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 $481.4M across 559 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPTM ($54.2M, 11.26%), NVDA ($37.4M, 7.77%), AAPL ($30.5M, 6.34%), VGSH ($29.4M, 6.11%), VCIT ($27.0M, 5.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $54.2M | 11.26% | 597,158 | Added |
| 2 | NVDA | NVIDIA CORP | $37.4M | 7.77% | 186,886 | Trimmed |
| 3 | AAPL | APPLE INC | $30.5M | 6.34% | 105,446 | Trimmed |
| 4 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $29.4M | 6.11% | 505,330 | Added |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $27.0M | 5.60% | 326,324 | Added |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $22.4M | 4.65% | 244,398 | Trimmed |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $21.6M | 4.49% | 791,200 | Added |
| 8 | GOOG | ALPHABET INC CL C | $20.8M | 4.32% | 58,809 | Trimmed |
| 9 | AMZN | AMAZON.COM INC | $18.9M | 3.93% | 79,330 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $15.3M | 3.18% | 40,976 | Added |
| 11 | BRKB | BERKSHIRE HATHAWAY INC CL B | $12.4M | 2.57% | 24,731 | Trimmed |
| 12 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $11.9M | 2.46% | 118,391 | Trimmed |
| 13 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | $11.0M | 2.28% | 99,681 | Trimmed |
| 14 | MRVL | MARVELL TECHNOLOGY INC | $9.4M | 1.94% | 31,432 | Trimmed |
| 15 | QQQ | INVESCO QQQ ETF | $8.0M | 1.65% | 10,800 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $7.7M | 1.60% | 23,603 | Trimmed |
| 17 | ORCL | ONTO INNOVATION INC | $6.8M | 1.41% | 17,937 | Trimmed |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF | $6.3M | 1.30% | 8,405 | Added |
| 19 | V | VISA INC CL A | $6.2M | 1.29% | 18,147 | Trimmed |
| 20 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $5.7M | 1.19% | 145,113 | Added |
| 21 | C | CITIGROUP INC | $4.9M | 1.02% | 34,938 | Trimmed |
| 22 | SYK | STRYKER CORP | $4.5M | 0.94% | 14,306 | Trimmed |
| 23 | META | META PLATFORMS INC CL A | $4.2M | 0.86% | 7,386 | Trimmed |
| 24 | NFLX | NETFLIX INC | $3.9M | 0.81% | 54,556 | Added |
| 25 | SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | $3.9M | 0.80% | 74,710 | Added |
Source: SEC Form 13F filings · as of 2026-06-30