Institutions / Winnow Wealth LLC
Winnow Wealth LLC
CIK 2079687 · Institution · as of Dec 31, 2025
Portfolio value
$135.37M
Positions
589
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 589 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | $10.81M | 8.0% |
| Innovator Equity Managed Floor ETF | $9.67M | 7.1% |
| First Trust Exchange-Traded Fund VIII | $5.58M | 4.1% |
| First Trust Exchange-Traded Fund VIII | $5.51M | 4.1% |
| First Trust Exchange-Traded Fund VIII | $5.49M | 4.1% |
| First Trust Exchange-Traded Fund VIII | $5.22M | 3.9% |
| Innovator Defined Wealth Shield ETF | $5.07M | 3.7% |
| Innovator Nasdaq-100 Managed Floor ETF | $3.38M | 2.5% |
| Innovator U.S. Small Cap Managed Floor ETF | $3.33M | 2.5% |
| ETRACS Gold Shares Covered Call ETNs due February 2, 2033 | $1.50M | 1.1% |
| Exxon Mobil Corp | $1.48M | 1.1% |
| Goldman Sachs Nasdaq-100 Premium Income ETF | $1.39M | 1.0% |
| Innovator International Developed Managed Floor ETF | $1.33M | 1.0% |
| Fox Corp | $1.28M | 0.9% |
| Goldman Sachs S&P 500 Premium Income ETF | $1.17M | 0.9% |
| Gilead Sciences, Inc. | $1.12M | 0.8% |
| YieldMax Universe Fund of Option Income ETFs | $1.11M | 0.8% |
| NVIDIA Corp | $1.11M | 0.8% |
| Johnson & Johnson | $1.11M | 0.8% |
| CME Group Inc | $1.10M | 0.8% |
| Cboe Global Markets Inc | $1.09M | 0.8% |
| Alphabet Inc. | $1.09M | 0.8% |
| US Bancorp \De | $1.09M | 0.8% |
| Micron Technology Inc | $1.08M | 0.8% |
| Snap-on Inc | $1.07M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.