What does Winch Advisory Services, LLC hold?

Winch Advisory Services, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1585822.

What is Winch Advisory Services, LLC's AUM?

Winch Advisory Services, LLC reported approximately $481.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $580.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Winch Advisory Services, LLC's holdings?

All Winch Advisory Services, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1585822. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Winch Advisory Services, LLC's 13F data updated on 13F Pro?

Winch Advisory Services, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Winch Advisory Services, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1585822

Institutional-grade research for retail investors

Sector Allocation

Other44.7%$215.4M
Technology30.5%$147.0M
Financials11.5%$55.2M
Consumer Discretionary5.2%$25.0M
Consumer Staples1.9%$9.1M
Healthcare1.7%$8.0M
Communication Services1.6%$7.8M
Industrials1.4%$6.5M
Energy0.8%$4.0M
Utilities0.5%$2.2M

AUM History

13fpro.ai/research/fund/winch-advisory-services-llc-1585822

Conviction and streaks

Stable · top 10 = 57.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.3% weight · held 10 quarters

$NVDAConviction hold7.8% weight · held 10 quarters

$AAPLConviction hold6.3% weight · held 10 quarters

$Conviction hold6.1% weight · held 10 quarters

$Conviction hold5.6% weight · held 10 quarters

$Accumulating+73% shares · 9 quarters running

$Accumulating+49% shares · 9 quarters running

$Accumulating+43% shares · 9 quarters running

$Accumulating+4026% shares · 9 quarters running

$VZAccumulating+42% shares · 9 quarters running

$AAPLTrimming-17% shares · 9 quarters running

$AMZNTrimming-11% shares · 9 quarters running

$NVDATrimming-21% shares · 8 quarters running

$Trimming-13% shares · 5 quarters running

$MRVLTrimming-30% shares · 5 quarters running

Largest positions — Q2 2026

STATE
$54.2M
NVDA
$37.4M
AAPL
$30.5M
VANGUARD
$29.4M
VANGUARD
$27.0M
STATE
$22.4M
CAPITAL
$21.6M
GOOG
$20.8M
AMZN
$18.9M
MSFT
$15.3M
BRK.B
$12.4M
GS
$11.9M
ISHARES
$11.0M
MRVL
$9.4M
QQQ
$8.0M
JPM
$7.7M
ORCL
$6.8M
SPY
$6.3M
V
$6.2M
AAAU
$5.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/winch-advisory-services-llc-1585822

Winch Advisory Services, LLC 13F holdings — Q2 2026

$481.4M portfolio (+9.9% QoQ) · 567 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio

1
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF
$54.2M
11.3% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
NVIDIA CORP
$NVDA
$37.4M
7.8% of stocks
-3%This quarter-1.4%Since filed10+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
3
Apple Inc.
$AAPL
$30.5M
6.3% of stocks
-2%This quarter+10.1%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
4
VANGUARD SHORT TERM TREASURY ETF - ETF
$29.4M
6.1% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF
$27.0M
5.6% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF
$22.4M
4.7% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF
$21.6M
4.5% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Alphabet Inc.
$GOOG
$20.8M
4.3% of stocks
-3%This quarter-11.9%Since filed10+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
9
AMAZON COM INC
$AMZN
$18.9M
3.9% of stocks
-2%This quarter-8.5%Since filed10+ qtrsHeld
AIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trial
10
MICROSOFT CORP
$MSFT
$15.3M
3.2% of stocks
+2%This quarter+6.5%Since filed10+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF	$54.2M	11.3%	+0.2%	—	—	—	—
2	NVIDIA CORP$NVDA	$37.4M	7.8%	-3%	-1.4%	10+ qtrsTrimmed 3 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
3	Apple Inc.$AAPL	$30.5M	6.3%	-2%	+10.1%	10+ qtrsTrimmed 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
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%	-0.2%	—	—	—	—
7	CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF	$21.6M	4.5%	+1%	—	—	—	—
8	Alphabet Inc.$GOOG	$20.8M	4.3%	-3%	-11.9%	10+ qtrsTrimmed 3 qtrs in a row	77.7#61	Estimated buy price is Pro: unlock with a free trial
9	AMAZON COM INC$AMZN	$18.9M	3.9%	-2%	-8.5%	10+ qtrs	67.5#363	Estimated buy price is Pro: unlock with a free trial
10	MICROSOFT CORP$MSFT	$15.3M	3.2%	+2%	+6.5%	10+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial

All holdings — Winch Advisory Services, LLC (Q2 2026)

Sort

567 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$12.4M	2.6%	25K	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
12	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$11.9M	2.5%	118K	-0.9%	9 qtrs	AI quality score is Pro: unlock with a free trial	13F
13	—	ISHARES 0-1 YEAR TREASURY BOND ETF - ETFnote	—	$11.0M	2.3%	100K	-7%	—	—	13F
14	$MRVL	Marvell Technology, Inc.	Technology	$9.4M	1.9%	31K	-6%	10+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
15	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$8.0M	1.6%	11K	+1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	$JPM	JPMORGAN CHASE & CO	Financials	$7.7M	1.6%	24K	-1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$ORCL	ORACLE CORP	Technology	$6.8M	1.4%	18K	-27%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$6.3M	1.3%	8,405	+6%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$V	VISA INC.	Financials	$6.2M	1.3%	18K	-0.1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$AAAU	Goldman Sachs Physical Gold ETFetf/fund	Financials	$5.7M	1.2%	145K	+0.5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$C	CITIGROUP INC	Financials	$4.9M	1.0%	35K	-3%	10+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	$SYK	STRYKER CORP	Healthcare	$4.5M	0.9%	14K	-0.1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$META	Meta Platforms, Inc.	Technology	$4.2M	0.9%	7,386	-0.4%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$NFLX	NETFLIX INC	Communication Services	$3.9M	0.8%	55K	+0.9%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	STATE STREET SPDR S&P EMERGING MARKETS ETF - ETFetf/fund	—	$3.9M	0.8%	75K	+2%	—	—	13F
26	$MU	MICRON TECHNOLOGY INC	Technology	$3.4M	0.7%	2,980	+0.3%
27	—	ISHARES 1-3 YR TREASURY BOND ETF - ETF	—	$3.4M	0.7%	42K	+0.6%
28	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.4M	0.7%	3,582	-0.5%
29	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.1M	0.6%	5,342	-0.3%
30	—	VANGUARD TOTAL STOCK MARKET ETF - ETF	—	$3.1M	0.6%	8,242	+7%
31	—	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF - ETF	—	$2.6M	0.5%	77K	+4%
32	$KO	COCA COLA CO	Consumer Staples	$2.4M	0.5%	30K	-0.2%
33	$ASML	ASML HOLDING NV	Technology	$2.3M	0.5%	1,137	+3%
34	—	STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF	—	$2.2M	0.5%	88K	+9%
35	$RTX	RTX Corp	Industrials	$2.2M	0.5%	12K	+0.5%
36	—	VANGUARD GROWTH ETF - ETF	—	$2.2M	0.5%	26K	+583%
37	$CRM	Salesforce, Inc.	Technology	$2.0M	0.4%	13K	+4%
38	—	VANECK SEMICONDUCTOR ETF - ETF	—	$2.0M	0.4%	3,035	+3%
39	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.0M	0.4%	4,651	-0.4%
40	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.9M	0.4%	44K	+4%
41	$EBAY	EBAY INC	Consumer Discretionary	$1.8M	0.4%	17K	-7%
42	$TXN	TEXAS INSTRUMENTS INC	Technology	$1.8M	0.4%	6,077	-2%
43	$KLAC	KLA CORP	Technology	$1.8M	0.4%	5,930	+902%
44	$MA	Mastercard Inc	Financials	$1.6M	0.3%	3,129	+0.3%
45	$DIS	Walt Disney Co	Communication Services	$1.5M	0.3%	16K	-6%
46	$WMT	Walmart Inc.	Consumer Staples	$1.5M	0.3%	13K	-2%
47	$GOOGL	Alphabet Inc.	Technology	$1.4M	0.3%	4,007	-3%
48	$LRCX	LAM RESEARCH CORP	Technology	$1.3M	0.3%	2,983	+0.1%
49	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.2M	0.2%	7,919	-0.3%
50	$CVX	CHEVRON CORP	Energy	$1.2M	0.2%	6,985	+0.5%
51	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$1.1M	0.2%	2,199	+0.4%
52	—	VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF - ETF	—	$1.1M	0.2%	19K	+1%
53	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.1M	0.2%	2,214	+3%
54	$ADBE	ADOBE INC.	Technology	$994K	0.2%	4,851	-2%
55	$WT	WisdomTree, Inc.	Financials	$980K	0.2%	23K	+12%
56	—	ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF - ETF	—	$966K	0.2%	26K	+1.0%
57	—	VANGUARD SHORT TERM CORP BOND ETF - ETF	—	$950K	0.2%	12K	-1%
58	$SBUX	STARBUCKS CORP	Consumer Discretionary	$947K	0.2%	9,271	-4%
59	$XOM.R34088	EXXON MOBIL CORP	Energy	$921K	0.2%	6,733	+2%
60	$WEC	WEC ENERGY GROUP, INC.	Utilities	$918K	0.2%	7,858	+0.9%
61	$LMT	LOCKHEED MARTIN CORP	Industrials	$882K	0.2%	1,731	+5%
62	$GLD	SPDR GOLD TRUST	Financials	$837K	0.2%	2,273	—
63	$JNJ	JOHNSON & JOHNSON	Healthcare	$824K	0.2%	3,243	+0.6%
64	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$806K	0.2%	3,602	-50%
65	$HONA	Honeywell Aerospace Inc.	Industrials	$778K	0.2%	3,518	New
66	—	VANGUARD S&P 500 INDEX ETF - ETF	—	$757K	0.2%	1,102	+27%
67	—	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF	—	$712K	0.1%	25K	-4%
68	$MDT	Medtronic plc	Healthcare	$698K	0.1%	8,923	-0.6%
69	$NEE	NEXTERA ENERGY INC	Utilities	$695K	0.1%	7,914	+11%
70	$AVGO	Broadcom Inc.	Technology	$672K	0.1%	1,779	+6%
71	$PYPL	PayPal Holdings, Inc.	Financials	$643K	0.1%	15K	-2%
72	$IAU	ISHARES GOLD TRUST	Financials	$625K	0.1%	8,275	—
73	—	VANGUARD FINANCIALS ETF - ETF	—	$594K	0.1%	4,514	+0.6%
74	—	VANGUARD HEALTH CARE ETF - ETF	—	$583K	0.1%	1,949	+0.4%
75	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$559K	0.1%	1,345	-12%
76	$DE	DEERE & CO	Industrials	$528K	0.1%	832	-0.8%
77	$BP	BP PLC	Energy	$502K	0.1%	14K	+6%
78	—	WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF - ETF	—	$481K	0.1%	10K	+0.4%
79	$MMM	3M CO	Healthcare	$438K	0.1%	2,708	-6%
80	—	JPMORGAN EQUITY PREMIUM INCOME ETF - ETF	—	$438K	0.1%	7,761	-3%
81	$NKE	NIKE, Inc.	Consumer Discretionary	$429K	0.1%	10K	-2%
82	$PFE	PFIZER INC	Healthcare	$418K	0.1%	17K	+0.8%
83	—	VANGUARD MATERIALS ETF - ETF	—	$417K	0.1%	1,822	+0.3%
84	—	VANGUARD INDUSTRIALS ETF - ETF	—	$403K	0.1%	1,118	+0.2%
85	—	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF	—	$374K	0.1%	1,965	+0.1%
86	—	VANGUARD HIGH DIVIDEND YIELD ETF - ETF	—	$340K	0.1%	2,153	+0.5%
87	—	VANGUARD VALUE ETF - ETF	—	$339K	0.1%	1,556	+13%
88	$MCD	MCDONALDS CORP	Consumer Discretionary	$327K	0.1%	1,211	+0.2%
89	$T	AT&T INC.	Communication Services	$321K	0.1%	15K	+0.8%
90	—	ISHARES U S AEROSPACE & DEFENSE ETF - ETF	—	$318K	0.1%	1,311	+0.1%
91	—	VANGUARD TOTAL INTL STOCK INDEX ETF - ETF	—	$302K	0.1%	3,529	+39%
92	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$298K	0.1%	1,747	New
93	$VLO	VALERO ENERGY CORP/TX	Energy	$280K	0.1%	1,073	-3%
94	$CAT	CATERPILLAR INC	Industrials	$271K	0.1%	254	+12%
95	$ROP	ROPER TECHNOLOGIES INC	Technology	$256K	0.1%	757	+0.3%
96	$SLV	iShares Silver Trust	Financials	$252K	0.1%	4,718	+3%
97	$F	FORD MOTOR CO	Consumer Discretionary	$252K	0.1%	18K	+0.7%
98	$LNG	Cheniere Energy, Inc.	Energy	$248K	0.1%	1,039	+0.1%
99	—	ISHARES 7-10YR TREASURY BOND ETF - ETF	—	$248K	0.1%	2,621	New
100	$KMB	KIMBERLY CLARK CORP	Materials	$246K	0.1%	2,242	+31%
101	—	STATE STREET ULTRA SHORT TERM BOND ETF - ETF	—	$243K	0.1%	6,008	+1.0%
102	—	STATE STREET SPDR S&P 500 VALUE ETF - ETF	—	$241K	0.1%	3,972	-0.1%
103	$WM	WASTE MANAGEMENT INC	Utilities	$241K	0.1%	1,082	+0.2%
104	—	AMERICAN CONSERVATIVE VALUES ETF - ETF	—	$238K	0.1%	4,367	+0.1%
105	$WFC	WELLS FARGO & COMPANY/MN	Financials	$234K	0.1%	2,826	+0.5%
106	$AGNC	AGNC Investment Corp.	Real Estate	$221K	0.1%	20K	+0.9%
107	—	STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF - ETF	—	$205K	0.0%	393	+0.3%
108	—	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF - ETF	—	$203K	0.0%	857	+0.2%
109	—	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF	—	$193K	0.0%	3,141	+7%
110	—	ISHARES RUSSELL 2000 ETF - ETF	—	$193K	0.0%	641	+35%
111	—	CAPITAL GROUP DIVIDEND VALUE ETF - ETF	—	$189K	0.0%	3,842	+38%
112	—	ISHARES CORE U S AGGREGATE BOND ETF - ETF	—	$189K	0.0%	1,907	+121%
113	—	GLOBAL X ROBOTICS A I ETF - ETF	—	$187K	0.0%	4,930	—
114	$FCX	FREEPORT-MCMORAN INC	Materials	$181K	0.0%	2,870	+6%
115	$ABBV	AbbVie Inc.	Healthcare	$174K	0.0%	692	+0.7%
116	$CSCO	CISCO SYSTEMS, INC.	Technology	$169K	0.0%	1,437	-12%
117	—	STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF	—	$166K	0.0%	3,131	+0.7%
118	—	VANGUARD FTSE EMERGING MARKETS ETF - ETF	—	$166K	0.0%	2,785	+93%
119	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	—	$166K	0.0%	2,428	-0.9%
120	$MO	ALTRIA GROUP, INC.	Consumer Staples	$162K	0.0%	2,256	+13%
121	—	ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF - ETF	—	$162K	0.0%	1,889	—
122	$VVV	VALVOLINE INC	Energy	$155K	0.0%	3,927	—
123	—	STATE STREET PORT DEVELOPED WORLD EX-US ETF - ETF	—	$155K	0.0%	3,075	+1%
124	$GLTR	abrdn Precious Metals Basket ETF Trust	Financials	$145K	0.0%	802	—
125	$COP	CONOCOPHILLIPS	Energy	$145K	0.0%	1,397	-0.7%
126	$MPC	Marathon Petroleum Corp	Energy	$142K	0.0%	555	+0.2%
127	$INTC	INTEL CORP	Technology	$135K	0.0%	966	—
128	$LLY	ELI LILLY & Co	Healthcare	$126K	0.0%	105	+2%
129	—	ISHARES BIOTECHNOLOGY ETF - ETF	—	$124K	0.0%	653	—
130	$PEP	PEPSICO INC	Consumer Staples	$122K	0.0%	899	+4%
131	—	CAPITAL GROUP GROWTH ETF - ETF	—	$120K	0.0%	2,546	+74%
132	$OXY	OCCIDENTAL PETROLEUM CORP /DE/	Energy	$119K	0.0%	2,120	+0.1%
133	$AMCR	Amcor plc	Consumer Discretionary	$119K	0.0%	2,748	—
134	—	VANGUARD SMALL CAP ETF - ETF	—	$119K	0.0%	392	+209%
135	—	ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF - ETF	—	$119K	0.0%	1,088	+589%
136	$IBIT	iShares Bitcoin Trust ETF	Financials	$118K	0.0%	3,537	—
137	—	CAPITAL GROUP FIXED CORE PLUS INCOME ETF - ETF	—	$117K	0.0%	5,232	+78%
138	—	STATE STREET SPDR S&P 500 GROWTH ETF - ETF	—	$117K	0.0%	979	+0.1%
139	—	VANGUARD MEGA CAP GROWTH ETF - ETF	—	$115K	0.0%	1,314	+687%
140	$BA	BOEING CO	Industrials	$114K	0.0%	527	+5%
141	$EOG	EOG RESOURCES INC	Energy	$106K	0.0%	818	-1%
142	—	CAPITAL GROUP CORE EQUITY ETF - ETF	—	$104K	0.0%	2,348	+97%
143	$BAC	BANK OF AMERICA CORP /DE/	Financials	$104K	0.0%	1,829	+6%
144	—	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF	—	$104K	0.0%	1,933	+0.3%
145	—	STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF	—	$103K	0.0%	965	+0.3%
146	$OSK	OSHKOSH CORP	Industrials	$103K	0.0%	704	-7%
147	$WPC	W. P. Carey Inc.	Real Estate	$99K	0.0%	1,379	+1%
148	—	VANECK URANIUM & NUCLEAR ENERGY ETF - ETF	—	$95K	0.0%	815	—
149	—	SCHWAB FUNDAMENTAL INTL EQUITY ETF - ETF	—	$92K	0.0%	1,746	—
150	$QCOM	QUALCOMM INC/DE	Technology	$92K	0.0%	498	+5%

What changed in Q2 2026

Against the previous quarter's 13F: 52 new, 223 added to, 52 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.

New positions (52)

$HONAHoneywell Aerospace Inc.$778K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$298K
first bought this quarter
ISHARES 7-10YR TREASURY BOND ETF - ETF$248K
first bought this quarter
ISHARES CORE S&P MID CAP ETF - ETF$75K
first bought this quarter
$MSMORGAN STANLEY$30K
first bought this quarter
$IPINTERNATIONAL PAPER CO /NEW/$19K
first bought this quarter

+46 more in the Excel export

Added to (223)

VANGUARD GROWTH ETF - ETF+583%
now $2.2M
$KLACKLA CORP+902%
now $1.8M · held 10+ qtrs
VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF+2%
now $27.0M
$SPYSPDR S&P 500 ETF TRUST+6%
now $6.3M · held 10+ qtrs, 2 adds in a row
VANGUARD SHORT TERM TREASURY ETF - ETF+1%
now $29.4M
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF+1%
now $21.6M

+217 more in the Excel export

Trimmed (52)

$ORCLORACLE CORP-27%
now $6.8M · held 10+ qtrs
$NVDANVIDIA CORP-3%
now $37.4M · held 10+ qtrs, 3 trims in a row
ISHARES 0-1 YEAR TREASURY BOND ETF - ETF-7%
now $11.0M
$HONHONEYWELL INTERNATIONAL INC-50%
now $806K · held 10+ qtrs, 3 trims in a row
$GOOGAlphabet Inc.-3%
now $20.8M · held 10+ qtrs, 3 trims in a row
$MRVLMarvell Technology, Inc.-6%
now $9.4M · held 10+ qtrs, 5 trims in a row

+46 more in the Excel export

Sold out (14)

VANGUARD MEGA CAP INDEX ETFwas $34K
THRIVENT CORE PLUS BOND ETFwas $27K
AVANTIS EMERGING MARKETS EQUITY ETFwas $26K
NYLI WINSLOW LARGE CAP GROWTH ETFwas $16K
ISHARES CORE MSCI PAC ETFwas $15K
THRIVENT SMALL MID CAP EQUITY ETFwas $14K

+8 more in the Excel export

Firm AUM (Form ADV): $580.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Winch Advisory Services, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Winch Advisory Services's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-1.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

58%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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.

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AI-Powered Hedge Fund Analysis: Winch Advisory Services, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Winch Advisory Services, LLC (SEC CIK: 1585822), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Winch Advisory Services, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.