Institutional Fund
Winch Advisory Services, LLC
Appleton, WICIK 15858225 filings on record
Portfolio Value
$438.05M
Q1 2026
Holdings
530
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-3.1%
from $452.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust10.8%
- Nvidia Corporation7.6%
- Vanguard Scottsdale Fds6.7%
- Apple Inc6.2%
- Vanguard Scottsdale Fds6.1%
- Spdr Series Trust5.1%
- Other57.5%
Portfolio Holdings
530 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 595.8K | $47.11M | 10.8% | −1.1K | Reduced |
| 2 | Nvidia Corporation | 191.8K | $33.46M | 7.6% | −2.1K | Reduced |
| 3 | Vanguard Scottsdale Fds | 499.6K | $29.25M | 6.7% | +793 | Added |
| 4 | Apple Inc | 107.3K | $27.24M | 6.2% | −1.5K | Reduced |
| 5 | Vanguard Scottsdale Fds | 320.6K | $26.53M | 6.1% | +2.3K | Added |
| 6 | Spdr Series Trust | 244.9K | $22.44M | 5.1% | −1.4K | Reduced |
| 7 | Capital Grp Fixed Incm ETF T | 780.0K | $21.24M | 4.8% | +7.9K | Added |
| 8 | Alphabet Inc | 60.7K | $17.40M | 4.0% | −1.7K | Reduced |
| 9 | Amazon Com Inc | 81.1K | $16.89M | 3.9% | −89 | Reduced |
| 10 | Microsoft Corp | 40.3K | $14.90M | 3.4% | +371 | Added |
520 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio