13F Insight
DOSSIER · 13F-HR · Q2 2026

WIN ADVISORS, INC

$281M in tracked AUM across 75 positions as of Q2 2026.

WA
CIK 0001897144 · last filed Jun 30, 2026
Total AUM
$281M
as of Q2 2026
Holdings
75
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WIN ADVISORS, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PWB
INVESCO EXCHANGE TRADED FD T
$20M120K7.2%02
MTUM
ISHARES TR
$17M51K6.2%03
VONG
VANGUARD SCOTTSDALE FDS
$14M109K5.0%04
VFMO
VANGUARD WELLINGTON FD
$13M54K4.8%05
XMMO
INVESCO EXCHANGE TRADED FD T
$13M77K4.7%06
NULG
NUSHARES ETF TR
$12M99K4.1%07
ILCG
ISHARES TR
$11M96K4.0%08
AGZD
WISDOMTREE TR
$10M441K3.6%09
SPMO
INVESCO EXCH TRADED FD TR II
$10M60K3.4%10
FLQL
FRANKLIN TEMPLETON ETF TR
$10M123K3.4%

Filing history

2026Q2Jun 30
$281M▲ 28.3%
75 positionsView →2026Q1Mar 31
$219M▼ 7.2%
78 positionsView →2025Q4Dec 31
$236M▲ 14.6%
74 positionsView →2025Q3Sep 30
$205M▼ 0.9%
58 positionsView →2025Q2Jun 30
$207M▲ 44.9%
48 positionsLocked2025Q1Mar 31
$143M▼ 30.8%
33 positionsLocked2024Q4Dec 31
$207M▼ 3.0%
54 positionsLocked2024Q3Sep 30
$213M▼ 4.9%
55 positionsLocked2024Q2Jun 30
$224M▼ 1.3%
49 positionsLocked2024Q1Mar 31
$227M▲ 3.0%
54 positionsLocked2023Q4Dec 31
$220M▲ 8.0%
55 positionsLocked2023Q3Sep 30
$204M▲ 173.0%
46 positionsLocked
Showing 12 of 19