Portfolio (Quarterly) Guide ↗

Windward Private Wealth Management Inc.

· CIK 0001835866

13F Portfolio $289M AUM 44 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 4 Added 25 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VNQ	VANGUARD INDEX FDS	—	2,238	$205K	0.07%	SOLD

Sector Allocation

Industrials 31.1%

Healthcare 20.5%

Technology 20.0%

Basic Materials 15.5%

Financial Services 12.8%