Winch Advisory Services, LLC
CIK 1585822
13F filing for Q2 2026・No. 3,988
- Holdings
- US$481.41M
- Quarter change
- +US$43.36M
- Entries
- 568
- Net bought (estimate)
- −US$2.34M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 52
- Sold out 16
- Cut 54
- Added 220
- Corporate actions 0
- Unchanged 240
Largest holdings
566 stocks worth US$481.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETFETF | Added | 597,158 | US$54.22M | 11.26% |
| NVDANvidiaCOM | Cut | 186,886 | US$37.39M | 7.77% |
| AAPLAppleCOM | Cut | 105,446 | US$30.51M | 6.34% |
| VANGUARD SHORT TERM TREASURY ETFETF | Added | 505,330 | US$29.41M | 6.11% |
| VANGUARD INTERMEDIATE TERM CORP BOND ETFETF | Added | 326,324 | US$26.97M | 5.60% |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETFETF | Cut | 244,398 | US$22.4M | 4.65% |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETFETF | Added | 791,200 | US$21.62M | 4.49% |
| GOOGALPHABET INC CL CCOM | Cut | 58,809 | US$20.78M | 4.32% |
| AMZNAmazonCOM | Cut | 79,330 | US$18.91M | 3.93% |
| MSFTMicrosoftCOM | Added | 40,976 | US$15.28M | 3.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.