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CIK: 0001793399
Total reported value
$75.9M
$75.9M
44 檔
85.6%
According to the latest 13F quarterly dataset, Winning Points Advisors, LLC managed an equity portfolio of $75.9M at the end of Q1 2026, spanning 44 distinct U.S. exchange-listed positions.
In Q1 2026, Winning Points Advisors, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 40.23% | +3.11% | -1.59% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 7.88% | -0.28% | -6.61% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.18% | -2.40% | -0.61% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -2.06% | -1.02% | |
| 5 | IBRX | Immunitybio Inc | Stock-Healthcare | 5.32% | -2.31% | — | |
| 6 | STEW | Srh Total Return Fund Inc | Stock-Other | 3.12% | +0.94% | -1.11% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.89% | -1.93% | -1.10% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | +0.90% | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.57% | -1.18% | -6.26% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.96% | +0.39% | -0.28% | |
| 11 | UBS | UBS Group AG | Stock-Financials | 1.57% | -0.55% | -0.14% | |
| 12 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.54% | +0.64% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | +0.53% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.48% | +0.61% | -1.60% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.35% | +0.44% | +0.90% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.15% | -2.53% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.59% | — | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.37% | +2.91% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | +0.40% | — | |
| 20 | BP | Bp Plc-spons Adr | Stock-Energy | 0.89% | +0.02% | -0.14% | |
| 21 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.85% | -0.85% | EXIT | |
| 22 | TGT | Target CORP | Stock-Consumer Disc | 0.76% | +0.32% | — | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | +0.32% | -3.57% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | +0.11% | -9.21% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.65% | +0.17% | -0.28% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | +0.23% | -0.32% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.50% | +0.15% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | -12.75% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.47% | +0.22% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.18% | — | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | +0.06% | — | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.38% | +0.19% | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | +0.13% | -0.56% | |
| 34 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.30% | +0.14% | -3.31% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | +0.07% | — | |
| 36 | BMO | Bank Of Montreal | Stock-Financials | 0.27% | +0.33% | NEW | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.26% | -0.26% | EXIT | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.13% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.15% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.23% | +0.10% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.11% | +13.95% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.21% | -0.21% | EXIT | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.20% | -0.20% | EXIT | |
| 44 | XAODX | Abrdn Total Dynamic Dividend | Stock-Other | 0.10% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBRX | Immunitybio Inc | +4.8% | — | Add |
| 2 | JPM | Jpmorgan Chase & Co | +3% | -0.61% | Trim |
| 3 | WFC | Wells Fargo & Co | +2% | -1.10% | Trim |
| 4 | BAC | Bank Of America CORP | +1.6% | -6.61% | Trim |
| 5 | XOM | Exxon Mobil CORP | +1.2% | -6.26% | Trim |
| 6 | UBS | UBS Group AG | +0.8% | -0.14% | Trim |
| 7 | CVX | Chevron CORP | +0.6% | +2.91% | Add |
| 8 | DEO | Diageo Plc-sponsored Adr | +0.3% | NEW | New buy |
| 9 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 10 | BP | Bp Plc-spons Adr | +0.2% | -0.14% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 12 | TGT | Target CORP | +0.1% | — | Unchanged |
| 13 | WMT | Walmart Inc | +0.1% | -0.28% | Trim |
| 14 | BMY | Bristol-myers Squibb Co | 0% | -0.28% | Trim |
| 15 | MO | Altria Group Inc | 0% | -0.32% | Trim |
| 16 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 17 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +13.95% | Add |
| 19 | RTX | Rtx CORP | 0% | — | Unchanged |
| 20 | XAODX | Abrdn Total Dynamic Dividend | 0% | — | Unchanged |
| 21 | LMT | Lockheed Martin CORP | 0% | -22.37% | Trim |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | — | Unchanged |
| 23 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.56% | Trim |
| 24 | TRV | Travelers Cos Inc/the | 0% | -3.31% | Trim |
| 25 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 26 | UPS | United Parcel Service-cl B | 0% | +0.90% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 28 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 29 | PM | Philip Morris International | -0.1% | -3.57% | Trim |
| 30 | MGM | Mgm Resorts International | -0.1% | -1.20% | Trim |
| 31 | AXP | American Express Co | -0.1% | — | Unchanged |
| 32 | MMM | 3m Co | -0.1% | — | Unchanged |
| 33 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 34 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 36 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 37 | ABBV | Abbvie Inc | -0.2% | -1.60% | Trim |
| 38 | ABT | Abbott Laboratories | -0.3% | -9.21% | Trim |
| 39 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 40 | STEW | Srh Total Return Fund Inc | -0.5% | -1.11% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | EXIT | Sold out |
| 42 | AAPL | Apple Inc | -1.9% | -1.59% | Trim |
| 43 | MSFT | Microsoft CORP | -2.1% | -1.02% | Trim |
| 44 | MUFG 4.1 09-09-23 144ABond | Mufg Bank LTD | -3.5% | EXIT | Sold out |
| 45 | MCD | Mcdonald's CORP | -4.4% | -2.53% | Trim |
According to official SEC Form 13F filings, Winning Points Advisors, LLC reported a total U.S. public equity portfolio value of $75.9M across 44 disclosed positions in Q1 2026.
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 AAPL, BAC, JPM) accounted for 85.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DEO
市值: $257.2K
Top Position Liquidated / Trimmed
MUFG 4.1 09-09-23 144A
前期市值: $3.3M
During Q1 2026, Winning Points Advisors, LLC's top holdings by market value included AAPL (40.2%)、BAC (7.9%)、JPM (6.2%). The largest single position, AAPL, represented 40.2% of total portfolio value.
In Q1 2026, Winning Points Advisors, LLC made 29 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 20 holdings, and fully liquidating 3 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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