Winnow Wealth LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$135.4M
Holdings
588
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
iShares 0-3 Month Treasury Bond ETF
Q1 2026: New position (108.6k shares)
8.0%
02
$SFLR
Innovator Equity Managed Floor ETF
Q1 2026: New position (243.0k shares)
7.1%
03
$DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
Q1 2026: New position (108.0k shares)
4.1%
04
$DSEP
FT Vest U.S. Equity Deep Buffer ETF - September
Q1 2026: New position (113.6k shares)
4.1%
05
$DOCT
FT Vest U.S. Equity Deep Buffer ETF - October
Q1 2026: New position (113.3k shares)
4.1%
06
$DNOV
FT Vest U.S. Equity Deep Buffer ETF - November
Q1 2026: New position (99.1k shares)
3.9%
07
$BALT
Innovator Defined Wealth Shield ETF
Q1 2026: New position (136.2k shares)
3.7%
08
$QFLR
Innovator Nasdaq-100 Managed Floor ETF
Q1 2026: New position (99.1k shares)
2.5%
09
$RFLR
Innovator U.S. Small Cap Managed Floor ETF
Q1 2026: New position (117.0k shares)
2.5%
10
$GLDI
ETRACS Gold Shares Covered Call ETNs due February 2, 2033
Q1 2026: New position (8.1k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.