Winch Advisory Services
Winch Advisory Services reported 567 stocks worth $481M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPTM (11.3%), NVDA (7.8%) and AAPL (6.3%). Compared with Q1 2026, the fund opened new positions in HONA, SPCX and IEF, added to SPTM, VGSH and VCIT, trimmed NVDA, AAPL and BIL and sold out of MGC, TCPB and AVEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPTM Spdr Series Trust | $54.2M | 11.3% | 597K | +1,342 (+0%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $37.4M | 7.8% | 187K | −4,948 (−3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $30.5M | 6.3% | 105K | −1,874 (−2%) | 8 of 8 | |
| 4 |  VGSH Vanguard Scottsdale Fds | $29.4M | 6.1% | 505K | +5,697 (+1%) | 8 of 8 | |
| 5 |  VCIT Vanguard Scottsdale Fds | $27M | 5.6% | 326K | +5,689 (+2%) | 8 of 8 | |
| 6 |  BIL ST Stert Spdr Blmbg 1 3 | $22.4M | 4.7% | 244K | −503 (−0%) | 8 of 8 | |
| 7 |  CGMS Capital Group U S Multi | $21.6M | 4.5% | 791K | +11K (+1%) | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $20.8M | 4.3% | 59K | −1,857 (−3%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $18.9M | 3.9% | 79K | −1,757 (−2%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $15.3M | 3.2% | 41K | +722 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MGC Vanguard World FD | $34K | 144 |
 TCPB Thrivent ETF Trust | $27K | 541 |
 AVEM American Centy ETF TR | $26K | 318 |
 IWLG New York Life Invts Active E | $16K | 334 |
 IPAC Ishares TR | $15K | 190 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Winch Advisory Services 13F FAQ
What does Winch Advisory Services own?
Winch Advisory Services reported 567 stocks worth $481M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPTM (11.3%), NVDA (7.8%) and AAPL (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Winch Advisory Services buy and sell in Q2 2026?
Compared with Q1 2026: 52 new positions, 218 added to, 50 trimmed and 16 sold out. New positions include HONA, SPCX and IEF. It sold all of MGC, TCPB and AVEM.
When will Winch Advisory Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Winch Advisory Services's portfolio worth?
The Q2 2026 filing reports $481M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.