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Winch Advisory Services, LLC
Winch Advisory Services, LLC (doing business as Winch Financial) is an SEC-registered investment adviser headquartered in Appleton, Wisconsin. Founded in 1998, the firm serves clients primarily in the United States and provides personalized investment supervisory services and individual portfolio management. The adviser is majority owned by members of the Winch family and employs approximately 18 professionals. Their clientele covers both individual investors (including high net worth) as well as pension and profit-sharing plans.
Investment Strategy
Winch Advisory Services develops personalized investment policies for each client through in-depth discussion of goals, objectives, and circumstances, including risk tolerance and time horizon. They provide continuous, discretionary management of client portfolios, focusing on customizing allocations to match the client's needs. The firm implements individual portfolio management strategies, aiming for long-term growth and preservation of wealth, with a particular emphasis on transparency and fiduciary responsibility. Investment selections span equities, ETFs, and other publicly traded securities, tailored to client objectives and diversification requirements.
Latest 13F Filing Activity
Winch Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 482 equity positions with a total 13F market value of $410M. The fund increased holdings in Nvidia Corp., Microsoft Corp., SPDR Portfolio S&P 1500 Composite Stock Market Etf among other positions. Winch Advisory Services, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. CL B, SPDR Bloomberg 1-3 Month T-bill Etf among others.
Top Holdings
Equity Positions (482)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 10.63% | $43.5M | 581,248 | $41.01 | $74.89 | +$3.8M |
N NVDA | NVIDIA CORP | 8.09% | $33.1M | 209,805 | $7.20 | $157.99 | +$10.1M |
V VGSH | VANGUARD SHORT TERM TREASURY ETF | 6.96% | $28.5M | 485,033 | $60.04 | $58.78 | +$119.0K |
V VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 6.12% | $25.1M | 302,270 | $80.51 | $82.92 | +$791.3K |
A AAPL | APPLE INC | 5.66% | $23.2M | 112,963 | $36.93 | $205.17 | -$2.5M |
Industry Allocation
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