13F filer

Winch Advisory Services

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 1585822 SEC filings ↗

13F Value

$481.4M

Positions

567

Top Position

SPTM11.3%

Top 5

37.1%

Latest filing changes

vs Mar 31, 2026

1 VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares +1.8%+$470K

2 SPY State Str SPDR S&P 500 ETF T — Tr Unit +5.7%+$339K

3 VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares +1.1%+$332K

4 CGMS Capital Group U.S. Multi-Sector Income ETF — Share Class +1.4%+$307K

5 MSFT Microsoft +1.8%+$269K

Holdings567

#
1	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	11.3%	$54.2M	+0.2%	597.2K	10.8%	ETF
2	NVDA NVIDIA	7.8%	$37.4M	-2.6%	186.9K	7.6%	Common Stock
3	AAPL Apple	6.3%	$30.5M	-1.7%	105.4K	6.2%	Common Stock
4	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	6.1%	$29.4M	+1.1%	505.3K	6.7%	ETF
5	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	5.6%	$27.0M	+1.8%	326.3K	6.1%	ETF
6	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	4.7%	$22.4M	-0.2%	244.4K	5.1%	ETF
7	CGMS Capital Group U.S. Multi-Sector Income ETF — Share Class	4.5%	$21.6M	+1.4%	791.2K	4.8%	ETF
8	GOOG Alphabet Class C	4.3%	$20.8M	-3.1%	58.8K	4.0%	Common Stock
9	AMZN Amazon	3.9%	$18.9M	-2.2%	79.3K	3.9%	Common Stock
10	MSFT Microsoft	3.2%	$15.3M	+1.8%	41.0K	3.4%	Common Stock
11	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 24,731 reported quantity $12,375,361 reported value	2.6%	$12.4M	-0.3%	24.7K	2.7%	Common Stock
12	GBIL Goldman Sachs Access Treasury 0-1 Year ETF	2.5%	$11.9M	-0.9%	118.4K	2.7%	ETF
13	SHV iShares 0-1 Year Treasury Bond ETF	2.3%	$11.0M	-6.9%	99.7K	2.7%	ETF
14	MRVL Marvell Technology	1.9%	$9.4M	-6.3%	31.4K	0.8%	Common Stock
15	QQQ Invesco QQQ Trust, Series 1	1.7%	$8.0M	+1.4%	10.8K	1.4%	ETF
16	JPM JPMorgan Chase	1.6%	$7.7M	-1.4%	23.6K	1.6%	Common Stock
17	ORCL Oracle	1.4%	$6.8M	-26.8%	17.9K	1.1%	Common Stock
18	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.3%	$6.3M	+5.7%	8.4K	1.2%	ETF
19	V Visa	1.3%	$6.2M	-0.1%	18.1K	1.3%	Common Stock
20	AAAU Goldman Sachs Physical Gold	1.2%	$5.7M	+0.5%	145.1K	1.5%	Unit

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing15

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.