WIN ADVISORS, INC: 13F holdings
CIK 18971442026Q2
| Positions | 75 |
|---|
| Reported value | $280.5m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 75 (-3 vs prior quarter) |
|---|
| Reported value | $280.5m (+28.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PWB INVESCO EXCHANGE TRADED FD T | 120,372 | $20.3m | 7.2% |
| MTUM ISHARES TR | 51,032 | $17.5m | 6.2% |
| VONG VANGUARD SCOTTSDALE FDS | 109,333 | $14.0m | 5.0% |
| VFMO VANGUARD WELLINGTON FD | 53,521 | $13.4m | 4.8% |
| XMMO INVESCO EXCHANGE TRADED FD T | 76,701 | $13.0m | 4.7% |
| NULG NUSHARES ETF TR | 99,015 | $11.6m | 4.1% |
| ILCG ISHARES TR | 96,476 | $11.3m | 4.0% |
| AGZD WISDOMTREE TR | 441,101 | $10.0m | 3.6% |
| SPMO INVESCO EXCH TRADED FD TR II | 59,881 | $9.7m | 3.4% |
| FLQL FRANKLIN TEMPLETON ETF TR | 123,282 | $9.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1897144")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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