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CIK: 0001897144
Total reported value
$280.5M
$280.5M
58 檔
32.4%
In Q3 2025, Win Advisors, Inc's U.S. equity holdings reached a combined market value of $280.5M, distributed across 58 disclosed stock positions.
Win Advisors, Inc executed strategic sector rebalancing during Q3 2025, establishing 22 new positions while fully exiting 19 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VUG, IWY) accounted for 32.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VUG
市值: $19.8M
Top Position Liquidated / Trimmed
LGLV
前期市值: $12.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.99% | -1.02% | EXIT | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.63% | +3.08% | NEW | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.48% | -3.68% | EXIT | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.87% | +3.45% | NEW | |
| 5 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 6.31% | -0.08% | -14.66% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.13% | +4.98% | NEW | |
| 7 | FDG | American Century Focused Dyn | ETF-Other | 5.96% | — | +443.70% | |
| 8 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 4.73% | -4.01% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.37% | — | -2.78% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.53% | — | -36.20% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.34% | +1.33% | NEW | |
| 12 | PKW | Invesco Buyback Achievers Et | ETF-Other | 2.23% | -0.72% | EXIT | |
| 13 | QGRO | American Century US Quality | ETF-Other | 2.21% | +1.59% | NEW | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.44% | — | -62.46% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.32% | +0.08% | NEW | |
| 16 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.24% | — | — | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.22% | +0.85% | NEW | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.18% | -2.11% | — | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.16% | — | -15.89% | |
| 20 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.04% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | — | — | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.92% | — | — | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.91% | — | — | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 0.83% | — | — | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.76% | +2.04% | NEW | |
| 26 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.75% | -0.05% | +57.90% | |
| 27 | TER | Teradyne Inc | Stock-Tech | 0.60% | -0.77% | EXIT | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | -0.49% | EXIT | |
| 29 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.55% | — | — | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.95% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | — | — | |
| 32 | CCI | Crown Castle Inc | Stock-Real Estate | 0.52% | — | — | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.52% | — | — | |
| 34 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.52% | — | +131.38% | |
| 35 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.51% | — | -19.89% | |
| 36 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.46% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.45% | -1.16% | — | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -3.72% | EXIT | |
| 39 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.43% | — | +7.46% | |
| 40 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.42% | +3.56% | NEW | |
| 41 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.42% | — | +8.49% | |
| 42 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.35% | -0.06% | -27.40% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | — | |
| 44 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.25% | +0.50% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.25% | — | — | |
| 46 | ACLC | American Century Large Cap E | ETF-Large Cap & Growth | 0.24% | — | — | |
| 47 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.24% | — | -0.22% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.23% | — | — | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.23% | — | — | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.23% | -1.37% | EXIT |
According to official SEC Form 13F filings, Win Advisors, Inc reported a total U.S. public equity portfolio value of $280.5M across 58 disclosed positions in Q3 2025.
During Q3 2025, Win Advisors, Inc's top holdings by market value included SCHG (11.0%)、VUG (9.6%)、IWY (9.5%). The largest single position, SCHG, represented 11.0% of total portfolio value.
In Q3 2025, Win Advisors, Inc made 50 total portfolio adjustments, initiating 22 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 19 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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