account_balance
Investment manager · 13F filer · SEC CIK 2109063
Winter & Associates, Inc.
Reported value$139Mas of Sep 30, 2026
Positions81 7 new, 11 sold out
Top 10 weight58.7%USTB alone is 14%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USTBVictory Portfolios II
14.4%Added +12%
COWZPacer FDS Tr
7.1%Added +6%
DFIVDimensional ETF Trust
6.3%Added +9%
SPHBInvesco Exch Traded Fd Tr II
5.4%Added +8%
IWLiShares Tr
5.1%Added +7%
VBVanguard Index FDS
4.8%Added +8%
JPIBJ P Morgan Exchange Traded F
4.6%Added +8%
AAPLApple Inc.
4.5%Trimmed −4%
QQQInvesco QQQ Tr
3.6%Added +6%
REZiShares Tr
2.9%Added +12%
VXUSVanguard Star FDS
2.8%Trimmed −4%
VWOVanguard Intl Equity Index F
2.6%Added +8%
USTBVictory Portfolios II
14.4%Added +12%
COWZPacer FDS Tr
7.1%
DFIVDimensional ETF Trust
6.3%+9%
SPHBInvesco Exch Traded Fd Tr II
5.4%+8%
IWLiShares Tr
5.1%+7%
VBVanguard Index FDS
4.8%
JPIBJ P Morgan Exchange Traded F
4.6%
AAPLApple Inc.
4.5%
QQQInvesco QQQ Tr
3.6%
REZ2.9%
VXUS2.8%
VWO2.6%
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
USTB Victory Portfolios II 14.4% Added +12%
COWZ Pacer FDS Tr 7.1% Added +6%
DFIV Dimensional ETF Trust 6.3% Added +9%
SPHB Invesco Exch Traded Fd Tr II 5.4% Added +8%
IWL iShares Tr 5.1% Added +7%
VB Vanguard Index FDS 4.8% Added +8%
JPIB J P Morgan Exchange Traded F 4.6% Added +8%
AAPL Apple Inc. 4.5% Trimmed −4%QQQ Invesco QQQ Tr 3.6% Added +6%
REZ iShares Tr 2.9% Added +12%
VXUS Vanguard Star FDS 2.8% Trimmed −4%
VWO Vanguard Intl Equity Index F 2.6% Added +8%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.