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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21B
$41,000 0.0% of portfolio
1
Q2 2025 New
$99.2B
$2.76 Million 0.0% of portfolio
10
Q2 2025 Reduced 99.77%
$30.9B
$3.01 Million 0.0% of portfolio
300
Q2 2025 New
$29.2B
$184,000 0.0% of portfolio
16
Q2 2025 Reduced 67.35%
$43.6B
$3.34 Million 0.0% of portfolio
41
Q2 2025 Added 215.38%
$27.4B
$634,000 0.0% of portfolio
31
Q2 2025 Added 72.22%
$19.3B
$4.29 Million 0.0% of portfolio
100
Q2 2025 New
$95.8B
$6.66 Million 0.0% of portfolio
147
Q2 2025 New
Aeluma Inc
-
$6.55 Million 0.0% of portfolio
-
Q2 2025 New
$3.72B
$94,000 0.0% of portfolio
4
Q2 2025 New
$70.4B
$5.65 Million 0.0% of portfolio
90
Q2 2025 Added 260.0%
$0
$979,000 0.0% of portfolio
15
Q2 2025 New
$177M
$3.87 Million 0.0% of portfolio
1,000
Q2 2025 New
$0
$6.21 Million 0.0% of portfolio
25
Q2 2025 New
$1.58B
$3.17 Million 0.0% of portfolio
80
Q2 2025 New
$2.68B
$4.67 Million 0.0% of portfolio
100
Q2 2025 New
$47.2B
$4.86 Million 0.0% of portfolio
500
Q2 2025 New
Intuitive Machines Inc
-
$1.09 Million 0.0% of portfolio
-
Q2 2025 New

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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