§ 13F · FUND PROFILE
Winch Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $444M (13F)Positions · 519Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$195K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 596K | $47M | 10.8% | ±0% |
| 2 | NVDA | NVIDIA CORP | 192K | $33M | 7.6% | −1% |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY ETF | 500K | $29M | 6.7% | ±0% |
| 4 | AAPL | APPLE INC | 107K | $27M | 6.2% | −1% |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 321K | $27M | 6.1% | +1% |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 245K | $22M | 5.1% | −1% |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 780K | $21M | 4.8% | +1% |
| 8 | GOOG | ALPHABET INC CL C | 61K | $17M | 4.0% | −3% |
| 9 | AMZN | AMAZON.COM INC | 81K | $17M | 3.9% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 40K | $15M | 3.4% | +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 $444 million in assets. The fund runs a broad portfolio of 519 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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