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 $280.5M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PWB ($20.3M, 7.23%), MTUM ($17.5M, 6.24%), VONG ($14.0M, 4.98%), VFMO ($13.4M, 4.76%), XMMO ($13.0M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | $20.3M | 7.23% | 120,372 | Trimmed |
| 2 | MTUM | ISHARES TR | $17.5M | 6.24% | 51,032 | Added |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $14.0M | 4.98% | 109,333 | New |
| 4 | VFMO | VANGUARD WELLINGTON FD | $13.4M | 4.76% | 53,521 | Trimmed |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | $13.0M | 4.65% | 76,701 | New |
| 6 | NULG | NUSHARES ETF TR | $11.6M | 4.13% | 99,015 | New |
| 7 | ILCG | ISHARES TR | $11.3M | 4.02% | 96,476 | New |
| 8 | AGZD | WISDOMTREE TR | $10.0M | 3.56% | 441,101 | New |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $9.7M | 3.45% | 59,881 | New |
| 10 | FLQL | FRANKLIN TEMPLETON ETF TR | $9.7M | 3.44% | 123,282 | New |
| 11 | SPHQ | INVESCO EXCHANGE TRADED FD T | $8.8M | 3.14% | 97,860 | New |
| 12 | MGC | VANGUARD WORLD FD | $8.7M | 3.11% | 31,891 | New |
| 13 | VUG | VANGUARD INDEX FDS | $8.7M | 3.08% | 100,446 | New |
| 14 | CWB | SPDR SERIES TRUST | $8.1M | 2.88% | 74,914 | Trimmed |
| 15 | SNDK | SANDISK CORP | $6.5M | 2.31% | 2,848 | Added |
| 16 | INTC | INTEL CORP | $6.0M | 2.14% | 42,983 | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $5.7M | 2.04% | 4,950 | New |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 2.02% | 9,755 | New |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $5.2M | 1.85% | 6,816 | New |
| 20 | VRT | VERTIV HOLDINGS CO | $4.6M | 1.66% | 13,868 | Added |
| 21 | QGRO | AMERICAN CENTY ETF TR | $4.5M | 1.59% | 37,868 | New |
| 22 | ALAB | ASTERA LABS INC | $4.2M | 1.49% | 8,637 | New |
| 23 | AMAT | APPLIED MATLS INC | $4.1M | 1.46% | 5,653 | Added |
| 24 | ILCB | ISHARES TR | $4.0M | 1.42% | 38,468 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $3.7M | 1.33% | 31,378 | New |
Source: SEC Form 13F filings · as of 2026-06-30