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CIK: 0001897144
Total reported value
$280.5M
$280.5M
48 檔
29.9%
According to the latest 13F quarterly dataset, Win Advisors, Inc managed an equity portfolio of $280.5M at the end of Q2 2025, spanning 48 distinct U.S. exchange-listed positions.
During Q2 2025, Win Advisors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SPMO, VUG) accounted for 29.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.21% | -1.02% | EXIT | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 8.52% | +3.45% | NEW | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.25% | +3.08% | NEW | |
| 4 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 6.86% | -0.08% | +155.60% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 6.67% | +1.59% | NEW | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.52% | +0.64% | NEW | |
| 7 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 4.36% | — | — | |
| 8 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 4.32% | -4.01% | EXIT | |
| 9 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 4.14% | — | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.06% | — | -6.67% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.04% | -3.68% | EXIT | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.58% | — | — | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.47% | — | — | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.22% | — | — | |
| 15 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.05% | +4.02% | NEW | |
| 16 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.96% | — | +99.04% | |
| 17 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 1.35% | — | — | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | — | — | |
| 19 | FTXR | First Trust Nasdaq Transport | ETF-Tech | 1.32% | — | — | |
| 20 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.31% | — | — | |
| 21 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 1.27% | +1.12% | NEW | |
| 22 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.24% | +4.98% | NEW | |
| 23 | FDG | American Century Focused Dyn | ETF-Other | 0.99% | — | — | |
| 24 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.92% | +4.65% | NEW | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.62% | +2.04% | NEW | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.68% | NEW | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 0.56% | — | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | — | — | |
| 29 | VST | Vistra CORP | Stock-Utilities | 0.54% | — | — | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | — | — | |
| 31 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.50% | — | — | |
| 32 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.50% | — | — | |
| 33 | GE | General Electric | Stock-Industrials | 0.47% | — | — | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | — | — | |
| 35 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.46% | -0.05% | -23.30% | |
| 36 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.46% | -0.06% | +5.84% | |
| 37 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.44% | — | -1.20% | |
| 38 | IYLD | Ishares Morningstar Multi-as | ETF-Other | 0.40% | — | — | |
| 39 | GAL | Ss Global Allocation ETF | ETF-Other | 0.40% | -4.12% | EXIT | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.39% | — | -9.12% | |
| 41 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.39% | +3.56% | NEW | |
| 42 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.38% | — | -9.60% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.38% | -0.49% | EXIT | |
| 44 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.22% | — | — | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.22% | +4.13% | NEW | |
| 46 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.21% | -0.03% | — | |
| 47 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.21% | — | +1.57% | |
| 48 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.20% | — | -42.60% |
According to official SEC Form 13F filings, Win Advisors, Inc reported a total U.S. public equity portfolio value of $280.5M across 48 disclosed positions in Q2 2025.
During Q2 2025, Win Advisors, Inc's top holdings by market value included SCHG (11.2%)、SPMO (8.5%)、VUG (7.3%). The largest single position, SCHG, represented 11.2% of total portfolio value.
In Q2 2025, Win Advisors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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