13F Insight
DOSSIER · 13F-HR · Q1 2026

WIN ADVISORS, INC

WIN's hedge fund based in Omaha, NE — $219M in tracked AUM across 78 positions as of Q1 2026.

W
WIN·Omaha, NE·Hedge Fund
CIK 0001897144 · last filed Mar 31, 2026
Total AUM
$219M
▼ 3.5%
vs prior
Holdings
78
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WIN ADVISORS, INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PWB
INVESCO EXCHANGE TRADED FD T
$16M127K7.3%
02
ILCB
ISHARES TR
$15M165K6.8%
03
HGER
HARBOR ETF TRUST
$15M469K6.7%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M269K5.2%
05
VFMO
VANGUARD WELLINGTON FD
$11M56K5.0%
06
BKLC
BNY MELLON ETF TRUST
$10M79K4.5%
07
GAL
SSGA ACTIVE ETF TR
$9M182K4.1%
08
CWB
SPDR SERIES TRUST
$9M97K4.0%
09
EPS
WISDOMTREE TR
$9M129K4.0%
10
DHS
WISDOMTREE TR
$8M76K3.8%

Filing history

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