Winch Advisory Services, LLC - Portfolio overview

Winch Advisory Services, LLC has 533 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPTM - STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF, 10.75%
2. NVDA - NVIDIA CORP, 7.64%
3. VGSH - VANGUARD SHORT TERM TREASURY ETF, 6.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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