Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Winch Advisory Services, LLC (CIK 1585822) reported $438.1M across 515 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($47.1M, 10.75%), NVDA ($33.5M, 7.64%), VGSH ($29.2M, 6.68%), AAPL ($27.2M, 6.22%), VCIT ($26.5M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $47.1M | 10.75% | 595,816 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $33.5M | 7.64% | 191,834 | Trimmed |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $29.2M | 6.68% | 499,633 | Added |
| 4 | AAPL | APPLE INC | $27.2M | 6.22% | 107,320 | Trimmed |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $26.5M | 6.06% | 320,635 | Added |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $22.4M | 5.12% | 244,901 | Trimmed |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $21.2M | 4.85% | 779,954 | Added |
| 8 | GOOG | ALPHABET INC CL C | $17.4M | 3.97% | 60,666 | Trimmed |
| 9 | AMZN | AMAZON.COM INC | $16.9M | 3.86% | 81,087 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $14.9M | 3.40% | 40,254 | Added |
| 11 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $12.0M | 2.73% | 119,526 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $11.9M | 2.71% | 24,815 | Trimmed |
| 13 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $11.8M | 2.70% | 107,026 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $7.0M | 1.61% | 23,946 | Trimmed |
| 15 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $6.7M | 1.52% | 144,462 | Trimmed |
| 16 | QQQ | INVESCO QQQ ETF | $6.1M | 1.40% | 10,654 | Added |
| 17 | V | VISA INC CL A | $5.5M | 1.25% | 18,171 | Trimmed |
| 18 | NFLX | NETFLIX INC | $5.2M | 1.19% | 54,095 | Added |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $5.2M | 1.18% | 7,951 | Added |
| 20 | ORCL | ONTO INNOVATION INC | $5.0M | 1.15% | 24,502 | Hold |
| 21 | SYK | STRYKER CORP | $4.7M | 1.07% | 14,323 | Trimmed |
| 22 | META | META PLATFORMS INC CL A | $4.2M | 0.97% | 7,417 | Added |
| 23 | C | CITIGROUP INC | $4.1M | 0.94% | 36,155 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORP | $3.6M | 0.82% | 3,600 | Added |
| 25 | SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | $3.4M | 0.79% | 73,446 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31