WIN ADVISORS, INC

Q3 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$262,055
Net value change ($000)
-18,461 (-6.6%)
New positions
56
Sold out positions
53
Turnover %
137.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHG 16,243 NEW
HGER 14,566 NEW
SPGP 13,892 NEW
QQEW 12,829 NEW
IVW 9,537 NEW
XLG 8,459 NEW
LGLV 8,260 NEW
FTCS 8,209 NEW
BIL 7,603 1324.6%
MGC 6,492 74.4%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -17,495 -100.0%
VONG -13,974 -100.0%
VFMO -13,354 -100.0%
XMMO -13,050 -100.0%
NULG -11,591 -100.0%
SPMO -9,673 -100.0%
FLQL -9,651 -100.0%
VUG -8,652 -100.0%
CWB -8,077 -100.0%
SNDK -6,476 -100.0%
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