Winch Advisory Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1585822
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$481.4M
Holdings
567
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Winch Advisory Services, LLC disclosed 567 positions worth $481.4M in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 52 new positions and exited 14 — including a new stake in $HONA. The portfolio is most concentrated in Other (44.7% of disclosed assets). All figures are sourced directly from Winch Advisory Services, LLC’s Form 13F-HR filing with the SEC under CIK 1585822.
AI Fund Analysis
StableSTATE STREET SPDR PORT S&P
11.3% weight
Held 10 quarters
$NVDA7.8% weight
Held 10 quarters
$AAPL6.3% weight
Held 10 quarters
VANGUARD SHORT TERM TREASU
6.1% weight
Held 10 quarters
VANGUARD INTERMEDIATE TERM
5.6% weight
Held 10 quarters
VANGUARD SHORT TERM TREASU
9 quarters accumulating
VANGUARD INTERMEDIATE TERM
9 quarters accumulating
CAPITAL GROUP FIXED INCOME
9 quarters accumulating
VANGUARD GROWTH ETF - ETF
9 quarters accumulating
$VZ9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF
—Quality
$54.2M597,158 sh- 85.9#5
Quality
$37.4M186,886 sh - 76.4#84
Quality
$30.5M105,446 sh VANGUARD SHORT TERM TREASURY ETF - ETF
—Quality
$29.4M505,330 shVANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF
—Quality
$27.0M326,324 shSTATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF
—Quality
$22.4M244,398 shCAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF
—Quality
$21.6M791,200 sh- 78.2
Quality
$20.8M58,809 sh - 68.7
Quality
$18.9M79,330 sh - 79.8
Quality
$15.3M40,976 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | — | $54.2M | 597,158 |
| NVIDIA CORP$NVDA | 85.9#5 | $37.4M | 186,886 |
| Apple Inc.$AAPL | 76.4#84 | $30.5M | 105,446 |
| VANGUARD SHORT TERM TREASURY ETF - ETF | — | $29.4M | 505,330 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF | — | $27.0M | 326,324 |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF | — | $22.4M | 244,398 |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF | — | $21.6M | 791,200 |
 Alphabet Inc.$GOOGL | 78.2 | $20.8M | 58,809 |
 AMAZON COM INC$AMZN | 68.7 | $18.9M | 79,330 |
 MICROSOFT CORP$MSFT | 79.8 | $15.3M | 40,976 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Winch Advisory Services, LLC's 567 positions.
Showing top 10 of 567 holdings.
Sector Allocation
Other
$215.4M
Technology
$143.5M
Financials
$55.1M
Consumer Discretionary
$25.8M
Industrials
$14.2M
Healthcare
$8.0M
Communication Services
$7.8M
Consumer Staples
$4.2M
Top Holdings — Winch Advisory Services, LLC (Q2 2026)
Top 150 of 567 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | $54.2M | 11.3% | +0% | — |
| 2 | $NVDA | NVIDIA CORP | $37.4M | 7.8% | -3% | 85.9 |
| 3 | $AAPL | Apple Inc. | $30.5M | 6.3% | -2% | 76.4 |
| 4 | — | VANGUARD SHORT TERM TREASURY ETF - ETF | $29.4M | 6.1% | +1% | — |
| 5 | — | VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF | $27.0M | 5.6% | +2% | — |
| 6 | — | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF | $22.4M | 4.7% | -0% | — |
| 7 | — | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF | $21.6M | 4.5% | +1% | — |
| 8 | $GOOGL | Alphabet Inc. | $20.8M | 4.3% | -3% | 78.2 |
| 9 | $AMZN | AMAZON COM INC | $18.9M | 3.9% | -2% | 68.7 |
| 10 | $MSFT | MICROSOFT CORP | $15.3M | 3.2% | +2% | 79.8 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.4M | 2.6% | -0% | 73.8 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $11.9M | 2.5% | -1% | 73.5 |
| 13 | — | ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | $11.0M | 2.3% | -7% | — |
| 14 |  $MRVL | Marvell Technology, Inc. | $9.4M | 1.9% | -6% | 76.5 |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 1.6% | +1% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $7.7M | 1.6% | -1% | 70.7 |
| 17 |  $ORCL | ORACLE CORP | $6.8M | 1.4% | -27% | 66.2 |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $6.3M | 1.3% | +6% | — |
| 19 |  $V | VISA INC. | $6.2M | 1.3% | -0% | 82.9 |
| 20 |  $AAAU | Goldman Sachs Physical Gold ETF | $5.7M | 1.2% | +0% | — |
| 21 |  $C | CITIGROUP INC | $4.9M | 1.0% | -3% | 65 |
| 22 |  $SYK | STRYKER CORP | $4.5M | 0.9% | -0% | 72.1 |
| 23 |  $META | Meta Platforms, Inc. | $4.2M | 0.9% | -0% | 79.6 |
| 24 |  $NFLX | NETFLIX INC | $3.9M | 0.8% | +1% | 78.8 |
| 25 | — | STATE STREET SPDR S&P EMERGING MARKETS ETF - ETF | $3.9M | 0.8% | +2% | — |
| 26 |  $MU | MICRON TECHNOLOGY INC | $3.4M | 0.7% | +0% | 86.2 |
| 27 | — | ISHARES 1-3 YR TREASURY BOND ETF - ETF | $3.4M | 0.7% | +1% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.7% | -1% | 66.2 |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.6% | -0% | 79.8 |
| 30 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $3.1M | 0.6% | +7% | — |
| 31 | — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF - ETF | $2.6M | 0.5% | +4% | — |
| 32 |  $KO | COCA COLA CO | $2.4M | 0.5% | -0% | 69.5 |
| 33 |  $ASML | ASML HOLDING NV | $2.3M | 0.5% | +3% | — |
| 34 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | $2.2M | 0.5% | +9% | — |
| 35 |  $RTX | RTX Corp | $2.2M | 0.5% | +0% | 73.2 |
| 36 | — | VANGUARD GROWTH ETF - ETF | $2.2M | 0.5% | +583% | — |
| 37 |  $CRM | Salesforce, Inc. | $2.0M | 0.4% | +4% | 77 |
| 38 | — | VANECK SEMICONDUCTOR ETF - ETF | $2.0M | 0.4% | +3% | — |
| 39 |  $TSLA | Tesla, Inc. | $2.0M | 0.4% | -0% | 53.9 |
| 40 | $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.4% | +4% | 65.8 |
| 41 |  $EBAY | EBAY INC | $1.8M | 0.4% | -7% | 66.4 |
| 42 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.4% | -2% | 73.4 |
| 43 |  $KLAC | KLA CORP | $1.8M | 0.4% | +902% | 78.6 |
| 44 |  $MA | Mastercard Inc | $1.6M | 0.3% | +0% | 85.1 |
| 45 |  $DIS | Walt Disney Co | $1.5M | 0.3% | -6% | 60.1 |
| 46 |  $WMT | Walmart Inc. | $1.5M | 0.3% | -2% | 60.2 |
| 47 |  $GOOG | Alphabet Inc. | $1.4M | 0.3% | -3% | 78.2 |
| 48 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.3% | +0% | 79.4 |
| 49 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | -0% | 64.6 |
| 50 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | +1% | 62.8 |
| 51 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.2% | +0% | 62.9 |
| 52 | — | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF - ETF | $1.1M | 0.2% | +1% | — |
| 53 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.2% | +3% | — |
| 54 |  $ADBE | ADOBE INC. | $994,484 | 0.2% | -2% | 77.6 |
| 55 |  $WT | WisdomTree, Inc. | $980,145 | 0.2% | +12% | 59.9 |
| 56 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF - ETF | $965,703 | 0.2% | +1% | — |
| 57 | — | VANGUARD SHORT TERM CORP BOND ETF - ETF | $949,742 | 0.2% | -1% | — |
| 58 |  $SBUX | STARBUCKS CORP | $947,355 | 0.2% | -4% | 58.2 |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $920,541 | 0.2% | +2% | 57.9 |
| 60 |  $WEC | WEC ENERGY GROUP, INC. | $917,587 | 0.2% | +1% | 60.1 |
| 61 |  $LMT | LOCKHEED MARTIN CORP | $881,968 | 0.2% | +5% | 65.6 |
| 62 |  $GLD | SPDR GOLD TRUST | $837,328 | 0.2% | +0% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $823,648 | 0.2% | +1% | 69 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $806,461 | 0.2% | -50% | 65 |
| 65 |  $HONA | Honeywell Aerospace Inc. | $777,759 | 0.2% | NEW | — |
| 66 | — | VANGUARD S&P 500 INDEX ETF - ETF | $756,674 | 0.2% | +27% | — |
| 67 | — | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | $711,667 | 0.1% | -4% | — |
| 68 |  $MDT | Medtronic plc | $698,069 | 0.1% | -1% | 68.7 |
| 69 |  $NEE | NEXTERA ENERGY INC | $694,645 | 0.1% | +11% | 64.6 |
| 70 |  $AVGO | Broadcom Inc. | $672,066 | 0.1% | +6% | 84.5 |
| 71 |  $PYPL | PayPal Holdings, Inc. | $642,558 | 0.1% | -2% | 64.1 |
| 72 |  $IAU | ISHARES GOLD TRUST | $624,845 | 0.1% | +0% | — |
| 73 | — | VANGUARD FINANCIALS ETF - ETF | $593,989 | 0.1% | +1% | — |
| 74 | — | VANGUARD HEALTH CARE ETF - ETF | $582,758 | 0.1% | +0% | — |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $559,178 | 0.1% | -12% | 62.7 |
| 76 |  $DE | DEERE & CO | $527,913 | 0.1% | -1% | 55.4 |
| 77 |  $BP | BP PLC | $501,807 | 0.1% | +6% | — |
| 78 | — | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF - ETF | $481,093 | 0.1% | +0% | — |
| 79 |  $MMM | 3M CO | $438,444 | 0.1% | -6% | 64.9 |
| 80 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $438,368 | 0.1% | -3% | — |
| 81 |  $NKE | NIKE, Inc. | $429,004 | 0.1% | -2% | 49.3 |
| 82 |  $PFE | PFIZER INC | $417,666 | 0.1% | +1% | 62 |
| 83 | — | VANGUARD MATERIALS ETF - ETF | $416,900 | 0.1% | +0% | — |
| 84 | — | VANGUARD INDUSTRIALS ETF - ETF | $402,910 | 0.1% | +0% | — |
| 85 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $374,408 | 0.1% | +0% | — |
| 86 | — | VANGUARD HIGH DIVIDEND YIELD ETF - ETF | $340,287 | 0.1% | +1% | — |
| 87 | — | VANGUARD VALUE ETF - ETF | $339,077 | 0.1% | +13% | — |
| 88 |  $MCD | MCDONALDS CORP | $327,211 | 0.1% | +0% | 69 |
| 89 |  $T | AT&T INC. | $320,539 | 0.1% | +1% | 65.7 |
| 90 | — | ISHARES U S AEROSPACE & DEFENSE ETF - ETF | $317,728 | 0.1% | +0% | — |
| 91 | — | VANGUARD TOTAL INTL STOCK INDEX ETF - ETF | $301,655 | 0.1% | +39% | — |
| 92 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $298,492 | 0.1% | NEW | — |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $279,523 | 0.1% | -3% | 57.8 |
| 94 |  $CAT | CATERPILLAR INC | $270,630 | 0.1% | +12% | 66.5 |
| 95 |  $ROP | ROPER TECHNOLOGIES INC | $256,060 | 0.1% | +0% | 71.9 |
| 96 |  $SLV | iShares Silver Trust | $252,271 | 0.1% | +3% | — |
| 97 |  $F | FORD MOTOR CO | $252,123 | 0.1% | +1% | 54.9 |
| 98 |  $LNG | Cheniere Energy, Inc. | $248,410 | 0.1% | +0% | 66.5 |
| 99 | — | ISHARES 7-10YR TREASURY BOND ETF - ETF | $247,903 | 0.1% | NEW | — |
| 100 |  $KMB | KIMBERLY CLARK CORP | $246,155 | 0.1% | +31% | 58.7 |
| 101 | — | STATE STREET ULTRA SHORT TERM BOND ETF - ETF | $242,893 | 0.1% | +1% | — |
| 102 | — | STATE STREET SPDR S&P 500 VALUE ETF - ETF | $241,471 | 0.1% | -0% | — |
| 103 |  $WM | WASTE MANAGEMENT INC | $241,155 | 0.1% | +0% | 67.6 |
| 104 | — | AMERICAN CONSERVATIVE VALUES ETF - ETF | $238,154 | 0.1% | +0% | — |
| 105 |  $WFC | WELLS FARGO & COMPANY/MN | $233,561 | 0.1% | +1% | 61.8 |
| 106 |  $AGNC | AGNC Investment Corp. | $221,155 | 0.1% | +1% | — |
| 107 | — | STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF - ETF | $205,075 | 0.0% | +0% | — |
| 108 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF - ETF | $202,899 | 0.0% | +0% | — |
| 109 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $193,059 | 0.0% | +7% | — |
| 110 | — | ISHARES RUSSELL 2000 ETF - ETF | $192,732 | 0.0% | +35% | — |
| 111 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $189,330 | 0.0% | +38% | — |
| 112 | — | ISHARES CORE U S AGGREGATE BOND ETF - ETF | $188,795 | 0.0% | +121% | — |
| 113 | — | GLOBAL X ROBOTICS A I ETF - ETF | $187,035 | 0.0% | +0% | — |
| 114 |  $FCX | FREEPORT-MCMORAN INC | $180,522 | 0.0% | +6% | 62 |
| 115 |  $ABBV | AbbVie Inc. | $174,121 | 0.0% | +1% | 72.6 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $168,761 | 0.0% | -12% | 70.3 |
| 117 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $166,275 | 0.0% | +1% | — |
| 118 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $166,208 | 0.0% | +93% | — |
| 119 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $166,074 | 0.0% | -1% | — |
| 120 |  $MO | ALTRIA GROUP, INC. | $162,344 | 0.0% | +13% | 67.4 |
| 121 | — | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF - ETF | $161,819 | 0.0% | +0% | — |
| 122 |  $VVV | VALVOLINE INC | $155,291 | 0.0% | +0% | 54.8 |
| 123 | — | STATE STREET PORT DEVELOPED WORLD EX-US ETF - ETF | $154,973 | 0.0% | +1% | — |
| 124 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $145,282 | 0.0% | +0% | — |
| 125 |  $COP | CONOCOPHILLIPS | $145,272 | 0.0% | -1% | 70.2 |
| 126 |  $MPC | Marathon Petroleum Corp | $142,018 | 0.0% | +0% | 61 |
| 127 |  $INTC | INTEL CORP | $134,875 | 0.0% | +0% | 45.6 |
| 128 |  $LLY | ELI LILLY & Co | $126,160 | 0.0% | +2% | 87.5 |
| 129 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $124,210 | 0.0% | +0% | — |
| 130 |  $PEP | PEPSICO INC | $121,707 | 0.0% | +4% | 63.4 |
| 131 | — | CAPITAL GROUP GROWTH ETF - ETF | $120,151 | 0.0% | +74% | — |
| 132 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $119,405 | 0.0% | +0% | 62.6 |
| 133 |  $AMCR | Amcor plc | $119,126 | 0.0% | +0% | — |
| 134 | — | VANGUARD SMALL CAP ETF - ETF | $118,694 | 0.0% | +209% | — |
| 135 | — | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF - ETF | $118,675 | 0.0% | +589% | — |
| 136 |  $IBIT | iShares Bitcoin Trust ETF | $117,747 | 0.0% | +0% | — |
| 137 | — | CAPITAL GROUP FIXED CORE PLUS INCOME ETF - ETF | $116,611 | 0.0% | +78% | — |
| 138 | — | STATE STREET SPDR S&P 500 GROWTH ETF - ETF | $116,530 | 0.0% | +0% | — |
| 139 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | $115,497 | 0.0% | +687% | — |
| 140 |  $BA | BOEING CO | $114,080 | 0.0% | +5% | 61.6 |
| 141 |  $EOG | EOG RESOURCES INC | $106,165 | 0.0% | -1% | 71.9 |
| 142 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $104,445 | 0.0% | +97% | — |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $104,225 | 0.0% | +6% | 67.6 |
| 144 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $103,652 | 0.0% | +0% | — |
| 145 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF | $103,340 | 0.0% | +0% | — |
| 146 |  $OSK | OSHKOSH CORP | $103,108 | 0.0% | -7% | 45.2 |
| 147 |  $WPC | W. P. Carey Inc. | $98,630 | 0.0% | +1% | 65.9 |
| 148 | — | VANECK URANIUM & NUCLEAR ENERGY ETF - ETF | $94,571 | 0.0% | +0% | — |
| 149 | — | SCHWAB FUNDAMENTAL INTL EQUITY ETF - ETF | $92,105 | 0.0% | +0% | — |
| 150 |  $QCOM | QUALCOMM INC/DE | $92,008 | 0.0% | +5% | 70.5 |
New Positions (52)
$HONA Honeywell Aerospace Inc.$777,759$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$298,492 ISHARES 7-10YR TREASURY BOND ETF - ETF$247,903
ISHARES CORE S&P MID CAP ETF - ETF$74,752
$MS MORGAN STANLEY$30,467
$IP INTERNATIONAL PAPER CO /NEW/$18,797
$ALH Alliance Laundry Holdings Inc.$18,299
$TM TOYOTA MOTOR CORP/$17,347 ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR - COM$17,133
$UBS UBS Group AG$15,041 UNICREDIT SPA ADR NEW 2017 - COM$14,844
MITSUBISHI HEAVY INDUSTRIES LTD ADR - COM$13,188
ITOCHU CORP ADR - COM$12,198
COMPAGNIE FINANCIERE RICHEMONT AG SWITZERLAND ADR - COM$11,000
$ING ING GROEP NV$10,715Exited Positions (14)
VANGUARD MEGA CAP INDEX ETF
THRIVENT CORE PLUS BOND ETF
AVANTIS EMERGING MARKETS EQUITY ETF
NYLI WINSLOW LARGE CAP GROWTH ETF
ISHARES CORE MSCI PAC ETF
THRIVENT SMALL MID CAP EQUITY ETF
BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF
BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF
$ABNB Airbnb, Inc.
$CTRA Coterra Energy Inc.
$QXO QXO, Inc.
$ADSK Autodesk, Inc.
$HYLN Hyliion Holdings Corp. BLACKROCK UTILS RTS INFRA & PWR EXP 04/02/26 OPPTYS TR
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