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 $129.6M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($10.9M, 8.44%), SFLR ($8.6M, 6.64%), DJUL ($5.0M, 3.89%), DSEP ($5.0M, 3.85%), DOCT ($4.9M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $10.9M | 8.44% | 108,631 | Added |
| 2 | SFLR | INNOVATOR ETFS TRUST | $8.6M | 6.64% | 242,979 | Trimmed |
| 3 | DJUL | FIRST TR EXCHNG TRADED FD VI | $5.0M | 3.89% | 107,967 | Trimmed |
| 4 | DSEP | FIRST TR EXCHNG TRADED FD VI | $5.0M | 3.85% | 113,643 | Trimmed |
| 5 | DOCT | FIRST TR EXCHNG TRADED FD VI | $4.9M | 3.79% | 113,260 | Trimmed |
| 6 | DNOV | FIRST TR EXCHNG TRADED FD VI | $4.7M | 3.66% | 99,091 | Trimmed |
| 7 | BALT | INNOVATOR ETFS TRUST | $4.6M | 3.52% | 136,196 | Trimmed |
| 8 | RFLR | INNOVATOR ETFS TRUST | $3.4M | 2.62% | 116,966 | Added |
| 9 | QFLR | INNOVATOR ETFS TRUST | $3.3M | 2.55% | 99,102 | Added |
| 10 | XOM | EXXON MOBIL CORP | $2.1M | 1.61% | 12,301 | Added |
| 11 | ZSEP | INNOVATOR ETFS TRUST | $1.7M | 1.34% | 34,374 | Added |
| 12 | VTES | VANGUARD WELLINGTON FD | $1.6M | 1.27% | 16,246 | New |
| 13 | CF | CF INDUSTRIES HOLD | $1.5M | 1.19% | 11,850 | Trimmed |
| 14 | GLDI | UBS AG | $1.3M | 1.03% | 8,063 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.96% | 5,107 | Trimmed |
| 16 | GPIQ | GOLDMAN SACHS ETF TR | $1.2M | 0.96% | 25,157 | Trimmed |
| 17 | EOG | EOG RES INC | $1.2M | 0.95% | 8,528 | Trimmed |
| 18 | GILD | GILEAD SCIENCES INC | $1.2M | 0.93% | 8,611 | Trimmed |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.92% | 23,872 | Trimmed |
| 20 | CBOE | CBOE GLOBAL MKTS INC | $1.2M | 0.90% | 4,159 | Trimmed |
| 21 | MO | ALTRIA GROUP INC | $1.2M | 0.90% | 17,677 | Trimmed |
| 22 | MU | MICRON TECHNOLOGY INC | $1.1M | 0.89% | 3,401 | Trimmed |
| 23 | CME | CME GROUP INC | $1.1M | 0.88% | 3,842 | Trimmed |
| 24 | MRK | MERCK & CO INC | $1.1M | 0.87% | 9,375 | Trimmed |
| 25 | ZSEP | INNOVATOR ETFS TRUST | $1.1M | 0.85% | 44,955 | New |
Source: SEC Form 13F filings · as of 2026-03-31