WINNACLE WEALTH LLC
All 13F Filings
- Location
- Waco, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 151,341
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 141 | 151,341 | 13F-HR | WINNACLE WEALTH LLC |
| Q2 2026 | 7/21/2026 | 137 | 147,074 | 13F-HR | WINNACLE WEALTH LLC |
| Q1 2026 | 5/19/2026 | 123 | 129,625 | 13F-HR | WINNOW WEALTH LLC |
| Q4 2025 | 2/11/2026 | 589 | 135,367 | 13F-HR | WINNOW WEALTH LLC |
| Q3 2025 | 11/4/2025 | 573 | 127,726 | 13F-HR | WINNOW WEALTH LLC |
| Q2 2025 | 8/12/2025 | 169 | 134,249 | 13F-HR | WINNOW WEALTH LLC |
| Q1 2025 | 8/26/2025 | 631 | 108,380 | 13F-HR | WINNOW WEALTH LLC |
| Q4 2024 | 8/21/2025 | 631 | 100,773 | 13F-HR | WINNOW WEALTH LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.4 K | 66.4% | 0 | 10.99 K | -10.99 K |
| ETFs | 50.91 K | 33.6% | 15.25 K | 0 | 15.25 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
151,341
Holdings
141
QoQ value change ($000)
4,267
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.