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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 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIRST TR EXCHANGE-TRADED FD 53,962.0 $1.2M 0.85% +7K +14.4% $23.09
22 MPWR MONOLITHIC PWR SYS INC Technology 895.0 $1.2M 0.84% -52.0 -5.5% $1382.97 -9.2%
23 MO ALTRIA GROUP INC Consumer Defensive 17,154.0 $1.2M 0.84% -523.0 -3.0% $71.95 -4.6%
24 IBFR INNOVATOR ETFS TRUST 24,164.0 $1.2M 0.82% +2K +7.0% $50.15 +2.1%
25 CF CF INDUSTRIES HOLD Basic Materials 11,185.0 $1.2M 0.82% -665.0 -5.6% $108.26 +16.2%
26 RDVI FIRST TR EXCHANGE-TRADED FD 41,167.0 $1.2M 0.82% +7K +19.5% $29.40 -0.5%
27 GOOGL ALPHABET INC Communication Services 3,282.0 $1.2M 0.80% -73.0 -2.2% $357.42 -3.0%
28 NVDA NVIDIA CORPORATION Technology 5,820.0 $1.2M 0.79% +116.0 +2.0% $200.09 +8.7%
29 MRK MERCK & CO INC Healthcare 9,010.0 $1.2M 0.79% -365.0 -3.9% $128.49 +15.4%
30 SNA SNAP ON INC Industrials 2,860.0 $1.2M 0.78% -96.0 -3.2% $402.40 -2.6%
31 VOO VANGUARD INDEX FDS 1,647.0 $1.1M 0.77% +730.0 +79.6% $686.81 +3.0%
32 USB US BANCORP Financial Services 18,511.0 $1.1M 0.76% -512.0 -2.7% $60.40 +3.4%
33 NBFR INNOVATOR ETFS TRUST 40,298.0 $1.1M 0.75% +2K +6.0% $27.25 -2.7%
34 KBFR INNOVATOR ETFS TRUST 39,593.0 $1.1M 0.74% +2K +6.7% $27.45 +1.4%
35 TSLA TESLA INC Consumer Cyclical 2,568.0 $1.1M 0.73% +1K +65.9% $420.56 -17.1%
36 GILD GILEAD SCIENCES INC Healthcare 8,424.0 $1.1M 0.72% -187.0 -2.2% $126.35 +15.3%
37 CL COLGATE PALMOLIVE CO Consumer Defensive 11,449.0 $1.0M 0.71% -401.0 -3.4% $91.68 -1.0%
38 EOG EOG RES INC Energy 8,081.0 $1.0M 0.71% -447.0 -5.2% $129.73 +10.5%
39 EXEL EXELIXIS INC Healthcare 19,115.0 $1.0M 0.71% -585.0 -3.0% $54.41 +0.1%
40 AVGO BROADCOM INC Technology 2,725.0 $1.0M 0.70% -51.0 -1.8% $377.82 -2.4%
Page 2 of 7  ·  137 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%