StockDriftsStockDriftsTop 50 Winnacle Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 6.99% | 102.1K | $10.3M | -6.04%(-6.56K) | $100.54(-0.04%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 6.28% | 239.3K | $9.2M | -1.51%(-3.67K) | $32.45(+20.32%) | 2026-06-30 | |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 3.56% | 104.4K | $5.2M | -3.26%(-3.52K) | $45.47(+13.10%) | 2026-06-30 | |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 3.55% | 109.9K | $5.2M | -3.27%(-3.72K) | $44.51(+8.67%) | 2026-06-30 | |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 3.48% | 109.6K | $5.1M | -3.23%(-3.66K) | $43.65(+8.85%) | 2026-06-30 | |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 3.35% | 95.9K | $4.9M | -3.25%(-3.22K) | $47.71(+9.53%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 3.08% | 132.0K | $4.5M | -3.09%(-4.20K) | $31.52(+10.01%) | 2026-06-30 | |
| RFLR | INNOVATOR ETFS TRUST | 2.57% | 115.5K | $3.8M | -1.28%(-1.50K) | $25.92(+26.18%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.48% | 3.2K | $3.6M | -7.20%(-245) | $215.16(+300.64%) | 2026-06-30 | |
| QFLR | INNOVATOR ETFS TRUST | 2.43% | 98.1K | $3.6M | -1.02%(-1.01K) | $30.07(+17.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.96% |
Winnacle Wealth LLC reports $147.07M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (7.0%), SFLR (6.3%) and DJUL (3.6%). The top 20 holdings account for 48.91% of reported assets. Its disclosed equity book has returned +19.58% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winnacle Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079687). View Winnacle Wealth LLC’s 13F filings on SEC