Winch Advisory Services, LLC

DOSSIER · 13F-HR · Q1 2026

Winch Advisory Services, LLC

$438M in tracked AUM across 531 positions as of Q1 2026.

WA

CIK 0001585822 · last filed Mar 31, 2026

Total AUM

$438M

as of Q1 2026

Holdings

531

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Winch Advisory Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPTM

STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF

$47M596K10.8%02

NVDA

NVIDIA CORP

$33M192K7.6%03

VGSH

VANGUARD SHORT TERM TREASURY ETF

$29M500K6.7%04

AAPL

APPLE INC

$27M107K6.2%05

VCIT

VANGUARD INTERMEDIATE TERM CORP BOND ETF

$27M321K6.1%06

BIL

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF

$22M245K5.1%07

CGMS

CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF