Win Advisors, Inc Top Holdings and 13F Report (2026) About Win Advisors, IncInvestment ActivityWin Advisors, Inc has $218.63 million in total holdings as of March 31, 2026.Win Advisors, Inc owns shares of 78 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 82.62% of the portfolio was purchased this quarter.About 91.23% of the portfolio was sold this quarter.This quarter, Win Advisors, Inc has purchased 74 new stocks and bought additional shares in 9 stocks.Win Advisors, Inc sold shares of 15 stocks and completely divested from 50 stocks this quarter.Largest Holdings Invesco Large Cap Growth ETF $15,985,554iShares Morningstar U.S. Equity ETF $14,861,698HARBOR ETF TRUST $14,545,768Capital Group Dividend Value ETF $11,463,807Vanguard U.S. Momentum Factor ETF $10,948,745 Largest New Holdings this Quarter 46137V746 - Invesco Large Cap Growth ETF $15,985,554 Holding464287127 - iShares Morningstar U.S. Equity ETF $14,861,698 Holding41151J505 - HARBOR ETF TRUST $14,545,768 Holding14020W106 - Capital Group Dividend Value ETF $11,463,807 Holding09661T107 - BNY Mellon US Large Cap Core Equity ETF $9,821,174 Holding Largest Purchases this Quarter Invesco Large Cap Growth ETF 126,940 shares (about $15.99M)iShares Morningstar U.S. Equity ETF 165,387 shares (about $14.86M)HARBOR ETF TRUST 469,067 shares (about $14.55M)Capital Group Dividend Value ETF 269,483 shares (about $11.46M)BNY Mellon US Large Cap Core Equity ETF 78,689 shares (about $9.82M) Largest Sales this Quarter First Trust Large Cap Growth AlphaDEX Fund 65,497 shares (about $10.10M)Schwab U.S. Large-Cap Growth ETF 316,569 shares (about $9.22M)Applied Materials 5,347 shares (about $1.83M)WisdomTree U.S. LargeCap Fund 14,856 shares (about $1.01M)iShares U.S. Healthcare ETF 10,008 shares (about $616.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWin Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPWBInvesco Large Cap Growth ETF$15,985,554$15,985,554 â–²New Holding126,9407.3%ETFILCBiShares Morningstar U.S. Equity ETF$14,861,698$14,861,698 â–²New Holding165,3876.8%ETFHARBOR ETF TRUST$14,545,768$14,545,768 â–²New Holding469,0676.7%HARBOR COMMODITYCGDVCapital Group Dividend Value ETF$11,463,807$11,463,807 â–²New Holding269,4835.2%ETFVFMOVanguard U.S. Momentum Factor ETF$10,948,745$8,387,225 â–²327.4%55,5495.0%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$9,821,174$9,821,174 â–²New Holding78,6894.5%ETFGALSPDR SSgA Global Allocation ETF$9,004,747$9,004,747 â–²New Holding181,9144.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$8,835,204$8,835,204 â–²New Holding96,5394.0%ETFEPSWisdomTree U.S. LargeCap Fund$8,756,787$1,011,845 â–¼-10.4%128,5684.0%FinanceDHSWisdomTree U.S. High Dividend Fund$8,297,673$8,297,673 â–²New Holding75,9723.8%FinanceUSMViShares MSCI USA Min Vol Factor ETF$8,125,209$8,125,209 â–²New Holding87,6133.7%ETFIWYiShares Russell Top 200 Growth ETF$8,035,804$7,619,245 â–²1,829.1%32,2933.7%ETFSCHDSchwab US Dividend Equity ETF$6,190,912$6,190,912 â–²New Holding201,7902.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,044,507$4,676,023 â–²1,269.0%55,0472.3%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$3,908,955$10,096,014 â–¼-72.1%25,3591.8%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$3,663,396$3,663,396 â–²New Holding127,6001.7%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$3,122,990$3,122,990 â–²New Holding13,0131.4%ETFGE VERNOVA INC$3,054,277$3,054,277 â–²New Holding3,4991.4%COMGLWCorning$3,003,572$1,257,584 â–²72.0%22,0901.4%Computer and TechnologyCIENCiena$2,756,045$2,756,045 â–²New Holding7,0991.3%Computer and TechnologyFCXFreeport-McMoRan$2,599,016$2,599,016 â–²New Holding44,2161.2%Basic MaterialsJMOMJPMorgan U.S. Momentum Factor ETF$2,384,204$2,384,204 â–²New Holding35,1031.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,256,162$2,256,162 â–²New Holding38,7791.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,239,494$9,221,691 â–¼-80.5%76,8791.0%ETFJHMLJohn Hancock Multifactor Large Cap ETF$2,095,053$2,095,053 â–²New Holding26,7671.0%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,796,494$1,796,494 â–²New Holding35,3640.8%ETFXLPConsumer Staples Select Sector SPDR Fund$1,749,289$1,749,289 â–²New Holding21,3380.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,709,872$1,709,872 â–²New Holding40,2370.8%ETFTERTeradyne$1,675,679$8,301 â–²0.5%5,6520.8%Computer and TechnologyLAM RESEARCH CORP$1,632,633$198,283 â–¼-10.8%7,6410.7%COM NEWODFLOld Dominion Freight Line$1,597,887$1,597,887 â–²New Holding8,1780.7%TransportationPKWInvesco BuyBack Achievers ETF$1,576,369$1,576,369 â–²New Holding12,0110.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,566,914$504,250 â–¼-24.3%14,3780.7%FinanceIYHiShares U.S. Healthcare ETF$1,559,184$616,893 â–¼-28.3%25,2950.7%ETFWDCWestern Digital$1,505,004$430,349 â–¼-22.2%5,5640.7%Computer and TechnologySTXSeagate Technology$1,497,249$170,801 â–¼-10.2%3,8220.7%Computer and TechnologyFDXFedEx$1,474,941$1,474,941 â–²New Holding4,1410.7%TransportationOXYOccidental Petroleum$1,467,440$1,467,440 â–²New Holding22,5760.7%EnergyLMTLockheed Martin$1,355,320$214,602 â–²18.8%2,2420.6%AerospaceTRGPTarga Resources$1,304,548$1,304,548 â–²New Holding5,2030.6%EnergyVRTVertiv$1,273,490$115,020 â–¼-8.3%5,0820.6%Computer and TechnologyCNQCanadian Natural Resources$1,268,783$1,268,783 â–²New Holding26,0370.6%EnergyJBLJabil$1,223,780$1,223,780 â–²New Holding4,6070.6%Computer and TechnologyMTZMasTec$1,216,499$1,216,499 â–²New Holding3,7810.6%ConstructionCHENIERE ENERGY INC$1,152,633$1,152,633 â–²New Holding4,0620.5%COM NEWKEYSKeysight Technologies$1,130,892$46,309 â–²4.3%4,0050.5%Computer and TechnologyAMATApplied Materials$1,120,938$1,827,334 â–¼-62.0%3,2800.5%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$1,078,068$37,157 â–²3.6%44,4200.5%ETFTDYTeledyne Technologies$1,045,457$1,045,457 â–²New Holding1,7280.5%AerospaceVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,025,623$1,025,623 â–²New Holding20,5330.5%ManufacturingAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,012,604$1,012,604 â–²New Holding23,3050.5%FinanceRLYSPDR SSgA Multi-Asset Real Return ETF$1,002,135$1,002,135 â–²New Holding27,7220.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,001,526$1,001,526 â–²New Holding20,1070.5%ManufacturingTPHDTimothy Plan High Dividend Stock ETF$613,300$199,608 â–¼-24.6%14,8280.3%ETFTPIFTimothy Plan International ETF$585,326$585,326 â–²New Holding16,2410.3%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$584,549$191,289 â–¼-24.7%12,5870.3%ETFNORTHERN LTS FD TR IV$574,773$574,773 â–²New Holding2,2940.3%INSPIRE 500 ETFCATHGlobal X S&P 500 Catholic Values ETF$553,375$220,694 â–¼-28.5%7,0810.3%ManufacturingJSMLSmall Cap Growth Alpha ETF$480,823$179,346 â–²59.5%6,8660.2%ETFGSUSGoldman Sachs MarketBeta U.S. Equity ETF$472,181$472,181 â–²New Holding5,2700.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$460,401$460,401 â–²New Holding4,6730.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$459,430$459,430 â–²New Holding8,3230.2%ManufacturingGMO ETF TRUST$453,408$453,408 â–²New Holding12,5320.2%GMO US QUALITY ESUSAiShares MSCI USA ESG Select ETF$444,517$5,284 â–¼-1.2%3,3650.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$428,850$428,850 â–²New Holding3,7750.2%ManufacturingCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$423,187$18,152 â–¼-4.1%12,5430.2%ETFCVXChevron$318,005$318,005 â–²New Holding1,5370.1%EnergyLITELumentum$293,754$293,754 â–²New Holding4180.1%Computer and TechnologySANDISK CORP$268,113$268,113 â–²New Holding4220.1%COMAEPAmerican Electric Power$262,553$262,553 â–²New Holding2,0030.1%UtilitiesGSYInvesco Ultra Short Duration ETF$249,969$249,969 â–²New Holding4,9870.1%ETFHALHalliburton$246,573$246,573 â–²New Holding6,3240.1%EnergyINTCIntel$245,804$245,804 â–²New Holding5,5700.1%Computer and TechnologyCATCaterpillar$240,876$240,876 â–²New Holding3400.1%IndustrialsVLOValero Energy$239,915$239,915 â–²New Holding9710.1%EnergyPCARPACCAR$238,623$238,623 â–²New Holding2,0660.1%Auto/Tires/TrucksWWDWoodward$237,301$237,301 â–²New Holding6630.1%AerospaceDELLDell Technologies$227,648$227,648 â–²New Holding1,3870.1%Computer and TechnologyMGCVanguard Mega Cap ETF$0$21,007,884 â–¼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$16,498,707 â–¼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$15,943,063 â–¼-100.0%00.0%ManufacturingQQQInvesco QQQ$0$12,482,103 â–¼-100.0%00.0%FinanceVONGVanguard Russell 1000 Growth ETF$0$10,074,907 â–¼-100.0%00.0%ETFVUGVanguard Growth ETF$0$9,251,329 â–¼-100.0%00.0%ETFFPEFirst Trust Preferred Securities and Income ETF$0$9,206,847 â–¼-100.0%00.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$0$8,930,433 â–¼-100.0%00.0%ManufacturingQUALiShares MSCI USA Quality Factor ETF$0$7,258,369 â–¼-100.0%00.0%ETFMGKVanguard Mega Cap Growth ETF$0$6,916,281 â–¼-100.0%00.0%ETFPRFInvesco RAFI US 1000 ETF$0$4,635,630 â–¼-100.0%00.0%ETFQGROAmerican Century U.S. Quality Growth ETF$0$4,610,619 â–¼-100.0%00.0%ETFSTLGiShares Factors US Growth Style ETF$0$3,289,313 â–¼-100.0%00.0%ManufacturingXLKTechnology Select Sector SPDR Fund$0$3,094,347 â–¼-100.0%00.0%ETFXLGInvesco S&P 500 Top 50 ETF$0$3,017,747 â–¼-100.0%00.0%ETFSPMOInvesco S&P 500 Momentum ETF$0$2,889,250 â–¼-100.0%00.0%ETFMUMicron Technology$0$2,405,592 â–¼-100.0%00.0%Computer and TechnologyAPHAmphenol$0$2,190,636 â–¼-100.0%00.0%Computer and TechnologyFDGAmerican Century Focused Dynamic Growth ETF$0$2,139,875 â–¼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$2,014,269 â–¼-100.0%00.0%ETFIWLiShares Russell Top 200 ETF$0$1,914,024 â–¼-100.0%00.0%ETFCGGRCapital Group Growth ETF$0$1,857,656 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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