Winch Advisory Services, LLC
CIK 0001585822 · APPLETON, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$481.4M
2026 Q2
Positions
567
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPTM
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF
11.3%
NVDA
NVIDIA CORP
7.8%
AAPL
APPLE INC
6.3%
VGSH
VANGUARD SHORT TERM TREASURY ETF
6.1%
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
5.6%
BIL
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF
4.7%
CGMS
CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF
4.5%
GOOG
ALPHABET INC CL C
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.