§ 13F · FUND PROFILE
Winch Advisory Services, LLC.
AUM · $481M (13F)Positions · 568Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 597K | $54M | 11.3% | ±0% |
| 2 | NVDA | NVIDIA CORP | 187K | $37M | 7.8% | −3% |
| 3 | AAPL | APPLE INC | 105K | $31M | 6.3% | −2% |
| 4 | VGSH | VANGUARD SHORT TERM TREASURY ETF | 505K | $29M | 6.1% | +1% |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 326K | $27M | 5.6% | +2% |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 244K | $22M | 4.7% | ±0% |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 791K | $22M | 4.5% | +1% |
| 8 | GOOG | ALPHABET INC CL C | 59K | $21M | 4.3% | −3% |
| 9 | AMZN | AMAZON.COM INC | 79K | $19M | 3.9% | −2% |
| 10 | MSFT | MICROSOFT CORP | 41K | $15M | 3.2% | +2% |
§ 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 $481 million in assets. The fund runs a broad portfolio of 568 positions.
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