SEC Form 13F

Windward Private Wealth Management Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$312,551,948
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$67,088,682861,105
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$44,129,186619,357
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$39,256,842307,150
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$32,788,981308,428
VANGUARD BD INDEX FDSBIVINTERMED TERM$25,644,147334,344
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$16,153,569345,088
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$15,064,323252,376
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$8,530,38836,051
VANGUARD SCOTTSDALE FDSVTWOVNG RUS2000IDX$6,734,56055,465
VANGUARD INDEX FDSVTVVALUE ETF$5,834,42226,772

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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