Winnow Wealth LLC Portfolio Holdings
Winnow Wealth LLC
- $128 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 573
- Current Value $128 Billion
- Prior Value $134 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 494 stocks
- Additional Purchases 26 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks