WINNACLE WEALTH LLC: 13F holdings
CIK 20796872026Q2
| Positions | 137 |
|---|
| Reported value | $147.1m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 137 (+14 vs prior quarter) |
|---|
| Reported value | $147.1m (+13.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 102,068 | $10.3m | 7.0% |
| SFLR INNOVATOR ETFS TRUST | 239,310 | $9.2m | 6.3% |
| DJUL FIRST TR EXCHNG TRADED FD VI | 104,449 | $5.2m | 3.6% |
| DSEP FIRST TR EXCHNG TRADED FD VI | 109,924 | $5.2m | 3.5% |
| DOCT FIRST TR EXCHNG TRADED FD VI | 109,598 | $5.1m | 3.5% |
| DNOV FIRST TR EXCHNG TRADED FD VI | 95,872 | $4.9m | 3.3% |
| BALT INNOVATOR ETFS TRUST | 131,994 | $4.5m | 3.1% |
| INNOVATOR ETFS TRUST | 115,463 | $3.8m | 2.6% |
| MU MICRON TECHNOLOGY INC | 3,156 | $3.6m | 2.5% |
| INNOVATOR ETFS TRUST | 98,090 | $3.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2079687")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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