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CIK: 0001585822
Total reported value
$481.4M
$481.4M
518 檔
35.2%
According to the latest 13F quarterly dataset, Winch Advisory Services, LLC managed an equity portfolio of $481.4M at the end of Q3 2025, spanning 518 distinct U.S. exchange-listed positions.
In Q3 2025, Winch Advisory Services, LLC displayed an active expansion posture, initiating 0 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, VGSH) accounted for 35.2% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $25.7M
Showing top 200 holdings (of 518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.62% | +0.51% | +0.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.75% | +0.13% | -0.64% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.43% | -0.57% | +0.18% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.42% | +0.12% | -0.76% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.85% | -0.46% | +2.24% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.96% | -0.47% | +0.98% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.22% | -0.59% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.69% | -0.36% | +1.30% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | +0.07% | -0.32% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.53% | +0.35% | +0.63% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.83% | -0.14% | +1.12% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.71% | -0.42% | -2.40% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.80% | -0.27% | +17.82% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.01% | +1.21% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | +0.04% | +0.27% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.42% | -0.38% | +1.03% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.25% | +0.77% | |
| 18 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.27% | -0.33% | +0.56% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.11% | +1.64% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.21% | -0.13% | +0.73% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.12% | -0.53% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.94% | +0.26% | +17320.00% | |
| 23 | C | Citigroup Inc | Stock-Financials | 0.85% | +0.08% | -0.04% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.81% | +1.18% | -2.69% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -0.07% | -0.12% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.06% | -0.49% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | +0.01% | +0.95% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.12% | +4.54% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.11% | -0.07% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.52% | -0.03% | +8.70% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.01% | +5.88% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.06% | -0.05% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.05% | -0.43% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.02% | +1.65% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.06% | -0.05% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | — | +10.69% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | -0.12% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.10% | +7.44% | |
| 39 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.38% | +0.01% | +0.52% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.20% | +2.21% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.08% | +7.95% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | +0.11% | +1.32% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.29% | -0.11% | +1.90% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +4.20% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.09% | +11.13% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.25% | -0.03% | -0.04% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.09% | +5.19% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.03% | -3.43% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | +0.14% | +16.93% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.22% | -0.02% | +11.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -0.64% | Trim |
| 2 | ORCL | Oracle CORP | +0.9% | +17320.00% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | +0.63% | Trim |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.59% | Trim |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.5% | +17.82% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.77% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +5.88% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +1.21% | Add |
| 9 | C | Citigroup Inc | +0.2% | -0.04% | Add |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +0.72% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +1.03% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +1.64% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.53% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.1% | -2.69% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.18% | Add |
| 16 | ASML | ASML Holding N.V. | +0.1% | +16.93% | Add |
| 17 | SMH | Vaneck Semiconductor ETF | +0.1% | +5.01% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | +9.60% | Add |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +11.13% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +46.32% | Add |
| 21 | MU | Micron Technology Inc | +0.1% | +30.52% | Add |
| 22 | AAAU | Goldman Sachs Physical Gold | +0.1% | +0.56% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.43% | Trim |
| 24 | EBAY | Ebay Inc | 0% | +0.52% | Trim |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.82% | Add |
| 26 | UNH | Unitedhealth Group Inc | 0% | +16.89% | Add |
| 27 | LRCX | Lam Research CORP | 0% | +0.09% | Add |
| 28 | EEM | Ishares Msci Emerging Market | 0% | — | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +4.42% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | 0% | +0.95% | Add |
| 31 | KLAC | Kla CORP | 0% | — | Add |
| 32 | RTX | Rtx CORP | 0% | -0.05% | Trim |
| 33 | WMT | Walmart Inc | 0% | +7.95% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.49% | Trim |
| 35 | NOC | Northrop Grumman CORP | 0% | +1.90% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +12.44% | Add |
| 37 | DIS | Walt Disney Co/the | 0% | -0.43% | Trim |
| 38 | SBUX | Starbucks CORP | -0.1% | +1.13% | Trim |
| 39 | KO | Coca-cola Co/the | -0.1% | +1.65% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.2% | -0.32% | Trim |
| 41 | ADBE | Adobe Inc | -0.2% | -0.05% | Trim |
| 42 | CRM | Salesforce Inc | -0.2% | -0.07% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.3% | +0.27% | Trim |
| 44 | AAPL | Apple Inc | -0.4% | -0.76% | Trim |
| 45 | VCIT | Vanguard Int-term Corporate | -0.6% | +2.24% | Add |
| 46 | CGMS | Cap Group US Multi-sect Bond | -0.6% | +1.30% | Add |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | -2.40% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +1.12% | Trim |
| 49 | VGSH | Vanguard Short-term Treasury | -1.1% | +0.18% | Add |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.2% | +0.98% | 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 518 disclosed positions in Q3 2025.
During Q3 2025, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.6%)、NVDA (8.8%)、VGSH (6.4%). The largest single position, SPTM, represented 10.6% of total portfolio value.
In Q3 2025, Winch Advisory Services, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 21 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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