Winnow Wealth LLC Portfolio Holdings

Winnow Wealth LLC

  • $134 Billion
  • Q2 2025

Winnow Wealth LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Farmland Partners Inc. with a value of $13.2B, Sprott Physical Gold Trust with a value of $9.42B, Van Eck Merk Gold Trust with a value of $9.21B, Pacer Fds Tr Us Cash Cows 100 with a value of $9.1B, and Sprott Physical Silver Trust with a value of $6.49B.

Examining the 13F form we can see an increase of $33.5B in the current position value, from $101B to 134B. Also it can be appreciated an additional of 86 stocks purchases and 548 closed positions.

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 $134 Billion
ETFs: $47.3 Billion
Real Estate: $25.5 Billion
Financial Services: $21.3 Billion
Energy: $10.2 Billion
Basic Materials: $8.83 Billion
Consumer Defensive: $3.39 Billion
Industrials: $3.13 Billion
Technology: $2.75 Billion
Other: $1.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$1.41 Billion 1.05% of portfolio
10,645
Q2 2025 Added 87.25%
$3.95T
$337 Million 0.25% of portfolio
678
Q2 2025 Reduced 63.57%
$3.69T
$329 Million 0.25% of portfolio
1,604
Q2 2025 Added 260.45%
$452B
$295 Million 0.22% of portfolio
1,934
Q2 2025 Reduced 78.87%
$1.21T
$220 Million 0.16% of portfolio
1,250
Q2 2025 Reduced 70.62%
$621B
$182 Million 0.14% of portfolio
375
Q2 2025 Added 321.35%
$405B
$165 Million 0.12% of portfolio
450
Q2 2025 Added 1,945.45%
$859B
$145 Million 0.11% of portfolio
500
Q2 2025 Added 733.33%
$261B
$109 Million 0.08% of portfolio
600
Q2 2025 Added 49.63%
$2.26T
$104 Million 0.08% of portfolio
476
Q2 2025 Added 39.59%
$229B
$82.1 Million 0.06% of portfolio
562
Q2 2025 Added 1,712.9%
$1.78T
$77.5 Million 0.06% of portfolio
105
Q2 2025 Reduced 11.76%
$368B
$73.4 Million 0.05% of portfolio
461
Q2 2025 Added 840.82%
$250B
$66.2 Million 0.05% of portfolio
470
Q2 2025 Added 1,578.57%
$302B
$52.7 Million 0.04% of portfolio
368
Q2 2025 Added 820.0%
$203B
$44.6 Million 0.03% of portfolio
563
Q2 2025 Reduced 94.01%
$548B
$44.4 Million 0.03% of portfolio
79
Q2 2025 Added 338.89%
$203B
$37.6 Million 0.03% of portfolio
1,300
Q2 2025 Added 790.41%
$293B
$46.4 Million 0.03% of portfolio
669
Q2 2025 Reduced 96.1%
$306B
$43.4 Million 0.03% of portfolio
613
Q2 2025 Added 596.59%
$210B
$27.1 Million 0.02% of portfolio
92
Q2 2025 Added 384.21%
$456B
$31.6 Million 0.02% of portfolio
200
Q2 2025 Reduced 83.55%
$684B
$28.4 Million 0.02% of portfolio
130
Q2 2025 Reduced 92.63%
$229B
$15.6 Million 0.01% of portfolio
115
Q2 2025 Added 228.57%
$218B
$2.33 Million 0.0% of portfolio
6
Q2 2025 Reduced 45.45%
$245B
$624,000 0.0% of portfolio
2
Q2 2025 Reduced 90.0%
$351B
$1.11 Million 0.0% of portfolio
6
Q2 2025 Reduced 98.07%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $134 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 58 stocks
  • Sold out of 548 stocks
  • Reduced holdings in 25 stocks
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