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WPA
Winning Points Advisors Portfolio holdings
AUM
$75.9M
This Fund
S&P 500
This Quarter
Est. Return
+11.38%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.9M
AUM Growth
+$6.34M
(+6.8%)
Cap. Flow
-$5.47M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
78.26%
Holding
45
New
2
Increased
4
Reduced
20
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Diageo
DEO
|
+$301K |
| 2 |
PepsiCo
PEP
|
+$201K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$28K |
| 4 |
Chevron
CVX
|
+$27.4K |
| 5 |
United Parcel Service
UPS
|
+$13.1K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$666K |
| 2 |
Bank of America
BAC
|
+$586K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$572K |
| 4 |
Blackrock
BLK
|
+$351K |
| 5 |
ExxonMobil
XOM
|
+$152K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 45.89% |
| 2 | Financials | 19.04% |
| 3 | Healthcare | 9.68% |
| 4 | Consumer Staples | 7.88% |
| 5 | Miscellaneous | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Altria Group
MO
$113B
| $552K | 0.55% |
8,372
-27
| -0.3% | -$1.74K |
|
27
RTX Corp
RTX
$286B
| $502K | 0.5% |
2,600
| – | – |
|
28
3M
MMM
$92.2B
| $469K | 0.47% |
3,232
| – | – |
|
29
Coca-Cola
KO
$383B
| $450K | 0.45% |
5,918
| – | – |
|
30
Lowe's Companies
LOW
$116B
| $388K | 0.39% |
1,644
| – | – |
|
31
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.94B
| $382K | 0.38% |
8,509
| – | – |
|
32
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
| $308K | 0.31% |
1,606
-9
| -0.6% | -$1.78K |
|
33
Travelers Companies
TRV
$77B
| $298K | 0.3% |
1,021
-35
| -3% | -$10.3K |
|
34
Costco
COST
$415B
| $287K | 0.29% |
288
| – | – |
|
|
35
Diageo
DEO
$51.2B
| $257K | 0.26% |
+3,450
| New | +$301K |
|
36
NVIDIA
NVDA
$5.51T
| $244K | 0.24% |
1,400
| – | – |
|
37
Alphabet (Google) Class C
GOOG
$4.13T
| $233K | 0.23% |
811
| – | – |
|
38
American Express
AXP
$226B
| $227K | 0.23% |
750
| – | – |
|
|
39
iShares Core S&P 500 ETF
IVV
$900B
| $219K | 0.22% |
335
+41
| +14% | +$28K |
|
40
Lockheed Martin
LMT
$131B
| $210K | 0.21% |
347
-100
| -22% | -$61.6K |
|
|
41
PepsiCo
PEP
$191B
| $200K | 0.2% |
+1,290
| New | +$201K |
|
|
AOD
42
abrdn Total Dynamic Dividend Fund
AOD
$1.12B
| $98.1K | 0.1% |
10,650
| – | – |
|
|
43
Blackrock
BLK
$181B
| – | – |
-328
| Closed | -$351K |
|
|
44
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-3,138
| Closed | -$572K |
|
Similar funds
SRA
SPC
HCM
SWM
RGC
QM
MP
MA
Winning Points Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Winning Points Advisors held 45 positions worth $99.9M, up 6.8% from $93.5M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Winning Points Advisors withdrew a net $5.47M in Q1 2026, closing 3 positions and reducing 20 holdings. Its most notable exit was Berkshire Hathaway Class B, an estimated $572K position sold in full.
By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 50% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Winning Points Advisors opened a new position in Diageo worth $257K.
- Winning Points Advisors's largest Q1 2026 buy was Diageo: 3,450 shares worth $257K.
- Winning Points Advisors added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $28K increase.
- Winning Points Advisors's biggest Q1 2026 reduction was Apple, cutting an estimated $666K.
- Winning Points Advisors fully exited Berkshire Hathaway Class B in Q1 2026, selling an estimated $572K.
- Winning Points Advisors's ten largest holdings make up 78% of its $99.9M portfolio in Q1 2026.
- Winning Points Advisors opened 2 new positions and closed 3 in Q1 2026.
- Winning Points Advisors's portfolio value rose 6.8% quarter-over-quarter to $99.9M.
Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.