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Aryn Sands

Winnacle Wealth Llc

Assets Managed
$147.074M
Holdings
137
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.47%(2Q avg: 4.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Winnacle Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Winnacle Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 147.074M in assets, with a quarterly growth rate of 13.47% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -6.04%
6.99%
$10.275M
102,068 shares@ $100.68 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -1.51%
6.28%
$9.233M
239,310 shares@ $38.59 avg price
DJUL
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -3.25%
3.57%
$5.238M
104,449 shares@ $50.15 avg price
DSEP
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -3.27%
3.55%
$5.215M
109,924 shares@ $47.45 avg price
DOCT
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -3.23%
3.48%
$5.116M
109,598 shares@ $46.68 avg price
DNOV
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -3.24%
3.35%
$4.923M
95,872 shares@ $51.36 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -3.08%
3.08%
$4.523M
131,994 shares@ $34.28 avg price
RFLR
Innovator Us S Cap Mng F Etf
Recent Activity
Decreased -1.28%
2.58%
$3.785M
115,463 shares@ $32.79 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -7.2%
2.48%
$3.643M
3,156 shares@ $1154.35 avg price
QFLR
Innovator Nasdaq-100 Mf Etf
Recent Activity
Decreased -1.02%
2.44%
$3.578M
98,090 shares@ $36.48 avg price

1-10 of 137