Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WIN ADVISORS, INC (CIK 1897144) reported $218.6M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PWB ($16.0M, 7.31%), ILCB ($14.9M, 6.80%), HGER ($14.5M, 6.65%), CGDV ($11.5M, 5.24%), VFMO ($10.9M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | $16.0M | 7.31% | 126,940 | New |
| 2 | ILCB | ISHARES TR | $14.9M | 6.80% | 165,387 | New |
| 3 | HGER | HARBOR ETF TRUST | $14.5M | 6.65% | 469,067 | New |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.5M | 5.24% | 269,483 | New |
| 5 | VFMO | VANGUARD WELLINGTON FD | $10.9M | 5.01% | 55,549 | Added |
| 6 | BKLC | BNY MELLON ETF TRUST | $9.8M | 4.49% | 78,689 | New |
| 7 | GAL | SSGA ACTIVE ETF TR | $9.0M | 4.12% | 181,914 | New |
| 8 | CWB | SPDR SERIES TRUST | $8.8M | 4.04% | 96,539 | New |
| 9 | EPS | WISDOMTREE TR | $8.8M | 4.01% | 128,568 | Trimmed |
| 10 | DHS | WISDOMTREE TR | $8.3M | 3.80% | 75,972 | New |
| 11 | USMV | ISHARES TR | $8.1M | 3.72% | 87,613 | New |
| 12 | IWY | ISHARES TR | $8.0M | 3.68% | 32,293 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.2M | 2.83% | 201,790 | New |
| 14 | BIL | SPDR SERIES TRUST | $5.0M | 2.31% | 55,047 | Added |
| 15 | FTC | FIRST TR EXCHANGE-TRADED ALP | $3.9M | 1.79% | 25,359 | Trimmed |
| 16 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $3.7M | 1.68% | 127,600 | New |
| 17 | MTUM | ISHARES TR | $3.1M | 1.43% | 13,013 | New |
| 18 | GEV | GE VERNOVA INC | $3.1M | 1.40% | 3,499 | New |
| 19 | GLW | CORNING INC | $3.0M | 1.37% | 22,090 | Added |
| 20 | CIEN | CIENA CORP | $2.8M | 1.26% | 7,099 | New |
| 21 | FCX | FREEPORT MCMORAN INC | $2.6M | 1.19% | 44,216 | New |
| 22 | JMOM | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.09% | 35,103 | New |
| 23 | DYNF | BLACKROCK ETF TRUST | $2.3M | 1.03% | 38,779 | New |
| 24 | SCHG | SCHWAB STRATEGIC TR | $2.2M | 1.02% | 76,879 | Trimmed |
| 25 | JHML | JOHN HANCOCK EXCHANGE TRADED | $2.1M | 0.96% | 26,767 | New |
Source: SEC Form 13F filings · as of 2026-03-31