account_balance
Investment manager · 13F filer · SEC CIK 1897144
Win Advisors, Inc
Reported value$262Mas of Sep 30, 2026
Positions78 56 new, 53 sold out
Top 10 weight47.7%SCHG alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
6.2%New
PWBInvesco Exchange Traded Fd T
5.9%Trimmed −21%
MGCVanguard World Fd
5.8%Added +69%
HGERHarbor ETF Trust
5.6%New
SPGPInvesco Exchange Traded Fd T
5.3%New
QQEWFirst Tr Exchange-Traded Fd
4.9%New
AGZDWisdomtree Tr
3.8%
IVWiShares Tr
3.6%New
ILCBiShares Tr
3.4%Added +121%
XLGInvesco Exchange Traded Fd T
3.2%New
LGLVSPDR Series Trust
3.2%New
FTCSFirst Tr Exchange-Traded Fd
3.1%New
SCHGSchwab Strategic Tr
6.2%New
PWBInvesco Exchange Traded Fd T
5.9%
MGCVanguard World Fd
5.8%
HGERHarbor ETF Trust
5.6%
SPGPInvesco Exchange Traded Fd T
5.3%
QQEWFirst Tr Exchange-Traded Fd
4.9%New
AGZDWisdomtree Tr
3.8%
IVWiShares Tr
3.6%
ILCBiShares Tr
3.4%
XLG3.2%
LGLV
FTCS3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 6.2% New
PWB Invesco Exchange Traded Fd T 5.9% Trimmed −21%
MGC Vanguard World Fd 5.8% Added +69%
HGER Harbor ETF Trust 5.6% New
SPGP Invesco Exchange Traded Fd T 5.3% New
QQEW First Tr Exchange-Traded Fd 4.9% New
AGZD Wisdomtree Tr 3.8% Held
IVW iShares Tr 3.6% New
ILCB iShares Tr 3.4% Added +121%
XLG Invesco Exchange Traded Fd T 3.2% New
LGLV SPDR Series Trust 3.2% New
FTCS First Tr Exchange-Traded Fd 3.1% New
What changed
Biggest moves since Jun 30, 2026
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