Portfolio (Quarterly) Guide ↗

Windward Private Wealth Management Inc.

· CIK 0001835866

13F Portfolio $313M AUM 43 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 Added 20 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AVGO	BROADCOM INC	Technology	1,017	$352K	0.12%	SOLD

Sector Allocation

Industrials 44.4%

Healthcare 21.0%

Financial Services 19.1%

Basic Materials 15.5%