Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Winnow Wealth

Latest statistics and disclosures from Winnow Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, SFLR, DJUL, DSEP, DOCT, and represent 27.38% of Winnow Wealth's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$11M), DSEP (+$5.5M), DOCT (+$5.4M), DNOV (+$5.1M), IFLR, AVY, UTHR, ACN, MU, ACII.
Started 90 new stock positions in JULH, DFEM, IWO, GMED, GGG, FSEP, APRH, FDN, STZ, GDDY.
Reduced shares in these 10 stocks: DJUN (-$5.8M), DAPR (-$5.7M), DAUG (-$5.6M), XOM, CNC, JBL, HSY, DGX, WSM, JNJ.
Sold out of its positions in AMN, AAP, LNT, AWK, APA, ARES, ARW, AVB, BAX, CE.
Winnow Wealth was a net buyer of stock by $7.9M.
Winnow Wealth has $135M in assets under management (AUM), dropping by 5.98%.
Central Index Key (CIK): 0002079687

Tip: Access up to 7 years of quarterly data

Positions held by Winnow Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Winnow Wealth

Winnow Wealth holds 589 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Winnow Wealth has 589 total positions. Only the first 250 positions are shown.

Sign up to view all of the Winnow Wealth Dec. 31, 2025 positions
Download the Winnow Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	8.0	$11M	NEW	107k	101.00	View chart
Innovator Equity Managed Floor ETF Etf (SFLR)	7.1	$9.7M	+3%	261k	37.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)	4.1	$5.6M	-6%	116k	48.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - September Etf (DSEP)	4.1	$5.5M	+9820%	123k	45.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - October Etf (DOCT)	4.1	$5.5M	+4725%	122k	45.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - November Etf (DNOV)	3.9	$5.2M	+4471%	107k	49.00	View chart
Innovator Defined Wealth Shield ETF Etf (BALT)	3.7	$5.1M	-5%	149k	34.00	View chart
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)	2.5	$3.4M	+29%	97k	35.00	View chart
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)	2.5	$3.3M	+30%	115k	29.00	View chart
ETRACS Gold Shares Covered Call ETNs due February 2, 2033 Equity (GLDI)	1.1	$1.5M	-8%	8.6k	174.00	View chart
Exxon Mobil Corporation Equity (XOM)	1.1	$1.5M	-50%	12k	121.00	View chart
Goldman Sachs Nasdaq-100 Premium Income ETF Etf (GPIQ)	1.0	$1.4M	+37%	26k	53.00	View chart
Innovator International Developed Managed Floor ETF Etf (IFLR)	1.0	$1.3M	NEW	26k	51.00	View chart
Fox Corporation - Class A Equity (FOXA)	0.9	$1.3M	-10%	17k	74.00	View chart
Goldman Sachs S&P 500 Premium Income ETF Etf (GPIX)	0.9	$1.2M	+2%	22k	53.00	View chart
Gilead Sciences, Inc. - Equity (GILD)	0.8	$1.1M	-13%	9.1k	123.00	View chart
YieldMax Universe Fund of Option Income ETFs Etf (YMAX)	0.8	$1.1M	+21%	111k	10.00	View chart
NVIDIA Corporation - Equity (NVDA)	0.8	$1.1M	+311%	5.9k	187.00	View chart
Johnson & Johnson Equity (JNJ)	0.8	$1.1M	-41%	5.3k	207.00	View chart
CME Group Inc. - Class A Equity (CME)	0.8	$1.1M	-7%	4.0k	274.00	View chart
Cboe Global Markets Equity (CBOE)	0.8	$1.1M	-10%	4.4k	251.00	View chart
Alphabet Inc. - Class A Equity (GOOGL)	0.8	$1.1M	-27%	3.5k	313.00	View chart
U.S. Bancorp Equity (USB)	0.8	$1.1M	-5%	20k	54.00	View chart
Micron Technology, Inc. - Equity (MU)	0.8	$1.1M	+724%	3.8k	286.00	View chart
Snap-On Incorporated Equity (SNA)	0.8	$1.1M	-8%	3.1k	345.00	View chart
Altria Group Equity (MO)	0.8	$1.1M	+2%	18k	58.00	View chart
Merck & Company Equity (MRK)	0.8	$1.1M	-20%	10k	106.00	View chart
Comcast Corporation - Class A Equity (CMCSA)	0.8	$1.0M	+16%	35k	30.00	View chart
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)	0.8	$1.0M	-21%	47k	22.00	View chart
ConAgra Brands Equity (CAG)	0.8	$1.0M	+3%	58k	18.00	View chart
Applovin Corporation - Class A Equity (APP)	0.8	$1.0M	-22%	1.5k	674.00	View chart
Verizon Communications Equity (VZ)	0.8	$1.0M		25k	41.00	View chart
Deckers Outdoor Corporation Equity (DECK)	0.8	$1.0M	+26%	9.9k	104.00	View chart
Microsoft Corporation - Equity (MSFT)	0.8	$1.0M		2.1k	484.00	View chart
Kraft Heinz Company - Equity (KHC)	0.8	$1.0M	+6%	41k	25.00	View chart
Flex Ltd. - Ordinary Shares Equity (FLEX)	0.8	$1.0M	-8%	17k	61.00	View chart
Colgate-Palmolive Company Equity (CL)	0.7	$1.0M		13k	80.00	View chart
CF Industries Holdings Equity (CF)	0.7	$994k		13k	78.00	View chart
Broadcom Inc. - Equity (AVGO)	0.7	$993k	-23%	2.9k	347.00	View chart
VICI Properties Equity (VICI)	0.7	$984k	+7%	34k	29.00	View chart
EOG Resources Equity (EOG)	0.7	$975k	+7%	9.2k	106.00	View chart
Avery Dennison Corporation Equity (AVY)	0.7	$973k	NEW	5.3k	182.00	View chart
United Therapeutics Corporation - Equity (UTHR)	0.7	$962k	NEW	2.0k	488.00	View chart
Accenture plc Class A Ordinary Shares Equity (ACN)	0.7	$960k	NEW	3.6k	269.00	View chart
FT Vest Rising Dividend Achievers Target Income ETF Etf (RDVI)	0.7	$955k	-24%	35k	27.00	View chart
T. Rowe Price Group, Inc. - Equity (TROW)	0.7	$953k		9.2k	103.00	View chart
Procter & Gamble Company Equity (PG)	0.7	$952k	+3%	6.6k	144.00	View chart
General Mills Equity (GIS)	0.7	$949k	-4%	20k	47.00	View chart
Illinois Tool Works Equity (ITW)	0.7	$941k		3.8k	247.00	View chart
Tenet Healthcare Corporation Equity (THC)	0.7	$941k	-14%	4.7k	199.00	View chart
Kimberly-Clark Corporation - Equity (KMB)	0.7	$940k	+12%	9.3k	101.00	View chart
Zoom Communications, Inc. - Class A Equity (ZM)	0.7	$930k	-4%	11k	87.00	View chart
PepsiCo, Inc. - Equity (PEP)	0.7	$930k	-4%	6.5k	144.00	View chart
Merit Medical Systems, Inc. - Equity (MMSI)	0.7	$929k	+5%	10k	89.00	View chart
Exelixis, Inc. - Equity (EXEL)	0.7	$929k	-12%	21k	44.00	View chart
Monolithic Power Systems, Inc. - Equity (MPWR)	0.7	$923k	-8%	1.0k	907.00	View chart
PulteGroup Equity (PHM)	0.7	$921k		7.8k	118.00	View chart
Ralph Lauren Corporation Equity (RL)	0.7	$916k	-9%	2.6k	354.00	View chart
Neurocrine Biosciences, Inc. - Equity (NBIX)	0.7	$889k	-8%	6.3k	142.00	View chart
Innovator Index Autocallable Income Strategy ETF Etf (ACII)	0.7	$884k	NEW	34k	26.00	View chart
Innovator Equity Autocallable Income Strategy ETF Etf (ACEI)	0.6	$877k	NEW	35k	25.00	View chart
Palo Alto Networks, Inc. - Equity (PANW)	0.6	$874k	-2%	4.7k	185.00	View chart
Insulet Corporation - Equity (PODD)	0.6	$874k	+9%	3.1k	285.00	View chart
Elanco Animal Health Incorporated Equity (ELAN)	0.6	$873k	+271064%	38k	23.00	View chart
Chewy, Inc. Class A Equity (CHWY)	0.6	$862k	+13%	25k	34.00	View chart
Charter Communications, Inc. - Class A Equity (CHTR)	0.6	$860k	+17%	4.1k	209.00	View chart
First Trust Institutional Preferred Securities and Income ETF Etf (FPEI)	0.6	$828k		41k	20.00	View chart
Abbott Laboratories Equity (ABT)	0.6	$803k	-3%	6.4k	126.00	View chart
Pinterest, Inc. Class A Equity (PINS)	0.6	$771k	+20%	30k	26.00	View chart
Hims & Hers Health, Inc. Class A Equity (HIMS)	0.5	$735k	+4%	22k	33.00	View chart
iShares International Select Dividend ETF Etf (IDV)	0.5	$729k	-9%	18k	40.00	View chart
Tesla, Inc. - Equity (TSLA)	0.5	$692k	+49%	1.5k	450.00	View chart
iShares Emerging Markets Dividend Index Fund Exchange Traded Fund Etf (DVYE)	0.5	$623k	-7%	20k	32.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - May Etf (DMAY)	0.4	$529k	-3%	12k	46.00	View chart
Simplify Aggregate Bond ETF Etf (AGGH)	0.4	$527k	NEW	25k	21.00	View chart
Invesco KBW High Dividend Yield Financial ETF Etf (KBWD)	0.3	$408k	+2%	29k	14.00	View chart
FT Vest Nasdaq-100 Buffer ETF - December Etf (QDEC)	0.3	$391k	-14%	12k	33.00	View chart
FT Vest Nasdaq-100 Buffer ETF - September Etf (QSPT)	0.3	$391k	-14%	12k	32.00	View chart
FT Vest Nasdaq-100 Buffer ETF - June Etf (QJUN)	0.3	$383k	-13%	12k	32.00	View chart
FT Vest International Equity Buffer ETF - September Etf (YSEP)	0.3	$378k	-12%	14k	27.00	View chart
FT Vest Nasdaq-100 Buffer ETF - March Etf (QMAR)	0.3	$376k	-12%	11k	33.00	View chart
FT Vest International Equity Moderate Buffer ETF - March Etf (YMAR)	0.3	$373k	-12%	13k	28.00	View chart
FT Vest International Equity Moderate Buffer ETF - June Etf (YJUN)	0.3	$361k	-11%	14k	26.00	View chart
FT Vest International Equity Moderate Buffer ETF - December Etf (YDEC)	0.3	$357k	-11%	13k	27.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - February Etf (DFEB)	0.2	$325k		6.8k	48.00	View chart
FT Vest S&P 500 Dividend Aristocrats Target Income ETF Etf (KNG)	0.2	$309k	NEW	6.2k	50.00	View chart
Oracle Corporation Equity (ORCL)	0.2	$306k	-12%	1.6k	195.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - January Etf (DJAN)	0.2	$304k		6.9k	44.00	View chart
Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul Etf (JAJL)	0.2	$301k	-10%	10k	30.00	View chart
Innovator Equity Defined Protection ETF - 6mo Apr/Oct Etf (APOC)	0.2	$299k	-9%	11k	27.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - March Etf (DMAR)	0.2	$278k		6.6k	42.00	View chart
Global X NASDAQ 100 Covered Call ETF Etf (QYLD)	0.2	$274k	-18%	15k	18.00	View chart
Global X Russell 2000 Covered Call ETF Etf (RYLD)	0.2	$261k	-12%	16k	16.00	View chart
Innovator Emerging Markets Power Buffer ETF - October Etf (EOCT)	0.2	$247k	-14%	7.7k	32.00	View chart
Innovator U.S. Small Cap Power Buffer ETF - April Etf (KAPR)	0.2	$242k	-12%	6.7k	36.00	View chart
Principal Financial Group Inc - Equity (PFG)	0.2	$240k		2.7k	89.00	View chart
Innovator U.S. Small Cap Power Buffer ETF - January Etf (KJAN)	0.2	$237k	-13%	5.7k	42.00	View chart
Innovator U.S. Small Cap Power Buffer ETF - July Etf (KJUL)	0.2	$234k	-12%	7.3k	32.00	View chart
Innovator Emerging Markets Power Buffer ETF July Etf (EJUL)	0.2	$234k	-13%	7.8k	30.00	View chart
Innovator U.S. Small Cap Power Buffer ETF - October Etf (KOCT)	0.2	$232k	-13%	6.8k	34.00	View chart
Innovator Emerging Markets Power Buffer ETF April Etf (EAPR)	0.2	$230k	-12%	7.7k	30.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)	0.2	$229k	-96%	5.7k	40.00	View chart
Innovator Emerging Markets Power Buffer ETF January Etf (EJAN)	0.2	$225k	-12%	6.6k	34.00	View chart
Walmart Inc. - Equity (WMT)	0.2	$216k	+12%	1.9k	112.00	View chart
State Street SPDR S&P 500 ETF Trust Etf (SPY)	0.1	$179k	-63%	262.00	682.00	View chart
iShares Ultra Short Duration Bond Active ETF Etf (ICSH)	0.1	$176k	-10%	3.4k	51.00	View chart
Innovator Premium Income 30 Barrier ETF - April Etf (APRJ)	0.1	$173k	NEW	6.9k	25.00	View chart
Innovator Premium Income 30 Barrier ETF - January Etf (JANJ)	0.1	$173k	NEW	6.9k	25.00	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$173k	+43%	514.00	336.00	View chart
Innovator Premium Income 30 Barrier ETF - October Etf (OCTJ)	0.1	$171k	NEW	7.1k	24.00	View chart
Innovator Premium Income 30 Barrier ETF - July Etf (JULJ)	0.1	$171k	NEW	6.8k	25.00	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$165k	NEW	263.00	628.00	View chart
Quest Diagnostics Incorporated Equity (DGX)	0.1	$164k	-85%	944.00	174.00	View chart
Apple Inc. - Equity (AAPL)	0.1	$160k	+4%	587.00	272.00	View chart
OneAscent Core Plus Bond ETF Etf (OACP)	0.1	$155k		6.5k	24.00	View chart
Jabil Equity (JBL)	0.1	$155k	-86%	676.00	229.00	View chart
Cisco Systems, Inc. - Equity (CSCO)	0.1	$142k	-32%	1.8k	78.00	View chart
Amphenol Corporation Equity (APH)	0.1	$132k		968.00	136.00	View chart
Innovator Premium Income 20 Barrier ETF - January Etf (JANH)	0.1	$130k	NEW	5.2k	25.00	View chart
Innovator Premium Income 20 Barrier ETF - April Etf (APRH)	0.1	$129k	NEW	5.2k	25.00	View chart
Innovator Premium Income 20 Barrier ETF - October Etf (OCTH)	0.1	$128k	NEW	5.3k	24.00	View chart
Timothy Plan High Dividend Stock ETF Etf (TPHD)	0.1	$128k	NEW	3.3k	39.00	View chart
Timothy Plan US Large/Mid Cap Core ETF Etf (TPLC)	0.1	$128k	NEW	2.8k	46.00	View chart
Innovator Premium Income 20 Barrier ETF - July Etf (JULH)	0.1	$128k	NEW	5.1k	25.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)	0.1	$126k	-97%	2.6k	48.00	View chart
Old Dominion Freight Line, Inc. - Equity (ODFL)	0.1	$120k		763.00	157.00	View chart
Global X S&P 500 Covered Call ETF Etf (XYLD)	0.1	$119k	-24%	2.9k	41.00	View chart
Amazon.com, Inc. - Equity (AMZN)	0.1	$105k	+10%	456.00	231.00	View chart
L3Harris Technologies Equity (LHX)	0.1	$98k		332.00	294.00	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Etf (SHYG)	0.1	$88k	-28%	2.1k	43.00	View chart
Treace Medical Concepts, Inc. - Equity (TMCI)	0.1	$85k	NEW	28k	3.00	View chart
Ross Stores, Inc. - Equity (ROST)	0.1	$80k	+3%	443.00	181.00	View chart
AAON, Inc. - Equity (AAON)	0.1	$77k		998.00	77.00	View chart
Vistance Networks, Inc. - Equity	0.1	$77k		4.0k	19.00	View chart
Copart, Inc. - Equity (CPRT)	0.1	$77k		1.9k	40.00	View chart
D.R. Horton Equity (DHI)	0.1	$75k	-90%	514.00	145.00	View chart
Hershey Company Equity (HSY)	0.1	$74k	-92%	405.00	182.00	View chart
Costco Wholesale Corporation - Equity (COST)	0.1	$73k	-5%	84.00	863.00	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	0.1	$71k	-19%	691.00	103.00	View chart
ProShares Ultra S&P500 Etf (SSO)	0.1	$71k	+100%	1.2k	58.00	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.0	$67k	-18%	835.00	80.00	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$67k	-34%	1.1k	63.00	View chart
Rollins Equity (ROL)	0.0	$65k		1.1k	61.00	View chart
Centene Corporation Equity (CNC)	0.0	$63k	-95%	1.5k	42.00	View chart
Monster Beverage Corporation - Equity (MNST)	0.0	$62k		800.00	77.00	View chart
State Street SPDR Portfolio S&P 500 ETF Etf (SPYM)	0.0	$61k		755.00	81.00	View chart
Option Care Health, Inc. - Equity (OPCH)	0.0	$61k	-23%	1.9k	32.00	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.0	$61k		798.00	76.00	View chart
Alphabet Inc. - Class C Capital Equity (GOOG)	0.0	$59k	-26%	188.00	314.00	View chart
Timothy Plan International ETF Etf (TPIF)	0.0	$58k		1.7k	35.00	View chart
Roper Technologies, Inc. - Equity (ROP)	0.0	$57k	+7%	127.00	446.00	View chart
Williams-Sonoma Equity (WSM)	0.0	$55k	-94%	309.00	179.00	View chart
iShares Floating Rate Bond ETF Etf (FLOT)	0.0	$55k	-25%	1.1k	51.00	View chart
ConocoPhillips Equity (COP)	0.0	$53k	-4%	565.00	94.00	View chart
ProShares Ultra Bitcoin ETF Etf (BITU)	0.0	$53k	+99%	2.3k	23.00	View chart
Timothy Plan US Small Cap Core ETF Etf (TPSC)	0.0	$53k		1.2k	42.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)	0.0	$52k	-99%	1.2k	45.00	View chart
Simplify Treasury Option Income ETF Etf (BUCK)	0.0	$51k	NEW	2.1k	24.00	View chart
UFP Industries, Inc. - Equity (UFPI)	0.0	$50k		548.00	92.00	View chart
Novo Nordisk A/S Equity (NVO)	0.0	$50k		988.00	51.00	View chart
Balchem Corporation - Equity (BCPC)	0.0	$49k		321.00	154.00	View chart
Vanguard Short-Term Treasury ETF Etf (VGSH)	0.0	$48k	-22%	811.00	59.00	View chart
RLI Corp Equity (RLI)	0.0	$48k		744.00	64.00	View chart
Meta Platforms, Inc. - Class A Equity (META)	0.0	$48k	-48%	72.00	661.00	View chart
ResMed Equity (RMD)	0.0	$48k		197.00	241.00	View chart
Church & Dwight Company Equity (CHD)	0.0	$42k	-3%	503.00	84.00	View chart
Shopify Inc. - Class A Subordinate Voting Shares Equity (SHOP)	0.0	$42k	NEW	262.00	161.00	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.0	$41k	-25%	284.00	144.00	View chart
First Trust DJ Internet Index Fund Etf (FDN)	0.0	$41k	NEW	150.00	270.00	View chart
Phillips 66 Equity (PSX)	0.0	$36k	+6%	279.00	130.00	View chart
AbbVie Equity (ABBV)	0.0	$36k	-57%	158.00	229.00	View chart
Berkshire Hathaway Equity (BRK.B)	0.0	$35k	-35%	69.00	503.00	View chart
Exponent, Inc. - Equity (EXPO)	0.0	$34k		484.00	70.00	View chart
Ecolab Equity (ECL)	0.0	$32k		122.00	263.00	View chart
FTI Consulting Equity (FCN)	0.0	$30k		178.00	171.00	View chart
Dimensional US Vector Equity ETF Etf (DXUV)	0.0	$30k	NEW	497.00	60.00	View chart
AutoNation Equity (AN)	0.0	$30k	-58%	144.00	207.00	View chart
Oneok Equity (OKE)	0.0	$29k	+4%	397.00	74.00	View chart
JP Morgan Chase & Co Equity (JPM)	0.0	$29k		90.00	323.00	View chart
FactSet Research Systems Equity (FDS)	0.0	$29k		99.00	291.00	View chart
Ford Motor Company Equity (F)	0.0	$27k	+58%	1.9k	14.00	View chart
Eli Lilly and Company Equity (LLY)	0.0	$27k		25.00	1075.00	View chart
At&t Equity (T)	0.0	$26k	+362%	1.0k	25.00	View chart
Dimensional U.S. Equity Market ETF Etf (DFUS)	0.0	$26k	NEW	344.00	75.00	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.0	$25k	-67%	210.00	121.00	View chart
Ball Corporation Equity (BALL)	0.0	$25k		469.00	53.00	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	0.0	$25k	NEW	247.00	100.00	View chart
NewMarket Corp Equity (NEU)	0.0	$24k		35.00	688.00	View chart
Dimensional International Core Equity 2 ETF Etf (DFIC)	0.0	$22k	NEW	631.00	35.00	View chart
PPG Industries Equity (PPG)	0.0	$22k		212.00	103.00	View chart
FT Vest U.S. Equity Deep Buffer ETF - December Etf (DDEC)	0.0	$19k	-74%	422.00	46.00	View chart
American Tower Corporation Equity (AMT)	0.0	$19k	-10%	109.00	176.00	View chart
Nike Equity (NKE)	0.0	$19k		296.00	64.00	View chart
Goldman Sachs Group Equity (GS)	0.0	$19k	+90%	21.00	879.00	View chart
Intel Corporation - Equity (INTC)	0.0	$18k	+292%	490.00	37.00	View chart
Coca-Cola Company Equity (KO)	0.0	$18k	+91%	251.00	70.00	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.0	$18k	NEW	60.00	291.00	View chart
Lockheed Martin Corporation Equity (LMT)	0.0	$17k	-75%	36.00	484.00	View chart
Hormel Foods Corporation Equity (HRL)	0.0	$17k		708.00	24.00	View chart
Valero Energy Corporation Equity (VLO)	0.0	$17k	-69%	102.00	163.00	View chart
ZIM Integrated Shipping Services Ltd. Ordinary Shares Equity (ZIM)	0.0	$16k	NEW	726.00	22.00	View chart
Open Text Corporation - Common Shares Equity (OTEX)	0.0	$16k		480.00	33.00	View chart
iShares Bitcoin Trust Etf (IBIT)	0.0	$16k		314.00	50.00	View chart
FT Vest U.S. Equity Buffer ETF - September Etf (FSEP)	0.0	$14k	NEW	277.00	52.00	View chart
Oklo Inc. Class A Equity (OKLO)	0.0	$14k	NEW	200.00	72.00	View chart
FT Vest U.S. Equity Buffer ETF - November Etf (FNOV)	0.0	$14k	NEW	261.00	55.00	View chart
TJX Companies Equity (TJX)	0.0	$14k		93.00	154.00	View chart
FT Vest U.S. Equity Buffer ETF - August Etf (FAUG)	0.0	$14k	-3%	270.00	53.00	View chart
FT Vest U.S. Equity Buffer ETF - October Etf (FOCT)	0.0	$14k	NEW	292.00	49.00	View chart
Mastercard Incorporated Equity (MA)	0.0	$14k	-17%	24.00	571.00	View chart
Palantir Technologies Inc. - Class A Equity (PLTR)	0.0	$13k		75.00	178.00	View chart
Home Depot Equity (HD)	0.0	$13k	+22%	38.00	345.00	View chart
Medtronic plc. Ordinary Shares Equity (MDT)	0.0	$12k		125.00	97.00	View chart
State Street SPDR Portfolio S&P 500 High Dividend ETF Etf (SPYD)	0.0	$12k	-96%	274.00	44.00	View chart
Visa Equity (V)	0.0	$12k	-32%	34.00	351.00	View chart
Vanguard Value ETF Etf (VTV)	0.0	$12k	-93%	62.00	191.00	View chart
McKesson Corporation Equity (MCK)	0.0	$12k	-82%	14.00	821.00	View chart
RTX Corporation Equity (RTX)	0.0	$11k	+32%	61.00	184.00	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$11k	-83%	204.00	54.00	View chart
Bank of America Corporation Equity (BAC)	0.0	$11k	-19%	199.00	55.00	View chart
Wells Fargo & Company Equity (WFC)	0.0	$11k		116.00	94.00	View chart
Caterpillar Equity (CAT)	0.0	$11k	+11%	19.00	573.00	View chart
American Express Company Equity (AXP)	0.0	$11k	+123%	29.00	370.00	View chart
Advanced Micro Devices, Inc. - Equity (AMD)	0.0	$11k		49.00	215.00	View chart
J & J Snack Foods Corp. - Equity (JJSF)	0.0	$11k		115.00	91.00	View chart
Ameriprise Financial Equity (AMP)	0.0	$10k	NEW	21.00	491.00	View chart
ProShares Ultra XRP ETF Etf (UXRP)	0.0	$10k	+67%	1.0k	10.00	View chart
GE Aerospace Equity (GE)	0.0	$9.9k	+6%	32.00	309.00	View chart
State Street SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	0.0	$9.6k		90.00	107.00	View chart
UnitedHealth Group Incorporated Equity (UNH)	0.0	$9.6k	+11%	29.00	331.00	View chart
Snowflake Equity (SNOW)	0.0	$9.2k	+250%	42.00	220.00	View chart
International Business Machines Corporation Equity (IBM)	0.0	$9.2k	+19%	31.00	297.00	View chart
ProShares Ultra Ether ETF Etf (ETHT)	0.0	$8.9k		233.00	38.00	View chart
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)	0.0	$8.8k	NEW	260.00	34.00	View chart
Lithia Motors Equity (LAD)	0.0	$8.7k	-82%	26.00	333.00	View chart
Netflix, Inc. - Equity (NFLX)	0.0	$8.5k	+542%	90.00	94.00	View chart
Philip Morris International Equity (PM)	0.0	$7.7k	-88%	48.00	161.00	View chart
Morgan Stanley Equity (MS)	0.0	$7.7k		43.00	178.00	View chart
Amgen Inc. - Equity (AMGN)	0.0	$7.5k	-86%	23.00	328.00	View chart
Incyte Corporation - Equity (INCY)	0.0	$7.5k		76.00	99.00	View chart
Hilton Worldwide Holdings Equity (HLT)	0.0	$7.5k	+188%	26.00	288.00	View chart
ONE Gas Equity (OGS)	0.0	$7.4k		95.00	78.00	View chart
Chevron Corporation Equity (CVX)	0.0	$7.3k	-21%	48.00	153.00	View chart
Vertiv Holdings, LLC Class A Equity (VRT)	0.0	$7.3k	+28%	45.00	163.00	View chart
Lam Research Corporation - Equity (LRCX)	0.0	$7.2k		42.00	172.00	View chart
Citigroup Equity (C)	0.0	$7.1k		61.00	117.00	View chart
McDonald's Corporation Equity (MCD)	0.0	$7.0k		23.00	306.00	View chart
Parker-Hannifin Corporation Equity (PH)	0.0	$7.0k		8.00	879.00	View chart
Thermo Fisher Scientific Equity (TMO)	0.0	$7.0k	+1100%	12.00	580.00	View chart
Loews Corporation Equity (L)	0.0	$6.7k	+800%	63.00	106.00	View chart

Past Filings by Winnow Wealth

SEC 13F filings are viewable for Winnow Wealth going back to 2024

Winnow Wealth 2025 Q4 filed Feb. 11, 2026
Winnow Wealth 2025 Q3 filed Nov. 4, 2025
Winnow Wealth 2025 Q1 filed Aug. 26, 2025
Winnow Wealth 2024 Q4 filed Aug. 21, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z