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Windward Private Wealth Management Inc.

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13F filer, CIK 1835866, OVERLAND PARK, KS

Windward Private Wealth Management Inc. reported $288,752,294 across 44 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 83.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835866-26-000001

Period
2025-12-31
Reported value
$289M
Holdings
44
Top 10 weight
83.06%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+20,723$1.63M
AVGOnew+1,017$352K
VTEBadded+3,702$186K
VCSHadded+2,050$163K
BIVadded+1,013$78.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VONGreduced-18,151-$2.21M
VEAreduced-27,339-$1.71M
VWOreduced-9,064-$487K
VTVreduced-1,762-$337K
VOOGreduced-659-$293K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001835866-26-000001, largest first. % of portfolio is the value over $288,752,294, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,377 shares; 2024Q4: 765,700 shares; 2025Q1: 772,307 shares; 2025Q2: 791,535 shares; 2025Q3: 801,653 shares; 2025Q4: 822,376 shares 822,376$64.8M22.45%+20,723Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,274 shares; 2024Q4: 673,861 shares; 2025Q1: 673,474 shares; 2025Q2: 645,339 shares; 2025Q3: 644,261 shares; 2025Q4: 616,922 shares 616,922$38.5M13.35%-27,339Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,162 shares; 2024Q4: 300,070 shares; 2025Q1: 301,313 shares; 2025Q2: 318,222 shares; 2025Q3: 310,958 shares; 2025Q4: 292,807 shares 292,807$35.6M12.35%-18,151Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,962 shares; 2024Q4: 282,225 shares; 2025Q1: 284,519 shares; 2025Q2: 300,799 shares; 2025Q3: 308,952 shares; 2025Q4: 309,185 shares 309,185$28.5M9.88%+233Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,326 shares; 2024Q4: 297,228 shares; 2025Q1: 302,242 shares; 2025Q2: 312,463 shares; 2025Q3: 313,451 shares; 2025Q4: 314,464 shares 314,464$24.5M8.48%+1,013Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,797 shares; 2024Q4: 316,756 shares; 2025Q1: 321,309 shares; 2025Q2: 329,643 shares; 2025Q3: 331,517 shares; 2025Q4: 330,748 shares 330,748$15.6M5.39%-769Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,090 shares; 2024Q4: 253,805 shares; 2025Q1: 257,856 shares; 2025Q2: 256,427 shares; 2025Q3: 256,936 shares; 2025Q4: 247,872 shares 247,872$13.3M4.61%-9,064Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,004 shares; 2024Q4: 39,456 shares; 2025Q1: 37,866 shares; 2025Q2: 37,716 shares; 2025Q3: 37,536 shares; 2025Q4: 36,478 shares 36,478$8.02M2.78%-1,058Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,619 shares; 2024Q4: 51,400 shares; 2025Q1: 52,543 shares; 2025Q2: 57,437 shares; 2025Q3: 57,200 shares; 2025Q4: 55,649 shares 55,649$5.54M1.92%-1,551Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,260 shares; 2024Q4: 31,891 shares; 2025Q1: 31,714 shares; 2025Q2: 31,429 shares; 2025Q3: 29,835 shares; 2025Q4: 28,073 shares 28,073$5.36M1.86%-1,762Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,042 shares; 2024Q4: 56,543 shares; 2025Q1: 55,044 shares; 2025Q2: 64,838 shares; 2025Q3: 62,720 shares; 2025Q4: 59,505 shares 59,505$5.04M1.74%-3,215Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,783 shares; 2024Q4: 31,539 shares; 2025Q1: 31,352 shares; 2025Q2: 31,905 shares; 2025Q3: 30,375 shares; 2025Q4: 29,807 shares 29,807$5.01M1.73%-568Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,824 shares; 2024Q4: 33,792 shares; 2025Q1: 33,455 shares; 2025Q2: 39,678 shares; 2025Q3: 39,590 shares; 2025Q4: 38,843 shares 38,843$3.98M1.38%-747Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,448 shares; 2024Q4: 45,448 shares; 2025Q1: 44,408 shares; 2025Q2: 44,227 shares; 2025Q3: 41,806 shares; 2025Q4: 41,806 shares 41,806$3.74M1.3%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,651 shares; 2024Q4: 45,496 shares; 2025Q1: 44,768 shares; 2025Q2: 43,984 shares; 2025Q3: 43,848 shares; 2025Q4: 45,898 shares 45,898$3.66M1.27%+2,050Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 15,526 shares; 2025Q1: 15,526 shares; 2025Q2: 26,746 shares; 2025Q3: 27,127 shares; 2025Q4: 26,661 shares 26,661$2.86M0.99%-466Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,132 shares; 2024Q4: 48,120 shares; 2025Q1: 47,370 shares; 2025Q2: 45,034 shares; 2025Q3: 44,681 shares; 2025Q4: 43,959 shares 43,959$2.58M0.89%-722Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,996 shares; 2025Q3: 5,858 shares; 2025Q4: 5,199 shares 5,199$2.31M0.8%-659Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,779 shares; 2024Q4: 27,445 shares; 2025Q1: 27,445 shares; 2025Q2: 27,445 shares; 2025Q3: 27,445 shares; 2025Q4: 26,844 shares 26,844$1.92M0.66%-601Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,772 shares; 2024Q4: 45,646 shares; 2025Q1: 43,317 shares; 2025Q2: 39,567 shares; 2025Q3: 39,457 shares; 2025Q4: 37,325 shares 37,325$1.87M0.65%-2,132Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,481 shares; 2025Q1: 8,949 shares; 2025Q2: 8,947 shares; 2025Q3: 8,901 shares; 2025Q4: 8,412 shares 8,412$1.78M0.62%-489Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,174 shares; 2024Q4: 10,782 shares; 2025Q1: 10,476 shares; 2025Q2: 10,041 shares; 2025Q3: 9,993 shares; 2025Q4: 9,086 shares 9,086$1.65M0.57%-907Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,670 shares; 2024Q4: 47,905 shares; 2025Q1: 47,447 shares; 2025Q2: 47,030 shares; 2025Q3: 45,120 shares; 2025Q4: 39,701 shares 39,701$1.3M0.45%-5,419Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 8,086 shares; 2025Q1: 8,644 shares; 2025Q2: 9,037 shares; 2025Q3: 9,060 shares; 2025Q4: 8,982 shares 8,982$1.27M0.44%-78Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,919 shares; 2025Q1: 5,919 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900$1.25M0.43%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,105 shares; 2024Q4: 28,129 shares; 2025Q1: 27,950 shares; 2025Q2: 25,906 shares; 2025Q3: 25,859 shares; 2025Q4: 22,680 shares 22,680$1.06M0.37%-3,179Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 6,335 shares; 2025Q1: 6,322 shares; 2025Q2: 5,608 shares; 2025Q3: 5,608 shares; 2025Q4: 5,569 shares 5,569$798K0.28%-39Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 11,589 shares; 2025Q1: 11,589 shares; 2025Q2: 10,425 shares; 2025Q3: 9,583 shares; 2025Q4: 9,583 shares 9,583$776K0.27%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,133 shares; 2024Q4: 12,363 shares; 2025Q1: 12,164 shares; 2025Q2: 11,637 shares; 2025Q3: 10,867 shares; 2025Q4: 9,427 shares 9,427$731K0.25%-1,440Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,538 shares; 2024Q4: 40,262 shares; 2025Q1: 25,911 shares; 2025Q2: 25,683 shares; 2025Q3: 25,699 shares; 2025Q4: 22,361 shares 22,361$675K0.23%-3,338Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,959 shares; 2025Q1: 2,632 shares; 2025Q2: 2,541 shares; 2025Q3: 2,367 shares; 2025Q4: 1,960 shares 1,960$592K0.21%-407Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,026 shares; 2024Q4: 26,939 shares; 2025Q1: 27,014 shares; 2025Q2: 5,722 shares; 2025Q3: 7,301 shares; 2025Q4: 11,003 shares 11,003$553K0.19%+3,702Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,661 shares; 2025Q1: 4,661 shares; 2025Q2: 4,627 shares; 2025Q3: 4,504 shares; 2025Q4: 4,517 shares 4,517$374K0.13%+13Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$361K0.13%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares 1,017$352K0.12%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,311 shares; 2025Q4: 1,254 shares 1,254$323K0.11%-57Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,397 shares; 2025Q1: 3,386 shares; 2025Q2: 3,301 shares; 2025Q3: 3,290 shares; 2025Q4: 3,327 shares 3,327$317K0.11%+37Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,315 shares 2,315$307K0.11%-85Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,033 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares 2,902$279K0.1%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,067 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843$273K0.09%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,801 shares 3,801$256K0.09%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$241K0.08%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080$225K0.08%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: not reported; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares 2,302$209K0.07%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VNQVANGUARD INDEX FDS2,238$205Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001835866-26-000001 base2026-02-02acceptance time not in the bulk data set