Winning Points Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
6/30/2026
Date filed
8/17/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$75,870
Net value change ($000)
-23,995 (-24.0%)
New positions
4
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CSCO 288 NEW
TXN 268 NEW
BMO 247 NEW
CAT 213 NEW
VOO 173 15.0%
SHW 114 7.4%
ABBV 112 7.6%
HD 79 8.4%
PM 68 9.5%
TGT 59 7.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -7,290 -18.1%
JPM -3,308 -53.6%
IBRX -3,030 -57.0%
MSFT -2,866 -53.0%
WFC -2,155 -74.7%
BAC -2,104 -26.7%
XOM -1,514 -59.0%
MGM -850 -100.0%
UBS GROUP AG -791 -50.4%
CVX -534 -49.7%
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