Arkolith/Funds/Winnow Wealth LLC

Winnow Wealth LLC

CIK 2079687
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR
Active Filer

Winnow Wealth LLC holds a focused book of 80 stocks worth $129.6M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened VANGUARD WELLINGTON FD and trimmed INNOVATOR ETFS TRUST. Their largest long position is FT VT INT EQU M B- MAR-US I at 18% of the equity book.

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Use Arkolith to show WINNOW WEALTH LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
19
existing
Trimmed
59
reduced
Sold out
434
exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
56%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Health Care
5%
Communication Services
2%
Energy
2%
Consumer Staples
1%
Materials
1%
Consumer Discretionary
1%
Financials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • INNOVATOR ETFS TRUST
    +53%$3.5M
  • VANGUARD WELLINGTON FD
    New$1.6M
  • CALAMOS ETF TR
    New$1.1M
  • SPDR INDEX SHS FDS
    81×$719K
  • DIMENSIONAL ETF TRUST
    +672%$644K
  • VANGUARD TAX-MANAGED FDS
    +343%$233K
Trimmed / exited
  • INNOVATOR ETFS TRUST
    −14%$2.7M
  • INNOVATOR ETFS TRUST
    −34%$654K
  • MICRON TECHNOLOGY INC
    −9.7%$124K
  • CF INDUSTRIES HOLD
    −7.0%$115K
  • −13%$105K
  • UBS AG
    −6.7%$96K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

123 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MNTH TREASRY
$10.9M108.6K
8.4%
+1.5%
Added · +2K sh
2Innovator Etfs Trust
QUITY MANAGD FLR
$8.6M243.0K
6.6%
−7.0%
Reduced · −18K sh
3First TR Exchng Traded FD VI
FT VEST US EQT
$5.0M108.0K
3.9%
−7.1%
Reduced · −8K sh
4First TR Exchng Traded FD VI
FT VEST US EQT
$5.0M113.6K
3.9%
−7.2%
Reduced · −9K sh
5First TR Exchng Traded FD VI
FT VEST UQ EQT
$4.9M113.3K
3.8%
−7.2%
Reduced · −9K sh
6First TR Exchng Traded FD VI
FT VEST US EQT
$4.7M99.1K
3.7%
−7.0%
Reduced · −7K sh
7Innovator Etfs Trust
DEFINED WLT SHLD
$4.6M136.2K
3.5%
−8.6%
Reduced · −13K sh
8Innovator Etfs Trust
US SMALL CAP MNG
$3.4M117.0K
2.6%
+1.7%
Added · +2K sh
9Innovator Etfs Trust
NASDAQ 100 MANA
$3.3M99.1K
2.5%
+2.5%
Added · +2K sh
10Exxon Mobil Corp
COM
$2.1M12.3K
1.6%
+0.4%
Added · +45 sh
11Innovator Etfs Trust
INTERNATIONAL DE
$1.7M34.4K
1.3%
+32%
Added · +8K sh
12Vanguard Wellington FD
SHORT TRM TAX EX
$1.6M16.2K
1.3%
New
New position
13CF Industries Hold
COM
$1.5M11.8K
1.2%
−7.0%
Reduced · −887 sh
14UBS AG
ENTRACS GOLD SHS
$1.3M8.1K
1.0%
−6.7%
Reduced · −581 sh
15Johnson & Johnson
COM
$1.2M5.1K
1.0%
−4.5%
Reduced · −240 sh
16Goldman Sachs ETF TR
NASDAQ-100 PREMI
$1.2M25.2K
1.0%
−4.4%
Reduced · −1K sh
17Eog Res Inc
COM
$1.2M8.5K
1.0%
−7.2%
Reduced · −665 sh
18Gilead Sciences Inc
COM
$1.2M8.6K
0.9%
−5.4%
Reduced · −493 sh
19Verizon Communications Inc
COM
$1.2M23.9K
0.9%
−5.2%
Reduced · −1K sh
20Cboe Global MKTS Inc
COM
$1.2M4.2K
0.9%
−4.6%
Reduced · −200 sh
21Altria Group Inc
COM
$1.2M17.7K
0.9%
−4.0%
Reduced · −745 sh
22Micron Technology Inc
COM
$1.1M3.4K
0.9%
−9.7%
Reduced · −366 sh
23Cme Group Inc
COM
$1.1M3.8K
0.9%
−4.0%
Reduced · −159 sh
24Merck & Co Inc
COM
$1.1M9.4K
0.9%
−6.5%
Reduced · −653 sh
25Innovator Etfs Trust
EQUITY MANAGD 10
$1.1M45.0K
0.9%
New
New position
26Innovator Etfs Trust
INTL DEVELOP MAN
$1.1M22.6K
0.8%
New
New position
27Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.1M21.7K
0.8%
−1.6%
Reduced · −364 sh
28United Therapeutics Corp Del
COM
$1.1M1.8K
0.8%
−7.5%
Reduced · −148 sh
29Snap On Inc
COM
$1.1M3.0K
0.8%
−4.9%
Reduced · −152 sh
30Monolithic PWR Sys Inc
COM
$1.0M947
0.8%
−7.0%
Reduced · −71 sh
31First TR Exch Traded FD III
FT VEST SMID
$1.0M47.2K
0.8%
−0.5%
Reduced · −239 sh
32Flextronics Intl Ltd
ORD
$1.0M15.6K
0.8%
−6.4%
Reduced · −1K sh
33Colgate Palmolive Co
COM
$1.0M11.8K
0.8%
−5.5%
Reduced · −691 sh
34Nvidia Corporation
COM
$995K5.7K
0.8%
−3.6%
Reduced · −215 sh
35US Bancorp
COM NEW
$989K19.0K
0.8%
−5.8%
Reduced · −1K sh
36Fox Corp
CL A COM
$979K16.8K
0.8%
−3.0%
Reduced · −526 sh
37Alphabet Inc
CAP STK CL A
$965K3.4K
0.7%
−4.0%
Reduced · −139 sh
38Comcast Corp New
CL A
$958K33.4K
0.7%
−4.7%
Reduced · −2K sh
39Pepsico Inc
COM
$954K6.1K
0.7%
−4.8%
Reduced · −313 sh
40Illinois Tool WKS Inc
COM
$928K3.6K
0.7%
−6.3%
Reduced · −242 sh
41Innovator Etfs Trust
NASDAQ 100 MANAG
$923K38.0K
0.7%
New
New position
42Deckers Outdoor Corp
COM
$914K9.1K
0.7%
−7.8%
Reduced · −778 sh
43Innovator Etfs Trust
US SMALL CAP MAN
$913K37.1K
0.7%
New
New position
44Procter & Gamble Co
COM
$907K6.3K
0.7%
−5.0%
Reduced · −334 sh
45Avery Dennison Corp
COM
$884K5.1K
0.7%
−4.2%
Reduced · −226 sh
46First TR Exchange-Traded FD
FT VEST RIS
$880K34.5K
0.7%
−2.6%
Reduced · −917 sh
47Vici Pptys Inc
COM
$878K32.1K
0.7%
−5.3%
Reduced · −2K sh
48Kraft Heinz Co
COM
$874K38.9K
0.7%
−5.1%
Reduced · −2K sh
49Pulte Group Inc
COM
$866K7.4K
0.7%
−5.6%
Reduced · −437 sh
50Conagra Brands Inc
COM
$860K54.7K
0.7%
−5.3%
Reduced · −3K sh
Showing 50 of 123 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 2026123$129.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026589$135.4M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025573$127.7M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025169$134.2M13F-HR
Q1 2025Mar 31, 2025Aug 26, 2025631$108.4M13F-HR
Q4 2024Dec 31, 2024Aug 21, 202524,460$100.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.