WIN ADVISORS, INC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 218,625
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.09 K | 35.8% | 0 | 109.7 K | -109.7 K |
| ETFs | 140.1 K | 64.2% | 93.22 K | 0 | 93.22 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
218,625
Holdings
78
QoQ value change ($000)
-16,929
(-7.2%)
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.