Winning Points Advisors, LLC

Q1 2026 13F-HR/A Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Date filed
8/17/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
42
Total value ($000)
$99,865
Net value change ($000)
+6,343 (6.8%)
New positions
2
Sold out positions
3
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBRX 4,808 944.6%
JPM 3,222 109.1%
WFC 2,013 231.4%
BAC 1,970 33.4%
XOM 1,294 101.6%
UBS GROUP AG 873 125.6%
AAPL 775 2.0%
CVX 594 123.5%
DEO 257 NEW
JNJ 235 18.1%
Top Reduces (Value $000, Stocks/ETFs)
MCD -4,062 -77.3%
MUFG -3,293 -100.0%
MSFT -1,611 -22.9%
BRK-B -572 -100.0%
BLK -351 -100.0%
STEW -300 -8.8%
ABT -236 -25.6%
ABBV -99 -6.3%
VOO -57 -4.7%
AXP -50 -18.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type