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

WIN ADVISORS, INC

$219M in tracked AUM across 78 positions as of Q1 2026.

WA
CIK 0001897144 · last filed Mar 31, 2026
Total AUM
$219M
as of Q1 2026
Holdings
78
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$75M▼ 70.4%
37 positionsLocked
Showing 12 of 18