WIN Advisors, Inc. ETF holdings
Palm Beach Gardens, FL
Reported $203.7M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$203.7M
ETFs held
44
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
72.6%
of $280.5M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PWB | Invesco Large Cap Growth ETF | $20.3M | 120,372 | −6,568 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $17.5M | 51,032 | +38,019 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $14.0M | 109,333 | New position |
| VFMO | Vanguard U.S. Momentum Factor ETF ETF Shares | $13.4M | 53,521 | −2,028 shares |
| XMMO | Invesco S&P MidCap Momentum ETF | $13.0M | 76,701 | New position |
| NULG | Nuveen ESG Large-Cap Growth ETF | $11.6M | 99,015 | New position |
| ILCG | iShares Morningstar Growth ETF | $11.3M | 96,476 | New position |
| AGZD | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $10.0M | 441,101 | New position |
| SPMO | Invesco S&P 500 Momentum ETF | $9.7M | 59,881 | New position |
| FLQL | Franklin U.S. Large Cap Multifactor Index ETF | $9.7M | 123,282 | New position |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001897144. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WIN Advisors, Inc. own?
WIN Advisors, Inc. reported 44 ETF positions worth $203.7M in its Form 13F for June 30, 2026. The largest was PWB, at $20.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.