Winch Advisory Services, LLC
503 holdingsFiling period: 2026-06-30Current AUM: $493.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | State Street Spdr Port S&P 1500 Composite Stock Market ETF | 597.2K | $54.2M | $55.2M | 11.18% | +1.3K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corp | 186.9K | $37.4M | $39.7M | 8.04% | -4,948 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 105.4K | $30.5M | $36.7M | 7.44% | -1,874 | 2026-06-30 |
| 4 | VGSH | Vanguard Short Term Treasury ETF | 505.3K | $29.4M | $29.2M | 5.92% | +5.7K | 2026-06-30 |
| 5 | VCIT | Vanguard Intermediate Term Corp Bond ETF | 326.3K | $27.0M | $25.9M | 5.26% | +5.7K | 2026-06-30 |
| 6 | BIL | State Street Spdr Bloomberg 1-3 Mth T-Bill ETF | 244.4K | $22.4M | $22.4M | 4.54% | -503 | 2026-06-30 |
| 7 | CGMS | Capital Group Fixed Income U S Multi Sector Income ETF | 791.2K | $21.6M | $21.0M | 4.25% | +11.2K | 2026-06-30 |
| 8 | GOOG | Alphabet Inc CL C | 58.8K | $20.8M | $18.9M | 3.82% | -1,857 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 79.3K | $18.9M | $19.9M | 4.02% | -1,757 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 41.0K | $15.3M | $21.4M | 4.33% | +722 | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathaway Inc CL B | 24.7K | $12.4M | $12.4M | 2.51% | -84 | 2026-06-30 |
| 12 | GBIL | Goldman Sachs Access Treasury 0-1YR ETF | 118.4K | $11.9M | $11.8M | 2.40% | -1,135 | 2026-06-30 |
| 13 | SHV | iShares 0-1 Year Treasury Bond ETF | 99.7K | $11.0M | $11.0M | 2.23% | -7,345 | 2026-06-30 |
| 14 | MRVL | Marvell Technology Inc | 31.4K | $9.4M | $7.0M | 1.42% | -2,129 | 2026-06-30 |
| 15 | QQQ | Invesco Qqq ETF | 10.8K | $8.0M | $7.6M | 1.54% | +146 | 2026-06-30 |
| 16 | JPM | JPMorgan Chase & Co | 23.6K | $7.7M | $7.9M | 1.61% | -343 | 2026-06-30 |
| 17 | ORCL | Onto Innovation Inc | 17.9K | $6.8M | $5.8M | 1.18% | -6,565 | 2026-06-30 |
| 18 | SPY | State Street Spdr S&P 500 ETF | 8.4K | $6.3M | $6.4M | 1.30% | +454 | 2026-06-30 |
| 19 | V | Visa Inc CL A | 18.1K | $6.2M | $7.5M | 1.52% | -24 | 2026-06-30 |
| 20 | AAAU | Goldman Sachs Physical Gold ETF | 145.1K | $5.7M | $5.8M | 1.17% | +651 | 2026-06-30 |
| 21 | C | Citigroup Inc | 34.9K | $4.9M | $4.3M | 0.87% | -1,217 | 2026-06-30 |
| 22 | SYK | Stryker Corp | 14.3K | $4.5M | $4.4M | 0.89% | -17 | 2026-06-30 |
| 23 | META | Meta Platforms Inc CL A | 7.4K | $4.2M | $4.8M | 0.97% | -31 | 2026-06-30 |
| 24 | NFLX | Netflix Inc | 54.6K | $3.9M | $3.7M | 0.74% | +461 | 2026-06-30 |
| 25 | SPEM | State Street Spdr S&P Emerging Markets ETF | 74.7K | $3.9M | $3.7M | 0.75% | +1.3K | 2026-06-30 |
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