Windward Private Wealth Management Inc.

Background

Windward Private Wealth Management Inc. is a US-registered investment adviser whose 13F filings reflect a portfolio architecture built around a high-conviction single-stock anchor layered beneath a broad base of factor-tilted ETFs. The firm does not appear on the roster of mega-managers by AUM, and no specific style flag — value, growth, or otherwise — is formally attributed to it in public filings. What distinguishes Windward in the filing record is a willingness to let one position dominate the book at extraordinary concentration while using institutional-quality ETF sleeves from Dimensional and Avantis to manage everything else. Over the trailing twelve months, that combination has produced a +59.8% return and +42.1% alpha versus the S&P 500, placing Windward squarely in the performance bucket for the period under review.

Current Portfolio Signal

The defining feature of Windward's current book is the PLTR position: Palantir Technologies sits at 35.9% of the total portfolio, a concentration level that has almost no precedent in diversified advisory accounts and immediately separates this firm from anything resembling a market-cap-weighted benchmark. The next largest holding, DFAC (Dimensional US Core Equity 2 ETF), stands at 11.3%, followed by AVLC (Avantis US Large Cap Value ETF) at 7.9%.…