Leeward Financial Partners, LLC
RIA/Wealth
Leeward Financial Partners, LLC is a RIA/Wealth based in Santa Fe, NM led by James Michael Ridgeway, managing $351.5M across 101 long positions as of Q3 2025 with 54% ETF concentration.
CEOJames Michael Ridgeway
- Portfolio Value
- $351.5M
- Positions
- 101
- Top Holding
- MSFT at 7.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Leeward Financial Partners, LLC's portfolio (43.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $25.9M | 7.37% | +$2.8M Bought | 0.00% 50.0K shares | |
ETF ETF | $22.0M | 6.27% | +$155.9K Bought | — 45.9K shares | |
ETF ETF | $17.7M | 5.03% | +$600.3K Bought | — 23.7K shares | |
Consumer Electronics Technology | $15.6M | 4.42% | +$219.7K Bought | 0.00% 61.1K shares | |
ETF ETF | $13.0M | 3.70% | +$321.0K Bought | — 407.2K shares | |
ETF ETF | $12.5M | 3.56% | +$310.3K Bought | — 537.2K shares | |
ETF ETF | $12.2M | 3.48% | +$238.3K Bought | — 39.7K shares | |
ETF ETF | $12.1M | 3.44% | -$487.1K Sold | — 64.8K shares | |
Specialty Retail Consumer Cyclical | $11.9M | 3.37% | +$237.8K Bought | 0.00% 54.0K shares | |
Internet Content & Information Communication Services | $11.2M | 3.19% | +$325.5K Bought | 0.00% 46.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Leeward Financial Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+42.51% | |
+33.12% | |
+32.56% | |
+31.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-45.45% | |
-36.22% |
Analytics
Portfolio insights and performance metrics for Leeward Financial Partners, LLC
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