WIN ADVISORS, INC

CIK 0001897144 • 6 13F filings • Apr 23, 2025 – Aug 4, 2026

Import this data to Google Sheets with:

=jivedata("win-advisors-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: WIN ADVISORS, INC, Chief Compliance Officer
Address: 11440 NORTH JOG RD, PALM BEACH GARDENS, FL, 33418-3764
Phone: 561-472-2000
AUM: $235.6M

AUM over time

$280.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $280.5M75 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$5.7M	2.0%	9,755 SH	New
AMERICAN CENTY ETF TR	US QUALITY GROW	$4.5M	1.6%Prev: 6.7%	37,868 SH	Decreased-88,819 SH
ANALOG DEVICES INC	COM	$203K	0.1%	511 SH	New
APPLIED MATLS INC	COM	$4.1M	1.5%	5,653 SH	New
ASTERA LABS INC	COM	$4.2M	1.5%	8,637 SH	New
BANK NOVA SCOTIA B C	COM	$239K	0.1%	2,756 SH	New
BLOOM ENERGY CORP	COM CL A	$600K	0.2%	1,981 SH	New
BROADCOM INC	COM	$1.9M	0.7%Prev: 0.6%	5,027 SH	Increased+779 SH
CATERPILLAR INC	COM	$611K	0.2%	574 SH	New
CISCO SYS INC	COM	$738K	0.3%	6,284 SH	New
COHERENT CORP	COM	$345K	0.1%	875 SH	New
CROWDSTRIKE HLDGS INC	CL A	$5.2M	1.9%	6,816 SH	New
DELL TECHNOLOGIES INC	CL C	$2.6M	0.9%	6,029 SH	New
DOMINION ENERGY INC	COM	$206K	0.1%	3,020 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.8M	0.7%	9,423 SH	New
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$2.5M	0.9%	22,440 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$1.8M	0.6%	8,552 SH	New
FLEX LTD	ORD	$576K	0.2%	3,555 SH	New
FORD MTR CO	COM	$170K	0.1%	12,252 SH	New
FORTINET INC	COM	$2.2M	0.8%	14,247 SH	New
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$9.7M	3.4%	123,282 SH	New
GE VERNOVA INC	COM	$3.1M	1.1%	2,642 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$616K	0.2%Prev: 0.2%	6,961 SH	Increased+1,156 SH
GOLDMAN SACHS ETF TR	MARKETBETA US EQ	$641K	0.2%	6,219 SH	New
INTEL CORP	COM	$6.0M	2.1%	42,983 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$445K	0.2%	8,873 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$9.7M	3.4%Prev: 8.5%	59,881 SH	Decreased-97,189 SH
INVESCO EXCHANGE TRADED FD T	LARG CAP GRO ETF	$20.3M	7.2%	120,372 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$13.0M	4.7%Prev: 0.9%	76,701 SH	Increased+61,827 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$8.8M	3.1%	97,860 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.6%Prev: 5.5%	2,444 SH	Decreased-18,290 SH
ISHARES TR	0-5YR INVT GR CP	$1.0M	0.4%	20,019 SH	New
ISHARES TR	CORE 1 5 YR USD	$1.1M	0.4%	22,621 SH	New
ISHARES TR	ESG MSCI LEADR	$453K	0.2%	3,411 SH	New
ISHARES TR	ESG MSCI USA ETF	$520K	0.2%	7,491 SH	New
ISHARES TR	MORNINGSTAR GRWT	$11.3M	4.0%Prev: 2.1%	96,476 SH	Increased+52,574 SH
ISHARES TR	MORNINGSTR US EQ	$4.0M	1.4%	38,468 SH	New
ISHARES TR	MSCI US GARP ETF	$3.1M	1.1%	38,098 SH	New
ISHARES TR	MSCI USA MMENTM	$17.5M	6.2%	51,032 SH	New
ISHARES U S ETF TR	SHOR MAT MUN ETF	$979K	0.3%	19,431 SH	New
JABIL INC	COM	$2.9M	1.0%	7,532 SH	New
JANUS DETROIT STR TR	HENDERSN CAP ETF	$629K	0.2%Prev: 0.2%	6,759 SH	Increased+627 SH
KEYSIGHT TECHNOLOGIES INC	COM	$550K	0.2%	1,571 SH	New
LAM RESEARCH CORP	COM NEW	$3.3M	1.2%	7,717 SH	New
MARVELL TECHNOLOGY INC	COM	$2.8M	1.0%	9,461 SH	New
MASTEC INC	COM	$2.3M	0.8%	5,525 SH	New
MICRON TECHNOLOGY INC	COM	$5.7M	2.0%Prev: 0.6%	4,950 SH	Increased-5,396 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$505K	0.2%	8,729 SH	New
NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$645K	0.2%	2,256 SH	New
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$488K	0.2%	6,767 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$11.6M	4.1%Prev: 0.2%	99,015 SH	Increased+94,231 SH
PACER FDS TR	US LRG CP CASH	$455K	0.2%	11,336 SH	New
PALO ALTO NETWORKS INC	COM	$2.7M	1.0%	7,927 SH	New
PRICE T ROWE GROUP INC	COM	$266K	0.1%	2,341 SH	New
SANDISK CORP	COM	$6.5M	2.3%	2,848 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$232K	0.1%	7,883 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.3M	1.2%	3,421 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$2.4M	0.8%	22,233 SH	New
SIMON PPTY GROUP INC NEW	COM	$205K	0.1%	918 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$574K	0.2%	6,261 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$8.1M	2.9%	74,914 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$3.7M	1.3%	31,378 SH	New
SSGA ACTIVE ETF TR	ST STR REAL ETF	$951K	0.3%	27,545 SH	New
T ROWE PRICE EXCHANGE-TRADED	GROWTH ETF	$419K	0.1%	9,154 SH	New
TIMOTHY PLAN	HIG DV STK ETF	$618K	0.2%Prev: 0.5%	14,623 SH	Decreased-10,430 SH
TIMOTHY PLAN	INTL ETF	$598K	0.2%	16,021 SH	New
TIMOTHY PLAN	US LRGMD CP CORE	$624K	0.2%Prev: 0.5%	12,393 SH	Decreased-8,784 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.7M	3.1%Prev: 7.2%	100,446 SH	Decreased+66,160 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$14.0M	5.0%Prev: 1.2%	109,333 SH	Increased+85,730 SH
VANGUARD WELLINGTON FD	US MOMENTUM	$13.4M	4.8%	53,521 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$8.7M	3.1%	31,891 SH	New
VERTIV HOLDINGS CO	COM CL A	$4.6M	1.7%	13,868 SH	New
WESTERN DIGITAL CORP	COM	$3.0M	1.1%	4,627 SH	New
WISDOMTREE TR	INTRST RATE HDGE	$10.0M	3.6%Prev: 0.4%	441,101 SH	Increased+404,671 SH
WISDOMTREE TR	YIELD ENHANCD US	$1.0M	0.4%	23,903 SH	New

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $2.0M
FIRST TR EXCHANGE TRADED FD — $2.7M
GE AEROSPACE — $982K
GOLDMAN SACHS ETF TR — $4.6M
HOWMET AEROSPACE INC — $1.0M
INVESCO EXCH TRADED FD TR II — $921K
INVESCO EXCHANGE TRADED FD T — $14.2M
INVESCO EXCHANGE TRADED FD T — $2.8M
INVESCO EXCHANGE TRADED FD T — $2.7M
ISHARES TR — $8.6M
ISHARES TR — $7.2M
ISHARES TR — $836K
ISHARES TR — $2.6M
ISHARES TR — $8.4M
ISHARES TR — $8.4M
ISHARES TR — $4.1M
ISHARES U S ETF TR — $817K
LEGG MASON ETF INVT — $427K
META PLATFORMS INC — $1.1M
MONOLITHIC PWR SYS INC — $1.0M
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001897144-26-000001	$235.6M	View
Nov 4, 2025	Q3 2025	13F-HR	0001897144-25-000004	$205.5M	View
Aug 4, 2026	Q2 2026