WIN ADVISORS, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, WIN ADVISORS, INC held in its portfolio 72 assets valued at $235,553,610 (i.e. $235.55M).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($21.01M), SPDR SERIES TRUST ($17.74M), and ISHARES TR ($15.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WIN ADVISORS, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 83640 | 21007884 | MEGA CAP INDEX |
| SPDR SERIES TRUST | 193211 | 17741294 | STATE STREET SPD |
| ISHARES TR | 94933 | 15943063 | CORE S&P US GWT |
| FIRST TR EXCHANGE-TRADED ALP | 90856 | 14525728 | COM SHS |
| SCHWAB STRATEGIC TR | 393448 | 12834259 | US LCAP GR ETF |
| INVESCO QQQ TR | 20319 | 12482103 | UNIT SER 1 |
| WISDOMTREE TR | 143424 | 10163030 | US LARGECAP FUND |
| VANGUARD SCOTTSDALE FDS | 82751 | 10074907 | VNG RUS1000GRW |
| VANGUARD INDEX FDS | 18963 | 9251329 | GROWTH ETF |
| FIRST TR EXCH TRADED FD III | 505315 | 9206847 | PFD SECS INC ETF |
| WISDOMTREE TR | 99859 | 8930433 | US QTLY DIV GRT |
| ISHARES TR | 36544 | 7258369 | MSCI USA QLT FCT |
| VANGUARD WORLD FD | 16756 | 6916281 | MEGA GRWTH IND |
| INVESCO EXCHANGE TRADED FD T | 98799 | 4635630 | RAFI US 1000 ETF |
| AMERICAN CENTY ETF TR | 40260 | 4610619 | US QUALITY GROW |
| ISHARES TR | 48301 | 3289313 | MSCI USA QUALITY |
| SELECT SECTOR SPDR TR | 21493 | 3094347 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 50907 | 3017747 | S&P 500 TOP 50 |
| INVESCO EXCH TRADED FD TR II | 24214 | 2889250 | S&P 500 MOMNTM |
| VANGUARD WELLINGTON FD | 12996 | 2485507 | US MOMENTUM |
| MICRON TECHNOLOGY INC | 8429 | 2405592 | COM |
| ISHARES TR | 35303 | 2298225 | US HLTHCARE ETF |
| SELECT SECTOR SPDR TR | 19005 | 2269387 | STATE STREET CON |
| APPLIED MATLS INC | 8627 | 2216925 | COM |
| AMPHENOL CORP NEW | 16210 | 2190636 | CL A |
| AMERICAN CENTY ETF TR | 16870 | 2139875 | FOCUSED DYNAMIC |
| VANGUARD WORLD FD | 2672 | 2014269 | INF TECH ETF |
| ISHARES TR | 11217 | 1914024 | RUS TOP 200 ETF |
| CAPITAL GROUP GROWTH ETF | 41773 | 1857656 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 65546 | 1763843 | US LRG CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 19343 | 1544925 | INDLS PROD DUR |
| ELI LILLY & CO | 1413 | 1518336 | COM |
| LAM RESEARCH CORP | 8569 | 1466841 | COM NEW |
| ADVANCED MICRO DEVICES INC | 6055 | 1296739 | COM |
| DANAHER CORPORATION | 5482 | 1254939 | COM |
| WESTERN DIGITAL CORP | 7155 | 1232541 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 4258 | 1172692 | ORD SHS |
| CORNING INC | 12841 | 1124376 | COM |
| NVIDIA CORPORATION | 5873 | 1095318 | COM |
| TERADYNE INC | 5624 | 1088581 | COM |
| SCHWAB STRATEGIC TR | 42889 | 1045208 | SHT TM US TRES |
| INVESCO EXCHANGE TRADED FD T | 13466 | 1010614 | S&P500 QUALITY |
| BROADCOM INC | 2845 | 984780 | COM |
| INTUITIVE SURGICAL INC | 1629 | 922600 | COM NEW |
| LOCKHEED MARTIN CORP | 1887 | 912619 | COM |
| ISHARES TR | 42535 | 911092 | MRNGSTR INC ETF |
| ISHARES TR | 10916 | 904100 | 1 3 YR TREAS BD |
| ISHARES U S ETF TR | 17653 | 902068 | SHORT DURATION B |
| VERTIV HOLDINGS CO | 5541 | 897714 | COM CL A |
| ISHARES TR | 22281 | 894142 | CORE 30/70 CONSE |
| ISHARES TR | 17673 | 891788 | TRS FLT RT BD |
| ANALOG DEVICES INC | 3288 | 891706 | COM |
| THERMO FISHER SCIENTIFIC INC | 1521 | 881354 | COM |
| SNOWFLAKE INC | 3941 | 864498 | COM SHS |
| GLOBAL X FDS | 9905 | 814455 | S&P 500 CATHOLIC |
| CROWDSTRIKE HLDGS INC | 1722 | 807205 | CL A |
| INTERNATIONAL BUSINESS MACHS | 2697 | 798820 | COM |
| KEYSIGHT TECHNOLOGIES INC | 3841 | 780453 | COM |
| TIMOTHY PLAN | 16706 | 759273 | US LRGMD CP CORE |
| TIMOTHY PLAN | 19654 | 757267 | HIG DV STK ETF |
| ISHARES TR | 3405 | 474470 | ESG OPTIMIZED |
| ISHARES TR | 1674 | 463598 | RUS TP200 GR ETF |
| INVESCO EXCH TRADED FD TR II | 6485 | 463159 | S&P500 LOW VOL |
| PACER FDS TR | 13081 | 460582 | US LRG CP CASH |
| JANUS DETROIT STR TR | 4305 | 316693 | HENDERSN CAP ETF |
| NORTHERN LTS FD TR IV | 6161 | 278031 | INSPIRE 100 ETF |
| VANGUARD SPECIALIZED FUNDS | 982 | 215824 | DIV APP ETF |
| BRISTOL-MYERS SQUIBB CO | 3922 | 211553 | COM |
| TRAVELERS COMPANIES INC | 717 | 207973 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 2447 | 203101 | CL A |
| UNITEDHEALTH GROUP INC | 615 | 203059 | COM |
| MCKESSON CORP | 244 | 200151 | COM |
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