# EDGAR Filing Document

**Accession Number:** 0001729269
**File Stem:** 0001729269-26-000002
**Filing Date:** 2026-1
**Character Count:** 8148
**Document Hash:** ac0996ce729ad66452e32459c42e92a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001729269-26-000002.hdr.sgml**: 20260109

**ACCESSION NUMBER**: 0001729269-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260109

**DATE AS OF CHANGE**: 20260109

**EFFECTIVENESS DATE**: 20260109

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Westwind Capital
- **CENTRAL INDEX KEY:** 0001729269

**ORGANIZATION NAME:**
- **EIN:** 850408533
- **STATE OF INCORPORATION:** NM
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18216
- **FILM NUMBER:** 26522523

**BUSINESS ADDRESS:**
- **STREET 1:** 1800 S. TELSHOR BLVD
- **CITY:** LAS CRUCES
- **STATE:** NM
- **ZIP:** 88011
- **BUSINESS PHONE:** 5755568500

**MAIL ADDRESS:**
- **STREET 1:** 1800 S. TELSHOR BLVD
- **CITY:** LAS CRUCES
- **STATE:** NM
- **ZIP:** 88011

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Spence Asset Management
- **DATE OF NAME CHANGE:** 20180125

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** Westwind Capital<br>**Address:** 1800 S. TELSHOR BLVD<br>LAS CRUCES, NM 88011

**Form 13F File Number:** 028-18216

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:** Sheila Walton<br>**Title:** Compliance Officer<br>**Phone:** 5755568500

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

Sheila Walton  Las Cruces, NM  12-31-2025<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:** 43

**Form 13F Information Table Value Total:** $489428000

      (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 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 61 | 229 | SH |  | SOLE |  | 0 | 0 | 229 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 |  | 28 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 484 | 771 | SH |  | SOLE |  | 0 | 0 | 771 |
| VANGUARD S 500 GROWTH ETF | ETF | 921932505 |  | 408 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| ISHARES ASIA 50 ETF | ETF | 464288430 |  | 120 | 1233 | SH |  | SOLE |  | 0 | 0 | 1233 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 588 | 1878 | SH |  | SOLE |  | 0 | 0 | 1878 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 187 | 1943 | SH |  | SOLE |  | 0 | 0 | 1943 |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | ETF | 25459Y207 |  | 220 | 2152 | SH |  | SOLE |  | 0 | 0 | 2152 |
| VANECK SOCIAL SENTIMENT ETF | ETF | 92189H839 |  | 122 | 3768 | SH |  | SOLE |  | 0 | 0 | 3768 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 3078 | 4513 | SH |  | SOLE |  | 0 | 0 | 4513 |
| MERCADOLIBRE INC COM | Stock | 58733R102 |  | 10174 | 5051 | SH |  | SOLE |  | 0 | 0 | 5051 |
| VANGUARD CORE PLUS BOND ETF | ETF | 922020755 |  | 833 | 10666 | SH |  | SOLE |  | 0 | 0 | 10666 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 46432F396 |  | 2968 | 11858 | SH |  | SOLE |  | 0 | 0 | 11858 |
| ISHARES U.S. INDUSTRIALS ETF | ETF | 464287754 |  | 2414 | 16295 | SH |  | SOLE |  | 0 | 0 | 16295 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 |  | 5684 | 19789 | SH |  | SOLE |  | 0 | 0 | 19789 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 |  | 1825 | 20624 | SH |  | SOLE |  | 0 | 0 | 20624 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 464287515 |  | 2552 | 24145 | SH |  | SOLE |  | 0 | 0 | 24145 |
| IDEXX LABS INC COM | Stock | 45168D104 |  | 20763 | 30690 | SH |  | SOLE |  | 0 | 0 | 30690 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 29211 | 33232 | SH |  | SOLE |  | 0 | 0 | 33232 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 |  | 4144 | 36641 | SH |  | SOLE |  | 0 | 0 | 36641 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 |  | 18199 | 40091 | SH |  | SOLE |  | 0 | 0 | 40091 |
| KRANESHARES ARTIFICIAL INTELLIGENCE  TECHNOLOGY ETF | ETF | 500767363 |  | 1588 | 43752 | SH |  | SOLE |  | 0 | 0 | 43752 |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | ETF | 381430602 |  | 3577 | 47295 | SH |  | SOLE |  | 0 | 0 | 47295 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 9487 | 53371 | SH |  | SOLE |  | 0 | 0 | 53371 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 |  | 30952 | 54650 | SH |  | SOLE |  | 0 | 0 | 54650 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 28487 | 58903 | SH |  | SOLE |  | 0 | 0 | 58903 |
| INVESCO S INTERNATIONAL DEVELOPED MOMENTUM ETF | ETF | 46138E222 |  | 3288 | 59169 | SH |  | SOLE |  | 0 | 0 | 59169 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 38891 | 68124 | SH |  | SOLE |  | 0 | 0 | 68124 |
| TEMPUS AI INC CL A | Stock | 88023B103 |  | 4281 | 72505 | SH |  | SOLE |  | 0 | 0 | 72505 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 |  | 15636 | 77789 | SH |  | SOLE |  | 0 | 0 | 77789 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 |  | 9029 | 94130 | SH |  | SOLE |  | 0 | 0 | 94130 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 19502 | 104568 | SH |  | SOLE |  | 0 | 0 | 104568 |
| PROLOGIS INC. COM | Stock | 74340W103 |  | 14282 | 111872 | SH |  | SOLE |  | 0 | 0 | 111872 |
| VISA INC COM CL A | Stock | 92826C839 |  | 39513 | 112666 | SH |  | SOLE |  | 0 | 0 | 112666 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 37298 | 118860 | SH |  | SOLE |  | 0 | 0 | 118860 |
| SERVICENOW INC COM | Stock | 81762P102 |  | 18622 | 121560 | SH |  | SOLE |  | 0 | 0 | 121560 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 |  | 12843 | 134688 | SH |  | SOLE |  | 0 | 0 | 134688 |
| NETFLIX INC COM | Stock | 64110L106 |  | 12884 | 137419 | SH |  | SOLE |  | 0 | 0 | 137419 |
| AMAZON COM INC COM | Stock | 023135106 |  | 32105 | 139093 | SH |  | SOLE |  | 0 | 0 | 139093 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 |  | 12964 | 158656 | SH |  | SOLE |  | 0 | 0 | 158656 |
| STATE STREET SPDR PORTFOLIO S 500 ETF | ETF | 78464A854 |  | 13984 | 174318 | SH |  | SOLE |  | 0 | 0 | 174318 |
| UNIVERSAL TECHNICAL INST INC COM | Stock | 913915104 |  | 8043 | 307809 | SH |  | SOLE |  | 0 | 0 | 307809 |
| SAMSARA INC COM CL A | Stock | 79589L106 |  | 18109 | 510821 | SH |  | SOLE |  | 0 | 0 | 510821 |

---