Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Street SPDR Port S&P 1500 Composite Stock Market ETFETF | ETF | $54.2M | 11.3% |
| Nvidia Corp.COM | COM | $37.4M | 7.8% |
| Apple Inc.COM | COM | $30.5M | 6.3% |
| Vanguard Short Term Treasury ETFETF | ETF | $29.4M | 6.1% |
| Vanguard Intermediate Term Corp. Bond ETFETF | ETF | $27M | 5.6% |
| State Street SPDR Bloomberg 1-3 Mth T-bill ETFETF | ETF | $22.4M | 4.7% |
| Capital Group Fixed Income U S Multi Sector Income ETFETF | ETF | $21.6M | 4.5% |
| Alphabet Inc. CL CCOM | COM | $20.8M | 4.3% |
| Amazon.com Inc.COM | COM | $18.9M | 3.9% |
| Microsoft Corp.COM | COM | $15.3M | 3.2% |
| Berkshire Hathaway Inc. CL BCOM | COM | $12.4M | 2.6% |
| Goldman Sachs Access Treasury 0-1yr ETFETF | ETF | $11.9M | 2.5% |
| iShares 0-1 Year Treasury Bond ETFETF | ETF | $11M | 2.3% |
| Marvell Technology Inc.COM | COM | $9.36M | 1.9% |
| Invesco Qqq ETFETF | ETF | $7.95M | 1.7% |
| JPMORGAN Chase & COCOM | COM | $7.73M | 1.6% |
| Onto Innovation Inc.COM | COM | $6.79M | 1.4% |
| State Street SPDR S&P 500 ETFETF | ETF | $6.28M | 1.3% |
| Visa Inc. CL ACOM | COM | $6.23M | 1.3% |
| Goldman Sachs Physical Gold ETFETF | ETF | $5.74M | 1.2% |
| Citigroup Inc.COM | COM | $4.89M | 1.0% |
| Stryker Corp.COM | COM | $4.5M | 0.9% |
| Meta Platforms Inc. CL ACOM | COM | $4.16M | 0.9% |
| Netflix Inc.COM | COM | $3.9M | 0.8% |
| State Street SPDR S&P Emerging Markets ETFETF | ETF | $3.87M | 0.8% |
| Micron Technology Inc.COM | COM | $3.44M | 0.7% |
| iShares 1-3 YR Treasury Bond ETFETF | ETF | $3.42M | 0.7% |
| Costco Wholesale Corp.COM | COM | $3.35M | 0.7% |
| Advanced Micro Devices Inc.COM | COM | $3.1M | 0.6% |
| Vanguard Total Stock Market ETFETF | ETF | $3.05M | 0.6% |
| State Street SPDR Portfolio Intermediate Term Corp. Bond ETFETF | ETF | $2.59M | 0.5% |
| Coca-cola CompanyCOM | COM | $2.42M | 0.5% |
| ASML Holding NV NY Registry Shs New 2012COM | COM | $2.26M | 0.5% |
| State Street SPDR Portfolio Aggregate Bond ETFETF | ETF | $2.24M | 0.5% |
| Rtx Corp.COM | COM | $2.23M | 0.5% |
| Vanguard Growth ETFETF | ETF | $2.2M | 0.5% |
| Salesforce Inc.COM | COM | $2.03M | 0.4% |
| Vaneck Semiconductor ETFETF | ETF | $1.99M | 0.4% |
| Tesla Inc.COM | COM | $1.96M | 0.4% |
| Verizon Communications Inc.COM | COM | $1.87M | 0.4% |
| Ebay Inc.COM | COM | $1.85M | 0.4% |
| Texas Instruments Inc.COM | COM | $1.81M | 0.4% |
| KLA Corp.COM | COM | $1.79M | 0.4% |
| Mastercard Inc. CL ACOM | COM | $1.61M | 0.3% |
| Walt Disney COCOM | COM | $1.55M | 0.3% |
| Walmart Inc.COM | COM | $1.51M | 0.3% |
| Alphabet Inc. CL ACOM | COM | $1.43M | 0.3% |
| Lam Research Corp.COM | COM | $1.29M | 0.3% |
| Procter & Gamble COCOM | COM | $1.16M | 0.2% |
| Chevron Corp.COM | COM | $1.16M | 0.2% |
State Street SPDR Port S&P 1500 Composite Stock Market ETFETF$54.2M
- Class
- ETF
- Share
- 11.3%
Nvidia Corp.COM$37.4M
- Class
- COM
- Share
- 7.8%
Apple Inc.COM$30.5M
- Class
- COM
- Share
- 6.3%
Vanguard Short Term Treasury ETFETF$29.4M
- Class
- ETF
- Share
- 6.1%
Vanguard Intermediate Term Corp. Bond ETFETF$27M
- Class
- ETF
- Share
- 5.6%
State Street SPDR Bloomberg 1-3 Mth T-bill ETFETF$22.4M
- Class
- ETF
- Share
- 4.7%
Capital Group Fixed Income U S Multi Sector Income ETFETF$21.6M
- Class
- ETF
- Share
- 4.5%
Alphabet Inc. CL CCOM$20.8M
- Class
- COM
- Share
- 4.3%
Amazon.com Inc.COM$18.9M
- Class
- COM
- Share
- 3.9%
Microsoft Corp.COM$15.3M
- Class
- COM
- Share
- 3.2%
Berkshire Hathaway Inc. CL BCOM$12.4M
- Class
- COM
- Share
- 2.6%
Goldman Sachs Access Treasury 0-1yr ETFETF$11.9M
- Class
- ETF
- Share
- 2.5%
iShares 0-1 Year Treasury Bond ETFETF$11M
- Class
- ETF
- Share
- 2.3%
Marvell Technology Inc.COM$9.36M
- Class
- COM
- Share
- 1.9%
Invesco Qqq ETFETF$7.95M
- Class
- ETF
- Share
- 1.7%
JPMORGAN Chase & COCOM$7.73M
- Class
- COM
- Share
- 1.6%
Onto Innovation Inc.COM$6.79M
- Class
- COM
- Share
- 1.4%
State Street SPDR S&P 500 ETFETF$6.28M
- Class
- ETF
- Share
- 1.3%
Visa Inc. CL ACOM$6.23M
- Class
- COM
- Share
- 1.3%
Goldman Sachs Physical Gold ETFETF$5.74M
- Class
- ETF
- Share
- 1.2%
Citigroup Inc.COM$4.89M
- Class
- COM
- Share
- 1.0%
Stryker Corp.COM$4.5M
- Class
- COM
- Share
- 0.9%
Meta Platforms Inc. CL ACOM$4.16M
- Class
- COM
- Share
- 0.9%
Netflix Inc.COM$3.9M
- Class
- COM
- Share
- 0.8%
State Street SPDR S&P Emerging Markets ETFETF$3.87M
- Class
- ETF
- Share
- 0.8%
Micron Technology Inc.COM$3.44M
- Class
- COM
- Share
- 0.7%
iShares 1-3 YR Treasury Bond ETFETF$3.42M
- Class
- ETF
- Share
- 0.7%
Costco Wholesale Corp.COM$3.35M
- Class
- COM
- Share
- 0.7%
Advanced Micro Devices Inc.COM$3.1M
- Class
- COM
- Share
- 0.6%
Vanguard Total Stock Market ETFETF$3.05M
- Class
- ETF
- Share
- 0.6%
State Street SPDR Portfolio Intermediate Term Corp. Bond ETFETF$2.59M
- Class
- ETF
- Share
- 0.5%
Coca-cola CompanyCOM$2.42M
- Class
- COM
- Share
- 0.5%
ASML Holding NV NY Registry Shs New 2012COM$2.26M
- Class
- COM
- Share
- 0.5%
State Street SPDR Portfolio Aggregate Bond ETFETF$2.24M
- Class
- ETF
- Share
- 0.5%
Rtx Corp.COM$2.23M
- Class
- COM
- Share
- 0.5%
Vanguard Growth ETFETF$2.2M
- Class
- ETF
- Share
- 0.5%
Salesforce Inc.COM$2.03M
- Class
- COM
- Share
- 0.4%
Vaneck Semiconductor ETFETF$1.99M
- Class
- ETF
- Share
- 0.4%
Tesla Inc.COM$1.96M
- Class
- COM
- Share
- 0.4%
Verizon Communications Inc.COM$1.87M
- Class
- COM
- Share
- 0.4%
Ebay Inc.COM$1.85M
- Class
- COM
- Share
- 0.4%
Texas Instruments Inc.COM$1.81M
- Class
- COM
- Share
- 0.4%
KLA Corp.COM$1.79M
- Class
- COM
- Share
- 0.4%
Mastercard Inc. CL ACOM$1.61M
- Class
- COM
- Share
- 0.3%
Walt Disney COCOM$1.55M
- Class
- COM
- Share
- 0.3%
Walmart Inc.COM$1.51M
- Class
- COM
- Share
- 0.3%
Alphabet Inc. CL ACOM$1.43M
- Class
- COM
- Share
- 0.3%
Lam Research Corp.COM$1.29M
- Class
- COM
- Share
- 0.3%
Procter & Gamble COCOM$1.16M
- Class
- COM
- Share
- 0.2%
Chevron Corp.COM$1.16M
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 567 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1585822
- File number
- 028-16148
- Options
- 0 call, 0 put
- In the 25 largest
- 79.8%
- Prior quarter
- $438M at 31 March 2026
- Positions opened
- 52
- Positions closed
- 15
Common questions
What are Winch Advisory Services’ 13F holdings worth?
$481 million across 567 positions for the quarter ended 30 June 2026.
What is Winch Advisory Services’ largest 13F holding?
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF (ETF) was the largest position at $54.2 million, or 11.3% of reported 13F value, as of 30 June 2026.
How concentrated is Winch Advisory Services’ 13F portfolio?
The ten largest positions accounted for 57.6% of reported value and the twenty-five largest for 79.8%, across 567 positions as of 30 June 2026.
Does Form 13F show everything Winch Advisory Services manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Winch Advisory Services file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.