Portfolio (Quarterly) Guide ↗

WINNACLE WEALTH LLC

· CIK 0002079687

13F Portfolio $147M AUM 137 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 41 Added 74 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TMCI	TREACE MED CONCEPTS INC	Healthcare	28,313	$38K	0.03%	SOLD

Sector Allocation

Technology 26.4%

Healthcare 19.1%

Consumer Defensive 13.5%

Financial Services 10.3%

Communication Services 8.9%

Consumer Cyclical 7.9%

Industrials 5.2%

Energy 5.0%

Basic Materials 2.2%

Real Estate 1.5%