Winch Advisory Services, LLC
Winch Advisory Services, LLC is an Investment Adviser institutional filer with the SEC under CIK 1585822, reporting 566 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: WI
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-06
Top 10 portfolio positions
The largest reported holdings in Winch Advisory Services, LLC's most recent 13F filing, ranked by reported market value.
- STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM)
- NVIDIA CORP (NVDA)
- APPLE INC (AAPL)
- VANGUARD SHORT TERM TREASURY ETF (VGSH)
- VANGUARD INTERMEDIATE TERM CORP BOND ETF (VCIT)
- STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF (BIL)
- CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF (CGMS)
- ALPHABET INC CL C (GOOG)
- AMAZON.COM INC (AMZN)
- MICROSOFT CORP (MSFT)
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