Winch Advisory Services, LLC
CIK: 1585822SEC EDGAR →
Portfolio Value
$200.6B
Holdings
530
As of
Q1 2026
New Positions
515
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 595,816 | $47.1B | 23.48% |
| 2 | VANGUARD SHORT TERM TREASURY ETF | 499,633 | $29.2B | 14.58% |
| 3 | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 320,635 | $26.5B | 13.22% |
| 4 | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 244,901 | $22.4B | 11.19% |
| 5 | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 779,954 | $21.2B | 10.59% |
| 6 | GOLDMAN SACHS PHYSICAL GOLD ETF | 144,462 | $6.7B | 3.33% |
| 7 | NETFLIX INC | 54,095 | $5.2B | 2.59% |
| 8 | STATE STREET SPDR S&P EMERGING MARKETS ETF | 73,446 | $3.4B | 1.72% |
| 9 | ISHARES 1-3 YR TREASURY BOND ETF | 41,453 | $3.4B | 1.71% |
| 10 | MARVELL TECHNOLOGY INC | 33,561 | $3.3B | 1.66% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 188 | $177.5B | 88.5% |
| Communication Services | 20 | $7.4B | 3.7% |
| Technology | 70 | $4.1B | 2.0% |
| Consumer Defensive | 20 | $2.7B | 1.3% |
| Unknown | 55 | $2.6B | 1.3% |
| Consumer Cyclical | 34 | $1.8B | 0.9% |
| Healthcare | 32 | $1.4B | 0.7% |
| Energy | 24 | $1.1B | 0.5% |
| Utilities | 15 | $875.5M | 0.4% |
| Basic Materials | 21 | $744.6M | 0.4% |
| Real Estate | 9 | $375.5M | 0.2% |
| Industrials | 43 | $154.6M | 0.1% |