WIN ADVISORS, INC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 280,516
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 75 | 280,516 | 13F-HR | WIN ADVISORS, INC |
| Q1 2026 | 5/1/2026 | 78 | 218,625 | 13F-HR | WIN ADVISORS, INC |
| Q4 2025 | 2/4/2026 | 74 | 235,554 | 13F-HR | WIN ADVISORS, INC |
| Q3 2025 | 11/4/2025 | 58 | 205,472 | 13F-HR | WIN ADVISORS, INC |
| Q2 2025 | 8/14/2025 | 48 | 207,326 | 13F-HR | WIN ADVISORS, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.68 K | 33.4% | 15.59 K | 0 | 15.59 K |
| ETFs | 186.8 K | 66.6% | 46.75 K | 0 | 46.75 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
280,516
Holdings
75
QoQ value change ($000)
61,891
(28.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.