Institutions / Winch Advisory Services, LLC
Winch Advisory Services, LLC
CIK 1585822 · Institution · as of Dec 31, 2025
Portfolio value
$452.11M
Positions
519
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 519 →
| Company | Value | % of portfolio |
|---|---|---|
| State Street SPDR Port S&P 1500 Composite Stock Market ETF | $49.25M | 10.9% |
| NVIDIA Corp | $36.16M | 8.0% |
| Apple Inc. | $29.58M | 6.5% |
| Vanguard Short Term Treasury ETF | $29.30M | 6.5% |
| Vanguard Intermediate Term Corp Bond ETF | $26.66M | 5.9% |
| State Street SPDR Bloomberg 1-3 Mth T-Bill ETF | $22.51M | 5.0% |
| Capital Group Fixed Income U S Multi Sector Income ETF | $21.32M | 4.7% |
| Alphabet Inc. | $19.59M | 4.3% |
| Microsoft Corp | $19.29M | 4.3% |
| Amazon.com Inc | $18.74M | 4.1% |
| Warren E. Buffett | $12.50M | 2.8% |
| iShares 0-1 Year Treasury Bond ETF | $11.89M | 2.6% |
| Goldman Sachs Access Treasury 0-1Yr ETF | $11.74M | 2.6% |
| JPMORGAN CHASE & CO | $7.78M | 1.7% |
| Invesco Qqq ETF | $6.50M | 1.4% |
| Visa Inc | $6.40M | 1.4% |
| Goldman Sachs Physical Gold ETF | $6.29M | 1.4% |
| Stryker Corp | $5.05M | 1.1% |
| Netflix Inc | $4.94M | 1.1% |
| SPDR S&P 500 ETF | $4.87M | 1.1% |
| Meta Platforms Inc | $4.85M | 1.1% |
| Citigroup Inc | $4.31M | 1.0% |
| Oracle Corp | $3.87M | 0.9% |
| SPDR Emerging Markets ETF | $3.45M | 0.8% |
| iShares 1-3 Yr Treasury Bond ETF | $3.45M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.