Windward Private Wealth Management Inc. - Q42025 Holdings

Windward Private Wealth Management Inc. holds 44 stocks with a total portfolio value of $ 288.75M as of Q42025. In Q42025, Windward Private Wealth Management Inc. added 1 new position, increased stakes in 7 stocks, reduced 26 holdings, and fully exited 1 position. The largest holding is Vanguard Bd Index Fds (BSV), representing 22.45% of the total portfolio.