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Winch Advisory Services, LLC — 13F Holdings & Portfolio

CIK 1585822 · latest 13F-HR filed 2026-04-30

Backtest portfolio

Winch Advisory Services, LLC manages $438.1M in 13F-reported U.S. long-equity assets across 531 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPTM (10.75%), NVDA (7.64%), VGSH (6.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 22 new positions, exited 11, added to 178, and trimmed 171.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$438.1M

Long-equity book

Holdings

531

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+22 / −11 / ↑178 / ↓171

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ONTO INNOVATION INC$1.2M +29.9%
  • COSTCO WHOLESALE CORP$521.0K +17.0%
  • VANGUARD GROWTH ETF$457.8K +39.0%
  • VERIZON COMMUNICATIONS INC$424.9K +24.8%
  • GOLDMAN SACHS PHYSICAL GOLD ETF$380.5K +6.0%
Show all 178 →

Top Trims

  • MICROSOFT CORP-$4.4M -22.7%
  • NVIDIA CORP-$2.7M -7.5%
  • APPLE INC-$2.3M -7.9%
  • ALPHABET INC CL C-$2.2M -11.1%
  • AMAZON.COM INC-$1.8M -9.9%
Show all 171 →

New Positions

  • VANGUARD MEGA CAP INDEX ETF$34.1K
  • THRIVENT CORE PLUS BOND ETF$27.4K
  • AVANTIS EMERGING MARKETS EQUITY ETF$25.6K
  • NYLI WINSLOW LARGE CAP GROWTH ETF$15.9K
  • ISHARES CORE MSCI PAC ETF$14.5K
Show all 22 →

Exited Positions

  • JACOBS SOLUTIONS INC$45.7K
  • EXACT SCIENCES CORP$17.2K
  • UBS GROUP AG$10.8K
  • CYBER ARK SOFTWARE LTD$10.7K
  • AMENTUM HOLDINGS INC$10.6K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $47.1M 10.75% 595,816 SH
2 NVIDIA CORP NVDA 67066G104 $33.5M 7.64% 191,834 SH
3 VANGUARD SHORT TERM TREASURY ETF VGSH 92206C102 $29.2M 6.68% 499,633 SH
4 APPLE INC AAPL 037833100 $27.2M 6.22% 107,320 SH
5 VANGUARD INTERMEDIATE TERM CORP BOND ETF VCIT 92206C870 $26.5M 6.06% 320,635 SH
6 STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF BIL 78468R663 $22.4M 5.12% 244,901 SH
7 CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF CGMS 14020Y300 $21.2M 4.85% 779,954 SH
8 ALPHABET INC CL C GOOG 02079K107 $17.4M 3.97% 60,666 SH
9 AMAZON.COM INC AMZN 023135106 $16.9M 3.86% 81,087 SH
10 MICROSOFT CORP MSFT 594918104 $14.9M 3.40% 40,254 SH
11 GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF GBIL 381430529 $12.0M 2.73% 119,526 SH
12 BERKSHIRE HATHAWAY INC CL B BRK.B 084670702 $11.9M 2.71% 24,815 SH
13 ISHARES 0-1 YEAR TREASURY BOND ETF SHV 464288679 $11.8M 2.70% 107,026 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $7.0M 1.61% 23,946 SH
15 GOLDMAN SACHS PHYSICAL GOLD ETF AAAU 38150K103 $6.7M 1.52% 144,462 SH
16 INVESCO QQQ ETF QQQ 46090E103 $6.1M 1.40% 10,654 SH
17 VISA INC CL A V 92826C839 $5.5M 1.25% 18,171 SH
18 NETFLIX INC NFLX 64110L106 $5.2M 1.19% 54,095 SH
19 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $5.2M 1.18% 7,951 SH
20 ONTO INNOVATION INC ORCL 68389X105 $5.0M 1.15% 24,502 SH
21 STRYKER CORP SYK 863667101 $4.7M 1.07% 14,323 SH
22 META PLATFORMS INC CL A META 30303M102 $4.2M 0.97% 7,417 SH
23 CITIGROUP INC C 172967424 $4.1M 0.94% 36,155 SH
24 COSTCO WHOLESALE CORP COST 22160K105 $3.6M 0.82% 3,600 SH
25 STATE STREET SPDR S&P EMERGING MARKETS ETF SPEM 78463X509 $3.4M 0.79% 73,446 SH
26 ISHARES 1-3 YR TREASURY BOND ETF SHY 464287457 $3.4M 0.78% 41,453 SH
27 MARVELL TECHNOLOGY INC MRVL 573874104 $3.3M 0.76% 33,561 SH
28 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF SPIB 78464A375 $2.5M 0.57% 74,093 SH
29 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $2.5M 0.57% 7,724 SH
30 SALESFORCE INC CRM 79466L302 $2.3M 0.53% 12,474 SH
31 COCA-COLA COMPANY KO 191216100 $2.3M 0.52% 29,832 SH
32 RTX CORP RTX 75513E101 $2.3M 0.52% 11,701 SH
33 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.1M 0.49% 42,611 SH
34 STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF SPAB 78464A649 $2.1M 0.47% 80,717 SH
35 TESLA INC TSLA 88160R101 $1.7M 0.40% 4,669 SH
36 WALMART INC WMT 931142103 $1.7M 0.39% 13,578 SH
37 WALT DISNEY CO DIS 254687106 $1.6M 0.37% 17,027 SH
38 HONEYWELL INTL INC HON 438516106 $1.6M 0.37% 7,219 SH
39 VANGUARD GROWTH ETF VUG 922908736 $1.6M 0.37% 3,733 SH
40 EBAY INC EBAY 278642103 $1.6M 0.37% 17,679 SH
41 MASTERCARD INC CL A MA 57636Q104 $1.6M 0.36% 3,120 SH
42 NORTHROP GRUMMAN CORP NOC 666807102 $1.5M 0.34% 2,191 SH
43 ASML HOLDING NV ASML N07059210 $1.5M 0.33% 1,108 SH
44 CHEVRON CORP CVX 166764100 $1.4M 0.33% 6,949 SH
45 TEXAS INSTRUMENTS INC TXN 882508104 $1.2M 0.27% 6,176 SH
46 ADOBE INC ADBE 00724F101 $1.2M 0.27% 4,928 SH
47 ALPHABET INC CL A GOOGL 02079K305 $1.2M 0.27% 4,143 SH
48 PROCTER & GAMBLE CO PG 742718109 $1.1M 0.26% 7,940 SH
49 VANECK SEMICONDUCTOR ETF SMH 92189F676 $1.1M 0.26% 2,951 SH
50 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.26% 6,606 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $438.1M 531 0001580642-26-002800
2025-12-31 2026-02-03 $452.1M 520 0001580642-26-000668