Winnow Wealth LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 573 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Equity Manag with a value of $9.35B, First Tr Ex Trd Viii Cboe Vest with a value of $5.83B, First Tr Exch Trd Fd Viii Ft C with a value of $5.83B, First Ex Tr Fd Ft Cboe Vest Us with a value of $5.79B, and First Tr ETF Viii Cboe Vest Us with a value of $5.5B.
Examining the 13F form we can see an decrease of $6.52B in the current position value, from $134B to 128B.
Winnow Wealth LLC is based out at Waco, TX
Below you can find more details about Winnow Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Billion
Healthcare: $12.5 Billion
Consumer Defensive: $11.1 Billion
Technology: $10.6 Billion
ETFs: $10.4 Billion
Consumer Cyclical: $6.81 Billion
Communication Services: $6.5 Billion
Financial Services: $4.93 Billion
Energy: $4.03 Billion
Other: $5.4 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
