Win Advisors, Inc.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$218.6M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PWB
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 103.3k shares)
7.3%
02
$ILCB
ISHARES TR
Held since at least Q1 2024
6.8%
03
$HGER
HARBOR ETF TRUST
Held since at least Q1 2024
6.7%
04
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
5.2%
05
$VFMO
VANGUARD WELLINGTON FD
Q1 2026: Exited (was 13.0k shares)
5.0%
06
$BKLC
BNY MELLON ETF TRUST
Q1 2025: Exited (was 24.1k shares)
4.5%
07
$GAL
SSGA ACTIVE ETF TR
Q3 2025: Exited (was 17.6k shares)
4.1%
08
$CWB
SPDR SERIES TRUST
Q4 2025: Exited (was 10.2k shares)
4.0%
09
$EPS
WISDOMTREE TR
Q1 2026: Exited (was 143.4k shares)
4.0%
10
$DHS
WISDOMTREE TR
Q2 2025: Exited (was 102.3k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:17 UTC.