Winning Points Advisors, LLC

CIK 0001793399 · BOCA RATON, FL · Quarter end: 2026-03-31 · Filed on: 2026-08-17 · Open the SEC source

Winning Points Advisors, LLC reported 42 positions worth $99.9M as of March 31, 2026 (13F filed August 17, 2026). Largest holding: AAPL (40.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$99.9M
2026 Q1
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.3%
Est. Net Flow (Q)
2026 Q1
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$40.2M40.23%158,230
2BACBANK AMERICA CORPSH$7.9M7.88%160,668
3JPMJPMORGAN CHASE & COSH$6.2M6.18%20,935
4MSFTMICROSOFT CORPSH$5.4M5.42%14,624
5IBRXIMMUNITYBIO INCSH$5.3M5.32%723,573
6STEWSRH TOTAL RETURN FUND INCSH$3.1M3.12%182,123
7WFCWELLS FARGO & COSH$2.9M2.89%35,906
8PGPROCTER & GAMBLE COSH$2.7M2.69%18,578
9EXMOCEXXON MOBIL CORPSH$2.6M2.57%15,596
10WMTWALMART INCSH$2.0M1.96%15,757

The free plan shows the top 10 positions. The remaining 32 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

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

Frequently Asked Questions

What stocks does Winning Points Advisors, LLC hold as of Q1 2026?

Winning Points Advisors, LLC reported 42 positions worth $99.9M in its Q1 2026 13F filing. Largest positions: AAPL (40.2%), BAC (7.9%), JPM (6.2%), MSFT (5.4%) and IBRX (5.3%).

What did Winning Points Advisors, LLC buy in Q1 2026?

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

What did Winning Points Advisors, LLC sell in Q1 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.