WINNOW WEALTH LLC - Portfolio overview

WINNOW WEALTH LLC has 601 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 6.95%
2. SFLR - INNOVATOR ETFS TRUST, 5.47%
3. DJUN - FT Vest U.S. Equity Deep Buffer ETF - June, 3.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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