Windward Private Wealth Management Inc.
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Windward Private Wealth Management Inc. right now?
Windward Private Wealth Management's Q1 2026 13F-HR reports $289M across 44 positions, with the portfolio concentrated almost entirely in Vanguard passive ETFs. The top ten holdings account for roughly 83% of disclosed assets; BSV (short-term bond index, 22.9%) and VEA (developed-market equity, 13.7%) lead the book, alongside meaningful fixed-income exposure via BIV (8.7%) and VMBS (5.6%). The construction reflects a multi-asset passive allocation rather than individual security selection.
Two positions saw material increases quarter-over-quarter: IEMG (+29%) and VTEB (+11%), per prior-period share counts. Against SPY, the portfolio has produced negative alpha in each of the past four quarters, ranging from -1.6% to -6.2%. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Windward Private Wealth Management Inc.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:33 UTC.