# EDGAR Filing Document

**Accession Number:** 0001735201
**File Stem:** 0001941040-23-000034
**Filing Date:** 2023-1
**Character Count:** 10284
**Document Hash:** d092f0ac5c9c7b219525f21a37c60783
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001941040-23-000034.hdr.sgml**: 20230130

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Leeward Financial Partners LLC<br>**Address:** 67 Cascade Key<br>Bellevue, WA 98006

**Form 13F File Number:** 028-21499

**CRD Number (if applicable):** 000288779

**SEC File Number (if applicable):** 801-119921

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James M. Ridgeway<br>**Title:** Chief Compliance Officer<br>**Phone:** 206-353-6644

**Signature, Place, and Date of Signing:**

James M. Ridgeway  Bellevue, WA  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $144745604

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 SCP ETF | 464287804 |  | 269724 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| ISHARES TR | CORE S 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 500 ETF TR | TR UNIT | 78462F103 |  | 1950011 | 5099 | SH |  | SOLE |  | 0 | 0 | 5099 |
| SPDR SER TR | PORTFOLI S | 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 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 |

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