Q2 2026 13F · SEC CIK 1585822

Winch Advisory Services, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $481.4M
Reported positions: 554
Top holdings a year, 3 yrs: +15.9%
Assets under management: $580.2M

Winch Advisory Services, LLC is a wealth manager that reported 554 positions worth $481.4M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPTM, 11.3%), Nvidia Corporation (NVDA, 7.8%), Apple Inc (AAPL, 6.3%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 20.4% for the S&P 500.

Winch Advisory Services, LLC holdings largest 50 of 554 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Winch Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPTMSpdr Series Trust	11.3%	10.8%	597,158	+0.2%	$54.2M
NVDANvidia Corporation	7.8%	7.6%	186,886	-2.6%	$37.4M
AAPLApple Inc	6.3%	6.2%	105,446	-1.7%	$30.5M
VGSHVanguard Scottsdale Fds	6.1%	6.7%	505,330	+1.1%	$29.4M
VCITVanguard Scottsdale Fds	5.6%	6.1%	326,324	+1.8%	$27.0M
BILSpdr Series Trust	4.7%	5.1%	244,398	-0.2%	$22.4M
CGMSCapital Grp Fixed Incm ETF T	4.5%	4.8%	791,200	+1.4%	$21.6M
GOOGAlphabet Inc	4.3%	4.0%	58,809	-3.1%	$20.8M
AMZNAmazon Com Inc	3.9%	3.9%	79,330	-2.2%	$18.9M
MSFTMicrosoft Corp	3.2%	3.4%	40,976	+1.8%	$15.3M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.7%	24,731	-0.3%	$12.4M
GBILGoldman Sachs ETF Tr	2.5%	2.7%	118,391	-0.9%	$11.9M
SHVIshares Tr	2.3%	2.7%	99,681	-6.9%	$11.0M
MRVLMarvell Technology Inc	1.9%	0.8%	31,432	-6.3%	$9.4M
QQQInvesco Qqq Tr	1.7%	1.4%	10,800	+1.4%	$8.0M
JPMJpmorgan Chase & Co	1.6%	1.6%	23,603	-1.4%	$7.7M
ORCLOracle Corp	1.4%	1.1%	17,937	-26.8%	$6.8M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.2%	8,405	+5.7%	$6.3M
VVisa Inc	1.3%	1.3%	18,147	-0.1%	$6.2M
AAAUGoldman Sachs Physical Gold	1.2%	1.5%	145,113	+0.5%	$5.7M
CCitigroup Inc	1.0%	0.9%	34,938	-3.4%	$4.9M
SYKStryker Corporation	0.9%	1.1%	14,306	-0.1%	$4.5M
METAMeta Platforms Inc	0.9%	1.0%	7,386	-0.4%	$4.2M
NFLXNetflix Inc.	0.8%	1.2%	54,556	+0.9%	$3.9M
SPEMSpdr Index Shs Fds	0.8%	0.8%	74,710	+1.7%	$3.9M
MUMicron Technology Inc	0.7%	—	2,980	—	$3.4M
SHYIshares Tr	0.7%	0.8%	41,695	+0.6%	$3.4M
COSTCostco Wholesale Corporation	0.7%	0.8%	3,582	-0.5%	$3.4M
AMDAdvanced Micro Devices Inc	0.6%	—	5,342	—	$3.1M
VTIVanguard Index Fds	0.6%	0.6%	8,242	+6.7%	$3.1M
SPIBSpdr Series Trust	0.5%	0.6%	77,324	+4.4%	$2.6M
KOCoca Cola Co	0.5%	0.5%	29,773	-0.2%	$2.4M
ASMLAsml Hldg NV	0.5%	0.3%	1,137	+2.6%	$2.3M
SPABSpdr Series Trust	0.5%	0.5%	87,921	+8.9%	$2.2M
RTXRtx Corporation	0.5%	0.5%	11,758	+0.5%	$2.2M
VUGVanguard Index Fds	0.5%	0.4%	25,500	+583.1%	$2.2M
CRMSalesforce Inc	0.4%	0.5%	12,969	+4.0%	$2.0M
SMHVaneck ETF Trust	0.4%	0.3%	3,035	+2.8%	$2.0M
TSLATesla Inc	0.4%	0.4%	4,651	-0.4%	$2.0M
VZVerizon Communications Inc	0.4%	0.5%	44,217	+3.8%	$1.9M
EBAYEbay Inc.	0.4%	0.4%	16,511	-6.6%	$1.8M
TXNTexas Instrs Inc	0.4%	0.3%	6,077	-1.6%	$1.8M
KLACKla Corp	0.4%	—	5,930	—	$1.8M
MAMastercard Incorporated	0.3%	0.4%	3,129	+0.3%	$1.6M
DISDisney Walt Co	0.3%	0.4%	16,057	-5.7%	$1.5M
WMTWalmart Inc	0.3%	0.4%	13,364	-1.6%	$1.5M
GOOGLAlphabet Inc	0.3%	0.3%	4,007	-3.3%	$1.4M
LRCXLam Research Corp	0.3%	—	2,983	—	$1.3M
PGProcter & Gamble Co	0.2%	0.3%	7,919	-0.3%	$1.2M
CVXChevron Corporation	0.2%	0.3%	6,985	+0.5%	$1.2M

What Winch Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+583.1% shares
SPAB Spdr Series Trust+8.9% shares
VTI Vanguard Index Fds+6.7% shares
SPY State Str Spdr S&p 500 ETF T+5.7% shares

Reduced

ORCL Oracle Corp-26.8% shares
SHV Ishares Tr-6.9% shares
EBAY Ebay Inc.-6.6% shares
MRVL Marvell Technology Inc-6.3% shares
DIS Disney Walt Co-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.5% /yr; S&P 500 +20.1%
3 years: +15.9% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$481.4M	554
Q1 2026	$438.1M	516
Q4 2025	$452.1M	506
Q3 2025	$444.4M	506
Q2 2025	$409.6M	498
Q1 2025	$378.2M	494
Q4 2024	$384.5M	544
Q3 2024	$361.6M	459
Q2 2024	$349.7M	452
Q1 2024	$327.4M	445
Q4 2023	$301.5M	441
Q3 2023	$272.6M	414

Questions about Winch Advisory Services, LLC's portfolio

What stocks does Winch Advisory Services, LLC own?

Winch Advisory Services, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 554 positions worth $481.4M. The largest are Spdr Series Trust (SPTM) at 11.3%, Nvidia Corporation (NVDA) at 7.8%, Apple Inc (AAPL) at 6.3%, Vanguard Scottsdale Fds (VGSH) at 6.1% and Vanguard Scottsdale Fds (VCIT) at 5.6%.

What did Winch Advisory Services, LLC buy last quarter?

In Q2 2026, Winch Advisory Services, LLC added Vanguard Index Fds (VUG) (+583.1% shares), Spdr Series Trust (SPAB) (+8.9% shares) and Vanguard Index Fds (VTI) (+6.7% shares), compared with its Q1 2026 filing.

What did Winch Advisory Services, LLC sell last quarter?

In Q2 2026, Winch Advisory Services, LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Northrop Grumman Corp (NOC), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Exxon Mobil Corp (XOM), Oracle Corp (ORCL) (-26.8% shares), Ishares Tr (SHV) (-6.9% shares) and Ebay Inc. (EBAY) (-6.6% shares), compared with its Q1 2026 filing.

How has Winch Advisory Services, LLC's portfolio performed?

A portfolio copying Winch Advisory Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.5% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Winch Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Winch Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Winch Advisory Services, LLC manage?

Winch Advisory Services, LLC reported $580.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $481.4M.