★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Winnacle Wealth Llc

Waco, TX · CIK 2079687 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$151.34MReported 13F valueQ3 2026 · as filed
141Holdings listed
+2.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $343.4M$343.4MQ2 202525,260 holdingsQ3 2025: $127.7M$127.7MQ3 2025573 holdingsQ4 2025: $135.4M$135.4MQ4 2025589 holdingsQ1 2026: $129.6M$129.6MQ1 2026123 holdingsQ2 2026: $147.1M$147.1MQ2 2026137 holdingsQ3 2026: $151.3M$151.3MQ3 2026141 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$151.34M · 141 holdings listed · View original SEC filing ↗
Jul 22 2026 13F-HR · period Q2 2026

$147.07M · 137 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q1 2026

$129.63M · 123 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$135.37M · 589 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$127.73M · 573 holdings listed · View original SEC filing ↗
Aug 26 2025 13F-HR · period Q2 2025

$108.38M · 631 holdings listed · View original SEC filing ↗
Aug 21 2025 13F-HR · period Q2 2025

$100.77M · 24,460 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$134.25M · 169 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology