Winning Points Advisors, LLC
CIK 0001793399 · BOCA RATON, FL · Quarter end: 2026-03-31 · Filed on: 2026-08-17 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE INC
40.2%
BAC
BANK AMERICA CORP
7.9%
JPM
JPMORGAN CHASE & CO
6.2%
MSFT
MICROSOFT CORP
5.4%
IBRX
IMMUNITYBIO INC
5.3%
STEW
SRH TOTAL RETURN FUND INC
3.1%
WFC
WELLS FARGO & CO
2.9%
PG
PROCTER & GAMBLE CO
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.