SEC Form 13F

Winter & Associates, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$133,090,310
Positions85

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VICTORY PORTFOLIOS IIUSTBSHORT TRM BD ETF$18,001,286355,616
PACER FDS TRCOWZUS CASH COWS 100$8,136,323130,809
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$7,744,311143,360
INVESCO EXCH TRADED FD TR IISPHBS&P 500 HB ETF$7,670,89449,302
VANGUARD INDEX FDSVBSMALL CP ETF$6,527,74821,535
ISHARES TRIWLRUS TOP 200 ETF$6,382,62834,510
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$6,044,819125,022
APPLE INCAAPLCOM$5,492,10118,980
INVESCO QQQ TRQQQUNIT SER 1$4,783,3556,496
VANGUARD STAR FDSVXUSVG TL INTL STK F$4,155,66948,610

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page