account_balance
Investment manager · 13F filer · SEC CIK 2079687
Winnacle Wealth LLC
Reported value$151Mas of Sep 30, 2026
Positions141 16 new, 12 sold out
Top 10 weight32.0%SGOV alone is 6%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
6.1%Trimmed −10%
SFLRInnovator Etfs Trust
5.3%Trimmed −13%
DSEPFirst Tr Exchng Traded Fd Vi
3.1%Trimmed −12%
DJULFirst Tr Exchng Traded Fd Vi
3.1%Trimmed −12%
DOCTFirst Tr Exchng Traded Fd Vi
3.0%Trimmed −12%
DNOVFirst Tr Exchng Traded Fd Vi
2.9%Trimmed −12%
BALTInnovator Etfs Trust
2.4%Trimmed −21%
RFLRInnovator Etfs Trust
2.0%Trimmed −16%
QFLRInnovator Etfs Trust
1.9%Trimmed −17%
MUMicron Technology Inc
1.9%Trimmed −13%
VTIVanguard Index FDS
1.9%+551%
VTESVanguard Wellington Fd
1.4%
SGOViShares Tr
6.1%Trimmed −10%
SFLRInnovator Etfs Trust
5.3%Trimmed −13%
DSEPFirst Tr Exchng Traded Fd Vi
3.1%−12%
DJULFirst Tr Exchng Traded Fd Vi
3.1%−12%
DOCTFirst Tr Exchng Traded Fd Vi
3.0%−12%
DNOVFirst Tr Exchng Traded Fd Vi
2.9%
BALTInnovator Etfs Trust
2.4%
RFLRInnovator Etfs Trust
2.0%
QFLRInnovator Etfs Trust
1.9%
VTI1.9%
VTES1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 6.1% Trimmed −10%
SFLR Innovator Etfs Trust 5.3% Trimmed −13%
DSEP First Tr Exchng Traded Fd Vi 3.1% Trimmed −12%
DJUL First Tr Exchng Traded Fd Vi 3.1% Trimmed −12%
DOCT First Tr Exchng Traded Fd Vi 3.0% Trimmed −12%
DNOV First Tr Exchng Traded Fd Vi 2.9% Trimmed −12%
BALT Innovator Etfs Trust 2.4% Trimmed −21%
RFLR Innovator Etfs Trust 2.0% Trimmed −16%
QFLR Innovator Etfs Trust 1.9% Trimmed −17%
MU Micron Technology Inc 1.9% Trimmed −13%VTI Vanguard Index FDS 1.9% Added +551%
VTES Vanguard Wellington Fd 1.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VXUS $1.72M
- ACYS $1.44M
- AVDV $1.31M
- SPMO $1.22M
arrow_upwardAdded
- VTI +551%
- EFAA +240%
- GAEM +188%
- CAIE +185%
arrow_downwardTrimmed
- ACEI −47%
- ACII −47%
- VOO −34%
- SCZ −28%
remove_circleSold out
- DFIC $345K
- SCHM $324K
- JAJL $261K
- APOC $253K
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