13F Filings History of WINNOW WEALTH LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$135,366,628
Signature - Title
Tim Monaco - Compliance Consultant
Location
Waco, TX
Summary
This page shows a list of all the recent 13F filings made by WINNOW WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WINNOW WEALTH LLC reported 589 stock holdings with total value $135,366,628 as of Q4 2025. Top holdings included SGOV, SFLR, DJUL, DSEP, and DOCT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 589 $135,366,628 +$42,756,206 -$34,892,786 +$7,863,420 SGOV, SFLR, DJUL, DSEP, DOCT 13F-HR 11 Feb 2026, 12:07
Q3 2025 573 $127,719,077 +$124,535,827 -$131,015,843 -$6,480,016 SFLR, DJUN, DJUL, DAPR, DAUG 13F-HR 03 Nov 2025, 18:14
Q2 2025 169 $134,249,149 +$131,387,664 -$105,906,142 +$25,481,522 FPI, PHYS, OUNZ, COWZ, PSLV 13F-HR 11 Aug 2025, 19:04
Q1 2025 631 $108,378,302 +$39,674,480 -$32,268,865 +$7,405,615 SFLR, DJAN, DOCT, DDEC, DFEB 13F-HR 26 Aug 2025, 16:24
Q4 2024 711 $100,646,603 $0 $0 $0 DOCT, DJUL, DNOV, DAUG, SFLR 13F-HR 21 Aug 2025, 16:26