Windward Private Wealth Management Inc. — 13F holdings

Windward Private Wealth Management Inc. reported 43 holdings worth $313M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. BSV VANGUARD BD INDEX FDS — $67.1M (21.5%)
  2. VEA VANGUARD TAX-MANAGED FDS — $44.1M (14.1%)
  3. VONG VANGUARD SCOTTSDALE FDS — $39.3M (12.6%)
  4. VONV VANGUARD SCOTTSDALE FDS — $32.8M (10.5%)
  5. BIV VANGUARD BD INDEX FDS — $25.6M (8.2%)
  6. VMBS VANGUARD SCOTTSDALE FDS — $16.2M (5.2%)
  7. VWO VANGUARD INTL EQUITY INDEX F — $15.1M (4.8%)
  8. VIG VANGUARD SPECIALIZED FUNDS — $8.53M (2.7%)
  9. VTWO VANGUARD SCOTTSDALE FDS — $6.73M (2.2%)
  10. VTV VANGUARD INDEX FDS — $5.83M (1.9%)