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Aryn Sands

Winnow Wealth Llc

Assets Managed
$129.625M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-4.24%(2Q avg: 0.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Winnow Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Winnow Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.625M in assets, with a quarterly growth rate of -4.24% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 1.5%
8.44%
$10.935M
108,631 shares@ $100.67 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -7%
6.64%
$8.604M
242,979 shares@ $35.41 avg price
DJUL
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -7.08%
3.9%
$5.046M
107,967 shares@ $46.74 avg price
DSEP
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -7.24%
3.86%
$4.996M
113,643 shares@ $43.97 avg price
DOCT
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -7.15%
3.8%
$4.919M
113,260 shares@ $43.43 avg price
DNOV
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -6.97%
3.67%
$4.747M
99,091 shares@ $47.91 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -8.6%
3.52%
$4.558M
136,196 shares@ $33.47 avg price
RFLR
Innovator Us S Cap Mng F Etf
Recent Activity
Increased 1.73%
2.63%
$3.396M
116,966 shares@ $29.04 avg price
QFLR
Innovator Nasdaq-100 Mf Etf
Recent Activity
Increased 2.56%
2.55%
$3.3M
99,102 shares@ $33.31 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.37%
1.61%
$2.087M
12,301 shares@ $169.66 avg price

1-10 of 123