§ 13F · FUND PROFILE
Winter & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 82Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$108.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USTB | VICTORY PORTFOLIOS II | 132K | $6.7T | 6.2% | NEW |
| 2 | VXUS | VANGUARD STAR FDS | 87K | $6.6T | 6.1% | NEW |
| 3 | MDY | SPDR S&P MIDCAP 400 ETF TR | 11K | $6.5T | 6.0% | NEW |
| 4 | FNDA | SCHWAB STRATEGIC TR | 192K | $6.0T | 5.6% | NEW |
| 5 | COWZ | PACER FDS TR | 93K | $5.6T | 5.2% | NEW |
| 6 | AAPL | APPLE INC | 18K | $4.9T | 4.5% | NEW |
| 7 | DGRW | WISDOMTREE TR | 54K | $4.9T | 4.5% | NEW |
| 8 | BND | VANGUARD BD INDEX FDS | 56K | $4.1T | 3.8% | NEW |
| 9 | QQQ | INVESCO QQQ TR | 6K | $3.7T | 3.4% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 19K | $3.5T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINTER SIGNAL
AC read
Winter & Associates, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed