Institutional Investor · CIK 0002079687
WINNOW WEALTH LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
114
Total Value
$121.43M
Total Shares
2.49M
Latest Filing
May 19, 2026
CIK
0002079687
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 108,631 | $10.93M | 0.0128% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 242,979 | $8.60M | 0.4765% | SH | — | View | |
FT Cboe Vest U.S.…(DJUL) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 107,967 | $5.05M | 1.3438% | SH | — | View |
FT Cboe Vest U.S.…(DOCT) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 113,260 | $4.92M | 1.6359% | SH | — | View |
FT Cboe Vest U.S.…(DNOV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 99,091 | $4.75M | 1.3001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 136,196 | $4.56M | 0.1888% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 116,966 | $3.40M | 13.3068% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 99,102 | $3.30M | 0.6883% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-19 | 12,301 | $2.09M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 34,374 | $1.73M | 17.9892% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 16,246 | $1.64M | 0.0866% | SH | — | View | |
| Basic Materials | Agricultural Inputs | 2026-03-31 | 2026-05-19 | 11,850 | $1.54M | 0.0077% | SH | — | View | |
UBS AG ETRACS Gold…(GLDI) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 8,063 | $1.34M | 0.7279% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 5,107 | $1.25M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 25,157 | $1.25M | 0.1176% | SH | — | View | |
EOG Resources, Inc.(EOG) | Energy | Oil & Gas Exploration & Production | 2026-03-31 | 2026-05-19 | 8,528 | $1.23M | 0.0016% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-03-31 | 2026-05-19 | 8,611 | $1.20M | 0.0007% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-19 | 23,872 | $1.20M | 0.0006% | SH | — | View | |
| Financial Services | Financial - Data & Stock Exchanges | 2026-03-31 | 2026-05-19 | 4,159 | $1.17M | 0.0040% | SH | — | View | |
| Consumer Defensive | Tobacco | 2026-03-31 | 2026-05-19 | 17,677 | $1.17M | 0.0011% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 3,401 | $1.15M | 0.0003% | SH | — | View | |
CME Group Inc.(CME) | Financial Services | Financial - Data & Stock Exchanges | 2026-03-31 | 2026-05-19 | 3,842 | $1.13M | 0.0011% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 9,375 | $1.13M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 44,955 | $1.10M | 45.2970% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 22,581 | $1.10M | N/A | SH | — | View | |
Goldman Sachs S&P 500…(GPIX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 21,682 | $1.08M | 0.1037% | SH | — | View |
| Healthcare | Biotechnology | 2026-03-31 | 2026-05-19 | 1,824 | $1.08M | 0.0043% | SH | — | View | |
Snap-on Incorporated(SNA) | Industrials | Manufacturing - Tools & Accessories | 2026-03-31 | 2026-05-19 | 2,956 | $1.07M | 0.0057% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 947 | $1.04M | 0.0019% | SH | — | View | |
Flex Ltd.(FLEX) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-05-19 | 15,580 | $1.02M | 0.0043% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-19 | 11,850 | $1.01M | 0.0015% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 5,704 | $994.80K | 0.0000% | SH | — | View |
U.S. Bancorp(USB) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-19 | 19,023 | $989.40K | 0.0012% | SH | — | View |
Fox Corporation(FOXA) | Communication Services | Entertainment | 2026-03-31 | 2026-05-19 | 16,768 | $979.22K | 0.0038% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 3,355 | $964.64K | 0.0000% | SH | — | View |
Comcast Corporation(CMCSA) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-19 | 33,351 | $957.51K | 0.0009% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-19 | 6,142 | $953.83K | 0.0004% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-19 | 3,567 | $928.33K | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 38,015 | $922.63K | N/A | SH | — | View | |
| Consumer Cyclical | Apparel - Footwear & Accessories | 2026-03-31 | 2026-05-19 | 9,129 | $913.73K | 0.0064% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 37,121 | $912.98K | N/A | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-19 | 6,277 | $906.63K | 0.0003% | SH | — | View | |
| Consumer Cyclical | Packaging & Containers | 2026-03-31 | 2026-05-19 | 5,121 | $884.30K | 0.0067% | SH | — | View | |
FT Cboe Vest Rising…(RDVI) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 34,450 | $880.19K | 0.0307% | SH | — | View |
VICI Properties Inc.(VICI) | Real Estate | REIT - Specialty | 2026-03-31 | 2026-05-19 | 32,124 | $877.63K | 0.0030% | SH | — | View |
| Consumer Defensive | Packaged Foods | 2026-03-31 | 2026-05-19 | 38,873 | $874.24K | 0.0033% | SH | — | View | |
PulteGroup, Inc.(PHM) | Consumer Cyclical | Residential Construction | 2026-03-31 | 2026-05-19 | 7,367 | $866.38K | 0.0039% | SH | — | View |
Conagra Brands, Inc.(CAG) | Consumer Defensive | Packaged Foods | 2026-03-31 | 2026-05-19 | 54,723 | $860.24K | 0.0114% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 2,776 | $859.17K | 0.0001% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-19 | 8,870 | $855.73K | 0.0027% | SH | — | View | |
Exelixis, Inc.(EXEL) | Healthcare | Biotechnology | 2026-03-31 | 2026-05-19 | 19,700 | $844.92K | 0.0078% | SH | — | View |
| Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-05-19 | 4,449 | $839.54K | 0.0052% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 106,818 | $836.38K | 0.1848% | SH | — | View | |
| Healthcare | Drug Manufacturers - Specialty & Generic | 2026-03-31 | 2026-05-19 | 34,934 | $835.97K | 0.0070% | SH | — | View | |
| Consumer Cyclical | Apparel - Manufacturers | 2026-03-31 | 2026-05-19 | 2,425 | $834.07K | 0.0040% | SH | — | View | |
| Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-19 | 3,807 | $821.88K | 0.0031% | SH | — | View | |
| Technology | Software - Application | 2026-03-31 | 2026-05-19 | 10,068 | $809.34K | 0.0034% | SH | — | View | |
T. Rowe Price Group,…(TROW) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 8,896 | $801.88K | 0.0042% | SH | — | View |
| Healthcare | Biotechnology | 2026-03-31 | 2026-05-19 | 5,950 | $783.80K | 0.0059% | SH | — | View | |
General Mills, Inc.(GIS) | Consumer Defensive | Packaged Foods | 2026-03-31 | 2026-05-19 | 19,581 | $728.79K | 0.0037% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 15,525 | $728.26K | 0.0045% | SH | — | View | |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-19 | 4,516 | $723.97K | 0.0007% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-19 | 1,954 | $723.18K | 0.0000% | SH | — | View |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-03-31 | 2026-05-19 | 3,513 | $696.59K | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 35,848 | $681.12K | 0.0362% | SH | — | View | |
| Healthcare | Medical - Instruments & Supplies | 2026-03-31 | 2026-05-19 | 9,878 | $680.88K | 0.0166% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 15,675 | $667.13K | 0.0083% | SH | — | View | |
Chewy, Inc.(CHWY) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-19 | 24,330 | $656.90K | 0.0059% | SH | — | View |
Abbott Laboratories(ABT.SW) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-19 | 6,016 | $617.69K | 0.0003% | SH | — | View |
Insulet Corporation(PODD) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-19 | 2,941 | $617.08K | 0.0042% | SH | — | View |
AppLovin Corporation(APP) | Technology | Software - Application | 2026-03-31 | 2026-05-19 | 1,500 | $596.90K | 0.0004% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-19 | 1,548 | $575.64K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 16,649 | $572.39K | 0.0437% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 917 | $547.91K | 0.0000% | SH | — | View |
Pinterest, Inc.(PINS) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 29,029 | $532.40K | 0.0044% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 25,922 | $527.50K | 0.1767% | SH | — | View | |
FT Cboe Vest U.S.…(DMAY) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,377 | $511.13K | 0.1776% | SH | — | View |
Hims & Hers Health,…(HIMS) | Healthcare | Medical - Equipment & Services | 2026-03-31 | 2026-05-19 | 22,679 | $470.82K | 0.0103% | SH | — | View |
First Trust Cboe Vest…(BUFR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 13,608 | $459.54K | 0.0053% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 5,568 | $436.57K | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 16,678 | $419.29K | 0.1771% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 17,565 | $418.71K | 2.7755% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 17,877 | $413.66K | 17.8920% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 32,490 | $407.43K | 0.0900% | SH | — | View | |
FT Cboe Vest Fund…(BUFQ) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,425 | $403.52K | 0.0319% | SH | — | View |
FT Cboe Vest S&P…(KNG) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 7,844 | $382.06K | 0.0113% | SH | — | View |
FT Cboe Vest Nasdaq-100…(QMAR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 10,106 | $339.78K | 0.0709% | SH | — | View |
FT Cboe Vest Nasdaq-100…(QSPT) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 10,864 | $332.61K | 0.0627% | SH | — | View |
FT Cboe Vest Nasdaq-100…(QJUN) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 10,626 | $332.02K | 0.0563% | SH | — | View |
FT Cboe Vest Nasdaq-100…(QDEC) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 10,484 | $329.82K | 0.0545% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 12,339 | $322.91K | 0.2742% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,757 | $321.57K | 0.3221% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 12,219 | $314.65K | 0.2489% | SH | — | View | |
FT Cboe Vest U.S.…(DFEB) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 6,594 | $312.35K | 0.0724% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,600 | $305.09K | 0.4068% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 4,698 | $301.04K | 0.0001% | SH | — | View | |
Dimensional - US Vector…(DXUV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 4,844 | $287.49K | 0.0796% | SH | — | View |
FT Cboe Vest U.S.…(DJAN) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 6,522 | $277.38K | 0.0811% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,561 | $271.75K | 0.0646% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 8,712 | $253.25K | 0.1031% | SH | — | View |
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