Winch Advisory Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Winch Advisory Services, LLC reported 509 stock positions worth $409.6 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 10.6% of the portfolio, followed by Nvidia (NVDA, 8.1%) and Vanguard Short-Term Treasury (VGSH, 7.0%). Compared with Q1 2025, it opened 16 new positions, sold out of 10, added to 213 and reduced 63. The biggest buy was Goldman Sachs Access Treasur (GBIL, shares +39%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Appleton, WI
- CIK
- 0001585822
- Portfolio Value
- $409.6M (Q2 2025)
- SEC Filing
- 0001580642-25-004964 ↗ filed Aug 7, 2025
Holdings Value
Holdings 509 stocks · $409.6M
| SPTM SS SPDR P S&P 1500 Comp ETF | 10.63% | 581,248 | $43.5M | Reduce -0.5% |
| NVDA Nvidia Corp. | 8.09% | 209,805 | $33.1M | Reduce -1.4% |
| VGSH Vanguard Short-Term Treasury | 6.96% | 485,033 | $28.5M | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 6.12% | 302,270 | $25.1M | Add +1.8% |
| AAPL Apple Inc. | 5.66% | 112,963 | $23.2M | Reduce -2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.33% | 237,894 | $21.8M | Reduce -6.2% |
| CGMS Cap Group US Multi-Sect Bond | 5.00% | 741,436 | $20.5M | Add +1.2% |
| MSFT Microsoft Corp. | 4.97% | 40,910 | $20.3M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 4.42% | 82,440 | $18.1M | Reduce -1.6% |
| SHV iShares 0-1 Year Treasury Bo | 3.01% | 111,680 | $12.3M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.93% | 24,713 | $12.0M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 2.78% | 64,089 | $11.4M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.71% | 24,192 | $7.0M | Reduce -0.5% |
| NFLX Netflix Inc. | 1.71% | 5,219 | $7.0M | Reduce -2.7% |
| GBIL Goldman Sachs Access Treasur | 1.66% | 67,689 | $6.8M | Add +38.6% |
| V Visa Inc. Class A | 1.62% | 18,670 | $6.6M | Reduce -2.1% |
| SYK Stryker Corp. | 1.39% | 14,424 | $5.7M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.38% | 10,269 | $5.7M | Add +3.6% |
| META Meta Platforms Inc. Class A | 1.30% | 7,240 | $5.3M | Reduce -1.1% |
| AAAU Goldman Sachs Physical Gold | 1.18% | 147,804 | $4.8M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 7,165 | $4.4M | Add +7.2% |
| CRM Salesforce Inc. | 0.86% | 12,901 | $3.5M | Reduce -1.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.84% | 41,713 | $3.5M | Add +0.5% |
| MRVL Marvell Technology Inc. | 0.83% | 43,847 | $3.4M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.79% | 3,260 | $3.2M | Reduce -0.3% |
| C Citigroup Inc. | 0.78% | 37,372 | $3.2M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 10,426 | $3.2M | Add +0.2% |
| SPEM State Street SP PTF Em ETF | 0.73% | 70,331 | $3.0M | Add +1.8% |
| ADBE Adobe Inc. | 0.57% | 6,058 | $2.3M | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 17,805 | $2.2M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.52% | 29,852 | $2.1M | Reduce -1.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.51% | 62,412 | $2.1M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.44% | 3,223 | $1.8M | Add +0.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 68,310 | $1.7M | Reduce -4.4% |
| RTX RTX Corp. | 0.42% | 11,792 | $1.7M | Reduce -2.3% |
| HON Honeywell International Inc. | 0.41% | 7,243 | $1.7M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.40% | 38,117 | $1.6M | Add +1.5% |
| TXN Texas Instruments Inc. | 0.37% | 7,208 | $1.5M | Reduce -3.7% |
| TSLA Tesla Inc. | 0.36% | 4,659 | $1.5M | No change |
| EBAY eBay Inc. | 0.34% | 18,691 | $1.4M | Reduce -0.6% |
| PYPL PayPal Holdings Inc. | 0.30% | 16,579 | $1.2M | Reduce -4.0% |
| WMT Walmart Inc. | 0.30% | 12,369 | $1.2M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.29% | 7,355 | $1.2M | Reduce -0.7% |
| NOC Northrop Grumman Corp. | 0.25% | 2,056 | $1.0M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.24% | 10,881 | $997K | Reduce -4.3% |
| NKE Nike Inc. Class B | 0.24% | 13,575 | $964K | Reduce -4.3% |
| CVX Chevron Corp. | 0.23% | 6,663 | $954K | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 2,094 | $918K | Add +9.9% |
| USHY iShares Broad Usd High Yield | 0.21% | 23,317 | $875K | Reduce -3.1% |
| VGIT Vanguard Intermediate-Term T | 0.21% | 14,481 | $866K | Add +1.0% |
| MDT Medtronic PLC | 0.20% | 9,351 | $815K | Reduce -2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 10,232 | $813K | Add +1.1% |
| WEC WEC Energy Group Inc. | 0.19% | 7,621 | $794K | Add +0.8% |
| SMH Vaneck Semiconductor ETF | 0.19% | 2,794 | $779K | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.19% | 4,371 | $770K | Add +0.6% |
| SPTS SS SPDR P St Term TSY ETF | 0.18% | 24,728 | $724K | Add +1.0% |
| GLD SPDR Gold Shares | 0.18% | 2,373 | $723K | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.18% | 6,708 | $723K | Add +1.1% |
| AGGY Wisdomtree Yield Enhanced US | 0.17% | 16,181 | $706K | Reduce -7.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 880 | $705K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.16% | 1,375 | $637K | Add +1.1% |
| AMD Advanced Micro Devices | 0.15% | 4,471 | $634K | Add +7.5% |
| IAU iShares Gold Trust | 0.14% | 9,195 | $573K | No change |
| VFH Vanguard Financials ETF | 0.14% | 4,503 | $573K | Add +0.4% |
| MMM 3M Co. | 0.13% | 3,566 | $543K | No change |
| KLAC KLA Corp. | 0.13% | 592 | $530K | Add +0.2% |
| JNJ Johnson & Johnson | 0.13% | 3,371 | $515K | Add +0.2% |
| ROP Roper Technologies Inc. | 0.12% | 887 | $503K | Reduce -6.0% |
| VHT Vanguard Health Care ETF | 0.12% | 1,934 | $480K | Reduce -0.9% |
| SHAG Wsdmtree YLD En US St Agg | 0.11% | 9,681 | $463K | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.11% | 1,480 | $462K | Add +118.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 2,014 | $456K | Add +2.2% |
| DE Deere & Co. | 0.11% | 896 | $456K | Add +0.3% |
| PFE Pfizer Inc. | 0.10% | 17,501 | $424K | Reduce -6.2% |
| BP BP PLC-Spons ADR | 0.09% | 12,991 | $389K | Add +1.0% |
| T AT&T Inc. | 0.09% | 13,134 | $380K | Add +0.7% |
| MCD McDonald's Corp. | 0.09% | 1,258 | $367K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.09% | 5,085 | $353K | Add +9.3% |
| VAW Vanguard Materials ETF | 0.09% | 1,795 | $350K | Reduce -1.4% |
| LRCX Lam Research Corp. | 0.08% | 3,326 | $324K | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 5,600 | $318K | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.08% | 554 | $314K | Add +4516.7% |
| VIS Vanguard Industrials ETF | 0.08% | 1,107 | $310K | Add +0.3% |
| AVGO Broadcom Inc. | 0.06% | 952 | $262K | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 1,947 | $260K | Add +9.2% |
| ULST SS Ultra Short TM Bond ETF | 0.06% | 6,355 | $258K | Add +1.1% |
| WM Waste Management Inc. | 0.06% | 1,125 | $257K | Add +0.2% |
| XLK SS Technology Select Sector | 0.06% | 979 | $248K | Add +0.1% |
| LNG Cheniere Energy Inc. | 0.06% | 1,017 | $248K | Add +0.1% |
| MU Micron Technology Inc. | 0.06% | 1,982 | $244K | Add +8.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,302 | $230K | Add +8.8% |
| KMB Kimberly-Clark Corp. | 0.05% | 1,732 | $223K | Add +0.6% |
| WFC Wells Fargo & Co. | 0.05% | 2,770 | $222K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 3,537 | $217K | Reduce -0.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.05% | 4,044 | $212K | Add +0.4% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.05% | 3,438 | $206K | No change |
| ACVF American Conservative Values | 0.05% | 4,346 | $205K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 18,879 | $205K | Add +1.2% |
| LYB Lyondellbasell Indu Class A | 0.05% | 3,192 | $185K | Add +2.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 390 | $172K | Add +0.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $365 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 32 | $365 | No change |
Total filed on the 13F, all lines: $409.6M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.2% | 5.66% | −1.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.2% | 5.33% | −0.82 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 2.93% | −0.63 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.0% | 3.01% | −0.32 |
| V Visa Inc. Class A | Reduce -2.1% | 1.62% | −0.15 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.86% | −0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -4.8% | 0.51% | −0.06 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.52% | −0.06 |
| ADBE Adobe Inc. | Reduce -2.6% | 0.57% | −0.06 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.4% | 0.43% | −0.06 |
| SBUX Starbucks Corp. | Reduce -4.3% | 0.24% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.29% | −0.05 |
| AAAU Goldman Sachs Physical Gold | Reduce -1.2% | 1.18% | −0.04 |
| SYK Stryker Corp. | Reduce -0.9% | 1.39% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.79% | −0.03 |
| MDT Medtronic PLC | Reduce -2.5% | 0.20% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -0.5% | 0.25% | −0.03 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -7.1% | 0.17% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -6.0% | 0.12% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.2% | 0.10% | −0.02 |
| USHY iShares Broad Usd High Yield | Reduce -3.1% | 0.21% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -0.9% | 0.12% | −0.02 |
| X United States Steel Corp. | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -7.4% | 0.03% | −0.01 |
| GLD SPDR Gold Shares | Reduce -2.1% | 0.18% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 0.08% | −0.01 |
| J Jacobs Solutions Inc. | Reduce -36.8% | 0.01% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -1.4% | 0.09% | −0.01 |
| EOG EOG Resources Inc. | Reduce -0.5% | 0.02% | −0.00 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -4.0% | 0.02% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.8% | 0.01% | −0.00 |
| PFG Principal Financial Group | Reduce -7.4% | 0.01% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -9.2% | 0.02% | −0.00 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -21.2% | 0.01% | −0.00 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.41% | −0.00 |
| NKE Nike Inc. Class B | Reduce -4.3% | 0.24% | −0.00 |
| RTX RTX Corp. | Reduce -2.3% | 0.42% | −0.00 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -18.2% | 0.01% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -12.9% | 0.00% | −0.00 |
| FDX FedEx Corp. | Reduce -12.2% | 0.01% | −0.00 |
| GOLDMAN SACHS GROUP INC (GS 5.75 02/15/38 NOTZ) | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -23.7% | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.00 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -15.5% | 0.01% | −0.00 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.00 |
| DVN Devon Energy Corp. | Reduce -22.8% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| GBIL Goldman Sachs Access Treasur | Add +38.6% | 1.66% | +0.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.6% | 1.38% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.2% | 1.08% | +0.09 |
| C Citigroup Inc. | Add +0.6% | 0.78% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +4516.7% | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +7.5% | 0.15% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +5710.5% | 0.04% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6285.3% | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.9% | 0.22% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +1.1% | 0.19% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.2% | 0.11% | +0.02 |
| KLAC KLA Corp. | Add +0.2% | 0.13% | +0.02 |
| CAT Caterpillar Inc. | Add +926.9% | 0.03% | +0.02 |
| AVGO Broadcom Inc. | Add +1.6% | 0.06% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +118.9% | 0.11% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 0.17% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.77% | +0.02 |
| MU Micron Technology Inc. | Add +8.2% | 0.06% | +0.02 |
| LRCX Lam Research Corp. | Add +0.5% | 0.08% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +1.8% | 0.73% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.19% | +0.01 |
| WMT Walmart Inc. | Add +0.6% | 0.30% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +43.9% | 0.03% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.06% | +0.01 |
| DMLP Dorchester Minerals LP | New | 0.01% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +0.1% | 0.04% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +18.5% | 0.01% | +0.00 |
| SMR Nuscale Power Corp. | Add +68.2% | 0.01% | +0.00 |
| LEU Centrus Energy Corp. Class A | Add +68.3% | 0.00% | +0.00 |
| CLF Cleveland-Cliffs Inc. | Add +131.3% | 0.01% | +0.00 |
| VIS Vanguard Industrials ETF | Add +0.3% | 0.08% | +0.00 |
| ETN Eaton Corp. PLC | Add +0.5% | 0.02% | +0.00 |
| SLV iShares Silver Trust | Add +13.7% | 0.03% | +0.00 |
| ORCL Oracle Corp. | Add +0.5% | 0.01% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +9.2% | 0.06% | +0.00 |
| VLO Valero Energy Corp. | Add +13.4% | 0.04% | +0.00 |
| SPOT Spotify Technology SA | Add +34.8% | 0.01% | +0.00 |
| DAL Delta Air Lines Inc. | Add +356.9% | 0.00% | +0.00 |
| LUV Southwest Airlines Co. | Add +111.7% | 0.00% | +0.00 |
| EWSB Ewsb Bancorp Inc. | New | 0.00% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.05% | +0.00 |
| TPR Tapestry Inc. | Add +68.3% | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +0.4% | 0.03% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.8% | 0.06% | +0.00 |
| ANET Arista Networks Inc. | Add +416.7% | 0.00% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +0.2% | 0.02% | +0.00 |
| BLD Topbuild Corp. | Add +19.1% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 562 | $481.4M | SPTM, NVDA, AAPL, VGSH, VCIT |
| Q1 2026 | 525 | $438.0M | SPTM, NVDA, VGSH, AAPL, VCIT |
| Q4 2025 | 515 | $452.1M | SPTM, NVDA, AAPL, VGSH, VCIT |
| Q3 2025 | 517 | $444.4M | SPTM, NVDA, VGSH, AAPL, VCIT |
| Q2 2025 | 509 | $409.6M | SPTM, NVDA, VGSH, VCIT, AAPL |
| Q1 2025 | 503 | $378.2M | SPTM, VGSH, AAPL, VCIT, BIL |
| Q4 2024 | 553 | $384.5M | SPTM, AAPL, NVDA, VCIT, CGMS |
| Q3 2024 | 467 | $361.6M | SPTM, AAPL, NVDA, VCIT, MSFT |
| Q2 2024 | 459 | $349.7M | SPTM, NVDA, AAPL, MSFT, VCIT |
| Q1 2024 | 450 | $327.4M | SPTM, NVDA, AAPL, MSFT, VCIT |