1y return+10.6%S&P 500 +20.9%
3y return+49.2%S&P 500 +68.5%
5y return+51.6%S&P 500 +74.5%
10y return+131.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $231 against $357 in the S&P 500.2
Winch Advisory Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPTMState Street Spdr Port S&p 1500 Composite Stock Market Etf | $54.2M | 11.3% | |
| NVDANvidia Corp | $37.4M | 7.8% | −2.6% |
| AAPLApple Inc | $30.5M | 6.3% | −1.7% |
| VGSHVanguard Short Term Treasury Etf | $29.4M | 6.1% | +1.1% |
| VCITVanguard Intermediate Term Corp Bond Etf | $27.0M | 5.6% | +1.8% |
| BILState Street Spdr Bloomberg 1-3 Mth T-bill Etf | $22.4M | 4.7% | |
| CGMSCapital Group Fixed Income U S Multi Sector Income Etf | $21.6M | 4.5% | +1.4% |
| GOOGAlphabet Inc Cl C | $20.8M | 4.3% | −3.1% |
| AMZNAmazon.com Inc | $18.9M | 3.9% | −2.2% |
| MSFTMicrosoft Corp | $15.3M | 3.2% | +1.8% |
| BRK/BBerkshire Hathaway Inc Cl B | $12.4M | 2.6% | |
| GBILGoldman Sachs Access Treasury 0-1yr Etf | $11.9M | 2.5% | |
| SHVIshares 0-1 Year Treasury Bond Etf | $11.0M | 2.3% | −6.9% |
| MRVLMarvell Technology Inc | $9.4M | 1.9% | −6.3% |
| QQQInvesco Qqq Etf | $8.0M | 1.7% | +1.4% |
| JPMJpmorgan Chase & Co | $7.7M | 1.6% | −1.4% |
| ORCLOnto Innovation Inc | $6.8M | 1.4% | −26.8% |
| SPYState Street Spdr S&p 500 Etf | $6.3M | 1.3% | +5.7% |
| VVisa Inc Cl A | $6.2M | 1.3% | |
| AAAUGoldman Sachs Physical Gold Etf | $5.7M | 1.2% | |
| CCitigroup Inc | $4.9M | 1.0% | −3.4% |
| SYKStryker Corp | $4.5M | 0.9% | |
| METAMeta Platforms Inc Cl A | $4.2M | 0.9% | |
| NFLXNetflix Inc | $3.9M | 0.8% | |
| SPEMState Street Spdr S&p Emerging Markets Etf | $3.9M | 0.8% | +1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $37.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $3.1M |
| SMHVaneck Semiconductor Etf | September 30, 2020 | +653.1% | $2.0M |
| GOOGAlphabet Inc Cl C | June 30, 2020 | +399.9% | $20.8M |
| Asml Holding Nv Ny Registry Shs New 2012CUSIP N07059210 | December 31, 2020 | +307.9% | $2.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $7.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.5M |
| COSTCostco Wholesale Corp | June 30, 2020 | +208.5% | $3.4M |
| RTXRtx Corp | June 30, 2020 | +207.9% | $2.2M |
| BRK/BBerkshire Hathaway Inc Cl B | June 30, 2020 | +180.3% | $12.4M |
Sold off last quarter
- MGCVanguard Mega Cap Index Etf was $34K
- TCPBThrivent Core Plus Bond Etf was $27K
- AVEMAvantis Emerging Markets Equity Etf was $26K
- IWLGNyli Winslow Large Cap Growth Etf was $16K
- IPACIshares Core Msci Pac Etf was $15K
- TSMEThrivent Small Mid Cap Equity Etf was $14K
- XTENBondbloxx Bloomberg 10 Mnth Target Duration Us Treasury Etf was $12K
- XTWYBondbloxx Bloomberg 20 Year Target Duration Us Treasury Etf was $12K
- ABNBAirbnb Inc Cl A was $6,314
- EQWLInvesco S&p 100 Equal Weight Etf was $5,441
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +3.6% | +2.1% |
| September 30, 2024 | +3.4% | +5.4% |
| June 30, 2024 | +5.8% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +9.8% | +7.0% |
| December 31, 2022 | +2.3% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Winch Advisory Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1585822&type=13F-HR&dateb=&owner=include&count=40CIK 1585822
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1585822/000158064226004940/Filed August 6, 2026 · accession 0001580642-26-004940