 01-30-2023 0 65 144745604 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2879567 17818 SH SOLE 0 0 17818 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 413301 54097 SH SOLE 0 0 54097 ADOBE SYSTEMS INCORPORATED COM 00724F101 997138 2963 SH SOLE 0 0 2963 ALPHABET INC CAP STK CL A 02079K305 2085493 23637 SH SOLE 0 0 23637 AMAZON COM INC COM 023135106 3401412 40493 SH SOLE 0 0 40493 AMGEN INC COM 031162100 2462250 9375 SH SOLE 0 0 9375 APPLE INC COM 037833100 5524753 42521 SH SOLE 0 0 42521 AUTOMATIC DATA PROCESSING IN COM 053015103 401285 1680 SH SOLE 0 0 1680 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 368209 1192 SH SOLE 0 0 1192 COCA COLA CO COM 191216100 1131642 17790 SH SOLE 0 0 17790 CONSTELLATION BRANDS INC CL A 21036P108 2090849 9022 SH SOLE 0 0 9022 COSTCO WHSL CORP NEW COM 22160K105 463299 1015 SH SOLE 0 0 1015 CROWDSTRIKE HLDGS INC CL A 22788C105 243115 2309 SH SOLE 0 0 2309 DEVON ENERGY CORP NEW COM 25179M103 890111 14471 SH SOLE 0 0 14471 EATON CORP PLC SHS G29183103 2611491 16639 SH SOLE 0 0 16639 GALLAGHER ARTHUR J & CO COM 363576109 1223248 6488 SH SOLE 0 0 6488 ILLINOIS TOOL WKS INC COM 452308109 1082775 4915 SH SOLE 0 0 4915 INVESCO QQQ TR UNIT SER 1 46090E103 242847 912 SH SOLE 0 0 912 ISHARES TR CORE S&P SCP ETF 464287804 269724 2850 SH SOLE 0 0 2850 ISHARES TR CORE S&P500 ETF 464287200 1588256 4134 SH SOLE 0 0 4134 ISHARES TR U.S. TECH ETF 464287721 1139846 15302 SH SOLE 0 0 15302 ISHARES TR CORE HIGH DV ETF 46429B663 4353062 41760 SH SOLE 0 0 41760 ISHARES TR IBOXX HI YD ETF 464288513 1477460 20066 SH SOLE 0 0 20066 ISHARES TR NATIONAL MUN ETF 464288414 1403944 13305 SH SOLE 0 0 13305 MARRIOTT INTL INC NEW CL A 571903202 607620 4081 SH SOLE 0 0 4081 METLIFE INC COM 59156R108 2356078 32556 SH SOLE 0 0 32556 MICROSOFT CORP COM 594918104 6542556 27281 SH SOLE 0 0 27281 MONSTER BEVERAGE CORP NEW COM 61174X109 453331 4465 SH SOLE 0 0 4465 NVIDIA CORPORATION COM 67066G104 1319825 9031 SH SOLE 0 0 9031 PACCAR INC COM 693718108 1637954 16550 SH SOLE 0 0 16550 PROCTER AND GAMBLE CO COM 742718109 2362517 15588 SH SOLE 0 0 15588 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5078138 157657 SH SOLE 0 0 157657 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 462357 8322 SH SOLE 0 0 8322 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5036534 76288 SH SOLE 0 0 76288 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1104681 21330 SH SOLE 0 0 21330 SPDR S&P 500 ETF TR TR UNIT 78462F103 1950011 5099 SH SOLE 0 0 5099 SPDR SER TR PORTFOLI S&P1500 78464A805 738764 15622 SH SOLE 0 0 15622 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2009851 108935 SH SOLE 0 0 108935 STARBUCKS CORP COM 855244109 1840633 18555 SH SOLE 0 0 18555 UNITEDHEALTH GROUP INC COM 91324P102 2759587 5205 SH SOLE 0 0 5205 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 206999 1020 SH SOLE 0 0 1020 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2545403 51947 SH SOLE 0 0 51947 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2928317 38899 SH SOLE 0 0 38899 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2089577 28116 SH SOLE 0 0 28116 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4725060 65772 SH SOLE 0 0 65772 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 584053 12314 SH SOLE 0 0 12314 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 269015 766 SH SOLE 0 0 766 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4510561 25893 SH SOLE 0 0 25893 VANGUARD INDEX FDS VALUE ETF 922908744 7577885 53985 SH SOLE 0 0 53985 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1541542 9707 SH SOLE 0 0 9707 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2389281 28968 SH SOLE 0 0 28968 VANGUARD INDEX FDS SMALL CP ETF 922908751 3524335 19202 SH SOLE 0 0 19202 VANGUARD INDEX FDS GROWTH ETF 922908736 5709004 26789 SH SOLE 0 0 26789 VANGUARD INDEX FDS SML CP GRW ETF 922908595 415242 2071 SH SOLE 0 0 2071 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4518951 115930 SH SOLE 0 0 115930 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3507034 75081 SH SOLE 0 0 75081 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1867355 32296 SH SOLE 0 0 32296 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1359182 29859 SH SOLE 0 0 29859 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2796617 37194 SH SOLE 0 0 37194 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1059794 13673 SH SOLE 0 0 13673 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2473637 16290 SH SOLE 0 0 16290 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5479184 130550 SH SOLE 0 0 130550 VANGUARD WORLD FD EXTENDED DUR 921910709 234575 2832 SH SOLE 0 0 2832 VANGUARD WORLD FDS INF TECH ETF 92204A702 5142501 16100 SH SOLE 0 0 16100 VISA INC COM CL A 92826C839 2284986 10998 SH SOLE 0 0 10998