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WINNOW WEALTH LLC

Q2 2026 · 13F-HR

WINNOW WEALTH LLCholdings as filed

Filed 2026-07-22 · accession 0001754960-26-000581

$147.1M
Reported value
137
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$10.3M6.99%102,068CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$9.2M6.28%239,310CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$5.2M3.56%104,449CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$5.2M3.55%109,924CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$5.1M3.48%109,598CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$4.9M3.35%95,872CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$4.5M3.08%131,994CommonNONE
45784N502RFLRINNOVATOR ETFS TRUST$3.8M2.57%115,463CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.6M2.48%3,156CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$3.6M2.43%98,090CommonNONE
Y2573F102FLEXFLEX LTD$2.4M1.61%14,605CommonNONE
921935870VTESVANGUARD WELLINGTON FD$2.2M1.46%21,254CommonNONE
45784N387IFLRINNOVATOR ETFS TRUST$1.9M1.26%34,910CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M1.14%12,306CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$1.6M1.11%27,629CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.5M1.00%4,294CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$1.4M0.94%24,827CommonNONE
22542D233GLDICREDIT SUISSE NASSAU BRANC$1.3M0.90%9,395CommonNONE
45784N296XBFRINNOVATOR ETFS TRUST$1.3M0.87%47,814CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.85%4,923CommonNONE
33738D820SDVDFIRST TR EXCHANGE-TRADED FD$1.2M0.85%53,962CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.2M0.84%895CommonNONE
02209S103MOALTRIA GROUP INC$1.2M0.84%17,154CommonNONE
45784N288IBFRINNOVATOR ETFS TRUST$1.2M0.82%24,164CommonNONE
125269100CFCF INDUSTRIES HOLD$1.2M0.82%11,185CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.2M0.82%41,167CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.80%3,282CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.79%5,820CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.79%9,010CommonNONE
833034101SNASNAP ON INC$1.2M0.78%2,860CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.77%1,647CommonNONE
902973304USBUS BANCORP$1.1M0.76%18,511CommonNONE
45784N270NBFRINNOVATOR ETFS TRUST$1.1M0.75%40,298CommonNONE
45784N262KBFRINNOVATOR ETFS TRUST$1.1M0.74%39,593CommonNONE
88160R101TSLATESLA INC$1.1M0.73%2,568CommonNONE
375558103GILDGILEAD SCIENCES INC$1.1M0.72%8,424CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.71%11,449CommonNONE
26875P101EOGEOG RES INC$1.0M0.71%8,081CommonNONE
30161Q104EXELEXELIXIS INC$1.0M0.71%19,115CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.70%2,725CommonNONE
745867101PHMPULTE GROUP INC$981,4570.67%7,153CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$973,4980.66%8,563CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$970,6600.66%5,759CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$969,5470.66%3,995CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$962,4890.65%1,776CommonNONE
751212101RLRALPH LAUREN CORP$951,0790.65%2,369CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$948,9390.65%22,412CommonNONE
494368103KMBKIMBERLY-CLARK CORP$938,9050.64%8,553CommonNONE
452308109ITWILLINOIS TOOL WKS INC$937,0850.64%3,465CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$903,7100.61%44,805CommonNONE
500754106KHCKRAFT HEINZ CO$893,8010.61%37,841CommonNONE
742718109PGPROCTER & GAMBLE CO$890,4700.61%6,072CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$886,7920.60%17,126CommonNONE
243537107DECKDECKERS OUTDOOR CORP$881,0500.60%8,874CommonNONE
88636J659YMAXTIDAL TRUST II$875,5190.60%108,356CommonNONE
35137L105FOXAFOX CORP$844,1340.57%16,184CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$835,5910.57%33,953CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$834,4220.57%9,668CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$831,5510.57%35,506CommonNONE
88033G407THCTENET HEALTHCARE CORP$818,1160.56%4,373CommonNONE
925652109VICIVICI PPTYS INC$817,8100.56%30,803CommonNONE
713448108PEPPEPSICO INC$806,6420.55%5,957CommonNONE
053611109AVYAVERY DENNISON CORP$792,2830.54%4,880CommonNONE
12572Q105CMECME GROUP INC$791,5500.54%3,584CommonNONE
20030N101CMCSACOMCAST CORP NEW$782,2250.53%31,863CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$770,0050.52%22,210CommonNONE
03831W108APPAPPLOVIN CORP$761,3530.52%1,478CommonNONE
12811T530CAIQCALAMOS ETF TR$742,7410.51%27,663CommonNONE
205887102CAGCONAGRA BRANDS INC$738,4000.50%54,859CommonNONE
12811T571CAIECALAMOS ETF TR$730,8690.50%26,860CommonNONE
594918104MSFTMICROSOFT CORP$720,2970.49%1,931CommonNONE
370334104GISGENERAL MILLS INC$688,5650.47%19,786CommonNONE
45784N585ACIIINNOVATOR ETFS TRUST$679,8800.46%26,714CommonNONE
45784N593ACEIINNOVATOR ETFS TRUST$666,7150.45%28,805CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$655,2190.45%33,967CommonNONE
589889104MMSIMERIT MED SYS INC$650,9420.44%9,388CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$637,2600.43%51,309CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$621,3950.42%12,305CommonNONE
464288448IDVISHARES TR$618,3500.42%14,925CommonNONE
72352L106PINSPINTEREST INC$603,6810.41%28,706CommonNONE
002824100ABTABBOTT LABORATORIES$558,3010.38%6,153CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$555,3720.38%15,203CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$550,9480.37%3,874CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$537,0330.37%7,537CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$532,7140.36%11,305CommonNONE
464286319DVYEISHARES INC$509,0180.35%15,793CommonNONE
464288273SCZISHARES TR$508,2140.35%6,177CommonNONE
464287804IJRISHARES TR$506,1500.34%3,413CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$500,5340.34%12,746CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$493,6640.34%19,676CommonNONE
25434V559DXUVDIMENSIONAL ETF TRUST$487,7410.33%7,334CommonNONE
16679L109CHWYCHEWY INC$482,5060.33%24,555CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$478,5300.33%20,443CommonNONE
45784P101PODDINSULET CORP$434,9930.30%2,857CommonNONE
922908769VTIVANGUARD INDEX FDS$432,6150.29%1,169CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$429,2040.29%3,449CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$421,6290.29%5,146CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$419,0550.28%9,928CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$370,1380.25%10,624CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$368,6300.25%7,289CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$367,1080.25%9,859CommonNONE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$364,7960.25%10,244CommonNONE
46090A713EFAAINVESCO ACTIVELY MANAGED EXC$364,0580.25%6,529CommonNONE
46090A689QQAINVESCO ACTIVELY MANAGED EXC$362,1430.25%6,284CommonNONE
82889N459GAEMSIMPLIFY EXCHANGE TRADED FUN$361,6670.25%13,438CommonNONE
46090A697RSPAINVESCO ACTIVELY MANAGED EXC$361,6670.25%6,779CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$351,8890.24%10,415CommonNONE
78433H501CSHINEOS ETF TRUST$349,2380.24%7,011CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$345,1570.23%9,263CommonNONE
33740U828YSEPFIRST TR EXCHNG TRADED FD VI$332,1810.23%12,062CommonNONE
25434V567DGCBDIMENSIONAL ETF TRUST$329,5220.22%6,027CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$329,4440.22%11,496CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$324,0910.22%6,419CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$323,9450.22%8,786CommonNONE
33740U869YJUNFIRST TR EXCHNG TRADED FD VI$320,6840.22%11,966CommonNONE
33740F656YDECFIRST TR EXCHNG TRADED FD VI$312,3530.21%11,340CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$296,5180.20%2,751CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$292,2010.20%6,532CommonNONE
33733E724DFIIFIRST TR EXCHANGE-TRADED FD$284,0450.19%25,544CommonNONE
45783Y244JAJLINNOVATOR ETFS TRUST$260,5680.18%8,712CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$258,7030.18%5,683CommonNONE
45784N882APOCINNOVATOR ETFS TRUST$252,9490.17%9,626CommonNONE
466313103JBLJABIL INC$244,0290.17%633CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$231,7540.16%5,823CommonNONE
12811T555CBTLCALAMOS ETF TR$227,4220.15%13,142CommonNONE
45782C623EOCTINNOVATOR ETFS TRUST$225,8600.15%6,613CommonNONE
68389X105ORCLORACLE CORP$224,8830.15%1,535CommonNONE
931142103WMTWALMART INC$223,3790.15%1,972CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$222,9600.15%4,886CommonNONE
037833100AAPLAPPLE INC$220,7330.15%763CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$219,5230.15%5,876CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$216,1540.15%5,288CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$213,8320.15%6,295CommonNONE
17275R102CSCOCISCO SYS INC$211,1610.14%1,798CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$207,8880.14%6,655CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$204,3350.14%274CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$200,0970.14%6,080CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.