WIN ADVISORS, INC

Est. AUM

$218.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$16.0M	126940	7.31%	SOLE
2	ISHARES TR	MORNINGSTR US EQ	$14.9M	165387	6.80%	SOLE
3	HARBOR ETF TRUST	HARBOR COMMODITY	$14.5M	469067	6.65%	SOLE
4	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.5M	269483	5.24%	SOLE
5	VANGUARD WELLINGTON FD	US MOMENTUM	$10.9M	55549	5.01%	SOLE
6	BNY MELLON ETF TRUST	US LRG CP CORE	$9.8M	78689	4.49%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET GLO	$9.0M	181914	4.12%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$8.8M	96539	4.04%	SOLE
9	WISDOMTREE TR	US LARGECAP FUND	$8.8M	128568	4.01%	SOLE
10	WISDOMTREE TR	US HIGH DIVIDEND	$8.3M	75972	3.80%	SOLE
11	ISHARES TR	MSCI USA MIN VOL	$8.1M	87613	3.72%	SOLE
12	ISHARES TR	RUS TP200 GR ETF	$8.0M	32293	3.68%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.2M	201790	2.83%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	55047	2.31%	SOLE
15	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.9M	25359	1.79%	SOLE
16	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$3.7M	127600	1.68%	SOLE
17	ISHARES TR	MSCI USA MMENTM	$3.1M	13013	1.43%	SOLE
18	GE VERNOVA INC	COM	$3.1M	3499	1.40%	SOLE
19	CORNING INC	COM	$3.0M	22090	1.37%	SOLE
20	CIENA CORP	COM NEW	$2.8M	7099	1.26%	SOLE
21	FREEPORT MCMORAN INC	CL B	$2.6M	44216	1.19%	SOLE
22	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$2.4M	35103	1.09%	SOLE
23	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.3M	38779	1.03%	SOLE
24	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	76879	1.02%	SOLE
25	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$2.1M	26767	0.96%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	SHS	$1.8M	35364	0.82%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET CON	$1.7M	21338	0.80%	SOLE
28	ISHARES TR	HDG MSCI EAFE	$1.7M	40237	0.78%	SOLE
29	TERADYNE INC	COM	$1.7M	5652	0.77%	SOLE
30	LAM RESEARCH CORP	COM NEW	$1.6M	7641	0.75%	SOLE
31	OLD DOMINION FREIGHT LINE IN	COM	$1.6M	8178	0.73%	SOLE
32	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$1.6M	12011	0.72%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET CON	$1.6M	14378	0.72%	SOLE
34	ISHARES TR	US HLTHCARE ETF	$1.6M	25295	0.71%	SOLE
35	WESTERN DIGITAL CORP	COM	$1.5M	5564	0.69%	SOLE
36	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.5M	3822	0.68%	SOLE
37	FEDEX CORP	COM	$1.5M	4141	0.67%	SOLE
38	OCCIDENTAL PETE CORP	COM	$1.5M	22576	0.67%	SOLE
39	LOCKHEED MARTIN CORP	COM	$1.4M	2242	0.62%	SOLE
40	TARGA RES CORP	COM	$1.3M	5203	0.60%	SOLE
41	VERTIV HOLDINGS CO	COM CL A	$1.3M	5082	0.58%	SOLE
42	CANADIAN NAT RES LTD MED TER	COM	$1.3M	26037	0.58%	SOLE
43	JABIL INC	COM	$1.2M	4607	0.56%	SOLE
44	MASTEC INC	COM	$1.2M	3781	0.56%	SOLE
45	CHENIERE ENERGY INC	COM NEW	$1.2M	4062	0.53%	SOLE
46	KEYSIGHT TECHNOLOGIES INC	COM	$1.1M	4005	0.52%	SOLE
47	APPLIED MATLS INC	COM	$1.1M	3280	0.51%	SOLE
48	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.1M	44420	0.49%	SOLE
49	TELEDYNE TECHNOLOGIES INC	COM	$1.0M	1728	0.48%	SOLE
50	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	20533	0.47%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.