Windward Private Wealth Management Inc.
Windward Private Wealth Management Inc. reported 43 holdings worth US$313M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Windward Private Wealth Management Inc. reported 43 holdings worth US$313M as of Jun 30, 2026. Largest: Emerson Electric Company, Resmed Inc. and Fastenal Company. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$313M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Emerson Electric Company | 2,315 | US$331K | 0.11% |
| Resmed Inc. | 1,500 | US$292K | 0.09% |
| Fastenal Company | 6,000 | US$288K | 0.09% |
| Pnc Financial Services Group, Inc. (the) | 1,080 | US$266K | 0.09% |
| Sherwin-williams Company (the) | 629 | US$217K | 0.07% |