StockDriftsStockDriftsTop 50 Winch Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 11.26% | 597.2K | $54.2M | +0.23%(+1.34K) | $42.41(+122.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 7.77% | 186.9K | $37.4M | -2.58%(-4.95K) | $7.15(+3060.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.34% | 105.4K | $30.5M | -1.75%(-1.87K) | $36.06(+746.86%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | 6.11% | 505.3K | $29.4M | +1.14%(+5.70K) | $59.92(-2.95%) | 2026-06-30 | |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 5.6% | 326.3K | $27.0M | +1.77%(+5.69K) | $80.55(+0.74%) | 2026-06-30 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 4.65% | 244.4K | $22.4M | -0.21%(-503) | $91.53(+0.01%) | 2026-06-30 | |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 4.49% | 791.2K | $21.6M | +1.44%(+11.25K) | $26.88(+1.11%) | 2026-06-30 | |
| GOOG | ALPHABET INC CL C | 4.32% | 58.8K | $20.8M | -3.06%(-1.86K) | $44.07(+677.46%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.93% | 79.3K | $18.9M | -2.17%(-1.76K) | $54.50(+381.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.18% | 41.0K | $15.3M | +1.79%(+722) | $105.15(+362.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.36% | +53.52% | +9.42% | +56.84% |
| Top 20 Holdings Unweighted | +15.14% | +52.66% | +8.28% | +48.84% |
Winch Advisory Services, LLC reports $481.41M in US-listed equity holdings across 567 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (11.3%), NVDA (7.8%) and AAPL (6.3%). The top 20 holdings account for 75.34% of reported assets. Its disclosed equity book has returned +53.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winch Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1585822). View Winch Advisory Services, LLC’s 13F filings on SEC