Winch Advisory Services, LLC
Winch Advisory Services, LLC reported 567 positions worth $481.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPTM (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $54.2M | 11.26% | 597,158 | — | — | |
| ▸ 2 | NVDA | SH | $37.4M | 7.77% | 186,886 | — | — | |
| ▸ 3 | AAPL | SH | $30.5M | 6.34% | 105,446 | — | — | |
| ▸ 4 | VGSH | SH | $29.4M | 6.11% | 505,330 | — | — | |
| ▸ 5 | VCIT | SH | $27.0M | 5.60% | 326,324 | — | — | |
| ▸ 6 | BIL | SH | $22.4M | 4.65% | 244,398 | — | — | |
| ▸ 7 | CGMS | SH | $21.6M | 4.49% | 791,200 | — | — | |
| ▸ 8 | GOOG | SH | $20.8M | 4.32% | 58,809 | — | — | |
| ▸ 9 | AMZN | SH | $18.9M | 3.93% | 79,330 | — | — | |
| ▸ 10 | MSFT | SH | $15.3M | 3.18% | 40,976 | — | — |
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Frequently Asked Questions
What stocks does Winch Advisory Services, LLC hold as of Q2 2026?
Winch Advisory Services, LLC reported 567 positions worth $481.4M in its Q2 2026 13F filing. Largest positions: SPTM (11.3%), NVDA (7.8%), AAPL (6.3%), VGSH (6.1%) and VCIT (5.6%).
What did Winch Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Winch Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.