Windward Private Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Windward Private Wealth Management Inc. held in its portfolio 43 assets valued at $288,752,294 (i.e. $288.75M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($64.81M), VANGUARD TAX-MANAGED FDS ($38.54M), and VANGUARD SCOTTSDALE FDS ($35.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Windward Private Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 822376 | 64811444 | SHORT TRM BOND |
| VANGUARD TAX-MANAGED FDS | 616922 | 38539117 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 292807 | 35649252 | VNG RUS1000GRW |
| VANGUARD SCOTTSDALE FDS | 309185 | 28537776 | VNG RUS1000VAL |
| VANGUARD BD INDEX FDS | 314464 | 24490418 | INTERMED TERM |
| VANGUARD SCOTTSDALE FDS | 330748 | 15571616 | MTG-BKD SECS ETF |
| VANGUARD INTL EQUITY INDEX F | 247872 | 13325599 | FTSE EMR MKT ETF |
| VANGUARD SPECIALIZED FUNDS | 36478 | 8017135 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 55649 | 5538188 | VNG RUS2000IDX |
| VANGUARD INDEX FDS | 28073 | 5361662 | VALUE ETF |
| ISHARES TR | 59505 | 5036503 | CORE MSCI TOTAL |
| ISHARES TR | 29807 | 5005788 | CORE S&P US GWT |
| ISHARES TR | 38843 | 3982961 | CORE S&P US VLU |
| ISHARES TR | 41806 | 3739965 | CORE MSCI EAFE |
| VANGUARD SCOTTSDALE FDS | 45898 | 3659448 | SHRT TRM CORP BD |
| ISHARES TR | 26661 | 2855660 | NATIONAL MUN ETF |
| VANGUARD SCOTTSDALE FDS | 43959 | 2581712 | SHORT TERM TREAS |
| VANGUARD ADMIRAL FDS INC | 5199 | 2311423 | 500 GRTH IDX F |
| ISHARES TR | 26844 | 1916930 | EAFE VALUE ETF |
| ISHARES TR | 37325 | 1873715 | NORTH AMERN NAT |
| VANGUARD INDEX FDS | 8412 | 1781577 | SM CP VAL ETF |
| ISHARES TR | 9086 | 1646383 | RUS 2000 VAL ETF |
| SCHWAB STRATEGIC TR | 39701 | 1300208 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 8982 | 1267036 | TT WRLD ST ETF |
| ISHARES TR | 5900 | 1251213 | S&P 500 VAL ETF |
| ISHARES TR | 22680 | 1055527 | CORE UNIVRSL USD |
| SPDR SERIES TRUST | 24663 | 884715 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 5569 | 798205 | FTSE SMCAP ETF |
| WISDOMTREE TR | 9583 | 776319 | INTL SMCAP DIV |
| ISHARES TR | 9427 | 730875 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 1960 | 592136 | SML CP GRW ETF |
| VANGUARD MUN BD FDS | 11003 | 553341 | TAX EXEMPT BD |
| ISHARES TR | 4517 | 374098 | 1 3 YR TREAS BD |
| RESMED INC | 1500 | 361305 | COM |
| BROADCOM INC | 1017 | 351984 | COM |
| VANGUARD INDEX FDS | 1254 | 323469 | SMALL CP ETF |
| ISHARES TR | 3327 | 316797 | MBS ETF |
| EMERSON ELEC CO | 2315 | 307247 | COM |
| ISHARES TR | 2902 | 278679 | MSCI EAFE ETF |
| SHERWIN WILLIAMS CO | 843 | 273157 | COM |
| ISHARES INC | 3801 | 255503 | CORE MSCI EMKT |
| FASTENAL CO | 6000 | 240780 | COM |
| PNC FINL SVCS GROUP INC | 1080 | 225428 | COM |
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