§ 13F · FUND PROFILE
Winch Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $409.6T (13F)Positions · 510Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$336.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 597K | $49.2T | 10.9% | +2% |
| 2 | NVDA | NVIDIA CORP | 194K | $36.2T | 8.0% | −7% |
| 3 | AAPL | APPLE INC | 109K | $29.6T | 6.5% | −3% |
| 4 | VGSH | VANGUARD SHORT TERM TREASURY ETF | 499K | $29.3T | 6.5% | +3% |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 318K | $26.7T | 5.9% | +3% |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 246K | $22.5T | 5.0% | +3% |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 772K | $21.3T | 4.7% | +3% |
| 8 | GOOG | ALPHABET INC CL C | 62K | $19.6T | 4.3% | −3% |
| 9 | MSFT | MICROSOFT CORP | 40K | $19.3T | 4.3% | −2% |
| 10 | AMZN | AMAZON.COM INC | 81K | $18.7T | 4.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINCH SIGNAL
AC read
Winch Advisory Services, LLC is a Other fund managing $409551.8 trillion in assets. The fund runs a broad portfolio of 510 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed