StockDriftsStockDriftsTop 50 Win Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | 7.23% | 120.4K | $20.3M | -5.17%(-6.57K) | $107.19(+52.63%) | 2026-06-30 | |
| MTUM | ISHARES TR | 6.24% | 51.0K | $17.5M | +292.16%(+38.02K) | $276.18(+16.65%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.98% | 109.3K | $14.0M | new | $107.45(+20.33%) | 2026-06-30 | |
| VFMO | VANGUARD WELLINGTON FD | 4.76% | 53.5K | $13.4M | -3.65%(-2.03K) | $193.53(+24.61%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 4.65% | 76.7K | $13.0M | new | $144.42(+12.89%) | 2026-06-30 | |
| NULG | NUSHARES ETF TR | 4.13% | 99.0K | $11.6M | new | $101.40(+16.48%) | 2026-06-30 | |
| ILCG | ISHARES TR | 4.02% | 96.5K | $11.3M | new | $95.49(+23.82%) | 2026-06-30 | |
| AGZD | WISDOMTREE TR | 3.56% | 441.1K | $10.0M | new | $22.48(+0.49%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.45% | 59.9K | $9.7M | new | $107.72(+42.32%) | 2026-06-30 | |
| FLQL | FRANKLIN TEMPLETON ETF TR | 3.44% | 123.3K | $9.7M | new | $54.13(+47.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.52% | — | — | +21.53% |
| Top 20 Holdings Unweighted | +14.47% | +49.98% | — | — | +30.74% |
Win Advisors INC reports $280.52M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are PWB (7.2%), MTUM (6.2%) and VONG (5.0%). The top 20 holdings account for 70.69% of reported assets. Its disclosed equity book has returned +47.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Win Advisors INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Win Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1897144). View Win Advisors INC’s 13F filings on SEC