13F Filings History of WIN ADVISORS, INC

Latest 13F filing: Q2 2026 - 04 Aug 2026
Latest reported 13F value: $280,516,334
Largest 13F holdings: PWB MTUM VONG VFMO XMMO NULG ILCG AGZD SPMO FLQL SPHQ MGC
+8 more
VUG CWB SNDK INTC MU AMD CRWD VRT
Form 13F summary: WIN ADVISORS, INC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
WIN ADVISORS, INC reported 75 equity holdings with a total reported market value of $280,516,334 for Q2 2026. Top reported holdings included PWB, MTUM, VONG, VFMO, and XMMO.
Manager signature: Mary Therese Walsh - Chief Compliance Officer
Manager location: Palm Beach Gardens, FL

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q2 2026

Latest value

$280,516,334

Quarter delta

+$61,891,076

Accepted

04 Aug 2026, 12:12

Rows shown

1-19 of 19

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	75	$280,516,334	+$196,701,441	-$161,561,029	+$35,140,412	PWB, MTUM, VONG, VFMO, XMMO	13F-HR	04 Aug 2026, 12:12
Q1 2026	78	$218,625,258	+$180,618,064	-$199,453,229	-$18,835,165	PWB, ILCB, HGER, CGDV, VFMO	13F-HR	01 May 2026, 10:37
Q4 2025	74	$235,553,610	+$149,734,839	-$124,170,417	+$25,564,422	MGC, SPYG, IUSG, FTC, SCHG	13F-HR	04 Feb 2026, 12:08
Q3 2025	58	$205,471,694	+$80,329,861	-$94,246,592	-$13,916,731	SCHG, VUG, IWY, SPMO, PWB	13F-HR	04 Nov 2025, 14:17
Q2 2025	48	$207,325,637	+$160,594,150	-$154,568,056	+$6,026,094	SCHG, SPMO, VUG, PWB, QGRO	13F-HR	14 Aug 2025, 10:52
Q1 2025	54	$194,667,490	+$145,077,193	-$153,707,656	-$8,630,463	LGLV, HEFA, QGRO, COWG, SPLG	13F-HR	23 Apr 2025, 09:10
Q4 2024	54	$206,652,198	+$140,333,494	-$150,967,505	-$10,634,011	QGRO, XMMO, IWY, VONG, FBCG	13F-HR	27 Jan 2025, 11:38
Q3 2024	55	$213,072,206	+$170,356,328	-$183,104,186	-$12,747,858	QGRO, DYNF, FTC, FBCG, SPY	13F-HR	31 Oct 2024, 08:58
Q2 2024	49	$223,968,786	+$158,179,424	-$167,418,983	-$9,239,559	SCHG, QQQ, IWF, VUG, IUSG	13F-HR	02 Aug 2024, 11:46
Q1 2024	54	$227,000,205	+$191,049,612	-$190,575,887	+$473,725	IUSG, XMMO, SPGP, FBCG, MTUM	13F-HR	24 Apr 2024, 13:49
Q4 2023	55	$220,407,881	+$207,635,949	-$197,505,547	+$10,130,402	DJD, IWL, SPHD, DGRW, SCHD	13F-HR	05 Feb 2024, 16:07
Q3 2023	46	$204,172,162	+$186,209,551	-$22,203,087	+$164,006,464	SCHG, HEFA, VONG, ICSH, GBIL	13F-HR	30 Oct 2023, 17:14
Q2 2023	33	$26,350,302	+$19,132,546	-$50,664,396	-$31,531,850	SPHB, VUG, DJD, QUAL, SCHG	13F-HR	13 Jul 2023, 17:53
Q1 2023	35	$247,904,988	+$89,188,484	-$69,390,770	+$19,797,714	BIL, SCHG, GBIL, VCR, XTN	13F-HR	28 Apr 2023, 16:52
Q4 2022	136	$267,131,457	+$77,053,720	-$80,951,755	-$3,898,035	BIL, GBIL, USFR, FIDU, FCOM	13F-HR	14 Feb 2023, 13:25
Q3 2022	124	$270,769,000	+$38,212,016	-$45,023,279	-$6,811,263	BIL, USFR, TPLC, XMLV, JSML	13F-HR	27 Oct 2022, 09:32
Q2 2022	156	$51,013,000	+$42,987,744	-$297,637,407	-$254,649,663	TBF, PDBC, TBX, XLI, VAW	13F-HR	18 Jul 2022, 14:12
Q1 2022	200	$380,786,000	+$255,372,641	-$282,641,735	-$27,269,094	SCHG, FEX, LGLV, NOBL, DSI	13F-HR	13 May 2022, 11:44
Q4 2021	63	$436,641,000	$0	$0	$0	DGRW, MGC, SUSA, SPGP, RSP	13F-HR	14 Feb 2022, 14:35