Windward Private Wealth Management Inc. - Q12026 Holdings

Windward Private Wealth Management Inc. holds 44 stocks with a total portfolio value of $ 289.28M as of Q12026. In Q12026, Windward Private Wealth Management Inc. added 1 new position, increased stakes in 11 stocks, reduced 21 holdings, and fully exited 1 position. The largest holding is Vanguard Bd Index Fds (BSV), representing 22.85% of the total portfolio.