Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WINNOW WEALTH LLC (CIK 2079687) reported $147.1M across 137 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($10.3M, 6.99%), SFLR ($9.2M, 6.28%), DJUL ($5.2M, 3.56%), DSEP ($5.2M, 3.55%), DOCT ($5.1M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $10.3M | 6.99% | 102,068 | Trimmed |
| 2 | SFLR | INNOVATOR ETFS TRUST | $9.2M | 6.28% | 239,310 | Trimmed |
| 3 | DJUL | FIRST TR EXCHNG TRADED FD VI | $5.2M | 3.56% | 104,449 | Trimmed |
| 4 | DSEP | FIRST TR EXCHNG TRADED FD VI | $5.2M | 3.55% | 109,924 | Trimmed |
| 5 | DOCT | FIRST TR EXCHNG TRADED FD VI | $5.1M | 3.48% | 109,598 | Trimmed |
| 6 | DNOV | FIRST TR EXCHNG TRADED FD VI | $4.9M | 3.35% | 95,872 | Trimmed |
| 7 | BALT | INNOVATOR ETFS TRUST | $4.5M | 3.08% | 131,994 | Trimmed |
| 8 | RFLR | INNOVATOR ETFS TRUST | $3.8M | 2.57% | 115,463 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC | $3.6M | 2.48% | 3,156 | Trimmed |
| 10 | QFLR | INNOVATOR ETFS TRUST | $3.6M | 2.43% | 98,090 | Trimmed |
| 11 | FLEX | FLEX LTD | $2.4M | 1.61% | 14,605 | Trimmed |
| 12 | VTES | VANGUARD WELLINGTON FD | $2.2M | 1.46% | 21,254 | Added |
| 13 | IFLR | INNOVATOR ETFS TRUST | $1.9M | 1.26% | 34,910 | Added |
| 14 | XOM | EXXON MOBIL CORP | $1.7M | 1.14% | 12,306 | Added |
| 15 | GPIQ | GOLDMAN SACHS ETF TR | $1.6M | 1.11% | 27,629 | Added |
| 16 | PANW | PALO ALTO NETWORKS INC | $1.5M | 1.00% | 4,294 | Trimmed |
| 17 | GPIX | GOLDMAN SACHS ETF TR | $1.4M | 0.94% | 24,827 | Added |
| 18 | GLDI | CREDIT SUISSE NASSAU BRANC | $1.3M | 0.90% | 9,395 | Added |
| 19 | XBFR | INNOVATOR ETFS TRUST | $1.3M | 0.87% | 47,814 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.85% | 4,923 | Trimmed |
| 21 | SDVD | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.85% | 53,962 | Added |
| 22 | MO | ALTRIA GROUP INC | $1.2M | 0.84% | 17,154 | Trimmed |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $1.2M | 0.84% | 895 | Trimmed |
| 24 | CF | CF INDUSTRIES HOLD | $1.2M | 0.82% | 11,185 | Trimmed |
| 25 | IBFR | INNOVATOR ETFS TRUST | $1.2M | 0.82% | 24,164 | Added |
Source: SEC Form 13F filings · as of 2026-06-30