account_balance
Investment manager · 13F filer · SEC CIK 1585822
Winch Advisory Services, LLC
Reported value$492Mas of Sep 30, 2026
Positions575 17 new, 9 sold out
Top 10 weight58.7%SPTM alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMState Street SPDR Port S&P 1500 Composite Stock Market ETF
11.1%
NVDANVIDIA Corp
8.5%Trimmed −3%
AAPLApple Inc.
7.0%
VGSHVanguard Short Term Treasury ETF
5.9%
VCITVanguard Intermediate Term Corp Bond ETF
5.3%
BILState Street SPDR Bloomberg 1-3 MTH T-Bill ETF
4.5%
CGMSCapital Group Fixed Income U S Multi Sector Income ETF
4.3%
MSFTMicrosoft Corp
4.2%
GOOGAlphabet Inc.
4.0%
AMZNAmazon.com Inc
3.9%
GBILGoldman Sachs Access Treasury 0-1yr ETF
2.6%Added +10%
BRK-BBerkshire Hathaway Inc
2.5%
SPTMState Street SPDR Port S&P 1500 Composite Stock Market ETF
11.1%
NVDANVIDIA Corp
8.5%Trimmed −3%
AAPLApple Inc.
7.0%
VGSHVanguard Short Term Treasury ETF
5.9%
VCITVanguard Intermediate Term Corp Bond ETF
5.3%
BILState Street SPDR Bloomberg 1-3 MTH T-Bill ETF
4.5%
CGMSCapital Group Fixed Income U S Multi Sector Income ETF
4.3%
MSFTMicrosoft Corp
4.2%
GOOGAlphabet Inc.
4.0%
AMZNAmazon.com Inc
3.9%
GBIL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM State Street SPDR Port S&P 1500 Composite Stock Market ETF 11.1% Held
NVDA NVIDIA Corp 8.5% Trimmed −3%AAPL Apple Inc. 7.0% HeldVGSH Vanguard Short Term Treasury ETF 5.9% Held
VCIT Vanguard Intermediate Term Corp Bond ETF 5.3% Held
BIL State Street SPDR Bloomberg 1-3 MTH T-Bill ETF 4.5% Held
CGMS Capital Group Fixed Income U S Multi Sector Income ETF 4.3% Held
MSFT Microsoft Corp 4.2% HeldGOOG Alphabet Inc. 4.0% HeldAMZN Amazon.com Inc 3.9% HeldGBIL Goldman Sachs Access Treasury 0-1yr ETF 2.6% Added +10%
BRK-B Berkshire Hathaway Inc 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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