We are live on ! Find out more
WPA

Winning Points Advisors Portfolio holdings

AUM $75.9M
This Fund
S&P 500
This Quarter Est. Return
+10.17%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$75.9M
AUM Growth
-$24M
Cap. Flow
-$925K
Cap. Flow %
-1.22%
Top 10 Hldgs %
75.36%
Holding
46
New
4
Increased
7
Reduced
13
Closed
4

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$307K
2
BAC icon
Bank of America
BAC
+$292K
3
CSCO icon
Cisco
CSCO
+$256K
4
TXN icon
Texas Instruments
TXN
+$250K
5
BMO icon
Bank of Montreal
BMO
+$220K

Top Sells

Rank Stock Value
1
MGM icon
MGM Resorts International
MGM
+$850K
2
UBS icon
UBS Group
UBS
+$412K
3
DEO icon
Diageo
DEO
+$257K
4
LMT icon
Lockheed Martin
LMT
+$210K
5
PEP icon
PepsiCo
PEP
+$200K

Sector Composition

Rank Sector Weight
1 Technology 47.8%
2 Financials 14.47%
3 Consumer Staples 9.83%
4 Healthcare 8.78%
5 Miscellaneous 7.29%

No holdings matched the selected filter criteria.

1 2

Similar funds

SRA
Summit Rock Advisors New York $76.1M AUM
SPC
Square Peg Capital Surry Hills, NSW, Australia $76.2M AUM 9.17% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
RGC
Regents Gate Capital London, United Kingdom $75.1M AUM 11.79% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

Winning Points Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Winning Points Advisors held 46 positions worth $75.9M, down 24% from $99.9M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Winning Points Advisors's Q2 2026 filing shows 4 new, 7 increased, 13 reduced and 4 closed positions. Its largest new stake was Cisco: 2,448 shares worth $288K. The largest sale was MGM Resorts International, an estimated $850K.

By sector, the portfolio is most concentrated in Technology at 48% of assets, up from 46% a quarter earlier, followed by Financials and Consumer Staples.

  • Winning Points Advisors's largest Q2 2026 buy was Cisco: 2,448 shares worth $288K.
  • Winning Points Advisors added most to Apple in Q2 2026, an estimated $307K increase.
  • Winning Points Advisors's biggest Q2 2026 reduction was UBS Group, cutting an estimated $412K.
  • Winning Points Advisors fully exited MGM Resorts International in Q2 2026, selling an estimated $850K.
  • Winning Points Advisors's ten largest holdings make up 75% of its $75.9M portfolio in Q2 2026.
  • Winning Points Advisors opened 4 new positions and closed 4 in Q2 2026.
  • Winning Points Advisors's portfolio value fell 24% quarter-over-quarter to $75.9M.

Based on Winning Points Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.