Winch Advisory Services, LLC

DOSSIER · 13F-HR · Q2 2026

Winch Advisory Services, LLC

$481M in tracked AUM across 568 positions as of Q2 2026.

WA

CIK 0001585822 · last filed Jun 30, 2026

Total AUM

$481M

as of Q2 2026

Holdings

568

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Winch Advisory Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPTM

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

$54M597K11.3%02

NVDA

NVIDIA CORP

$37M187K7.8%03

AAPL

APPLE INC

$31M105K6.3%04

VGSH

VANGUARD SHORT TERM TREASURY ETF

$29M505K6.1%05

VCIT

VANGUARD INTERMEDIATE TERM CORP BOND ETF

$27M326K5.6%06

BIL

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

$22M244K4.7%07

CGMS

CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF