Win Advisors, Inc holds a diversified book of 75 stocks worth $280.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Russell 1000 Growth and trimmed Invesco Large Cap Growth ETF. Their largest long position is Invesco Large Cap Growth ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1897144/holdings"
Use Arkolith to show WIN ADVISORS, INC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.2 points over this window.
Growth of $10,000 cloning Win Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Win Advisors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 75 | $122.2B |
| LPL Financial LLC | 80 / 75 | $31.1B |
| OSAIC HOLDINGS, INC. | 80 / 75 | $5.5B |
| JPMORGAN CHASE & CO | 79 / 75 | $90.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 75 | $24.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 75 | $21.0B |
| Cetera Investment Advisers | 79 / 75 | $7.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 75 | $4.8B |
Ranked by how many of Win Advisors, Inc's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $20.3M | 120.4K | 7.2% | ▼−5.2% Reduced · −7K sh | |
| 2 | Ishares TR MSCI USA MMENTM | $17.5M | 51.0K | 6.2% | ▲+292% Added · +38K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000GRW | $14.0M | 109.3K | 5.0% | ▲New New position | |
| 4 | Vanguard Wellington FD US MOMENTUM | $13.4M | 53.5K | 4.8% | ▼−3.6% Reduced · −2K sh | |
| 5 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $13.0M | 76.7K | 4.7% | ▲New New position | |
| 6 | Nushares ETF TR NUVEEN ESG LRGCP | $11.6M | 99.0K | 4.1% | ▲New New position | |
| 7 | Ishares TR MORNINGSTAR GRWT | $11.3M | 96.5K | 4.0% | ▲New New position | |
| 8 | Wisdomtree TR INTRST RATE HDGE | $10.0M | 441.1K | 3.6% | ▲New New position | |
| 9 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $9.7M | 59.9K | 3.4% | ▲New New position | |
| 10 | Franklin Templeton ETF TR US LRG CP MLTFCT | $9.7M | 123.3K | 3.4% | ▲New New position | |
| 11 | Invesco Exchange Traded FD T S&P500 QUALITY | $8.8M | 97.9K | 3.1% | ▲New New position | |
| 12 | Vanguard World FD MEGA CAP INDEX | $8.7M | 31.9K | 3.1% | ▲New New position | |
| 13 | Vanguard Index FDS GROWTH ETF | $8.7M | 100.4K | 3.1% | ▲New New position | |
| 14 | SPDR Series Trust ST STR CONV ETF | $8.1M | 74.9K | 2.9% | ▼−22% Reduced · −22K sh | |
| 15 | Sandisk Corp COM | $6.5M | 2.8K | 2.3% | ▲+575% Added · +2K sh | |
| 16 | Intel Corp COM | $6.0M | 43.0K | 2.1% | ▲+672% Added · +37K sh | |
| 17 | Micron Technology Inc COM | $5.7M | 5.0K | 2.0% | ▲New New position | |
| 18 | Advanced Micro Devices Inc COM | $5.7M | 9.8K | 2.0% | ▲New New position | |
| 19 | Crowdstrike Hldgs Inc CL A | $5.2M | 6.8K | 1.9% | ▲New New position | |
| 20 | Vertiv Holdings Co COM CL A | $4.6M | 13.9K | 1.7% | ▲+173% Added · +9K sh | |
| 21 | American Centy ETF TR US QUALITY GROW | $4.5M | 37.9K | 1.6% | ▲New New position | |
| 22 | Astera Labs Inc COM | $4.2M | 8.6K | 1.5% | ▲New New position | |
| 23 | Applied Matls Inc COM | $4.1M | 5.7K | 1.5% | ▲+72% Added · +2K sh | |
| 24 | Ishares TR MORNINGSTR US EQ | $4.0M | 38.5K | 1.4% | ▼−77% Reduced · −127K sh | |
| 25 | SPDR Series Trust ST STR P500GRW | $3.7M | 31.4K | 1.3% | ▲New New position | |
| 26 | Lam Research Corp COM NEW | $3.3M | 7.7K | 1.2% | ▲+1.0% Added · +76 sh | |
| 27 | Seagate Technology HLDNGS PL ORD SHS | $3.3M | 3.4K | 1.2% | ▼−10% Reduced · −401 sh | |
| 28 | Ishares TR MSCI US GARP ETF | $3.1M | 38.1K | 1.1% | ▲New New position | |
| 29 | Ge Vernova Inc COM | $3.1M | 2.6K | 1.1% | ▼−24% Reduced · −857 sh | |
| 30 | Western Digital Corp COM | $3.0M | 4.6K | 1.1% | ▼−17% Reduced · −937 sh | |
| 31 | Jabil Inc COM | $2.9M | 7.5K | 1.0% | ▲+63% Added · +3K sh | |
| 32 | Marvell Technology Inc COM | $2.8M | 9.5K | 1.0% | ▲New New position | |
| 33 | Palo Alto Networks Inc COM | $2.7M | 7.9K | 1.0% | ▲New New position | |
| 34 | Dell Technologies Inc CL C | $2.6M | 6.0K | 0.9% | ▲+335% Added · +5K sh | |
| 35 | First TR Exchange-Traded Alp MID CP GR ALPH | $2.5M | 22.4K | 0.9% | ▲New New position | |
| 36 | Select Sector SPDR TR ST STR SVC ETF | $2.4M | 22.2K | 0.8% | ▲New New position | |
| 37 | Mastec Inc COM | $2.3M | 5.5K | 0.8% | ▲+46% Added · +2K sh | |
| 38 | Fortinet Inc COM | $2.2M | 14.2K | 0.8% | ▲New New position | |
| 39 | Broadcom Inc COM | $1.9M | 5.0K | 0.7% | ▲New New position | |
| 40 | First TR Exchange-Traded Alp COM SHS | $1.8M | 9.4K | 0.7% | ▼−63% Reduced · −16K sh | |
| 41 | Invesco QQQ TR UNIT SER 1 | $1.8M | 2.4K | 0.6% | ▲New New position | |
| 42 | First TR Exchange-Traded FD US EQTY OPPT ETF | $1.8M | 8.6K | 0.6% | ▲New New position | |
| 43 | Ishares TR CORE 1 5 YR USD | $1.1M | 22.6K | 0.4% | ▲New New position | |
| 44 | Wisdomtree TR YIELD ENHANCD US | $1.0M | 23.9K | 0.4% | ▲+2.6% Added · +598 sh | |
| 45 | Ishares TR 0-5YR INVT GR CP | $1.0M | 20.0K | 0.4% | ▲New New position | |
| 46 | Ishares U S ETF TR SHOR MAT MUN ETF | $979K | 19.4K | 0.3% | ▲New New position | |
| 47 | Ssga Active ETF TR ST STR REAL ETF | $951K | 27.5K | 0.3% | ▼−0.6% Reduced · −177 sh | |
| 48 | Cisco Sys Inc COM | $738K | 6.3K | 0.3% | ▲New New position | |
| 49 | Northern LTS FD TR IV INSPIRE 500 ETF | $645K | 2.3K | 0.2% | ▼−1.6% Reduced · −38 sh | |
| 50 | Goldman Sachs ETF TR MARKETBETA US EQ | $641K | 6.2K | 0.2% | ▲+18% Added · +949 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.