§ 13F · FUND PROFILE
WIN ADVISORS, INC.
AUM · $281M (13F)Positions · 75Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$164M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | 120K | $20M | 7.2% | −5% |
| 2 | MTUM | ISHARES TR | 51K | $17M | 6.2% | +292% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 109K | $14M | 5.0% | NEW |
| 4 | VFMO | VANGUARD WELLINGTON FD | 54K | $13M | 4.8% | −4% |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | 77K | $13M | 4.7% | NEW |
| 6 | NULG | NUSHARES ETF TR | 99K | $12M | 4.1% | NEW |
| 7 | ILCG | ISHARES TR | 96K | $11M | 4.0% | NEW |
| 8 | AGZD | WISDOMTREE TR | 441K | $10M | 3.6% | NEW |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 60K | $10M | 3.4% | NEW |
| 10 | FLQL | FRANKLIN TEMPLETON ETF TR | 123K | $10M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WIN SIGNAL
AC read
WIN ADVISORS, INC is a Other fund managing $281 million in assets. The fund runs a portfolio of 75 positions.
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