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WINNACLE WEALTH LLC - Portfolio Stock Holdings

WINNACLE WEALTH LLC disclosed 137 stock positions in a recent SEC 13F filing. $147,073,169 of stock holdings were filed, with the largest holdings including SGOV, SFLR, and DJUL. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

137

Est. Stock Holding Value:

$147,073,169

Top Stock Holdings By Sector

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Portfolio Stock Holdings - WINNACLE WEALTH LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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