Winch Advisory Services, LLC - Portfolio Stock Holdings

Winch Advisory Services, LLC disclosed 517 stock positions in a recent SEC 13F filing. $431,517,408 of stock holdings were filed, with the largest holdings including SPTM, NVDA, and VGSH. This filing represented positions held on March 31, 2026, and was filed on April 30, 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.