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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 $289,282,380 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 83.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835866-26-000004

Period
2026-03-31
Reported value
$289M
Holdings
44
Top 10 weight
83.24%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+20,811$1.63M
BIVadded+12,953$1000K
VONGadded+7,516$824K
VMBSadded+12,381$581K
XLEnew+3,419$209K

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
AVGOexited-1,017-$352K
VONVreduced-3,409-$320K
VTVreduced-1,177-$231K
IEFAreduced-2,340-$212K
IGEreduced-1,294-$81.4K

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, Q1 2026

Share positions as resolved from 13F-HR 0001835866-26-000004, largest first. % of portfolio is the value over $289,282,380, 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; 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; 2026Q1: 843,187 shares 843,187$66.1M22.85%+20,811Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 617,688 shares 617,688$39.6M13.68%+766Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 300,323 shares 300,323$32.9M11.39%+7,516Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 305,776 shares 305,776$28.7M9.91%-3,409Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 327,417 shares 327,417$25.3M8.74%+12,953Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 343,129 shares 343,129$16.1M5.57%+12,381Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 249,993 shares 249,993$13.5M4.67%+2,121Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,111 shares 36,111$7.77M2.68%-367Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,514 shares 55,514$5.56M1.92%-135Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,896 shares 26,896$5.28M1.82%-1,177Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,081 shares 59,081$5.12M1.77%-424Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,592 shares 30,592$4.75M1.64%+785Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,460 shares 38,460$3.93M1.36%-383Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,675 shares 45,675$3.62M1.25%-223Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,466 shares 39,466$3.57M1.24%-2,340Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,766 shares 26,766$2.84M0.98%+105Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,844 shares 42,844$2.51M0.87%-1,115Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,031 shares 36,031$2.27M0.78%-1,294Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,199 shares 5,199$2.12M0.73%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,844 shares 26,844$2M0.69%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,412 shares 8,412$1.83M0.63%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,772 shares 8,772$1.66M0.57%-314Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,330 shares 39,330$1.3M0.45%-371Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,050 shares 9,050$1.25M0.43%+68Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,900 shares 5,900$1.25M0.43%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,071 shares 22,071$1.02M0.35%-609Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,569 shares 5,569$812K0.28%0Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,583 shares 9,583$781K0.27%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,475 shares 8,475$665K0.23%-952Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,069 shares 22,069$664K0.23%-292Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,184 shares 12,184$608K0.21%+1,181Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,943 shares 1,943$587K0.2%-17Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,801 shares; 2026Q1: 4,904 shares 4,904$342K0.12%+1,103Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,500 shares 1,500$337K0.12%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,236 shares 1,236$324K0.11%-18Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,800 shares 3,800$314K0.11%-717Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,294 shares 3,294$313K0.11%-33Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,315 shares 2,315$303K0.1%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,902 shares 2,902$282K0.1%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,000 shares 6,000$278K0.1%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080$225K0.08%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,266 shares 2,266$214K0.07%-36Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares 3,419$209K0.07%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,067 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 629 shares 629$202K0.07%-214Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC1,017$352Kshares

How Q1 2026 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 0001835866-26-000004 base2026-05-06acceptance time not in the bulk data set