WA

Winch Advisory Services, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$438.1M

Reporting period: 2026-03-31 · Number of holdings: 531

Winch Advisory Services, LLC disclosed 531 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $438.1M and a quarterly turnover rate of 7.6%.

Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "W"

Personality snowflake

Concentration
17.23
Portfolio Stability
7.65
Momentum/Contrarian
100
Sector conviction
86.58
Diversification
100
Sizing Uniformity
53.24

Recent moves

  • Trim MSFT

    +0.9%　-$4.4M

  • Trim NVDA

    -1.1%　-$2.7M

  • Trim GOOG

    -2.8%　-$2.2M

  • Trim AAPL

    -1.4%　-$2.3M

  • Add ORCL

    0.0%　$1.2M

  • Trim AMZN

    -0.1%　-$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 530 holdings (of 531 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPTMSs Spdr P S&p 1500 Comp ETFETF-Other10.75%-0.14%-0.19%
2NVDANvidia CORPStock-Tech7.64%-0.36%-1.06%
3VGSHVanguard Short-term TreasuryETF-Gov Bonds6.68%—+0.16%
4AAPLApple INCStock-Tech6.22%-0.32%-1.35%
5VCITVanguard Int-term CorporateETF-Corp Bonds6.06%+0.16%+0.71%
6BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds5.12%—-0.58%
7CGMSCap Group US Multi-sect BondETF-Other4.85%—+1.02%
8GOOGAlphabet Inc-cl CStock-Comm Services3.97%-0.36%-2.80%
9AMZNAmazon.com INCStock-Consumer Disc3.86%-0.28%-0.11%
10MSFTMicrosoft CORPStock-Tech3.40%-0.87%+0.93%
11GBILGoldman Sachs Access TreasurETF-Commodities2.73%+0.13%+1.74%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other2.71%-0.05%-0.21%
13SHVIshares 0-1 Year Treasury BoETF-Gov Bonds2.70%—-0.82%
14JPMJpmorgan Chase & CoStock-Financials1.61%-0.11%-0.83%
15AAAUGoldman Sachs Physical GoldETF-Commodities1.52%+0.13%-2.31%
16QQQInvesco Qqq Trust Series 1ETF-Tech1.40%-0.04%+0.71%
17VVisa Inc-class A SharesStock-Financials1.25%-0.16%-0.36%
18NFLXNetflix INCStock-Comm Services1.19%+0.10%+2.63%
19SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.18%+0.10%+11.30%
20ORCLOracle CORPStock-Tech1.15%+0.29%—
21SYKStryker CORPStock-Healthcare1.07%-0.05%-0.28%
22METAMeta Platforms Inc-class AStock-Comm Services0.97%-0.10%+0.87%
23CCitigroup INCStock-Financials0.94%-0.01%-2.09%
24COSTCostco Wholesale CORPStock-Consumer Staples0.82%+0.14%+1.24%
25SPEMState Street Sp Ptf Em ETFETF-Other0.79%—-0.42%
26SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.78%—-0.38%
27MRVLMarvell Technology INCStock-Tech0.76%+0.06%-10.03%
28SPIBSs Spdr P Int C CORP ETFETF-Other0.57%—+2.66%
29VTIVanguard Total Stock Mkt ETFETF-Other0.57%—+3.75%
30CRMSalesforce INCStock-Tech0.53%-0.19%+0.83%
31KOCoca-cola Co/theStock-Consumer Staples0.52%+0.05%-0.92%
32RTXRtx CORPStock-Industrials0.52%+0.05%+0.91%
33VZVerizon Communications INCStock-Comm Services0.49%+0.11%+1.25%
34SPABSs Spdr P Agg Bond ETFETF-Other0.47%—+2.71%
35TSLATesla INCStock-Consumer Disc0.40%-0.06%+0.97%
36WMTWalmart INCStock-Consumer Staples0.39%+0.06%+2.35%
37DISWalt Disney Co/theStock-Comm Services0.37%-0.06%+0.48%
38HONHoneywell International INCStock-Industrials0.37%+0.05%-2.14%
39VUGVanguard Growth ETFETF-Other0.37%+0.11%+55.28%
40EBAYEbay INCStock-Consumer Disc0.37%—-2.84%
41MAMastercard INC - AStock-Financials0.36%-0.04%-0.98%
42NOCNorthrop Grumman CORPStock-Industrials0.34%+0.07%+2.10%
43ASMLASML Holding N.V.Stock-Tech0.33%+0.08%+4.14%
44CVXChevron CORPStock-Energy0.33%+0.09%-0.67%
45TXNTexas Instruments INCStock-Tech0.27%+0.03%-1.53%
46ADBEAdobe INCStock-Tech0.27%-0.12%-2.24%
47GOOGLAlphabet Inc-cl AStock-Comm Services0.27%-0.02%-0.77%
48PGProcter & Gamble Co/theStock-Consumer Staples0.26%—+3.36%
49SMHVaneck Semiconductor ETFETF-Other0.26%—+0.31%
50XOMExxon Mobil CORPStock-Energy0.26%+0.08%-1.18%
1–50 of 530

Holding changes this quarter

Winch Advisory Services, LLC's most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +0.93%; Trim: Nvidia CORP (NVDA) — shares -1.06%; Trim: Alphabet Inc-cl C (GOOG) — shares -2.80%; Trim: Apple INC (AAPL) — shares -1.35%; Trim: Amazon.com INC (AMZN) — shares -0.11%.

Position changes disclosed by Winch Advisory Services, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ORCLOracle CORP+0.3%—Unchanged
2VCITVanguard Int-term Corporate+0.2%+0.71%Add
3COSTCostco Wholesale CORP+0.1%+1.24%Add
4AAAUGoldman Sachs Physical Gold+0.1%-2.31%Trim
5GBILGoldman Sachs Access Treasur+0.1%+1.74%Add
6VUGVanguard Growth ETF+0.1%+55.28%Add
7VZVerizon Communications INC+0.1%+1.25%Add
8SPYSs Spdr S&p 500 ETF Trust-us+0.1%+11.30%Add
9NFLXNetflix INC+0.1%+2.63%Add
10CVXChevron CORP+0.1%-0.67%Trim
11ASMLASML Holding N.V.+0.1%+4.14%Add
12XOMExxon Mobil CORP+0.1%-1.18%Trim
13NOCNorthrop Grumman CORP+0.1%+2.10%Add
14LMTLockheed Martin CORP+0.1%+5.22%Add
15WMTWalmart INC+0.1%+2.35%Add
16MRVLMarvell Technology INC+0.1%-10.03%Trim
17NEENextera Energy INC+0.1%+23.82%Add
18MUMicron Technology INC+0.1%+4.95%Add
19HONHoneywell International INC+0.1%-2.14%Trim
20KOCoca-cola Co/the+0.1%-0.92%Trim
21RTXRtx CORP+0.1%+0.91%Add
22KLACKla CORP0%—Unchanged
23VOOVanguard S&p 500 ETF0%+47.46%Add
24BPBp Plc-spons Adr0%-2.23%Trim
25LRCXLam Research CORP0%-0.07%Trim
26VXUSVanguard Total Intl Stock0%+347.28%Add
27TXNTexas Instruments INC0%-1.53%Trim
28CCitigroup INC0%-2.09%Trim
29NKENike INC -cl B0%-2.44%Trim
30GOOGLAlphabet Inc-cl A0%-0.77%Trim
31MMM3m Co0%-19.43%Trim
32QQQInvesco Qqq Trust Series 10%+0.71%Add
33MAMastercard INC - A0%-0.98%Trim
34PYPLPaypal Holdings INC0%-3.19%Trim
35UNHUnitedhealth Group INC0%-13.72%Trim
36BRK-BBerkshire Hathaway Inc-cl B-0.1%-0.21%Trim
37SYKStryker CORP-0.1%-0.28%Trim
38TSLATesla INC-0.1%+0.97%Add
39DISWalt Disney Co/the-0.1%+0.48%Add
40METAMeta Platforms Inc-class A-0.1%+0.87%Add
41JPMJpmorgan Chase & Co-0.1%-0.83%Trim
42ADBEAdobe INC-0.1%-2.24%Trim
43SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-0.19%Trim
44VVisa Inc-class A Shares-0.2%-0.36%Trim
45CRMSalesforce INC-0.2%+0.83%Add
46AMZNAmazon.com INC-0.3%-0.11%Trim
47AAPLApple INC-0.3%-1.35%Trim
48NVDANvidia CORP-0.4%-1.06%Trim
49GOOGAlphabet Inc-cl C-0.4%-2.80%Trim
50MSFTMicrosoft CORP-0.9%+0.93%Add

FAQ

What is Winch Advisory Services, LLC and what type of investor is it?
Winch Advisory Services, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $438.1M, spread across 531 disclosed positions.
What are Winch Advisory Services, LLC's largest equity positions?
Based on the latest 13F filing, Winch Advisory Services, LLC's top holdings by market value are: 1. Ss Spdr P S&p 1500 Comp ETF (SPTM) — $47.1M (10.8%) 2. Nvidia CORP (NVDA) — $33.5M (7.6%) 3. Vanguard Short-term Treasury (VGSH) — $29.2M (6.7%) 4. Apple INC (AAPL) — $27.2M (6.2%) 5. Vanguard Int-term Corporate (VCIT) — $26.5M (6.1%)
What changes did Winch Advisory Services, LLC make in its most recent portfolio filing?
In the latest reported quarter, Winch Advisory Services, LLC made 48 notable position adjustments: 0 new positions were initiated, 22 existing holdings were added to, 26 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Microsoft CORP (MSFT) — shares +0.93%; Trim: Nvidia CORP (NVDA) — shares -1.06%; Trim: Alphabet Inc-cl C (GOOG) — shares -2.80%; Trim: Apple INC (AAPL) — shares -1.35%; Trim: Amazon.com INC (AMZN) — shares -0.11%
What sectors does Winch Advisory Services, LLC focus on?
Winch Advisory Services, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 47.2% • Communication Services: 16.4% • Financials: 15.8% • Consumer Discretionary: 10.4% • Consumer Staples: 4.5% • Industrials: 3.0%

Peer Institutions

Institutions with a similar AUM

DA

Detalus Advisors, LLC

Total reported value

$437.9M

186 stks

2026-03-31

Concentration17.7
Portfolio Stability23.8
Sector conviction52.4

AUM within 0.0% of this institution

View detail
FO

Five Oceans Asset Management LTD

Total reported value

$437.7M

49 stks

2014-06-30

Concentration11.7
Portfolio Stability31.5
Sector conviction70.1

AUM within 0.1% of this institution

View detail
SA

SAIF Advisors Ltd

Total reported value

$437.6M

3 stks

2021-06-30

Concentration0.0
Portfolio Stability100.0
Sector conviction0.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

AA

Alta Advisers Ltd

Total reported value

$276.4M

207 stks

2026-03-31

Concentration22.3
Portfolio Stability15.3
Sector conviction58.5

3 of the top 5 holdings overlap, including Vanguard Short-term Treasury

View detail
BC

Blackhawk Capital Partners, LLC

Total reported value

$272.5M

141 stks

2026-03-31

Concentration11.3
Portfolio Stability54.2
Sector conviction43.6

3 of the top 5 holdings overlap, including Vanguard Short-term Treasury

View detail
CA

CWA Asset Management Group, LLC

Total reported value

$3.3B

729 stks

2026-06-30

Concentration5.1
Portfolio Stability31.0
Sector conviction50.7

3 of the top 5 holdings overlap, including Nvidia CORP

View detail