WINNOW WEALTH LLC - Portfolio Stock Holdings
WINNOW WEALTH LLC disclosed 601 stock positions in a recent SEC 13F filing. $129,436,444 of stock holdings were filed, with the largest holdings including SGOV, SFLR, and DJUL. This filing represented positions held on March 31, 2026, and was filed on May 19, 2026.We estimate the fund has a total AUM of $144,958,007 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
601Est. Stock Holding Value:
$129,436,444Top Stock Holdings By Sector
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Portfolio Stock Holdings - WINNOW WEALTH LLC
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