13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001897144
Total reported value
$280.5M
$280.5M
74 檔
28.8%
According to the latest 13F quarterly dataset, Win Advisors, Inc managed an equity portfolio of $280.5M at the end of Q4 2025, spanning 74 distinct U.S. exchange-listed positions.
Win Advisors, Inc executed strategic sector rebalancing during Q4 2025, establishing 23 new positions while fully exiting 15 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGC | Vanguard Mega Cap ETF | ETF-Other | 8.92% | +3.11% | NEW | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.00% | +1.33% | NEW | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.77% | — | +428.85% | |
| 4 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 6.17% | -1.14% | — | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.45% | -1.02% | EXIT | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.30% | +0.64% | NEW | |
| 7 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 4.31% | -4.01% | EXIT | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.28% | +4.98% | NEW | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.93% | +3.08% | NEW | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.91% | — | — | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.79% | — | — | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.08% | — | — | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.94% | — | +29.63% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.97% | — | — | |
| 15 | QGRO | American Century US Quality | ETF-Other | 1.96% | +1.59% | NEW | |
| 16 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 1.40% | +1.12% | NEW | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.31% | — | — | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.28% | — | — | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.23% | +3.45% | NEW | |
| 20 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.06% | -0.25% | — | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.02% | +2.04% | NEW | |
| 22 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.98% | -0.71% | EXIT | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.96% | -0.72% | EXIT | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.95% | +59.32% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 0.93% | — | +18.22% | |
| 26 | FDG | American Century Focused Dyn | ETF-Other | 0.91% | — | -83.40% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.86% | — | — | |
| 28 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.81% | — | -1.60% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.79% | — | -1.50% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | +0.08% | NEW | |
| 31 | FXR | First Trust Indst/producers | ETF-Other | 0.66% | — | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | — | — | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.62% | +0.44% | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +2.02% | NEW | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.53% | — | — | |
| 36 | WDC | Western Digital CORP | Stock-Tech | 0.52% | +0.36% | — | |
| 37 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.50% | +0.50% | +97.40% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.48% | -1.37% | EXIT | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | +82.96% | |
| 40 | TER | Teradyne Inc | Stock-Tech | 0.46% | -0.77% | EXIT | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.44% | -0.49% | EXIT | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.43% | +3.14% | NEW | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.68% | NEW | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | — | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.62% | EXIT | |
| 46 | IYLD | Ishares Morningstar Multi-as | ETF-Other | 0.39% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.38% | — | — | |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.38% | — | +2.80% | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.38% | +1.08% | — | |
| 50 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.38% | — | — |
According to official SEC Form 13F filings, Win Advisors, Inc reported a total U.S. public equity portfolio value of $280.5M across 74 disclosed positions in Q4 2025.
During Q4 2025, Win Advisors, Inc's top holdings by market value included MGC (8.9%)、SPYG (7.0%)、IUSG (6.8%). The largest single position, MGC, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGC, SPYG, IUSG) accounted for 28.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
MGC
市值: $21.0M
Top Position Liquidated / Trimmed
PWB
前期市值: $13.0M
In Q4 2025, Win Advisors, Inc made 50 total portfolio adjustments, initiating 23 new buys, adding to 4 positions, trimming 8 holdings, and fully liquidating 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.