Fund HoldingsWIN ADVISORS, INC

Total Portfolio Value
$235.55M
Total Bought
$156.13M
Total Sold
$127.77M
Net Transaction
+$28.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD WORLD FD083,640+83,640021,0088.92%+21,008
SPDR SERIES TRUST
ST STR P500GRW
0154,627+154,627016,4997.00%+16,499
FIRST TR EXCHANGE-TRADED ALP
COM SHS
090,856+90,856014,5266.17%+14,526
ISHARES TR17,95194,933+76,9822,95415,9436.77%+12,989
INVESCO QQQ TR020,319+20,319012,4825.30%+12,482
FIRST TR EXCH TRADED FD III0505,315+505,31509,2073.91%+9,207
WISDOMTREE TR(WT)099,859+99,85908,9303.79%+8,930
ISHARES TR
MSCI USA QLT FCT
036,544+36,54407,2583.08%+7,258
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
098,799+98,79904,6361.97%+4,636
ISHARES TR048,301+48,30103,2891.40%+3,289
SELECT SECTOR SPDR TR
ST STR TECHN ETF
021,493+21,49303,0941.31%+3,094
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
050,907+50,90703,0181.28%+3,018
VANGUARD WELLINGTON FD012,996+12,99602,4861.06%+2,486
ISHARES TR035,303+35,30302,2980.98%+2,298
SELECT SECTOR SPDR TR
ST STR DISCR ETF
019,005+19,00502,2690.96%+2,269
VANGUARD WORLD FD
INF TECH ETF
02,672+2,67202,0140.86%+2,014
VANGUARD WORLD FD12,92616,756+3,8305,2026,9162.94%+1,715
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
019,343+19,34301,5450.66%+1,545
ELI LILLY & CO(LLY)01,413+1,41301,5180.64%+1,518
LAM RESEARCH CORP(LRCX)08,569+8,56901,4670.62%+1,467
ADVANCED MICRO DEVICES INC(AMD)06,055+6,05501,2970.55%+1,297
DANAHER CORPORATION(DHR)05,482+5,48201,2550.53%+1,255
WESTERN DIGITAL CORP(WDC)07,155+7,15501,2330.52%+1,233
APPLIED MATLS INC5,4158,627+3,2121,1092,2170.94%+1,108
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
013,466+13,46601,0110.43%+1,011
INTUITIVE SURGICAL INC01,629+1,62909230.39%+923
ISHARES TR
MRNGSTR INC ETF
042,535+42,53509110.39%+911
ISHARES TR010,916+10,91609040.38%+904
VERTIV HOLDINGS CO(VRT)05,541+5,54108980.38%+898
ISHARES TR022,281+22,28108940.38%+894
ISHARES TR
TRS FLT RT BD
017,673+17,67308920.38%+892
ANALOG DEVICES INC(ADI)03,288+3,28808920.38%+892
SPDR SERIES TRUST
ST TERM HIGH ETF
034,563+34,56308750.37%+875
SNOWFLAKE INC(SNOW)03,941+3,94108640.37%+864
MICRON TECHNOLOGY INC(MU)9,3208,429-8911,5592,4061.02%+846
GLOBAL X FDS
S&P 500 CATHOLIC
09,905+9,90508140.35%+814
CROWDSTRIKE HLDGS INC(CRWD)01,722+1,72208070.34%+807
KEYSIGHT TECHNOLOGIES INC(KEYS)03,841+3,84107800.33%+780
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,1574,258+2,1015091,1730.50%+664
CORNING INC(GLW)5,84012,841+7,0014791,1240.48%+645
BROADCOM INC(AVGO)1,2652,845+1,5804179850.42%+567
NVIDIA CORPORATION(NVDA)3,2105,873+2,6635991,0950.46%+496
AMPHENOL CORP NEW13,71216,210+2,4981,6972,1910.93%+494
ISHARES TR03,405+3,40504740.20%+474
INVESCO EXCH TRADED FD TR II06,485+6,48504630.20%+463
LOCKHEED MARTIN CORP(LMT)9131,887+9744569130.39%+457
WISDOMTREE TR(WT)140,826143,424+2,5989,70910,1634.31%+454
THERMO FISHER SCIENTIFIC INC(TMO)9441,521+5774588810.37%+423
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,021+4,02103670.16%+367
INTERNATIONAL BUSINESS MACHS(IBM)1,5322,697+1,1654327990.34%+367
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
06,161+6,16102780.12%+278
VANGUARD SPECIALIZED FUNDS0982+98202160.09%+216
BRISTOL-MYERS SQUIBB CO(BMY)03,922+3,92202120.09%+212
TRAVELERS COMPANIES INC(TRV)0717+71702080.09%+208
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)02,447+2,44702030.09%+203
UNITEDHEALTH GROUP INC(UNH)0615+61502030.09%+203
MCKESSON CORP(MCK)0244+24402000.08%+200
AMERICAN CENTY ETF TR39,77340,260+4874,5504,6111.96%+61
TIMOTHY PLAN18,18919,654+1,4657157570.32%+42
ISHARES U S ETF TR
SHOR DURA BD ETF
17,17217,653+4818819020.38%+21
ISHARES TR11,39911,217-1821,8931,9140.81%+21
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
42,40741,773-6341,8631,8580.79%-5
PACER FDS TR
US LRG CP CASH
12,91113,081+1704694610.20%-8
SCHWAB STRATEGIC TR47,02742,889-4,1381,1471,0450.44%-102
TERADYNE INC(TER)8,9675,624-3,3431,2341,0890.46%-146
EBAY INC.(EBAY)4,0830-4,0833710-371
PROGRESSIVE CORP(PGR)1,5870-1,5873920-392
AUTODESK INC1,4210-1,4214510-451
THE CIGNA GROUP(CI)1,6630-1,6634790-479
BLACKROCK INC(BLK)4140-4144830-483
WISDOMTREE TR(WT)8,6080-8,6084940-494
AMERICAN CENTY ETF TR6,4440-6,4444980-498
SALESFORCE INC(CRM)2,1400-2,1405070-507
JANUS DETROIT STR TR
HENDERSN CAP ETF
14,1884,305-9,8831,0613170.13%-744
TIMOTHY PLAN33,43816,706-16,7321,5487590.32%-789
PIMCO ETF TR
ENHNCD LW DUR AC
8,9180-8,9188570-857
WISDOMTREE TR(WT)38,5360-38,5368670-867
ISHARES TR
MSCI USA MIN ETF
9,4500-9,4508990-899
SPDR SERIES TRUST
ST STR CONV ETF
10,1530-10,1539190-919
SCHWAB STRATEGIC TR102,88265,546-37,3362,7101,7640.75%-946
LENNAR CORP(LEN)7,5640-7,5649530-953
MONOLITHIC PWR SYS INC(MPWR)1,1440-1,1441,0530-1,053
BLACKSTONE INC(BX)6,2430-6,2431,0670-1,067
CROWN CASTLE INC(CCI)11,1660-11,1661,0770-1,077
MICROSOFT CORP(MSFT)2,0870-2,0871,0810-1,081
APTIV PLC(APTV)13,0640-13,0641,1260-1,126
ISHARES TR4,4900-4,4902,1030-2,103
FIDELITY COVINGTON TRUST39,9040-39,9042,1410-2,141
SELECT SECTOR SPDR TR
ST STR FINL ETF
44,2550-44,2552,3840-2,384
SPDR SERIES TRUST
ST STR BLO 1 ETF
26,4940-26,4942,4310-2,431
SELECT SECTOR SPDR TR
ST STR SVC ETF
21,2460-21,2462,5150-2,515
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
104,54982,751-21,79812,59810,0754.28%-2,523
FIRST TR EXCHANGE-TRADED FD11,0520-11,0522,5380-2,538
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
34,5120-34,5124,5720-4,572
SPDR SERIES TRUST
ST STR P500GRW
45,9380-45,9384,8010-4,801
ISHARES TR74,3210-74,3218,9720-8,972
SCHWAB STRATEGIC TR707,571393,448-314,12322,57912,8345.45%-9,744
AMERICAN CENTY ETF TR101,65116,870-84,78112,2432,1400.91%-10,103
VANGUARD INDEX FDS41,24218,963-22,27919,7809,2513.93%-10,529
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
103,3150-103,31512,9580-12,958
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