Arkolith/Funds/Winnacle Wealth LLC

Winnacle Wealth LLC

CIK 2079687Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Winnacle Wealth LLC holds a diversified book of 137 reported positions worth $147.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Winnacle Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+15.8%
+14.4%/yr · since Aug '25
Their reported book
+28.7%
held from quarter-end
S&P 500
+19.9%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Winnacle Wealth LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +28.7%, a 12.9-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Winnacle Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
49%

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

Where the money is, by sector

37% mapped to company sectors

ETFs / funds
58%
Information Technology
11%
Health Care
7%
No sector on file yet
4%
Materials
4%
Financials
4%
Consumer Staples
3%
Industrials
2%

+4 sectors below the cut, 6% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Winnacle Wealth LLC

Manager / fundShared namesTheir $ in those
Ketron Financial8 / 80$211.8M
Aspiring Ventures, LLC9 / 80$260.6M
Sloy Dahl & Holst, LLC12 / 80$502.4M
Integrated Financial Solutions, Inc.8 / 80$91.1M
Coerente Capital Management13 / 80$260.4M
Hoey Investments, Inc24 / 80$365.9M
Lynch Asset Management, Inc.9 / 80$171.2M
V. M. Manning & Co., Inc.10 / 80$54.3M

Ranked by the share of each fund's own book sitting in the names it shares with Winnacle Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

137 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$10.3M102.1K
7.0%
−6.0%
Reduced · −7K sh
2Innovator Etfs Trust
QUITY MANAGD FLR
$9.2M239.3K
6.3%
−1.5%
Reduced · −4K sh
3First TR Exchng Traded FD VI
FT VEST US EQT
$5.2M104.4K
3.6%
−3.3%
Reduced · −4K sh
4First TR Exchng Traded FD VI
FT VEST US EQT
$5.2M109.9K
3.5%
−3.3%
Reduced · −4K sh
5First TR Exchng Traded FD VI
FT VEST UQ EQT
$5.1M109.6K
3.5%
−3.2%
Reduced · −4K sh
6First TR Exchng Traded FD VI
FT VEST US EQT
$4.9M95.9K
3.3%
−3.2%
Reduced · −3K sh
7Innovator Etfs Trust
DEFINED WLT SHLD
$4.5M132.0K
3.1%
−3.1%
Reduced · −4K sh
8Innovator Etfs Trust
US SMALL CAP MNG
$3.8M115.5K
2.6%
−1.3%
Reduced · −2K sh
9Micron Technology Inc
COM
$3.6M3.2K
2.5%
−7.2%
Reduced · −245 sh
10Innovator Etfs Trust
NASDAQ 100 MANA
$3.6M98.1K
2.4%
−1.0%
Reduced · −1K sh
11Flex Ltd
ORD
$2.4M14.6K
1.6%
−6.3%
Reduced · −975 sh
12Vanguard Wellington FD
SHORT TRM TAX EX
$2.2M21.3K
1.5%
+31%
Added · +5K sh
13Innovator Etfs Trust
INTL MAN FLO ETF
$1.9M34.9K
1.3%
+1.6%
Added · +536 sh
14Exxon Mobil Corp
COM
$1.7M12.3K
1.1%
~0%
Added · +5 sh
15Goldman Sachs ETF TR
NASDA 100 ETF
$1.6M27.6K
1.1%
+9.8%
Added · +2K sh
16Palo Alto Networks Inc
COM
$1.5M4.3K
1.0%
−4.9%
Reduced · −222 sh
17Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.4M24.8K
0.9%
+15%
Added · +3K sh
18Credit Suisse Nassau Branc
ENTRACS GOLD SHS
$1.3M9.4K
0.9%
+17%
Added · +1K sh
19Innovator Etfs Trust
EQUITY MANAGD 10
$1.3M47.8K
0.9%
+6.3%
Added · +3K sh
20Johnson & Johnson
COM
$1.3M4.9K
0.9%
−3.6%
Reduced · −184 sh
21First TR Exchange-Traded FD
FT VEST SMID
$1.2M54.0K
0.8%
+14%
Added · +7K sh
22Monolithic PWR Sys Inc
COM
$1.2M895
0.8%
−5.5%
Reduced · −52 sh
23Altria Group Inc
COM
$1.2M17.2K
0.8%
−3.0%
Reduced · −523 sh
24Innovator Etfs Trust
INTL DEVELOP MAN
$1.2M24.2K
0.8%
+7.0%
Added · +2K sh
25CF Industries Hold
COM
$1.2M11.2K
0.8%
−5.6%
Reduced · −665 sh
26First TR Exchange-Traded FD
FT VEST RIS
$1.2M41.2K
0.8%
+19%
Added · +7K sh
27Alphabet Inc
CAP STK CL A
$1.2M3.3K
0.8%
−2.2%
Reduced · −73 sh
28Nvidia Corporation
COM
$1.2M5.8K
0.8%
+2.0%
Added · +116 sh
29Merck & Co Inc
COM
$1.2M9.0K
0.8%
−3.9%
Reduced · −365 sh
30Snap On Inc
COM
$1.2M2.9K
0.8%
−3.2%
Reduced · −96 sh
31Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.6K
0.8%
+80%
Added · +730 sh
32US Bancorp
COM NEW
$1.1M18.5K
0.8%
−2.7%
Reduced · −512 sh
33Innovator Etfs Trust
NASDAQ 100 MANAG
$1.1M40.3K
0.7%
+6.0%
Added · +2K sh
34Innovator Etfs Trust
US SMAL MANA ETF
$1.1M39.6K
0.7%
+6.7%
Added · +2K sh
35Tesla Inc
COM
$1.1M2.6K
0.7%
+66%
Added · +1K sh
36Gilead Sciences Inc
COM
$1.1M8.4K
0.7%
−2.2%
Reduced · −187 sh
37Colgate Palmolive Co
COM
$1.0M11.4K
0.7%
−3.4%
Reduced · −401 sh
38Eog Res Inc
COM
$1.0M8.1K
0.7%
−5.2%
Reduced · −447 sh
39Exelixis Inc
COM
$1.0M19.1K
0.7%
−3.0%
Reduced · −585 sh
40Broadcom Inc
COM
$1.0M2.7K
0.7%
−1.8%
Reduced · −51 sh
41Pulte Group Inc
COM
$981K7.2K
0.7%
−2.9%
Reduced · −214 sh
42Price T Rowe Group Inc
COM
$973K8.6K
0.7%
−3.7%
Reduced · −333 sh
43Neurocrine Biosciences Inc
COM
$971K5.8K
0.7%
−3.2%
Reduced · −191 sh
44Cboe Global MKTS Inc
COM
$970K4.0K
0.7%
−3.9%
Reduced · −164 sh
45United Therapeutics Corp Del
COM
$962K1.8K
0.7%
−2.6%
Reduced · −48 sh
46Ralph Lauren Corp
CL A
$951K2.4K
0.6%
−2.3%
Reduced · −56 sh
47Verizon Communications Inc
COM
$949K22.4K
0.6%
−6.1%
Reduced · −1K sh
48Kimberly-Clark Corp
COM
$939K8.6K
0.6%
−3.6%
Reduced · −317 sh
49Illinois Tool WKS Inc
COM
$937K3.5K
0.6%
−2.9%
Reduced · −102 sh
50Simplify Exchange Traded Fun
AGGREGATE BD ETF
$904K44.8K
0.6%
+73%
Added · +19K sh
Showing 50 of 137 positions
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Filing history

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

$147.1M · Q2 2026Q4 2024 · $100.8MQ2 2026 · $147.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d137$147.1M13F-HR
Q1 2026Mar 31, 2026May 19, 202649d123$129.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d589$135.4M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d573$127.7M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d169$134.2M13F-HR
Q1 2025Mar 31, 2025Aug 26, 2025148d631$108.4M13F-HR
Q4 2024Dec 31, 2024Aug 21, 2025233d24,460$100.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.