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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001897144

WIN ADVISORS, INC

PALM BEACH GARDENS, FL · File #028-22036

Latest AUM
$235.6M
Positions
74
Top-10 Concentration
59.4%
Filings
12

Sector Allocation

Financials
18.9%$44.6M
Technology
6.0%$14.2M
Healthcare
1.6%$3.7M
Industrials
0.8%$1.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD92191087383,640$21.0M9.45%
2SPDR SERIES TRUST78464A409154,627$16.5M7.42%
3ISHARES TR46428767194,933$15.9M7.17%
4FIRST TR EXCHANGE-TRADED ALP33735K10890,856$14.5M6.53%
5SCHWAB STRATEGIC TR808524300393,448$12.8M5.77%
6INVESCO QQQ TRIVZ20,319$12.5M5.61%
7WISDOMTREE TRWT143,424$10.2M4.57%
8VANGUARD SCOTTSDALE FDS92206C68082,751$10.1M4.53%
9VANGUARD INDEX FDS92290873618,963$9.3M4.16%
10FIRST TR EXCH TRADED FD III33739E108505,315$9.2M4.14%
11WISDOMTREE TRWT99,859$8.9M4.02%
12ISHARES TR46432F33936,544$7.3M3.26%
13VANGUARD WORLD FD92191081616,756$6.9M3.11%
14INVESCO EXCHANGE TRADED FD TIVZ98,799$4.6M2.08%
15AMERICAN CENTY ETF TR02507230740,260$4.6M2.07%
16ISHARES TR46436E40348,301$3.3M1.48%
17SELECT SECTOR SPDR TR81369Y80321,493$3.1M1.39%
18INVESCO EXCHANGE TRADED FD TIVZ50,907$3.0M1.36%
19INVESCO EXCH TRADED FD TR IIIVZ24,214$2.9M1.30%
20VANGUARD WELLINGTON FD92193550812,996$2.5M1.12%