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| Winnacle Wealth LLC
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|---|---|
| CRD # | 317181 |
| SEC # | 801-130201 |
| CIK # | 0002079687 |
| AUM | 145.0 M (2026-05-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 254-776-8400 |
| Address | 200 W Hwy 6 Waco, TX 76712 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($) | |
|---|---|---|---|
| CF Industries Holdings Inc | 1,538,588.0 | ||
| Credit Suisse AG | 1,338,705.0 | ||
| Johnson & Johnson | 1,248,358.0 | ||
| EOG Resources Inc | 1,232,919.0 | ||
| Gilead Sciences Inc | 1,200,099.0 | ||
| Verizon Communications Inc | 1,198,365.0 | ||
| CBOE Holdings Inc | 1,168,995.0 | ||
| Altria Group Inc | 1,166,512.0 | ||
| Micron Technology Inc | 1,148,999.0 | ||
| CME Group Inc | 1,134,687.0 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 348 | 78.7 |
| (b) Individuals (high net worth individuals) | 37 | 66.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 145.0 |
| By Discretionary | ||
| Discretionary | 1,264 | 145.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,264 | 145.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.0 | |
| Total | 1,264 | 145.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079687] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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Davis Davis and Conover Wealth Management LLC
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TN | 144.9 M |
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Betro Mileszko & Company LLC
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MA | 144.8 M |
|
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OR | 144.7 M |
|
Ean Equity Financial Services LLC
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144.7 M |