Winch Advisory Services, LLC - Portfolio Stock Holdings
Winch Advisory Services, LLC disclosed 559 stock positions in a recent SEC 13F filing. $475,602,523 of stock holdings were filed, with the largest holdings including SPTM, NVDA, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $580,178,144 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
559Est. Stock Holding Value:
$475,602,523Top Stock Holdings By Sector
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Portfolio Stock Holdings - Winch Advisory Services, LLC
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