Winch Advisory Services, LLC

13F filer · CIK 0001585822

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$481MU.S. long equity reported on 13F

Positions39629 new · 5 closed

Net flow last quarter-$2.86MBuys minus sells

Top 10 positions weight34.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026396 positions
NVDANvidia Corp	$37.4M	7.77%	0.00%	-2.6%	Q3 2016
AAPLApple Inc.	$30.5M	6.34%	0.00%	-1.8%	Q1 2014
GOOGAlphabet Inc.	$20.8M	4.32%	Not reported	-3.1%	Q4 2015
AMZNAmazon Com Inc	$18.9M	3.93%	0.00%	-2.2%	Q1 2014
MSFTMicrosoft Corp	$15.3M	3.18%	0.00%	+1.8%	Q1 2014
BRK.BBerkshire Hathaway Inc	$12.4M	2.57%	Not reported	-0.3%	Q1 2016
MRVLMarvell Technology, Inc.	$9.36M	1.94%	0.00%	-6.3%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$7.95M	1.65%	Not reported	+1.4%	Q1 2014
JPMJPMorgan Chase & Co	$7.73M	1.60%	0.00%	-1.4%	Q1 2014
ORCLOracle Corp	$6.79M	1.41%	0.00%	-26.8%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$6.28M	1.30%	Not reported	+5.7%	Q1 2014
VVisa Inc.	$6.23M	1.29%	0.00%	-0.1%	Q1 2014
AAAUGoldman Sachs Physical Gold ETF	$5.74M	1.19%	0.24%	+0.5%	Q1 2024
CCitigroup Inc	$4.89M	1.02%	0.00%	-3.4%	Q2 2015
SYKStryker Corp	$4.5M	0.94%	0.00%	-0.1%	Q3 2015
METAMeta Platforms, Inc.	$4.16M	0.86%	Not reported	-0.4%	Q1 2014
NFLXNetflix Inc	$3.9M	0.81%	0.00%	+0.9%	Q1 2014
MUMicron Technology Inc	$3.44M	0.71%	0.00%	+0.3%	Q2 2014
COSTCostco Wholesale Corp	$3.35M	0.70%	0.00%	-0.5%	Q3 2014
AMDAdvanced Micro Devices Inc	$3.1M	0.64%	0.00%	-0.3%	Q4 2017
KOCoca Cola Co	$2.42M	0.50%	0.00%	-0.2%	Q1 2014
ASMLAsml Holding NV	$2.26M	0.47%	0.00%	+2.6%	Q4 2020
SPABASTROTECH Corp	$2.24M	0.47%	Not reported	+8.9%	Q3 2019
RTXRTX Corp	$2.23M	0.46%	0.00%	+0.5%	Q2 2020
CRMSalesforce, Inc.	$2.03M	0.42%	0.00%	+4.0%	Q2 2014
SMHMarket Vectors ETF Trust	$1.99M	0.41%	Not reported	+2.9%	Q1 2014
TSLATesla, Inc.	$1.96M	0.41%	0.00%	-0.4%	Q1 2014
VZVerizon Communications Inc	$1.87M	0.39%	0.00%	+3.8%	Q1 2014
EBAYEbay Inc	$1.85M	0.38%	0.00%	-6.6%	Q1 2014
TXNTexas Instruments Inc	$1.81M	0.38%	0.00%	-1.6%	Q1 2017
KLACKla Corp	$1.79M	0.37%	0.00%	+0.2%	Q2 2014
MAMastercard Inc	$1.61M	0.33%	0.00%	+0.3%	Q1 2014
DISWalt Disney Co	$1.55M	0.32%	0.00%	-5.7%	Q1 2014
WMTWalmart Inc.	$1.51M	0.31%	0.00%	-1.6%	Q3 2016
GOOGLAlphabet Inc.	$1.43M	0.30%	0.00%	-3.3%	Q1 2016
LRCXLam Research Corp	$1.29M	0.27%	0.00%	+0.1%	Q2 2015
PGPROCTER & GAMBLE Co	$1.16M	0.24%	0.00%	-0.3%	Q1 2014
CVXChevron Corp	$1.16M	0.24%	0.00%	+0.5%	Q1 2014
NOCNorthrop Grumman Corp	$1.12M	0.23%	0.00%	+0.4%	Q2 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.06M	0.22%	0.00%	+2.9%	Q3 2016
ADBEAdobe Inc.	$994K	0.21%	0.00%	-1.6%	Q1 2019
SBUXStarbucks Corp	$947K	0.20%	0.00%	-3.6%	Q1 2014
XOMExxonMobil Holdings Corp	$921K	0.19%	0.00%	+1.9%	Q1 2014
WECWec Energy Group, Inc.	$918K	0.19%	0.00%	+0.9%	Q1 2016
LMTLockheed Martin Corp	$882K	0.18%	0.00%	+4.7%	Q3 2014
GLDSPDR Gold Trust	$837K	0.17%	0.00%	Not reported	Q1 2016
JNJJohnson & Johnson	$824K	0.17%	0.00%	+0.6%	Q1 2014
HONHoneywell International Inc	$806K	0.17%	0.00%	-0.2%	Q1 2014
HONAHoneywell Aerospace Inc.	$778K	0.16%	Not reported	-2.5%	Q2 2026
SPTSSports Media Inc	$712K	0.15%	Not reported	-4.4%	Q1 2019

Q1 2026Reported Apr 30, 2026371 positions
NVDANvidia Corp	$33.5M	7.64%	0.00%	-1.1%	Q3 2016
AAPLApple Inc.	$27.2M	6.22%	0.00%	-1.4%	Q1 2014
GOOGAlphabet Inc.	$17.4M	3.97%	Not reported	-2.8%	Q4 2015
AMZNAmazon Com Inc	$16.9M	3.86%	0.00%	-0.1%	Q1 2014
MSFTMicrosoft Corp	$14.9M	3.40%	0.00%	+0.9%	Q1 2014
BRK.BBerkshire Hathaway Inc	$11.9M	2.71%	Not reported	-0.2%	Q1 2016
JPMJPMorgan Chase & Co	$7.04M	1.61%	0.00%	-0.8%	Q1 2014
AAAUGoldman Sachs Physical Gold ETF	$6.67M	1.52%	0.23%	-2.3%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$6.15M	1.40%	Not reported	+0.7%	Q1 2014
VVisa Inc.	$5.49M	1.25%	0.00%	-0.4%	Q1 2014
NFLXNetflix Inc	$5.2M	1.19%	0.00%	+2.6%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$5.17M	1.18%	Not reported	+11.3%	Q1 2014
ORCLOracle Corp	$5.02M	1.15%	0.00%	Not reported	Q4 2014
SYKStryker Corp	$4.71M	1.07%	0.00%	-0.3%	Q3 2015
METAMeta Platforms, Inc.	$4.24M	0.97%	Not reported	+0.9%	Q1 2014
CCitigroup Inc	$4.1M	0.94%	0.00%	-2.1%	Q2 2015
COSTCostco Wholesale Corp	$3.59M	0.82%	0.00%	+1.2%	Q3 2014
MRVLMarvell Technology, Inc.	$3.32M	0.76%	0.00%	-10.0%	Q2 2020
CRMSalesforce, Inc.	$2.33M	0.53%	0.00%	+0.8%	Q2 2014
KOCoca Cola Co	$2.27M	0.52%	0.00%	-0.9%	Q1 2014
RTXRTX Corp	$2.26M	0.52%	0.00%	+0.9%	Q2 2020
VZVerizon Communications Inc	$2.14M	0.49%	0.00%	+1.3%	Q1 2014
SPABASTROTECH Corp	$2.07M	0.47%	Not reported	+2.7%	Q3 2019
TSLATesla, Inc.	$1.74M	0.40%	0.00%	+1.0%	Q1 2014
WMTWalmart Inc.	$1.69M	0.39%	0.00%	+2.4%	Q3 2016
DISWalt Disney Co	$1.64M	0.37%	0.00%	+0.5%	Q1 2014
HONHoneywell International Inc	$1.63M	0.37%	0.00%	-2.1%	Q1 2014
EBAYEbay Inc	$1.61M	0.37%	0.00%	-2.8%	Q1 2014
MAMastercard Inc	$1.56M	0.36%	0.00%	-1.0%	Q1 2014
NOCNorthrop Grumman Corp	$1.49M	0.34%	0.00%	+2.1%	Q2 2015
ASMLAsml Holding NV	$1.46M	0.33%	0.00%	+4.1%	Q4 2020
CVXChevron Corp	$1.44M	0.33%	0.00%	-0.7%	Q1 2014
TXNTexas Instruments Inc	$1.2M	0.27%	0.00%	-1.5%	Q1 2017
ADBEAdobe Inc.	$1.2M	0.27%	0.00%	-2.2%	Q1 2019
GOOGLAlphabet Inc.	$1.19M	0.27%	0.00%	-0.8%	Q1 2016
PGPROCTER & GAMBLE Co	$1.15M	0.26%	0.00%	+3.4%	Q1 2014
SMHMarket Vectors ETF Trust	$1.13M	0.26%	Not reported	+0.3%	Q1 2014
XOMExxonMobil Holdings Corp	$1.12M	0.26%	0.00%	-1.2%	Q1 2014
AMDAdvanced Micro Devices Inc	$1.09M	0.25%	0.00%	+9.1%	Q4 2017
MUMicron Technology Inc	$1M	0.23%	0.00%	+5.0%	Q2 2014
LMTLockheed Martin Corp	$999K	0.23%	0.00%	+5.2%	Q3 2014
GLDSPDR Gold Trust	$978K	0.22%	0.00%	Not reported	Q1 2016
WECWec Energy Group, Inc.	$902K	0.21%	0.00%	+0.6%	Q1 2016
KLACKla Corp	$872K	0.20%	0.00%	Not reported	Q2 2014
SBUXStarbucks Corp	$861K	0.20%	0.00%	-2.6%	Q1 2014
JNJJohnson & Johnson	$788K	0.18%	0.00%	-4.1%	Q1 2014
MDTMedtronic plc	$777K	0.18%	0.00%	+0.4%	Q1 2014
SPTSSports Media Inc	$749K	0.17%	Not reported	+1.6%	Q1 2019
IAUIshares Gold Trust	$730K	0.17%	0.00%	-1.2%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$727K	0.17%	0.00%	+3.2%	Q3 2016

Q4 2025Reported Feb 3, 2026373 positions
NVDANvidia Corp	$36.2M	8.00%	0.00%	-7.0%	Q3 2016
AAPLApple Inc.	$29.6M	6.54%	0.00%	-3.0%	Q1 2014
GOOGAlphabet Inc.	$19.6M	4.33%	Not reported	-3.2%	Q4 2015
MSFTMicrosoft Corp	$19.3M	4.27%	0.00%	-1.9%	Q1 2014
AMZNAmazon Com Inc	$18.7M	4.14%	0.00%	-1.2%	Q1 2014
BRK.BBerkshire Hathaway Inc	$12.5M	2.76%	Not reported	-0.5%	Q1 2016
JPMJPMorgan Chase & Co	$7.78M	1.72%	0.00%	-1.4%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$6.5M	1.44%	Not reported	+2.2%	Q1 2014
VVisa Inc.	$6.4M	1.41%	0.00%	-2.6%	Q1 2014
AAAUGoldman Sachs Physical Gold ETF	$6.29M	1.39%	0.25%	-0.5%	Q1 2024
SYKStryker Corp	$5.05M	1.12%	0.00%	-1.2%	Q3 2015
NFLXNetflix Inc	$4.94M	1.09%	0.00%	0.0%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$4.87M	1.08%	Not reported	+0.2%	Q1 2014
METAMeta Platforms, Inc.	$4.85M	1.07%	Not reported	-0.1%	Q1 2014
CCitigroup Inc	$4.31M	0.95%	0.00%	-1.2%	Q2 2015
ORCLOracle Corp	$3.87M	0.86%	0.00%	-24.0%	Q4 2014
CRMSalesforce, Inc.	$3.28M	0.72%	0.00%	-4.0%	Q2 2014
MRVLMarvell Technology, Inc.	$3.17M	0.70%	0.00%	-12.6%	Q2 2020
COSTCostco Wholesale Corp	$3.07M	0.68%	0.00%	+4.3%	Q3 2014
RTXRTX Corp	$2.13M	0.47%	0.00%	-1.6%	Q2 2020
KOCoca Cola Co	$2.1M	0.47%	0.00%	-0.8%	Q1 2014
TSLATesla, Inc.	$2.08M	0.46%	0.00%	-6.3%	Q1 2014
SPABASTROTECH Corp	$2.02M	0.45%	Not reported	+3.9%	Q3 2019
DISWalt Disney Co	$1.93M	0.43%	0.00%	-4.4%	Q1 2014
MAMastercard Inc	$1.8M	0.40%	0.00%	-2.1%	Q1 2014
ADBEAdobe Inc.	$1.76M	0.39%	0.00%	-16.8%	Q1 2019
VZVerizon Communications Inc	$1.71M	0.38%	0.00%	+2.8%	Q1 2014
EBAYEbay Inc	$1.58M	0.35%	0.00%	-3.2%	Q1 2014
WMTWalmart Inc.	$1.48M	0.33%	0.00%	-0.6%	Q3 2016
HONHoneywell International Inc	$1.44M	0.32%	0.00%	-0.4%	Q1 2014
GOOGLAlphabet Inc.	$1.31M	0.29%	0.00%	-1.1%	Q1 2016
NOCNorthrop Grumman Corp	$1.22M	0.27%	0.00%	+2.4%	Q2 2015
ASMLAsml Holding NV	$1.14M	0.25%	0.00%	+3.4%	Q4 2020
PGPROCTER & GAMBLE Co	$1.1M	0.24%	0.00%	+0.2%	Q1 2014
TXNTexas Instruments Inc	$1.09M	0.24%	0.00%	-14.1%	Q1 2017
CVXChevron Corp	$1.07M	0.24%	0.00%	-0.2%	Q1 2014
SMHMarket Vectors ETF Trust	$1.06M	0.23%	Not reported	+0.3%	Q1 2014
AMDAdvanced Micro Devices Inc	$1.05M	0.23%	0.00%	+0.3%	Q4 2017
PYPLPayPal Holdings, Inc.	$913K	0.20%	0.00%	-5.6%	Q3 2015
GLDSPDR Gold Trust	$901K	0.20%	0.00%	Not reported	Q1 2016
MDTMedtronic plc	$858K	0.19%	0.00%	-4.6%	Q1 2014
SBUXStarbucks Corp	$831K	0.18%	0.00%	-10.3%	Q1 2014
WECWec Energy Group, Inc.	$817K	0.18%	0.00%	+0.8%	Q1 2016
MUMicron Technology Inc	$808K	0.18%	0.00%	+9.4%	Q2 2014
XOMExxonMobil Holdings Corp	$804K	0.18%	0.00%	-1.0%	Q1 2014
LMTLockheed Martin Corp	$760K	0.17%	0.00%	+1.6%	Q3 2014
SPTSSports Media Inc	$740K	0.16%	Not reported	+1.3%	Q1 2019
KLACKla Corp	$719K	0.16%	0.00%	Not reported	Q2 2014
JNJJohnson & Johnson	$696K	0.15%	0.00%	-4.4%	Q1 2014
NKENIKE, Inc.	$694K	0.15%	0.00%	-20.1%	Q1 2015

Q3 2025Reported Nov 12, 2025373 positions
NVDANvidia Corp	$38.9M	8.75%	0.00%	-0.6%	Q3 2016
AAPLApple Inc.	$28.5M	6.42%	0.00%	-0.8%	Q1 2014
MSFTMicrosoft Corp	$21.1M	4.74%	0.00%	-0.6%	Q1 2014
AMZNAmazon Com Inc	$18M	4.06%	0.00%	-0.3%	Q1 2014
GOOGAlphabet Inc.	$15.7M	3.53%	Not reported	+0.6%	Q4 2015
BRK.BBerkshire Hathaway Inc	$12.6M	2.83%	Not reported	+1.1%	Q1 2016
JPMJPMorgan Chase & Co	$7.72M	1.74%	0.00%	+1.2%	Q1 2014
VVisa Inc.	$6.39M	1.44%	0.00%	+0.3%	Q1 2014
NFLXNetflix Inc	$6.32M	1.42%	0.00%	+1.0%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$6.21M	1.40%	Not reported	+0.8%	Q1 2014
AAAUGoldman Sachs Physical Gold ETF	$5.67M	1.27%	0.29%	+0.6%	Q1 2024
METAMeta Platforms, Inc.	$5.4M	1.22%	Not reported	+1.6%	Q1 2014
SYKStryker Corp	$5.37M	1.21%	0.00%	+0.7%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$4.75M	1.07%	Not reported	-0.5%	Q1 2014
ORCLOracle Corp	$4.16M	0.94%	0.00%	+17320.0%	Q4 2014
CCitigroup Inc	$3.79M	0.85%	0.00%	0.0%	Q2 2015
MRVLMarvell Technology, Inc.	$3.59M	0.81%	0.00%	-2.7%	Q2 2020
COSTCostco Wholesale Corp	$3.15M	0.71%	0.00%	+4.5%	Q3 2014
CRMSalesforce, Inc.	$3.06M	0.69%	0.00%	-0.1%	Q2 2014
TSLATesla, Inc.	$2.19M	0.49%	0.00%	+5.9%	Q1 2014
ADBEAdobe Inc.	$2.14M	0.48%	0.00%	-0.1%	Q1 2019
DISWalt Disney Co	$2.03M	0.46%	0.00%	-0.4%	Q1 2014
KOCoca Cola Co	$2.01M	0.45%	0.00%	+1.7%	Q1 2014
RTXRTX Corp	$1.97M	0.44%	0.00%	-0.1%	Q2 2020
SPABASTROTECH Corp	$1.95M	0.44%	Not reported	+10.7%	Q3 2019
MAMastercard Inc	$1.83M	0.41%	0.00%	-0.1%	Q1 2014
VZVerizon Communications Inc	$1.8M	0.40%	0.00%	+7.4%	Q1 2014
EBAYEbay Inc	$1.71M	0.38%	0.00%	+0.5%	Q1 2014
HONHoneywell International Inc	$1.56M	0.35%	0.00%	+2.2%	Q1 2014
WMTWalmart Inc.	$1.38M	0.31%	0.00%	+8.0%	Q3 2016
TXNTexas Instruments Inc	$1.34M	0.30%	0.00%	+1.3%	Q1 2017
NOCNorthrop Grumman Corp	$1.28M	0.29%	0.00%	+1.9%	Q2 2015
PGPROCTER & GAMBLE Co	$1.18M	0.26%	0.00%	+4.2%	Q1 2014
PYPLPayPal Holdings, Inc.	$1.11M	0.25%	0.00%	0.0%	Q3 2015
CVXChevron Corp	$1.09M	0.24%	0.00%	+5.2%	Q1 2014
GOOGLAlphabet Inc.	$1.03M	0.23%	0.00%	-3.4%	Q1 2016
ASMLAsml Holding NV	$996K	0.22%	0.00%	+16.9%	Q4 2020
SMHMarket Vectors ETF Trust	$957K	0.22%	Not reported	+5.0%	Q1 2014
NKENIKE, Inc.	$951K	0.21%	0.00%	+0.5%	Q1 2015
SBUXStarbucks Corp	$931K	0.21%	0.00%	+1.1%	Q1 2014
MDTMedtronic plc	$892K	0.20%	0.00%	+0.1%	Q1 2014
WECWec Energy Group, Inc.	$881K	0.20%	0.00%	+0.8%	Q1 2016
GLDSPDR Gold Trust	$808K	0.18%	0.00%	-4.2%	Q1 2016
AMDAdvanced Micro Devices Inc	$793K	0.18%	0.00%	+9.6%	Q4 2017
LMTLockheed Martin Corp	$772K	0.17%	0.00%	+12.4%	Q3 2014
XOMExxonMobil Holdings Corp	$761K	0.17%	0.00%	+0.6%	Q1 2014
SPTSSports Media Inc	$731K	0.16%	Not reported	+0.8%	Q1 2019
IAUIshares Gold Trust	$669K	0.15%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$652K	0.15%	0.00%	+4.3%	Q1 2014
KLACKla Corp	$638K	0.14%	0.00%	Not reported	Q2 2014

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