Westwind Capital — 13F holdings

Westwind Capital reported 87 holdings worth $426M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $28.9M (6.8%)
2. AMZN AMAZON COM INC — $24.5M (5.7%)
3. GOOG ALPHABET INC — $23.9M (5.6%)
4. SPYM SPDR SERIES TRUST — $21.6M (5.1%)
5. V VISA INC — $20.9M (4.9%)
6. MA MASTERCARD INCORPORATED — $19.4M (4.6%)
7. NVDA NVIDIA CORPORATION — $19.4M (4.5%)
8. MSFT MICROSOFT CORP — $12.9M (3.0%)
9. GS GOLDMAN SACHS GROUP INC — $12.1M (2.8%)
10. PLTR PALANTIR TECHNOLOGIES INC — $11.9M (2.8%)