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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
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 102,068.0 $10.3M 6.99% -7K -6.0% $100.67 +0.0%
2 SFLR INNOVATOR ETFS TRUST 239,310.0 $9.2M 6.28% -4K -1.5% $38.58 +1.1%
3 DJUL FIRST TR EXCHNG TRADED FD VI 104,449.0 $5.2M 3.56% -4K -3.3% $50.15 +2.2%
4 DSEP FIRST TR EXCHNG TRADED FD VI 109,924.0 $5.2M 3.55% -4K -3.3% $47.44 +2.3%
5 DOCT FIRST TR EXCHNG TRADED FD VI 109,598.0 $5.1M 3.48% -4K -3.2% $46.68 +2.2%
6 DNOV FIRST TR EXCHNG TRADED FD VI 95,872.0 $4.9M 3.35% -3K -3.2% $51.35 +2.0%
7 BALT INNOVATOR ETFS TRUST 131,994.0 $4.5M 3.08% -4K -3.1% $34.27 +1.4%
8 RFLR INNOVATOR ETFS TRUST 115,463.0 $3.8M 2.57% -2K -1.3% $32.78 +0.1%
9 MU MICRON TECHNOLOGY INC Technology 3,156.0 $3.6M 2.48% -245.0 -7.2% $1154.35 -19.2%
10 QFLR INNOVATOR ETFS TRUST 98,090.0 $3.6M 2.43% -1K -1.0% $36.48 -3.6%
11 FLEX FLEX LTD Technology 14,605.0 $2.4M 1.61% -975.0 -6.3% $162.07 -31.8%
12 PANW PALO ALTO NETWORKS INC Technology 4,294.0 $1.5M 1.00% -222.0 -4.9% $340.99 +9.0%
13 JNJ JOHNSON & JOHNSON Healthcare 4,923.0 $1.3M 0.85% -184.0 -3.6% $253.95 +5.5%
14 MPWR MONOLITHIC PWR SYS INC Technology 895.0 $1.2M 0.84% -52.0 -5.5% $1382.97 -9.2%
15 MO ALTRIA GROUP INC Consumer Defensive 17,154.0 $1.2M 0.84% -523.0 -3.0% $71.95 -4.6%
16 CF CF INDUSTRIES HOLD Basic Materials 11,185.0 $1.2M 0.82% -665.0 -5.6% $108.26 +16.2%
17 GOOGL ALPHABET INC Communication Services 3,282.0 $1.2M 0.80% -73.0 -2.2% $357.42 -3.0%
18 MRK MERCK & CO INC Healthcare 9,010.0 $1.2M 0.79% -365.0 -3.9% $128.49 +15.5%
19 SNA SNAP ON INC Industrials 2,860.0 $1.2M 0.78% -96.0 -3.2% $402.40 -2.6%
20 USB US BANCORP Financial Services 18,511.0 $1.1M 0.76% -512.0 -2.7% $60.40 +3.4%
Page 1 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%