Windward Private Wealth Management Inc.: 13F holdings
CIK 18358662026Q2
| Positions | 43 |
|---|
| Reported value | $312.6m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 43 (-1 vs prior quarter) |
|---|
| Reported value | $312.6m (+8.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSV VANGUARD BD INDEX FDS | 861,105 | $67.1m | 21.5% |
| VEA VANGUARD TAX-MANAGED FDS | 619,357 | $44.1m | 14.1% |
| VONG VANGUARD SCOTTSDALE FDS | 307,150 | $39.3m | 12.6% |
| VONV VANGUARD SCOTTSDALE FDS | 308,428 | $32.8m | 10.5% |
| BIV VANGUARD BD INDEX FDS | 334,344 | $25.6m | 8.2% |
| VMBS VANGUARD SCOTTSDALE FDS | 345,088 | $16.2m | 5.2% |
| VWO VANGUARD INTL EQUITY INDEX F | 252,376 | $15.1m | 4.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 36,051 | $8.5m | 2.7% |
| VTWO VANGUARD SCOTTSDALE FDS | 55,465 | $6.7m | 2.2% |
| VTV VANGUARD INDEX FDS | 26,772 | $5.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1835866")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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