Universe · entity
Winch Advisory Services, LLC
Institutional manager (13F) · CIK 1585822
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $399M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $47M | 595,816 |
| 2 | NVIDIA CORP | $33M | 191,834 |
| 3 | VANGUARD SHORT TERM TREASURY ETF | $29M | 499,633 |
| 4 | APPLE INC | $27M | 107,320 |
| 5 | VANGUARD INTERMEDIATE TERM CORP BOND ETF | $27M | 320,635 |
| 6 | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $22M | 244,901 |
| 7 | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $21M | 779,954 |
| 8 | ALPHABET INC CL C | $17M | 60,666 |
| 9 | AMAZON.COM INC | $17M | 81,087 |
| 10 | MICROSOFT CORP | $15M | 40,254 |
| 11 | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $12M | 119,526 |
| 12 | BERKSHIRE HATHAWAY INC CL B | $12M | 24,815 |
| 13 | ISHARES 0-1 YEAR TREASURY BOND ETF | $12M | 107,026 |
| 14 | JPMORGAN CHASE & CO | $7M | 23,946 |
| 15 | GOLDMAN SACHS PHYSICAL GOLD ETF | $7M | 144,462 |
| 16 | INVESCO QQQ ETF | $6M | 10,654 |
| 17 | VISA INC CL A | $5M | 18,171 |
| 18 | NETFLIX INC | $5M | 54,095 |
| 19 | STATE STREET SPDR S&P 500 ETF | $5M | 7,951 |
| 20 | ONTO INNOVATION INC | $5M | 24,502 |
| 21 | STRYKER CORP | $5M | 14,323 |
| 22 | META PLATFORMS INC CL A | $4M | 7,417 |
| 23 | CITIGROUP INC | $4M | 36,155 |
| 24 | COSTCO WHOLESALE CORP | $4M | 3,600 |
| 25 | STATE STREET SPDR S&P EMERGING MARKETS ETF | $3M | 73,446 |
| 26 | ISHARES 1-3 YR TREASURY BOND ETF | $3M | 41,453 |
| 27 | MARVELL TECHNOLOGY INC | $3M | 33,561 |
| 28 | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | $2M | 74,093 |
| 29 | VANGUARD TOTAL STOCK MARKET ETF | $2M | 7,724 |
| 30 | SALESFORCE INC | $2M | 12,474 |
| 31 | COCA-COLA COMPANY | $2M | 29,832 |
| 32 | RTX CORP | $2M | 11,701 |
| 33 | VERIZON COMMUNICATIONS INC | $2M | 42,611 |
| 34 | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $2M | 80,717 |
| 35 | TESLA INC | $2M | 4,669 |
| 36 | WALMART INC | $2M | 13,578 |
| 37 | WALT DISNEY CO | $2M | 17,027 |
| 38 | HONEYWELL INTL INC | $2M | 7,219 |
| 39 | VANGUARD GROWTH ETF | $2M | 3,733 |
| 40 | EBAY INC | $2M | 17,679 |
| 41 | MASTERCARD INC CL A | $2M | 3,120 |
| 42 | NORTHROP GRUMMAN CORP | $1M | 2,191 |
| 43 | ASML HOLDING NV | $1M | 1,108 |
| 44 | CHEVRON CORP | $1M | 6,949 |
| 45 | TEXAS INSTRUMENTS INC | $1M | 6,176 |
| 46 | ADOBE INC | $1M | 4,928 |
| 47 | ALPHABET INC CL A | $1M | 4,143 |
| 48 | PROCTER & GAMBLE CO | $1M | 7,940 |
| 49 | VANECK SEMICONDUCTOR ETF | $1M | 2,951 |
| 50 | EXXON MOBIL CORP | $1M | 6,606 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.