13F Filings History of WIN ADVISORS, INC

Latest 13F filing: Q1 2026 - 01 May 2026
Latest reported 13F value: $218,625,258
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 78 equity holdings with a total reported market value of $218,625,258 for Q1 2026. Top reported holdings included INVESCO EXCHANGE TRADED FD T, ISHARES TR, HARBOR ETF TRUST, CAPITAL GROUP DIVIDEND VALUE, and VANGUARD WELLINGTON FD.
Largest 13F holdings: INVESCO EXCHANGE TRADED FD T ISHARES TR HARBOR ETF TRUST CAPITAL GROUP DIVIDEND VALUE VANGUARD WELLINGTON FD BNY MELLON ETF TRUST SSGA ACTIVE ETF TR SPDR SERIES TRUST WISDOMTREE TR SCHWAB STRATEGIC TR FIRST TR EXCHANGE-TRADED ALP FIRST TR EXCHANGE TRAD FD VI
+3 more
GE VERNOVA INC CORNING INC CIENA CORP
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

Q1 2026

Latest value

$218,625,258

Quarter delta

n/a

Accepted

01 May 2026, 10:37

Rows shown

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Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	78	$218,625,258	$0	$0	$0	INVESCO EXCHANGE TRADED FD T, ISHARES TR, HARBOR ETF TRUST, CAPITAL GROUP DIVIDEND VALUE, VANGUARD WELLINGTON FD	13F-HR	01 May 2026, 10:37