Q2 2026 13F · SEC CIK 1793399

Winning Points Advisors, LLC

Investment managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $75.9M
Reported positions: 42
Top holdings a year, 3 yrs: +20.2%
Average holding period: 4.5 yrs

Winning Points Advisors, LLC is an investment manager that reported 42 positions worth $75.9M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Apple Inc (AAPL, 43.3%), Bank of Amer Corp (BAC, 7.6%), Srh Total Return Fund Inc (BIF, 4.1%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 22.3% for the S&P 500.

Winning Points Advisors, LLC holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Winning Points Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	43.3%	40.2%	159,304	+0.7%	$32.9M
BACBank of Amer Corp	7.6%	7.9%	166,152	+3.4%	$5.8M
BIFSrh Total Return Fund Inc	4.1%	3.1%	172,065	-5.5%	$3.1M
JPMJpmorgan Chase & Co	3.8%	6.2%	20,661	-1.3%	$2.9M
PGProcter & Gamble Co	3.6%	2.7%	18,578	+0.0%	$2.7M
MSFTMicrosoft Corp	3.4%	5.4%	14,475	-1.0%	$2.5M
IBRXImmunitybio Inc	3.0%	5.3%	726,258	+0.4%	$2.3M
WMTWalmart Inc	2.4%	2.0%	15,762	+0.0%	$1.8M
SHWSherwin Williams Co	2.2%	1.5%	4,800	+0.0%	$1.7M
ABBVAbbvie Inc	2.1%	1.5%	6,304	-7.0%	$1.6M
JNJJohnson & Johnson	2.1%	1.5%	6,155	-1.7%	$1.6M
UPSUnited Parcel Svcs Inc	1.8%	1.4%	13,659	-0.4%	$1.4M
VOOVanguard Index Fds	1.8%	1.2%	1,933	+0.0%	$1.3M
XOMExxon Mobil Corp	1.4%	2.6%	15,310	-1.8%	$1.1M
HDHome Depot Inc	1.3%	0.9%	2,891	+1.0%	$1.0M
TGTTarget Corp	1.1%	0.8%	6,252	+0.0%	$817K
MCDMcdonalds Corp	1.1%	1.2%	3,957	+2.6%	$799K
PMPhilip Morris Intl Inc	1.0%	0.7%	4,349	+0.0%	$787K
UBSUbs Group AG	1.0%	1.6%	30,688	-22.7%	$777K
WFCWells Fargo & Co	1.0%	2.9%	35,906	+0.0%	$728K
BPBp PLC	0.9%	0.9%	18,764	-1.0%	$693K
BMYBristol-Myers Squibb Co	0.8%	0.7%	10,778	+0.0%	$621K
ABTAbbott Laboratories	0.8%	0.7%	6,691	+0.0%	$607K
MOAltria Group Inc	0.8%	0.6%	8,225	-1.8%	$592K
CVXChevron Corporation	0.7%	1.1%	5,261	-0.7%	$541K
MMM3m Co	0.7%	0.5%	3,232	+0.0%	$523K
RTXRtx Corporation	0.7%	0.5%	2,600	+0.0%	$493K
KOCoca Cola Co	0.6%	0.5%	5,918	+0.0%	$481K
CALFPacer Fds Tr	0.6%	0.4%	8,509	+0.0%	$431K
LOWLowes Cos Inc	0.4%	0.4%	1,539	-6.4%	$339K
TRVTravelers Companies Inc	0.4%	0.3%	1,021	+0.0%	$337K
RSPInvesco Exchange Traded Fd T	0.4%	0.3%	1,567	-2.4%	$334K
CSCOCisco Sys Inc	0.4%	New	2,448	—	$288K
GOOGAlphabet Inc	0.4%	0.2%	811	+0.0%	$287K
NVDANvidia Corporation	0.4%	0.2%	1,401	+0.1%	$280K
COSTCostco Wholesale Corporation	0.4%	0.3%	288	+0.0%	$270K
TXNTexas Instrs Inc	0.4%	New	900	—	$268K
AXPAmerican Express Co	0.3%	0.2%	750	+0.0%	$254K
IVVIshares Tr	0.3%	0.2%	335	+0.0%	$251K
BMOBank of Montreal	0.3%	New	1,400	—	$247K
CATCaterpillar Inc	0.3%	New	200	—	$213K
AODAbrdn Total Dynamic Dividend	0.1%	0.1%	10,650	+0.0%	$110K

What Winning Points Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

No position grew by more than 5%.

Reduced

UBS Ubs Group AG-22.7% shares
ABBV Abbvie Inc-7.0% shares
LOW Lowes Cos Inc-6.4% shares
BIF Srh Total Return Fund Inc-5.5% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +21.9% /yr; S&P 500 +11.7%
3 years: +20.2% /yr; S&P 500 +22.3%
5 years: +8.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$75.9M	42
Q1 2026	$99.9M	42
Q4 2025	$93.5M	43
Q3 2024	$52.8M	31
Q1 2023	$90.7M	43
Q4 2022	$78.5M	44
Q3 2022	$81.8M	48
Q2 2022	$91.0M	52
Q1 2022	$128.8M	59
Q4 2021	$137.2M	68
Q3 2021	$132.5M	62
Q2 2021	$133.5M	58

Questions about Winning Points Advisors, LLC's portfolio

What stocks does Winning Points Advisors, LLC own?

Winning Points Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 42 positions worth $75.9M. The largest are Apple Inc (AAPL) at 43.3%, Bank of Amer Corp (BAC) at 7.6%, Srh Total Return Fund Inc (BIF) at 4.1%, Jpmorgan Chase & Co (JPM) at 3.8% and Procter & Gamble Co (PG) at 3.6%.

What did Winning Points Advisors, LLC buy last quarter?

In Q2 2026, Winning Points Advisors, LLC added a new position in Cisco Sys Inc (CSCO), a new position in Texas Instrs Inc (TXN), a new position in Bank of Montreal (BMO) and a new position in Caterpillar Inc (CAT), compared with its Q1 2026 filing.

What did Winning Points Advisors, LLC sell last quarter?

In Q2 2026, Winning Points Advisors, LLC sold all of Mgm Resorts International (MGM), sold all of Diageo PLC (DEO), sold all of Lockheed Martin Corp (LMT), sold all of Pepsico Inc (PEP), Ubs Group AG (UBS) (-22.7% shares), Abbvie Inc (ABBV) (-7.0% shares) and Lowes Cos Inc (LOW) (-6.4% shares), compared with its Q1 2026 filing.

How has Winning Points Advisors, LLC's portfolio performed?

A portfolio copying Winning Points Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +21.9% against +11.7%. Over 5 years: +8.7% a year against +10.6%.

When is Winning Points Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Winning Points Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.