Winch Advisory Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Winch Advisory Services, LLC reported 517 stock positions worth $444.4 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 10.6% of the portfolio, followed by Nvidia (NVDA, 8.8%) and Vanguard Short-Term Treasury (VGSH, 6.4%). Compared with Q2 2025, it opened 18 new positions, sold out of 10, added to 221 and reduced 42. The biggest buy was Oracle (ORCL, shares +17320%) and the biggest sale Amazon.com (AMZN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Appleton, WI
- CIK
- 0001585822
- Portfolio Value
- $444.4M (Q3 2025)
- SEC Filing
- 0001580642-25-007235 ↗ filed Nov 12, 2025
Holdings Value
Holdings 517 stocks · $444.4M
| SPTM SS SPDR P S&P 1500 Comp ETF | 10.62% | 585,419 | $47.2M | Add +0.7% |
| NVDA Nvidia Corp. | 8.75% | 208,459 | $38.9M | Reduce -0.6% |
| VGSH Vanguard Short-Term Treasury | 6.43% | 485,897 | $28.6M | Add +0.2% |
| AAPL Apple Inc. | 6.42% | 112,110 | $28.5M | Reduce -0.8% |
| VCIT Vanguard Int-Term Corporate | 5.85% | 309,038 | $26.0M | Add +2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.96% | 240,214 | $22.0M | Add +1.0% |
| MSFT Microsoft Corp. | 4.74% | 40,670 | $21.1M | Reduce -0.6% |
| CGMS Cap Group US Multi-Sect Bond | 4.69% | 751,108 | $20.8M | Add +1.3% |
| AMZN Amazon.com Inc. | 4.06% | 82,176 | $18.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 3.53% | 64,492 | $15.7M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.83% | 24,990 | $12.6M | Add +1.1% |
| SHV iShares 0-1 Year Treasury Bo | 2.71% | 108,995 | $12.0M | Reduce -2.4% |
| GBIL Goldman Sachs Access Treasur | 1.80% | 79,752 | $8.0M | Add +17.8% |
| JPM JPMorgan Chase & Co. | 1.74% | 24,485 | $7.7M | Add +1.2% |
| V Visa Inc. Class A | 1.44% | 18,721 | $6.4M | Add +0.3% |
| NFLX Netflix Inc. | 1.42% | 5,273 | $6.3M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 10,348 | $6.2M | Add +0.8% |
| AAAU Goldman Sachs Physical Gold | 1.27% | 148,630 | $5.7M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.22% | 7,359 | $5.4M | Add +1.6% |
| SYK Stryker Corp. | 1.21% | 14,530 | $5.4M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 7,127 | $4.7M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.94% | 32,227 | $4.2M | Add +17320.0% |
| C Citigroup Inc. | 0.85% | 37,358 | $3.8M | Reduce -0.0% |
| MRVL Marvell Technology Inc. | 0.81% | 42,668 | $3.6M | Reduce -2.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.78% | 41,664 | $3.5M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 10,375 | $3.4M | Reduce -0.5% |
| SPEM State Street SP PTF Em ETF | 0.75% | 71,002 | $3.3M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.71% | 3,408 | $3.2M | Add +4.5% |
| CRM Salesforce Inc. | 0.69% | 12,892 | $3.1M | Reduce -0.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.52% | 67,842 | $2.3M | Add +8.7% |
| TSLA Tesla Inc. | 0.49% | 4,933 | $2.2M | Add +5.9% |
| ADBE Adobe Inc. | 0.48% | 6,055 | $2.1M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 17,729 | $2.0M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.45% | 30,345 | $2.0M | Add +1.6% |
| RTX RTX Corp. | 0.44% | 11,786 | $2.0M | Reduce -0.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.44% | 75,610 | $2.0M | Add +10.7% |
| MA Mastercard Inc. Class A | 0.41% | 3,219 | $1.8M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.41% | 40,953 | $1.8M | Add +7.4% |
| EBAY eBay Inc. | 0.38% | 18,788 | $1.7M | Add +0.5% |
| HON Honeywell International Inc. | 0.35% | 7,403 | $1.6M | Add +2.2% |
| WMT Walmart Inc. | 0.31% | 13,352 | $1.4M | Add +8.0% |
| TXN Texas Instruments Inc. | 0.30% | 7,303 | $1.3M | Add +1.3% |
| NOC Northrop Grumman Corp. | 0.29% | 2,095 | $1.3M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.27% | 7,664 | $1.2M | Add +4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 2,327 | $1.1M | Add +11.1% |
| PYPL PayPal Holdings Inc. | 0.25% | 16,572 | $1.1M | Reduce -0.0% |
| CVX Chevron Corp. | 0.24% | 7,009 | $1.1M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 0.23% | 4,221 | $1.0M | Reduce -3.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 1,029 | $996K | Add +16.9% |
| VGIT Vanguard Intermediate-Term T | 0.22% | 16,157 | $970K | Add +11.6% |
| SMH Vaneck Semiconductor ETF | 0.22% | 2,934 | $957K | Add +5.0% |
| NKE Nike Inc. Class B | 0.21% | 13,642 | $951K | Add +0.5% |
| SBUX Starbucks Corp. | 0.21% | 11,004 | $931K | Add +1.1% |
| USHY iShares Broad Usd High Yield | 0.21% | 24,363 | $920K | Add +4.5% |
| MDT Medtronic PLC | 0.20% | 9,362 | $892K | Add +0.1% |
| WEC WEC Energy Group Inc. | 0.20% | 7,685 | $881K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 10,328 | $826K | Add +0.9% |
| GLD SPDR Gold Shares | 0.18% | 2,273 | $808K | Reduce -4.2% |
| AGGY Wisdomtree Yield Enhanced US | 0.18% | 18,232 | $807K | Add +12.7% |
| AMD Advanced Micro Devices | 0.18% | 4,900 | $793K | Add +9.6% |
| LMT Lockheed Martin Corp. | 0.17% | 1,546 | $772K | Add +12.4% |
| XOM Exxon Mobil Corp. | 0.17% | 6,749 | $761K | Add +0.6% |
| SPTS SS SPDR P St Term TSY ETF | 0.16% | 24,932 | $731K | Add +0.8% |
| IAU iShares Gold Trust | 0.15% | 9,195 | $669K | No change |
| JNJ Johnson & Johnson | 0.15% | 3,516 | $652K | Add +4.3% |
| KLAC KLA Corp. | 0.14% | 592 | $638K | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 1,730 | $597K | Add +16.9% |
| VFH Vanguard Financials ETF | 0.13% | 4,517 | $593K | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 2,091 | $584K | Add +3.8% |
| MMM 3M Co. | 0.12% | 3,567 | $554K | Add +0.0% |
| VHT Vanguard Health Care ETF | 0.11% | 1,943 | $504K | Add +0.5% |
| SHAG Wsdmtree YLD En US St Agg | 0.11% | 9,757 | $468K | Add +0.8% |
| PFE Pfizer Inc. | 0.10% | 18,080 | $461K | Add +3.3% |
| AVGO Broadcom Inc. | 0.10% | 1,393 | $459K | Add +46.3% |
| ROP Roper Technologies Inc. | 0.10% | 913 | $455K | Add +2.9% |
| BP BP PLC-Spons ADR | 0.10% | 13,190 | $455K | Add +1.5% |
| LRCX Lam Research Corp. | 0.10% | 3,329 | $446K | Add +0.1% |
| T AT&T Inc. | 0.10% | 15,363 | $434K | Add +17.0% |
| MU Micron Technology Inc. | 0.10% | 2,587 | $433K | Add +30.5% |
| DE Deere & Co. | 0.09% | 871 | $398K | Reduce -2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 6,922 | $395K | Add +23.6% |
| NEE Nextera Energy Inc. | 0.09% | 5,067 | $382K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.08% | 1,222 | $371K | Reduce -2.9% |
| VAW Vanguard Materials ETF | 0.08% | 1,802 | $369K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.08% | 555 | $340K | Add +0.2% |
| VIS Vanguard Industrials ETF | 0.07% | 1,110 | $329K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 2,104 | $297K | Add +8.1% |
| XLK SS Technology Select Sector | 0.06% | 980 | $276K | Add +0.1% |
| ULST SS Ultra Short TM Bond ETF | 0.06% | 6,427 | $262K | Add +1.1% |
| LNG Cheniere Energy Inc. | 0.06% | 1,088 | $256K | Add +7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,305 | $243K | Add +0.2% |
| WM Waste Management Inc. | 0.05% | 1,077 | $238K | Reduce -4.3% |
| WFC Wells Fargo & Co. | 0.05% | 2,784 | $233K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 3,537 | $230K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 19,071 | $228K | Add +1.0% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.05% | 3,438 | $225K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 1,733 | $216K | Add +0.1% |
| ACVF American Conservative Values | 0.05% | 4,352 | $215K | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.05% | 3,867 | $214K | Reduce -4.4% |
| VLO Valero Energy Corp. | 0.04% | 1,107 | $189K | Reduce -11.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $259 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 32 | $259 | No change |
Total filed on the 13F, all lines: $444.4M.
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -0.3% | 4.06% | −0.36 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.4% | 2.71% | −0.30 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.74% | −0.23 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.69% | −0.17 |
| ADBE Adobe Inc. | Reduce -0.1% | 0.48% | −0.09 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.46% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.1% | 0.78% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -0.0% | 0.25% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.41% | −0.03 |
| DE Deere & Co. | Reduce -2.8% | 0.09% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -2.7% | 0.81% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -24.3% | 0.03% | −0.02 |
| XEL Xcel Energy Inc. | Reduce -67.5% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.07% | −0.01 |
| WM Waste Management Inc. | Reduce -4.3% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.77% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.9% | 0.08% | −0.01 |
| DOW Dow Inc. | Reduce -1.7% | 0.02% | −0.01 |
| TGT Target Corp. | Reduce -40.5% | 0.00% | −0.00 |
| UMBF Umb Financial Corp. | Reduce -71.9% | 0.00% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.4% | 0.05% | −0.00 |
| SO The Southern Co. | Reduce -16.3% | 0.01% | −0.00 |
| DUK Duke Energy Corp. | Reduce -22.7% | 0.01% | −0.00 |
| BA The Boeing Co. | Reduce -2.7% | 0.02% | −0.00 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.00 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -13.9% | 0.00% | −0.00 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -7.9% | 0.01% | −0.00 |
| NVEC Nve Corp. | Reduce -56.6% | 0.00% | −0.00 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -6.6% | 0.01% | −0.00 |
| BYD CO LTD BONUS ISSUE PENDING CREDIT DATE | Sold out | 0.00% | −0.00 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -15.6% | 0.00% | −0.00 |
| CX Cemex Sab-Spons ADR Part Cer | Sold out | 0.00% | −0.00 |
| IMOS Chipmos Technologies Inc.-ADR | Reduce -40.0% | 0.00% | −0.00 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.00 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.00 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -10.2% | 0.01% | −0.00 |
| CGGR Cap Group Growth Equity | Reduce -0.3% | 0.01% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.09% | −0.00 |
| PAAA Pgim Aaa Clo ETF | Sold out | 0.00% | −0.00 |
| ISHARES INTERNATIONALXXXPOSSIBLE FUTURE DISTRIBUEFF: 08/15/24 | Sold out | 0.00% | 0.00 |
| WOLF Wolfspeed Inc. | Reduce -99.2% | 0.00% | 0.00 |
| VLO Valero Energy Corp. | Reduce -11.5% | 0.04% | +0.00 |
| XME SS SPDR S&P Metals Mining | Reduce -4.4% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Reduce -4.2% | 0.18% | +0.01 |
| RTX RTX Corp. | Reduce -0.1% | 0.44% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.23% | +0.04 |
| C Citigroup Inc. | Reduce -0.0% | 0.85% | +0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| ORCL Oracle Corp. | Add +17320.0% | 0.94% | +0.93 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 3.53% | +0.76 |
| GBIL Goldman Sachs Access Treasur | Add +17.8% | 1.80% | +0.14 |
| TSLA Tesla Inc. | Add +5.9% | 0.49% | +0.13 |
| AAAU Goldman Sachs Physical Gold | Add +0.6% | 1.27% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.9% | 0.22% | +0.05 |
| EBAY eBay Inc. | Add +0.5% | 0.38% | +0.04 |
| AVGO Broadcom Inc. | Add +46.3% | 0.10% | +0.04 |
| MU Micron Technology Inc. | Add +30.5% | 0.10% | +0.04 |
| NOC Northrop Grumman Corp. | Add +1.9% | 0.29% | +0.04 |
| OSK Oshkosh Corp. | Add +269.5% | 0.04% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.1% | 0.25% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 1.74% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +5.0% | 0.22% | +0.03 |
| AMD Advanced Micro Devices | Add +9.6% | 0.18% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +16.9% | 0.13% | +0.02 |
| LRCX Lam Research Corp. | Add +0.1% | 0.10% | +0.02 |
| JNJ Johnson & Johnson | Add +4.3% | 0.15% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.8% | 0.13% | +0.02 |
| LMT Lockheed Martin Corp. | Add +12.4% | 0.17% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +173.9% | 0.03% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 1.40% | +0.01 |
| WMT Walmart Inc. | Add +8.0% | 0.31% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +0.9% | 0.75% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +10.7% | 0.44% | +0.01 |
| AGNC AGNC Investment Corp. | Add +46.2% | 0.04% | +0.01 |
| CVX Chevron Corp. | Add +5.2% | 0.24% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +23.6% | 0.09% | +0.01 |
| AGGY Wisdomtree Yield Enhanced US | Add +12.7% | 0.18% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +50.6% | 0.02% | +0.01 |
| SLV iShares Silver Trust | Add +4.6% | 0.04% | +0.01 |
| TDG Transdigm Group Inc. | Add +147.6% | 0.02% | +0.01 |
| BP BP PLC-Spons ADR | Add +1.5% | 0.10% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +11.6% | 0.22% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +8.7% | 0.52% | +0.01 |
| OXY Occidental Petroleum Corp. | Add +7.1% | 0.03% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 0.04% | +0.00 |
| T AT&T Inc. | Add +17.0% | 0.10% | +0.00 |
| WEC WEC Energy Group Inc. | Add +0.8% | 0.20% | +0.00 |
| MO Altria Group Inc. | Add +8.8% | 0.03% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +15.1% | 0.04% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +8.1% | 0.07% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +96.0% | 0.01% | +0.00 |
| MP MP Materials Corp. | New | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +22.5% | 0.02% | +0.00 |
| VEA Vanguard Ftse Developed ETF | New | 0.00% | +0.00 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +7.4% | 0.41% | +0.00 |
| INTC Intel Corp. | Add +14.4% | 0.01% | +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 |