Winch Advisory Services, LLC holds a focused book of 566 stocks worth $481.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Nvidia Corp. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Winch Advisory Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $626.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $601.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $171.8B |
| UBS Group AG | 79 / 80 | $165.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $159.0B |
| LPL Financial LLC | 79 / 80 | $84.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.5B |
| Kestra Advisory Services, LLC | 79 / 80 | $8.4B |
Ranked by how many of Winch Advisory Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street SPDR Port S&P 1500 Composite Stock Market ETF ETF | $54.2M | 597.2K | 11.3% | ▲+0.2% Added · +1K sh | |
| 2 | Nvidia Corp COM | $37.4M | 186.9K | 7.8% | ▼−2.6% Reduced · −5K sh | |
| 3 | Apple Inc COM | $30.5M | 105.4K | 6.3% | ▼−1.7% Reduced · −2K sh | |
| 4 | Vanguard Short Term Treasury ETF ETF | $29.4M | 505.3K | 6.1% | ▲+1.1% Added · +6K sh | |
| 5 | Vanguard Intermediate Term Corp Bond ETF ETF | $27.0M | 326.3K | 5.6% | ▲+1.8% Added · +6K sh | |
| 6 | State Street SPDR Bloomberg 1-3 MTH T-Bill ETF ETF | $22.4M | 244.4K | 4.7% | ▼−0.2% Reduced · −503 sh | |
| 7 | Capital Group Fixed Income U S Multi Sector Income ETF ETF | $21.6M | 791.2K | 4.5% | ▲+1.4% Added · +11K sh | |
| 8 | Alphabet Inc CL C COM | $20.8M | 58.8K | 4.3% | ▼−3.1% Reduced · −2K sh | |
| 9 | Amazon.com Inc COM | $18.9M | 79.3K | 3.9% | ▼−2.2% Reduced · −2K sh | |
| 10 | Microsoft Corp COM | $15.3M | 41.0K | 3.2% | ▲+1.8% Added · +722 sh | |
| 11 | Berkshire Hathaway Inc CL B COM | $12.4M | 24.7K | 2.6% | ▼−0.3% Reduced · −84 sh | |
| 12 | Goldman Sachs Access Treasury 0-1YR ETF ETF | $11.9M | 118.4K | 2.5% | ▼−0.9% Reduced · −1K sh | |
| 13 | Ishares 0-1 Year Treasury Bond ETF ETF | $11.0M | 99.7K | 2.3% | ▼−6.9% Reduced · −7K sh | |
| 14 | Marvell Technology Inc COM | $9.4M | 31.4K | 1.9% | ▼−6.3% Reduced · −2K sh | |
| 15 | Invesco QQQ ETF ETF | $8.0M | 10.8K | 1.7% | ▲+1.4% Added · +146 sh | |
| 16 | JPMorgan Chase & Co COM | $7.7M | 23.6K | 1.6% | ▼−1.4% Reduced · −343 sh | |
| 17 | Onto Innovation Inc COM | $6.8M | 17.9K | 1.4% | ▼−27% Reduced · −7K sh | |
| 18 | State Street SPDR S&P 500 ETF ETF | $6.3M | 8.4K | 1.3% | ▲+5.7% Added · +454 sh | |
| 19 | Visa Inc CL A COM | $6.2M | 18.1K | 1.3% | ▼−0.1% Reduced · −24 sh | |
| 20 | Goldman Sachs Physical Gold ETF ETF | $5.7M | 145.1K | 1.2% | ▲+0.5% Added · +651 sh | |
| 21 | Citigroup Inc COM | $4.9M | 34.9K | 1.0% | ▼−3.4% Reduced · −1K sh | |
| 22 | Stryker Corp COM | $4.5M | 14.3K | 0.9% | ▼−0.1% Reduced · −17 sh | |
| 23 | Meta Platforms Inc CL A COM | $4.2M | 7.4K | 0.9% | ▼−0.4% Reduced · −31 sh | |
| 24 | Netflix Inc COM | $3.9M | 54.6K | 0.8% | ▲+0.8% Added · +461 sh | |
| 25 | State Street SPDR S&P Emerging Markets ETF ETF | $3.9M | 74.7K | 0.8% | ▲+1.7% Added · +1K sh | |
| 26 | Micron Technology Inc COM | $3.4M | 3.0K | 0.7% | ▲+0.3% Added · +9 sh | |
| 27 | Ishares 1-3 Yr Treasury Bond ETF ETF | $3.4M | 41.7K | 0.7% | ▲+0.6% Added · +242 sh | |
| 28 | Costco Wholesale Corp COM | $3.4M | 3.6K | 0.7% | ▼−0.5% Reduced · −18 sh | |
| 29 | Advanced Micro Devices Inc COM | $3.1M | 5.3K | 0.6% | ▼−0.3% Reduced · −18 sh | |
| 30 | Vanguard Total Stock Market ETF ETF | $3.1M | 8.2K | 0.6% | ▲+6.7% Added · +518 sh | |
| 31 | State Street SPDR Portfolio Intermediate Term Corp Bond ETF ETF | $2.6M | 77.3K | 0.5% | ▲+4.4% Added · +3K sh | |
| 32 | Coca-Cola Company COM | $2.4M | 29.8K | 0.5% | ▼−0.2% Reduced · −59 sh | |
| 33 | ASML Holding NV NY Registry SHS New 2012 COM | $2.3M | 1.1K | 0.5% | ▲+2.6% Added · +29 sh | |
| 34 | State Street SPDR Portfolio Aggregate Bond ETF ETF | $2.2M | 87.9K | 0.5% | ▲+8.9% Added · +7K sh | |
| 35 | RTX Corp COM | $2.2M | 11.8K | 0.5% | ▲+0.5% Added · +57 sh | |
| 36 | Vanguard Growth ETF ETF | $2.2M | 25.5K | 0.5% | ▲+583% Added · +22K sh | |
| 37 | Salesforce Inc COM | $2.0M | 13.0K | 0.4% | ▲+4.0% Added · +495 sh | |
| 38 | Vaneck Semiconductor ETF ETF | $2.0M | 3.0K | 0.4% | ▲+2.8% Added · +84 sh | |
| 39 | Tesla Inc COM | $2.0M | 4.7K | 0.4% | ▼−0.4% Reduced · −18 sh | |
| 40 | Verizon Communications Inc COM | $1.9M | 44.2K | 0.4% | ▲+3.8% Added · +2K sh | |
| 41 | Ebay Inc COM | $1.8M | 16.5K | 0.4% | ▼−6.6% Reduced · −1K sh | |
| 42 | Texas Instruments Inc COM | $1.8M | 6.1K | 0.4% | ▼−1.6% Reduced · −99 sh | |
| 43 | Kla Corp COM | $1.8M | 5.9K | 0.4% | ▲10× Added · +5K sh | |
| 44 | Mastercard Inc CL A COM | $1.6M | 3.1K | 0.3% | ▲+0.3% Added · +9 sh | |
| 45 | Walt Disney Co COM | $1.5M | 16.1K | 0.3% | ▼−5.7% Reduced · −970 sh | |
| 46 | Walmart Inc COM | $1.5M | 13.4K | 0.3% | ▼−1.6% Reduced · −214 sh | |
| 47 | Alphabet Inc CL A COM | $1.4M | 4.0K | 0.3% | ▼−3.3% Reduced · −136 sh | |
| 48 | Lam Research Corp COM | $1.3M | 3.0K | 0.3% | ▲+0.1% Added · +2 sh | |
| 49 | Procter & Gamble Co COM | $1.2M | 7.9K | 0.2% | ▼−0.3% Reduced · −21 sh | |
| 50 | Chevron Corp COM | $1.2M | 7.0K | 0.2% | ▲+0.5% Added · +36 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1585822/holdings"
Use Arkolith to show Winch Advisory Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.