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Manager record

Windward Private Wealth Management Inc.

Overland Park, KS · CIK 1835866 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$312.55MReported 13F valueQ2 2026 · as filed
43Holdings listed
+8.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $277.3M$277.3MQ2 202542 holdingsQ3 2025: $289.9M$289.9MQ3 202544 holdingsQ4 2025: $288.8M$288.8MQ4 202544 holdingsQ1 2026: $289.3M$289.3MQ1 202644 holdingsQ2 2026: $312.6M$312.6MQ2 202643 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$312.55M · 43 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$289.28M · 44 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$288.75M · 44 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$289.85M · 44 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$277.32M · 42 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology