WIN ADVISORS, INC

CIK 0001897144 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

WIN ADVISORS, INC reported 75 positions worth $280.5M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: PWB (7.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$280.5M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.5%
Est. Net Flow (Q)
2026 Q2
10 / 75 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PWBINVESCO EXCHANGE TRADED FD TSH$20.3M7.23%120,372
2MTUMISHARES TRSH$17.5M6.24%51,032
3VONGVANGUARD SCOTTSDALE FDSSH$14.0M4.98%109,333
4VFMOVANGUARD WELLINGTON FDSH$13.4M4.76%53,521
5XMMOINVESCO EXCHANGE TRADED FD TSH$13.0M4.65%76,701
6NULGNUSHARES ETF TRSH$11.6M4.13%99,015
7ILCGISHARES TRSH$11.3M4.02%96,476
8AGZDWISDOMTREE TRSH$10.0M3.56%441,101
9SPMOINVESCO EXCH TRADED FD TR IISH$9.7M3.45%59,881
10FLQLFRANKLIN TEMPLETON ETF TRSH$9.7M3.44%123,282

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WIN ADVISORS, INC hold as of Q2 2026?

WIN ADVISORS, INC reported 75 positions worth $280.5M in its Q2 2026 13F filing. Largest positions: PWB (7.2%), MTUM (6.2%), VONG (5.0%), VFMO (4.8%) and XMMO (4.7%).

What did WIN ADVISORS, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WIN ADVISORS, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.