Winch Advisory Services, LLC
•CIK: 1585822•Filing: Q4 2025
**Winch Advisory Services, LLC** manages $452M across a diversified portfolio of 506 positions. The fund exhibits significant concentration in technology and fixed income, with top holdings including SPTM at $49.2M and NVDA at $36.2M. Notable allocations also feature AAPL ($29.6M), VGSH ($29.3M), and VCIT ($26.7M). This structure suggests a tactical approach balancing high-growth equity exposure with defensive fixed-income mandates.
Total AUM
$452.1M
QoQ Performance
+1.7%
Positions
506
Top 10 Concentration
60.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
NVDA
AAPL
VGSH
VCIT
SPTM10.9%
NVDA8.0%
AAPL6.5%
VGSH6.5%
VCIT5.9%
BIL5.0%
CGMS4.7%
GOOG4.3%
📈 Biggest Buys
NFLX
NETFLIX INC
+899.6%
1.1% of portfolio
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF
+47.3%
2.6% of portfolio
SPTM
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF
+2.0%
10.9% of portfolio
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
+3.0%
5.9% of portfolio
VGSH
VANGUARD SHORT TERM TREASURY ETF
+2.7%
6.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other54.0%
Technology27.4%
Financial6.8%
Consumer6.1%
Communication1.6%
Industrial1.3%
ETF1.2%
Healthcare0.6%
🚪 Exited Positionssold since Q3 2025
+304 more exited positions
Changes from Q3 2025
NEW3 new positions
↑98 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023