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Brad Harrison

Windward Private Wealth Management Inc.

Assets Managed
$289.282M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
0.19%(2Q avg: -0.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Windward Private Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Windward Private Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 289.282M in assets, with a quarterly growth rate of 0.19% and a 2-quarter average growth rate of -0.09%. The portfolio is managed by Brad Harrison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.54%
22.86%
$66.114M
843,187 shares@ $78.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.13%
13.69%
$39.581M
617,688 shares@ $64.08 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 2.57%
11.39%
$32.942M
300,323 shares@ $109.7 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -1.1%
9.91%
$28.663M
305,776 shares@ $93.74 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.12%
8.74%
$25.27M
327,417 shares@ $77.18 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 3.75%
5.57%
$16.11M
343,129 shares@ $46.96 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.86%
4.68%
$13.512M
249,993 shares@ $54.06 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1%
2.69%
$7.766M
36,111 shares@ $215.07 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Decreased -0.24%
1.93%
$5.561M
55,514 shares@ $100.17 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -4.19%
1.83%
$5.277M
26,896 shares@ $196.2 avg price

1-10 of 44