Winch Advisory Services, LLC: 13F holdings
CIK 15858222026Q2
| Positions | 567 |
|---|
| Reported value | $481.4m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 567 (+37 vs prior quarter) |
|---|
| Reported value | $481.4m (+9.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 597,158 | $54.2m | 11.3% |
| NVDA NVIDIA CORP | 186,886 | $37.4m | 7.8% |
| AAPL APPLE INC | 105,446 | $30.5m | 6.3% |
| VGSH VANGUARD SHORT TERM TREASURY ETF | 505,330 | $29.4m | 6.1% |
| VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF | 326,324 | $27.0m | 5.6% |
| BIL STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 244,398 | $22.4m | 4.7% |
| CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 791,200 | $21.6m | 4.5% |
| GOOG ALPHABET INC CL C | 58,809 | $20.8m | 4.3% |
| AMZN AMAZON.COM INC | 79,330 | $18.9m | 3.9% |
| MSFT MICROSOFT CORP | 40,976 | $15.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1585822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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