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CIK: 0001585822
Total reported value
$481.4M
$481.4M
530 檔
34.0%
At the close of Q1 2026, Winch Advisory Services, LLC disclosed equity holdings valued at approximately $481.4M, spread across 530 reported holdings.
In Q1 2026, Winch Advisory Services, LLC displayed an active expansion posture, initiating 11 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 530 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.75% | +0.51% | -0.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.64% | +0.13% | -1.06% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.68% | -0.57% | +0.16% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.22% | +0.12% | -1.35% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.06% | -0.46% | +0.71% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.12% | -0.47% | -0.58% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.85% | -0.36% | +1.02% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.97% | +0.35% | -2.80% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.86% | +0.07% | -0.11% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.22% | +0.93% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.73% | -0.27% | +1.74% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.71% | -0.14% | -0.21% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.70% | -0.42% | -0.82% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.01% | -0.83% | |
| 15 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.52% | -0.33% | -2.31% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.25% | +0.71% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | +0.04% | -0.36% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.19% | -0.38% | +2.63% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.12% | +11.30% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.15% | +0.26% | — | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.07% | -0.13% | -0.28% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.11% | +0.87% | |
| 23 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.08% | -2.09% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.12% | +1.24% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.79% | +0.01% | -0.42% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -0.07% | -0.38% | |
| 27 | MRVL | Marvell Technology Inc | Stock-Tech | 0.76% | +1.18% | -10.03% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.57% | -0.03% | +2.66% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.06% | +3.75% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.11% | +0.83% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.02% | -0.92% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.06% | +0.91% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.10% | +1.25% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | — | +2.71% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.01% | +0.97% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | +2.35% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | -0.05% | +0.48% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.20% | -2.14% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.09% | +55.28% | |
| 40 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.37% | +0.01% | -2.84% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.03% | -0.98% | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.34% | -0.11% | +2.10% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.33% | +0.14% | +4.14% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.09% | -0.67% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | +0.11% | -1.53% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.27% | -0.06% | -2.24% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | -0.77% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +3.36% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.15% | +0.31% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.07% | -1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.3% | — | Unchanged |
| 2 | VGSH | Vanguard Short-term Treasury | +0.2% | +0.16% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +0.2% | +0.71% | Add |
| 4 | COST | Costco Wholesale CORP | +0.1% | +1.24% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -0.58% | Trim |
| 6 | AAAU | Goldman Sachs Physical Gold | +0.1% | -2.31% | Trim |
| 7 | GBIL | Goldman Sachs Access Treasur | +0.1% | +1.74% | Add |
| 8 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +1.02% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +55.28% | Add |
| 10 | VZ | Verizon Communications Inc | +0.1% | +1.25% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.30% | Add |
| 12 | NFLX | Netflix Inc | +0.1% | +2.63% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -0.67% | Trim |
| 14 | ASML | ASML Holding N.V. | +0.1% | +4.14% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -1.18% | Trim |
| 16 | NOC | Northrop Grumman CORP | +0.1% | +2.10% | Add |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -0.82% | Trim |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +5.22% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +2.35% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.1% | -10.03% | Trim |
| 21 | NEE | Nextera Energy Inc | +0.1% | +23.82% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | +4.95% | Add |
| 23 | HON | Honeywell International Inc | +0.1% | -2.14% | Trim |
| 24 | KO | Coca-cola Co/the | +0.1% | -0.92% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | +0.91% | Add |
| 26 | KLAC | Kla CORP | 0% | — | Unchanged |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +47.46% | Add |
| 28 | BP | Bp Plc-spons Adr | 0% | -2.23% | Trim |
| 29 | LRCX | Lam Research CORP | 0% | -0.07% | Trim |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | +347.28% | Add |
| 31 | TXN | Texas Instruments Inc | 0% | -1.53% | Trim |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.17% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | -4.10% | Trim |
| 34 | ITA | Ishares U.s. Aerospace & Def | 0% | +42.24% | Add |
| 35 | WEC | Wec Energy Group Inc | 0% | +0.58% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | 0% | +0.31% | Add |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +2.66% | Add |
| 38 | SPEM | State Street Sp Ptf Em ETF | 0% | -0.42% | Trim |
| 39 | VLO | Valero Energy CORP | 0% | -1.08% | Trim |
| 40 | LNG | Cheniere Energy Inc | 0% | -4.77% | Trim |
| 41 | DE | Deere & Co | 0% | — | Unchanged |
| 42 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 43 | LYB | LyondellBasell Industries N.V. | 0% | -4.11% | Trim |
| 44 | DOW | Dow Inc | 0% | -2.14% | Trim |
| 45 | LNT | Alliant Energy CORP | 0% | +1009.89% | Add |
| 46 | T | At&t Inc | 0% | +0.70% | Add |
| 47 | AGGY | Wisdomtree Yield Enhanced US | 0% | +8.89% | Add |
| 48 | PFE | Pfizer Inc | 0% | +1.23% | Add |
| 49 | IAU | Ishares Gold Trust | 0% | -1.19% | Trim |
| 50 | PG | Procter & Gamble Co/the | 0% | +3.36% | Add |
According to official SEC Form 13F filings, Winch Advisory Services, LLC reported a total U.S. public equity portfolio value of $481.4M across 530 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, VGSH) accounted for 34.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
MGC
市值: $34.1K
Top Position Liquidated / Trimmed
J
前期市值: $45.7K
During Q1 2026, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.8%)、NVDA (7.6%)、VGSH (6.7%). The largest single position, SPTM, represented 10.8% of total portfolio value.
In Q1 2026, Winch Advisory Services, LLC made 168 total portfolio adjustments, initiating 11 new buys, adding to 91 positions, trimming 60 holdings, and fully liquidating 6 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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