Wincap Financial LLC
Annual return '25
+31.8%
SPY '25
+17.7%
Alpha
+14.0ptsvs SPY
Invested
$150.3M
Holdings
92
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GSST
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
9.3%
02
$EMEQ
NOMURA ETF TR
Held since at least Q1 2024
9.1%
03
$BLV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
8.3%
04
$IVV
ISHARES TR
Held since at least Q1 2024
4.3%
05
$AAPL
APPLE INC
Q4 2025: New position (587 shares)
4.0%
06
$IWM
ISHARES TR
Held since at least Q1 2024
3.9%
07
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.6%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (5.9k shares)
3.2%
09
$GOOGL
ALPHABET INC
Q4 2025: New position (3.5k shares)
2.8%
10
$MINT
PIMCO ETF TR
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 03:23 UTC.