Winch Advisory Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Winch Advisory Services, Llc disclosed 521 stock positions valued at approximately $481.41M as of quarter-end June 30, 2026. The largest holdings include STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF, NVIDIA CORP, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 521
- Portfolio Value
- $481.41M
Holdings by Sector
Winch Advisory Services, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | SPTM | Other | 11.26% | 597,158 | +1,342 | +0.23% | $54,215,959 |
| NVIDIA CORP | NVDA | Technology | 7.77% | 186,886 | -4,948 | -2.58% | $37,394,064 |
| APPLE INC | AAPL | Technology | 6.34% | 105,446 | -1,874 | -1.75% | $30,511,792 |
| VANGUARD SHORT TERM TREASURY ETF | VGSH | Other | 6.11% | 505,330 | +5,697 | +1.14% | $29,410,197 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | VCIT | Other | 5.60% | 326,324 | +5,689 | +1.77% | $26,970,703 |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | BIL | Other | 4.65% | 244,398 | -503 | -0.21% | $22,396,630 |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | CGMS | Other | 4.49% | 791,200 | +11,246 | +1.44% | $21,623,472 |
| ALPHABET INC CL C | GOOG | Communication Services | 4.32% | 58,809 | -1,857 | -3.06% | $20,779,108 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.93% | 79,330 | -1,757 | -2.17% | $18,907,451 |
| MICROSOFT CORP | MSFT | Technology | 3.18% | 40,976 | +722 | +1.79% | $15,284,868 |
| BERKSHIRE HATHAWAY INC CL B | BRK-B | Financial Services | 2.57% | 24,731 | -84 | -0.34% | $12,375,361 |
| GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | GBIL | Other | 2.46% | 118,391 | -1,135 | -0.95% | $11,858,087 |
| ISHARES 0-1 YEAR TREASURY BOND ETF | SHV | Other | 2.28% | 99,681 | -7,345 | -6.86% | $10,999,850 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.94% | 31,432 | -2,129 | -6.34% | $9,363,219 |
| INVESCO QQQ ETF | QQQ | Other | 1.65% | 10,800 | +146 | +1.37% | $7,952,846 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.60% | 23,603 | -343 | -1.43% | $7,725,822 |
| ONTO INNOVATION INC | ORCL | Technology | 1.41% | 17,937 | -6,565 | -26.79% | $6,788,258 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.30% | 8,405 | +454 | +5.71% | $6,276,961 |
| VISA INC CL A | V | Financial Services | 1.29% | 18,147 | -24 | -0.13% | $6,226,134 |
| GOLDMAN SACHS PHYSICAL GOLD ETF | AAAU | Other | 1.19% | 145,113 | +651 | +0.45% | $5,742,130 |
| CITIGROUP INC | C | Financial Services | 1.02% | 34,938 | -1,217 | -3.37% | $4,889,983 |
| STRYKER CORP | SYK | Healthcare | 0.94% | 14,306 | -17 | -0.12% | $4,504,256 |
| META PLATFORMS INC CL A | META | Communication Services | 0.86% | 7,386 | -31 | -0.42% | $4,160,720 |
| NETFLIX INC | NFLX | Communication Services | 0.81% | 54,556 | +461 | +0.85% | $3,895,301 |
| STATE STREET SPDR S&P EMERGING MARKETS ETF | SPEM | Other | 0.80% | 74,710 | +1,264 | +1.72% | $3,868,476 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.71% | 2,980 | +9 | +0.30% | $3,439,514 |
| ISHARES 1-3 YR TREASURY BOND ETF | SHY | Other | 0.71% | 41,695 | +242 | +0.58% | $3,423,602 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 0.70% | 3,582 | -18 | -0.50% | $3,351,213 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.64% | 5,342 | -18 | -0.34% | $3,103,221 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.63% | 8,242 | +518 | +6.71% | $3,050,026 |
Showing 30 of 521 holdings in the latest reporting period.