0001941040-23-000196.txt : 20230808
0001941040-23-000196.hdr.sgml : 20230808
20230807194939
ACCESSION NUMBER: 0001941040-23-000196
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230808
DATE AS OF CHANGE: 20230807
EFFECTIVENESS DATE: 20230808
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: 231148988
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
06-30-2023
06-30-2023
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
08-07-2023
0
82
173932747
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
301660
2239
SH
SOLE
0
0
2239
ADAPTIVE BIOTECHNOLOGIES COR
COM
00650F109
362991
54097
SH
SOLE
0
0
54097
ADOBE SYSTEMS INCORPORATED
COM
00724F101
2663529
5447
SH
SOLE
0
0
5447
ALPHABET INC
CAP STK CL A
02079K305
3564427
29778
SH
SOLE
0
0
29778
AMAZON COM INC
COM
023135106
4952246
37989
SH
SOLE
0
0
37989
AMGEN INC
COM
031162100
290932
1310
SH
SOLE
0
0
1310
APPLE INC
COM
037833100
8736548
45041
SH
SOLE
0
0
45041
ARK ETF TR
INNOVATION ETF
00214Q104
254820
5773
SH
SOLE
0
0
5773
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
2003934
2765
SH
SOLE
0
0
2765
AUTOMATIC DATA PROCESSING IN
COM
053015103
369247
1680
SH
SOLE
0
0
1680
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
548669
1609
SH
SOLE
0
0
1609
BOEING CO
COM
097023105
417089
1975
SH
SOLE
0
0
1975
CONSTELLATION BRANDS INC
CL A
21036P108
2512987
10210
SH
SOLE
0
0
10210
COSTCO WHSL CORP NEW
COM
22160K105
489297
909
SH
SOLE
0
0
909
CROWDSTRIKE HLDGS INC
CL A
22788C105
330311
2249
SH
SOLE
0
0
2249
DEVON ENERGY CORP NEW
COM
25179M103
915898
18947
SH
SOLE
0
0
18947
DONALDSON INC
COM
257651109
217660
3482
SH
SOLE
0
0
3482
EATON CORP PLC
SHS
G29183103
3421314
17013
SH
SOLE
0
0
17013
FRANKLIN RESOURCES INC
COM
354613101
492479
18438
SH
SOLE
0
0
18438
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
35473P868
829808
34720
SH
SOLE
0
0
34720
GALLAGHER ARTHUR J & CO
COM
363576109
1518794
6917
SH
SOLE
0
0
6917
HOME DEPOT INC
COM
437076102
2563091
8251
SH
SOLE
0
0
8251
ILLINOIS TOOL WKS INC
COM
452308109
1456932
5824
SH
SOLE
0
0
5824
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
235420
2834
SH
SOLE
0
0
2834
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
829823
35162
SH
SOLE
0
0
35162
INVESCO QQQ TR
UNIT SER 1
46090E103
299969
812
SH
SOLE
0
0
812
ISHARES TR
CORE S&P SCP ETF
464287804
298950
3000
SH
SOLE
0
0
3000
ISHARES TR
CORE S&P500 ETF
464287200
2118905
4754
SH
SOLE
0
0
4754
ISHARES TR
U.S. TECH ETF
464287721
1678993
15422
SH
SOLE
0
0
15422
ISHARES TR
NATIONAL MUN ETF
464288414
2245386
21038
SH
SOLE
0
0
21038
ISHARES TR
IBOXX HI YD ETF
464288513
1762320
23476
SH
SOLE
0
0
23476
ISHARES TR
CORE HIGH DV ETF
46429B663
693084
6877
SH
SOLE
0
0
6877
ISHARES TR
RUS TP200 GR ETF
464289438
238474
1504
SH
SOLE
0
0
1504
ISHARES TR
BROAD USD HIGH
46435U853
1285238
36409
SH
SOLE
0
0
36409
MARRIOTT INTL INC NEW
CL A
571903202
749639
4081
SH
SOLE
0
0
4081
METLIFE INC
COM
59156R108
204921
3625
SH
SOLE
0
0
3625
MICROSOFT CORP
COM
594918104
9798897
28775
SH
SOLE
0
0
28775
MONSTER BEVERAGE CORP NEW
COM
61174X109
512939
8930
SH
SOLE
0
0
8930
NVIDIA CORPORATION
COM
67066G104
2545849
6018
SH
SOLE
0
0
6018
PACCAR INC
COM
693718108
1908009
22809
SH
SOLE
0
0
22809
PALANTIR TECHNOLOGIES INC
CL A
69608A108
159263
10389
SH
SOLE
0
0
10389
PROCTER AND GAMBLE CO
COM
742718109
1701309
11212
SH
SOLE
0
0
11212
PURE STORAGE INC
CL A
74624M102
221030
6003
SH
SOLE
0
0
6003
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
6033836
169252
SH
SOLE
0
0
169252
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1118332
21330
SH
SOLE
0
0
21330
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
4997873
66683
SH
SOLE
0
0
66683
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
3002849
44759
SH
SOLE
0
0
44759
SHAKE SHACK INC
CL A
819047101
369636
4756
SH
SOLE
0
0
4756
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2260285
5099
SH
SOLE
0
0
5099
SPDR SER TR
PORTFOLI S&P1500
78464A805
857211
15746
SH
SOLE
0
0
15746
SPDR SER TR
BLOOMBERG 1 10 Y
78468R861
298199
16154
SH
SOLE
0
0
16154
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1386364
34189
SH
SOLE
0
0
34189
STARBUCKS CORP
COM
855244109
1407824
14212
SH
SOLE
0
0
14212
TESLA INC
COM
88160R101
288732
1103
SH
SOLE
0
0
1103
UBER TECHNOLOGIES INC
COM
90353T100
226513
5247
SH
SOLE
0
0
5247
UNITEDHEALTH GROUP INC
COM
91324P102
2662746
5540
SH
SOLE
0
0
5540
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
282881
1858
SH
SOLE
0
0
1858
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2263164
29948
SH
SOLE
0
0
29948
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2453139
32609
SH
SOLE
0
0
32609
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2639806
36316
SH
SOLE
0
0
36316
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
2492738
33272
SH
SOLE
0
0
33272
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
2276007
46298
SH
SOLE
0
0
46298
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
7050464
34779
SH
SOLE
0
0
34779
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
286725
704
SH
SOLE
0
0
704
VANGUARD INDEX FDS
VALUE ETF
922908744
8089368
56927
SH
SOLE
0
0
56927
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1353989
8186
SH
SOLE
0
0
8186
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2534709
30334
SH
SOLE
0
0
30334
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4780958
24038
SH
SOLE
0
0
24038
VANGUARD INDEX FDS
GROWTH ETF
922908736
9411271
33260
SH
SOLE
0
0
33260
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2989377
13012
SH
SOLE
0
0
13012
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2354732
57884
SH
SOLE
0
0
57884
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1908655
40250
SH
SOLE
0
0
40250
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
829634
16520
SH
SOLE
0
0
16520
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
880913
11643
SH
SOLE
0
0
11643
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
261022
4521
SH
SOLE
0
0
4521
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
2343167
50949
SH
SOLE
0
0
50949
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1469168
18590
SH
SOLE
0
0
18590
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2647447
16299
SH
SOLE
0
0
16299
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
4650300
100699
SH
SOLE
0
0
100699
VANGUARD WORLD FDS
INF TECH ETF
92204A702
8687560
19648
SH
SOLE
0
0
19648
VERTEX PHARMACEUTICALS INC
COM
92532F100
2648827
7527
SH
SOLE
0
0
7527
VISA INC
COM CL A
92826C839
2733245
11509
SH
SOLE
0
0
11509