Windward Private Wealth Management Inc.
RIA/Wealth
Windward Private Wealth Management Inc. is a RIA/Wealth based in Overland Park, KS led by Andrew Steven Osborne, managing $289.9M across 44 long positions as of Q3 2025 with 97% ETF concentration, 83% concentrated in top 10 holdings, and 22% allocation to BSV.
CEOAndrew Steven Osborne
- Portfolio Value
- $289.9M
- Positions
- 44
- Top Holding
- BSV at 21.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Windward Private Wealth Management Inc.'s portfolio (82.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $63.3M | 21.82% | +$798.4K Bought | — 801.7K shares | |
ETF ETF | $38.6M | 13.32% | -$64.6K Sold | — 644.3K shares | |
ETF ETF | $37.5M | 12.93% | -$875.3K Sold | — 311.0K shares | |
ETF ETF | $27.6M | 9.53% | +$728.6K Bought | — 309.0K shares | |
ETF ETF | $24.5M | 8.44% | +$77.2K Bought | — 313.5K shares | |
ETF ETF | $15.6M | 5.37% | +$88.0K Bought | — 331.5K shares | |
ETF ETF | $13.9M | 4.80% | +$27.6K Bought | — 256.9K shares | |
Unknown Unknown | $8.1M | 2.79% | -$38.8K Sold | — 37.5K shares | |
ETF ETF | $5.6M | 1.93% | -$23.2K Sold | — 57.2K shares | |
ETF ETF | $5.6M | 1.92% | -$297.3K Sold | — 29.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Windward Private Wealth Management Inc.'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 |
|---|---|
+27.6% | |
+2.71% | |
+1.42% | |
+1.28% | |
+0.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-9.96% | |
-8.08% | |
-6.85% | |
-6.62% | |
-5.47% |
Analytics
Portfolio insights and performance metrics for Windward Private Wealth Management Inc.
GthenA