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CIK: 0001585822
Total reported value
$481.4M
$481.4M
510 檔
31.9%
In Q2 2025, Winch Advisory Services, LLC's U.S. equity holdings reached a combined market value of $481.4M, distributed across 510 disclosed stock positions.
During Q2 2025, Winch Advisory Services, LLC performed routine portfolio adjustments (0 new buys, 25 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, VGSH) accounted for 31.9% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
SPTM
前期市值: $39.7M
Showing top 200 holdings (of 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.63% | +0.51% | -0.51% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.09% | +0.13% | -1.39% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.96% | -0.57% | +0.27% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.12% | -0.46% | +1.82% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.66% | +0.12% | -2.20% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.33% | -0.47% | -6.19% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 5.00% | -0.36% | +1.17% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.22% | -2.09% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.42% | +0.07% | -1.61% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.01% | -0.42% | -1.96% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.93% | -0.14% | -2.32% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | +0.35% | -0.82% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.01% | -0.49% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.71% | -0.38% | -2.72% | |
| 15 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.66% | -0.27% | +38.58% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.04% | -2.07% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.39% | -0.13% | -0.88% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.25% | +3.64% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.11% | -1.05% | |
| 20 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.18% | -0.33% | -1.22% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | +0.12% | +7.21% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.86% | -0.11% | -1.28% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -0.07% | +0.49% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.83% | +1.18% | -2.01% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.12% | -0.34% | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.78% | +0.08% | +0.61% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.06% | +0.24% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.73% | +0.01% | +1.80% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.06% | -2.60% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.05% | -3.19% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.02% | -1.86% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.51% | -0.03% | -4.77% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.03% | +0.75% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | — | -4.36% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.06% | -2.26% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.20% | -2.15% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.10% | +1.54% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.11% | -3.67% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.01% | — | |
| 40 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.34% | +0.01% | -0.60% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.30% | -0.03% | -3.99% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.08% | +0.58% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -0.70% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.25% | -0.11% | -0.48% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.24% | — | -4.35% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.24% | -0.04% | -4.26% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.09% | +2.43% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | +0.09% | +9.92% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.21% | -0.02% | -3.15% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.21% | -0.02% | +0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -1.39% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | -2.09% | Trim |
| 3 | NFLX | Netflix Inc | +0.4% | -2.72% | Trim |
| 4 | GBIL | Goldman Sachs Access Treasur | +0.4% | +38.58% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | -1.61% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.05% | Trim |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.64% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.49% | Trim |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | -0.51% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.82% | Trim |
| 11 | MRVL | Marvell Technology Inc | +0.1% | -2.01% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.21% | Add |
| 13 | C | Citigroup Inc | +0.1% | +0.61% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +4516.67% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | -3.19% | Trim |
| 16 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 17 | AMD | Advanced Micro Devices | 0% | +7.48% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | 0% | +1.05% | Add |
| 19 | EEM | Ishares Msci Emerging Market | 0% | +5710.53% | Add |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +6285.25% | Add |
| 21 | VUG | Vanguard Growth ETF | 0% | +9.92% | Add |
| 22 | CAT | Caterpillar Inc | 0% | +926.92% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.23% | Add |
| 24 | KLAC | Kla CORP | 0% | +0.17% | Add |
| 25 | ASML | ASML Holding N.V. | 0% | +0.11% | Add |
| 26 | UNH | Unitedhealth Group Inc | 0% | +118.93% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +1.60% | Add |
| 28 | MU | Micron Technology Inc | 0% | +8.19% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.24% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | 0% | +1.80% | Add |
| 31 | TXN | Texas Instruments Inc | 0% | -3.67% | Trim |
| 32 | WMT | Walmart Inc | 0% | +0.58% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.55% | Add |
| 34 | RTX | Rtx CORP | — | -2.26% | Trim |
| 35 | HON | Honeywell International Inc | — | -2.15% | Trim |
| 36 | EBAY | Ebay Inc | — | -0.60% | Trim |
| 37 | PYPL | Paypal Holdings Inc | — | -3.99% | Trim |
| 38 | COST | Costco Wholesale CORP | 0% | -0.34% | Trim |
| 39 | SYK | Stryker CORP | 0% | -0.88% | Trim |
| 40 | AAAU | Goldman Sachs Physical Gold | 0% | -1.22% | Trim |
| 41 | PG | Procter & Gamble Co/the | 0% | -0.70% | Trim |
| 42 | CVX | Chevron CORP | -0.1% | +2.43% | Add |
| 43 | SBUX | Starbucks CORP | -0.1% | -4.35% | Trim |
| 44 | CGMS | Cap Group US Multi-sect Bond | -0.3% | +1.17% | Add |
| 45 | VCIT | Vanguard Int-term Corporate | -0.3% | +1.82% | Add |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -1.96% | Trim |
| 47 | VGSH | Vanguard Short-term Treasury | -0.6% | +0.27% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -2.32% | Trim |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.8% | -6.19% | Trim |
| 50 | AAPL | Apple Inc | -1.1% | -2.20% | Trim |
According to official SEC Form 13F filings, Winch Advisory Services, LLC reported a total U.S. public equity portfolio value of $481.4M across 510 disclosed positions in Q2 2025.
During Q2 2025, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.6%)、NVDA (8.1%)、VGSH (7.0%). The largest single position, SPTM, represented 10.6% of total portfolio value.
In Q2 2025, Winch Advisory Services, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 24 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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