AI Portfolio Summary
In 2026 Q1, Winch Advisory Services, LLC maintained a portfolio of 526 distinct positions. They heavily accumulated shares in VANGUARD SHORT TERM , increasing their position by 0.2%. The fund also reduced its exposure to MARVELL TECHNOLOGY I by 10.0%.
Total Positions
526
Quarter
2026 Q1
Top Holding
SPTM (10.8%)
Top 10 Concentration
58.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 526
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPTM
STATE STREET SP...
|
ETF | 10.75% | 10.89% |
#1
Prev: #1
|
6.5 | -1,108 | -0.2% |
P
S
|
595,816 | $47,105,225 |
$37.24
+114.2%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
NVDA
NVIDIA CORP
|
Technology | 7.64% | 8.00% |
#2
Prev: #2
|
5.1 | -2,056 | -1.1% |
P
S
|
191,834 | $33,455,908 |
$106.41
+66.7%
|
2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
VGSH
VANGUARD SHORT ...
|
ETF | 6.68% | 6.48% |
#3
1
Prev: #4
|
4.2 | 793 | 0.2% |
P
S
|
499,633 | $29,248,517 |
$53.50
+8.8%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
AAPL
APPLE INC
|
Technology | 6.22% | 6.54% |
#4
1
Prev: #3
|
3.5 | -1,472 | -1.4% |
P
S
|
107,320 | $27,236,756 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 6.06% | 5.90% |
#5
Prev: #5
|
3.4 | 2,255 | 0.7% |
P
S
|
320,635 | $26,532,569 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BIL
STATE STREET SP...
|
ETF | 5.12% | 4.98% |
#6
Prev: #6
|
2.5 | -1,441 | -0.6% |
P
S
|
244,901 | $22,442,717 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CGMS
CAPITAL GROUP F...
|
ETF | 4.85% | 4.72% |
#7
Prev: #7
|
2.4 | 7,872 | 1.0% |
P
S
|
779,954 | $21,238,132 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 3.97% | 4.33% |
#8
Prev: #8
|
2.1 | -1,747 | -2.8% |
P
S
|
60,666 | $17,402,617 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.86% | 4.14% |
#9
1
Prev: #10
|
2.0 | -89 | -0.1% |
P
S
|
81,087 | $16,888,011 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.40% | 4.27% |
#10
1
Prev: #9
|
1.9 | 371 | 0.9% |
P
S
|
40,254 | $14,900,869 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GBIL
GOLDMAN SACHS A...
|
ETF | 2.73% | 2.60% |
#11
2
Prev: #13
|
1.6 | 2,040 | 1.7% |
P
S
|
119,526 | $11,975,277 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.71% | 2.76% |
#12
1
Prev: #11
|
1.6 | -53 | -0.2% |
P
S
|
24,815 | $11,891,315 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SHV
ISHARES 0-1 YEA...
|
ETF | 2.70% | 2.63% |
#13
1
Prev: #12
|
1.6 | -886 | -0.8% |
P
S
|
107,026 | $11,814,597 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.61% | 1.72% |
#14
Prev: #14
|
1.1 | -200 | -0.8% |
P
S
|
23,946 | $7,044,075 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAAU
GOLDMAN SACHS P...
|
ETF | 1.52% | 1.39% |
#15
2
Prev: #17
|
1.1 | -3,415 | -2.3% |
P
S
|
144,462 | $6,672,687 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
QQQ
INVESCO QQQ ETF
|
ETF | 1.40% | 1.44% |
#16
1
Prev: #15
|
1.1 | 75 | 0.7% |
P
S
|
10,654 | $6,149,156 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
V
VISA INC CL A
|
Financial Services | 1.25% | 1.41% |
#17
1
Prev: #16
|
1.0 | -66 | -0.4% |
P
S
|
18,171 | $5,492,107 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NFLX
NETFLIX INC
|
ETF | 1.19% | 1.09% |
#18
1
Prev: #19
|
1.0 | 1,385 | 2.6% |
P
S
|
54,095 | $5,201,199 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPY
STATE STREET SP...
|
ETF | 1.18% | 1.08% |
#19
1
Prev: #20
|
2.5 | 807 | 11.3% |
P
S
|
7,951 | $5,171,053 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ORCL
ONTO INNOVATION...
|
Technology | 1.15% | 0.86% |
#20
3
Prev: #23
|
1.5 | no change | no change |
P
S
|
24,502 | $5,024,625 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SYK
STRYKER CORP
|
Healthcare | 1.07% | 1.12% |
#21
3
Prev: #18
|
0.9 | -40 | -0.3% |
P
S
|
14,323 | $4,706,344 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.97% | 1.07% |
#22
1
Prev: #21
|
0.9 | 64 | 0.9% |
P
S
|
7,417 | $4,243,381 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.94% | 0.95% |
#23
1
Prev: #22
|
0.9 | -770 | -2.1% |
P
S
|
36,155 | $4,100,317 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.82% | 0.68% |
#24
4
Prev: #28
|
0.8 | 44 | 1.2% |
P
S
|
3,600 | $3,587,396 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPEM
STATE STREET SP...
|
ETF | 0.79% | 0.76% |
#25
1
Prev: #24
|
0.8 | -310 | -0.4% |
P
S
|
73,446 | $3,445,345 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SHY
ISHARES 1-3 YR ...
|
ETF | 0.78% | 0.76% |
#26
1
Prev: #25
|
0.8 | -158 | -0.4% |
P
S
|
41,453 | $3,422,734 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.76% | 0.70% |
#27
Prev: #27
|
0.8 | -3,740 | -10.0% |
P
S
|
33,561 | $3,324,225 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPIB
STATE STREET SP...
|
ETF | 0.57% | 0.54% |
#28
2
Prev: #30
|
0.7 | 1,923 | 2.7% |
P
S
|
74,093 | $2,485,080 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.57% | 0.55% |
#29
Prev: #29
|
0.7 | 279 | 3.7% |
P
S
|
7,724 | $2,477,929 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.53% | 0.72% |
#30
4
Prev: #26
|
0.7 | 103 | 0.8% |
P
S
|
12,474 | $2,328,454 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
KO
COCA-COLA COMPA...
|
Consumer Defensive | 0.52% | 0.47% |
#31
1
Prev: #32
|
0.7 | -276 | -0.9% |
P
S
|
29,832 | $2,268,732 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RTX
RTX CORP
|
Industrials | 0.52% | 0.47% |
#32
1
Prev: #31
|
0.7 | 105 | 0.9% |
P
S
|
11,701 | $2,257,111 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.49% | 0.38% |
#33
5
Prev: #38
|
0.7 | 524 | 1.2% |
P
S
|
42,611 | $2,139,075 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPAB
STATE STREET SP...
|
ETF | 0.47% | 0.45% |
#34
Prev: #34
|
0.7 | 2,126 | 2.7% |
P
S
|
80,717 | $2,067,981 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.40% | 0.46% |
#35
2
Prev: #33
|
0.7 | 45 | 1.0% |
P
S
|
4,669 | $1,735,701 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.39% | 0.33% |
#36
4
Prev: #40
|
0.7 | 312 | 2.4% |
P
S
|
13,578 | $1,687,530 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DIS
WALT DISNEY CO
|
Communication Services | 0.37% | 0.43% |
#37
2
Prev: #35
|
0.6 | 82 | 0.5% |
P
S
|
17,027 | $1,641,015 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.37% | 0.32% |
#38
3
Prev: #41
|
0.6 | -158 | -2.1% |
P
S
|
7,219 | $1,631,773 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 0.37% | 0.26% |
#39
5
Prev: #44
|
3.1 | 1,329 | 55.3% |
P
S
|
3,733 | $1,630,680 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
EBAY
EBAY INC
|
Consumer Cyclical | 0.37% | 0.35% |
#40
1
Prev: #39
|
0.6 | -517 | -2.8% |
P
S
|
17,679 | $1,609,146 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.36% | 0.40% |
#41
5
Prev: #36
|
0.6 | -31 | -1.0% |
P
S
|
3,120 | $1,559,116 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.34% | 0.27% |
#42
1
Prev: #43
|
0.6 | 45 | 2.1% |
P
S
|
2,191 | $1,494,471 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ASML
ASML HOLDING NV
|
Technology | 0.33% | 0.25% |
#43
2
Prev: #45
|
0.6 | 44 | 4.1% |
P
S
|
1,108 | $1,463,452 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CVX
CHEVRON CORP
|
Energy | 0.33% | 0.24% |
#44
5
Prev: #49
|
0.6 | -47 | -0.7% |
P
S
|
6,949 | $1,437,704 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 0.27% | 0.24% |
#45
3
Prev: #48
|
0.6 | -96 | -1.5% |
P
S
|
6,176 | $1,199,036 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ADBE
ADOBE INC
|
Technology | 0.27% | 0.39% |
#46
9
Prev: #37
|
0.6 | -113 | -2.2% |
P
S
|
4,928 | $1,197,963 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.27% | 0.29% |
#47
5
Prev: #42
|
0.6 | -32 | -0.8% |
P
S
|
4,143 | $1,191,253 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.26% | 0.24% |
#48
1
Prev: #47
|
0.6 | 258 | 3.4% |
P
S
|
7,940 | $1,146,862 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SMH
VANECK SEMICOND...
|
ETF | 0.26% | 0.23% |
#49
1
Prev: #50
|
0.6 | 9 | 0.3% |
P
S
|
2,951 | $1,131,532 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.26% | 0.18% |
#50
11
Prev: #61
|
0.6 | -79 | -1.2% |
P
S
|
6,606 | $1,120,825 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 526 holdings