Long-term investor
Winnacle Wealth LLC @winnaclewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079687).
Record
- Tracked since 2025-03-31 (564 days), 217 trades recorded
- Returns: week n/a · month n/a · 90 days -1.1% · 6 months +2.0% · 1 year -1.1% · all -1.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 6.1% · long · since 2025-12-31
- 45783Y673 · 5.3% · long · since 2025-09-30
- 33740F680 · 3.1% · long · since 2025-09-30
- 33740F698 · 3.1% · long · since 2025-09-30
- 33740F672 · 3.0% · long · since 2025-09-30
- 33740F839 · 2.9% · long · since 2025-09-30
- 45783Y855 · 2.4% · long · since 2025-09-30
- 45784N502 · 2.0% · long · since 2025-09-30
- 45783Y681 · 1.9% · long · since 2025-09-30
- MU · 1.9% · long · since 2025-09-30
- 922908769 · 1.9% · long · since 2025-09-30
- 921935870 · 1.4% · long · since 2026-03-31