Winnow Wealth LLC
Winnow Wealth LLC is a registered investment advisor based in Waco, Texas, founded to provide holistic financial planning and wealth management services for individuals, families, and couples nationwide. The firm specializes in comprehensive investment advisory, financial planning, retirement planning, and estate strategies. Winnow Wealth emphasizes a personalized, client-centric approach rooted in simplicity, efficiency, and transparency, with dedicated expertise addressing retirement income, female client empowerment, and tax-aware strategies. The leadership team consists of experienced professionals holding notable designations such as CFP® and CPA, serving a client base ranging from young adults to retirees and high-net-worth individuals. Employee count is under 10.
Investment Strategy
Winnow Wealth prioritizes holistic financial planning rooted in the principles of simplicity, efficiency, and transparency. The firm partners closely with clients to streamline and clarify their financial lives, focusing on personalized retirement planning, tax optimization, estate planning, and tailored investment strategies. Their approach includes risk tolerance assessment, detailed portfolio review, and account consolidation to reduce complexity and maximize financial outcomes. The philosophy emphasizes eliminating unnecessary intricacies while retaining strategies essential for long-term financial health, aiming to empower clients to reach retirement and maintain lifetime financial stability.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FPI | FARMLAND PARTNERS INC | 9.82% | $13.2M | 1,145,016 | $11.51 | $11.51 | +$13.2M |
P PHYS | SPROTT PHYSICAL GOLD TRUST | 7.01% | $9.4M | 371,431 | $25.35 | $25.35 | +$9.4M |
O OUNZ | VANECK MERK GOLD TRUST | 6.86% | $9.2M | 288,706 | $31.89 | $31.89 | +$9.2M |
C COWZ | PACER US CASH COWS 100 ETF | 6.78% | $9.1M | 165,165 | $55.10 | $55.10 | +$9.1M |
P PSLV | SPROTT PHYSICAL SILVER TRUST | 4.84% | $6.5M | 530,399 | $12.24 | $12.24 | +$6.5M |