§ 13F · FUND PROFILE
WIN ADVISORS, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205M (13F)Positions · 58Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$158M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | 127K | $16M | 7.3% | NEW |
| 2 | ILCB | ISHARES TR | 165K | $15M | 6.8% | NEW |
| 3 | HGER | HARBOR ETF TRUST | 469K | $15M | 6.7% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 269K | $11M | 5.2% | NEW |
| 5 | VFMO | VANGUARD WELLINGTON FD | 56K | $11M | 5.0% | +327% |
| 6 | BKLC | BNY MELLON ETF TRUST | 79K | $10M | 4.5% | NEW |
| 7 | GAL | SSGA ACTIVE ETF TR | 182K | $9M | 4.1% | NEW |
| 8 | CWB | SPDR SERIES TRUST | 97K | $9M | 4.0% | NEW |
| 9 | EPS | WISDOMTREE TR | 129K | $9M | 4.0% | −10% |
| 10 | DHS | WISDOMTREE TR | 76K | $8M | 3.8% | 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 $205 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed