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CIK: 0001897144
Total reported value
$280.5M
$280.5M
78 檔
24.2%
As reported in its official Q1 2026 Form 13F filing, Win Advisors, Inc's tracked investment portfolio stood at $280.5M with 78 total positions.
Win Advisors, Inc executed strategic sector rebalancing during Q1 2026, establishing 54 new positions while fully exiting 50 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including PWB, ILCB, HGER) accounted for 24.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 7.31% | -0.08% | — | |
| 2 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 6.80% | -5.38% | — | |
| 3 | HGER | Harbor Commodity All Weather | ETF-Commodities | 6.65% | -6.65% | EXIT | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 5.24% | -5.24% | EXIT | |
| 5 | VFMO | Vanguard US Momentum Factor | ETF-Other | 5.01% | -0.25% | +327.43% | |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.49% | -4.49% | EXIT | |
| 7 | GAL | Ss Global Allocation ETF | ETF-Other | 4.12% | -4.12% | EXIT | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.04% | -1.16% | — | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 4.01% | -4.01% | EXIT | |
| 10 | DHS | Wisdomtree US High Dividend | ETF-Other | 3.80% | -3.80% | EXIT | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.72% | -3.72% | EXIT | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.68% | -3.68% | EXIT | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.83% | -2.83% | EXIT | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.31% | -2.11% | +1268.99% | |
| 15 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.79% | -1.14% | -72.09% | |
| 16 | FTGC | First Trust Global Tactical | ETF-Other | 1.68% | -1.68% | EXIT | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.43% | +4.81% | — | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.40% | -0.29% | — | |
| 19 | GLW | Corning Inc | Stock-Tech | 1.37% | -1.37% | EXIT | |
| 20 | CIEN | Ciena CORP | Stock-Tech | 1.26% | -1.26% | EXIT | |
| 21 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.19% | -1.19% | EXIT | |
| 22 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.09% | -1.09% | EXIT | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.03% | -1.03% | EXIT | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.02% | -1.02% | EXIT | |
| 25 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.96% | -0.96% | EXIT | |
| 26 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.82% | -0.82% | EXIT | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.80% | -0.80% | EXIT | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.78% | -0.78% | EXIT | |
| 29 | TER | Teradyne Inc | Stock-Tech | 0.77% | -0.77% | EXIT | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.44% | -10.83% | |
| 31 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.73% | -0.73% | EXIT | |
| 32 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.72% | -0.72% | EXIT | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.72% | -0.72% | EXIT | |
| 34 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.71% | -0.71% | EXIT | |
| 35 | WDC | Western Digital CORP | Stock-Tech | 0.69% | +0.36% | -22.24% | |
| 36 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.68% | +0.50% | -10.24% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.67% | -0.67% | EXIT | |
| 38 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.67% | -0.67% | EXIT | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.62% | EXIT | |
| 40 | TRGP | Targa Resources CORP | Stock-Energy | 0.60% | -0.60% | EXIT | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.58% | +1.08% | -8.28% | |
| 42 | CNQ | Canadian Natural Resources | Stock-Energy | 0.58% | -0.58% | EXIT | |
| 43 | JBL | Jabil Inc | Stock-Tech | 0.56% | +0.48% | — | |
| 44 | MTZ | Mastec Inc | Stock-Industrials | 0.56% | +0.26% | — | |
| 45 | LNG | Cheniere Energy Inc | Stock-Energy | 0.53% | -0.53% | EXIT | |
| 46 | KEYS | Keysight Technologies In | Stock-Tech | 0.52% | -0.32% | +4.27% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.95% | -61.98% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.49% | -0.49% | EXIT | |
| 49 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.48% | -0.48% | EXIT | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.47% | EXIT |
According to official SEC Form 13F filings, Win Advisors, Inc reported a total U.S. public equity portfolio value of $280.5M across 78 disclosed positions in Q1 2026.
During Q1 2026, Win Advisors, Inc's top holdings by market value included PWB (7.3%)、ILCB (6.8%)、HGER (6.7%). The largest single position, PWB, represented 7.3% of total portfolio value.
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Top New Position Initiated
PWB
市值: $16.0M
Top Position Liquidated / Trimmed
MGC
前期市值: $21.0M
In Q1 2026, Win Advisors, Inc made 128 total portfolio adjustments, initiating 54 new buys, adding to 9 positions, trimming 15 holdings, and fully liquidating 50 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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