WINNACLE WEALTH LLC
All 13F Filings
- Location
- Waco, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,074
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.4 K | 75.8% | 3.408 K | 0 | 3.408 K |
| ETFs | 35.67 K | 24.2% | 14.57 K | 0 | 14.57 K |
| Debt | 0 | 0.0% | 0 | 528 | -528 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
147,074
Holdings
137
QoQ value change ($000)
17,449
(13.5%)
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.