Winch Advisory Services, LLC

Est. AUM

$438.0M

13F long equity, this entity only

Positions

531

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF	ETF	$47.1M	595816	10.75%	SOLE
2	NVIDIA CORP	COM	$33.5M	191834	7.64%	SOLE
3	VANGUARD SHORT TERM TREASURY ETF	ETF	$29.2M	499633	6.68%	SOLE
4	APPLE INC	COM	$27.2M	107320	6.22%	SOLE
5	VANGUARD INTERMEDIATE TERM CORP BOND ETF	ETF	$26.5M	320635	6.06%	SOLE
6	STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF	ETF	$22.4M	244901	5.12%	SOLE
7	CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF	ETF	$21.2M	779954	4.85%	SOLE
8	ALPHABET INC CL C	COM	$17.4M	60666	3.97%	SOLE
9	AMAZON.COM INC	COM	$16.9M	81087	3.86%	SOLE
10	MICROSOFT CORP	COM	$14.9M	40254	3.40%	SOLE
11	GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF	ETF	$12.0M	119526	2.73%	SOLE
12	BERKSHIRE HATHAWAY INC CL B	COM	$11.9M	24815	2.71%	SOLE
13	ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$11.8M	107026	2.70%	SOLE
14	JPMORGAN CHASE & CO	COM	$7.0M	23946	1.61%	SOLE
15	GOLDMAN SACHS PHYSICAL GOLD ETF	ETF	$6.7M	144462	1.52%	SOLE
16	INVESCO QQQ ETF	ETF	$6.1M	10654	1.40%	SOLE
17	VISA INC CL A	COM	$5.5M	18171	1.25%	SOLE
18	NETFLIX INC	COM	$5.2M	54095	1.19%	SOLE
19	STATE STREET SPDR S&P 500 ETF	ETF	$5.2M	7951	1.18%	SOLE
20	ONTO INNOVATION INC	COM	$5.0M	24502	1.15%	SOLE
21	STRYKER CORP	COM	$4.7M	14323	1.07%	SOLE
22	META PLATFORMS INC CL A	COM	$4.2M	7417	0.97%	SOLE
23	CITIGROUP INC	COM	$4.1M	36155	0.94%	SOLE
24	COSTCO WHOLESALE CORP	COM	$3.6M	3600	0.82%	SOLE
25	STATE STREET SPDR S&P EMERGING MARKETS ETF	ETF	$3.4M	73446	0.79%	SOLE
26	ISHARES 1-3 YR TREASURY BOND ETF	ETF	$3.4M	41453	0.78%	SOLE
27	MARVELL TECHNOLOGY INC	COM	$3.3M	33561	0.76%	SOLE
28	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF	ETF	$2.5M	74093	0.57%	SOLE
29	VANGUARD TOTAL STOCK MARKET ETF	ETF	$2.5M	7724	0.57%	SOLE
30	SALESFORCE INC	COM	$2.3M	12474	0.53%	SOLE
31	COCA-COLA COMPANY	COM	$2.3M	29832	0.52%	SOLE
32	RTX CORP	COM	$2.3M	11701	0.52%	SOLE
33	VERIZON COMMUNICATIONS INC	COM	$2.1M	42611	0.49%	SOLE
34	STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$2.1M	80717	0.47%	SOLE
35	TESLA INC	COM	$1.7M	4669	0.40%	SOLE
36	WALMART INC	COM	$1.7M	13578	0.39%	SOLE
37	WALT DISNEY CO	COM	$1.6M	17027	0.37%	SOLE
38	HONEYWELL INTL INC	COM	$1.6M	7219	0.37%	SOLE
39	VANGUARD GROWTH ETF	ETF	$1.6M	3733	0.37%	SOLE
40	EBAY INC	COM	$1.6M	17679	0.37%	SOLE
41	MASTERCARD INC CL A	COM	$1.6M	3120	0.36%	SOLE
42	NORTHROP GRUMMAN CORP	COM	$1.5M	2191	0.34%	SOLE
43	ASML HOLDING NV	COM	$1.5M	1108	0.33%	SOLE
44	CHEVRON CORP	COM	$1.4M	6949	0.33%	SOLE
45	TEXAS INSTRUMENTS INC	COM	$1.2M	6176	0.27%	SOLE
46	ADOBE INC	COM	$1.2M	4928	0.27%	SOLE
47	ALPHABET INC CL A	COM	$1.2M	4143	0.27%	SOLE
48	PROCTER & GAMBLE CO	COM	$1.1M	7940	0.26%	SOLE
49	VANECK SEMICONDUCTOR ETF	ETF	$1.1M	2951	0.26%	SOLE
50	EXXON MOBIL CORP	COM	$1.1M	6606	0.26%	SOLE

1–50 of 530

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.