Winch Advisory Services, LLC ETF holdings
Appleton, WI
Reported $235.7M in 160 ETFs in its Form 13F for June 30, 2026.
ETF value
$235.7M
ETFs held
160
Change from prior quarter
+6.2%
With price moves
ETFs as a share of its 13F
49.0%
of $481.4M
Top 10 of 160 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $54.2M | 597,158 | +1,342 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $29.4M | 505,330 | +5,697 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $27.0M | 326,324 | +5,689 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $22.4M | 244,398 | −503 shares |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $21.6M | 791,200 | +11,246 shares |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $11.9M | 118,391 | −1,135 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $11.0M | 99,681 | −7,345 shares |
| QQQ | Invesco QQQ Trust | $8.0M | 10,800 | +146 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.3M | 8,405 | +454 shares |
| AAAU | Goldman Sachs Physical Gold ETF | $5.7M | 145,113 | +651 shares |
150 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001585822. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Winch Advisory Services, LLC own?
Winch Advisory Services, LLC reported 160 ETF positions worth $235.7M in its Form 13F for June 30, 2026. The largest was SPTM, at $54.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.