Winch Advisory Services, LLC

Appleton, WI · CIK 1585822 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAppleton, WI

$481.4m reported value +9.9% vs Q1 2026

567positions

57.6%in top 10

52 new 222 added 54 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	597,158	$54.2m11.26%	11.26%	Added +1.3k	+1,342 0.2%
2	NVIDIA CORPORATION COM NVDA	NVDA	186,886	$37.4m7.77%	7.77%	Reduced -4.9k	-4,948 -2.6%
3	APPLE INC COM AAPL	AAPL	105,446	$30.5m6.34%	6.34%	Reduced -1.9k	-1,874 -1.8%
4	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	505,330	$29.4m6.11%	6.11%	Added +5.7k	+5,697 1.1%
5	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	326,324	$27.0m5.60%	5.60%	Added +5.7k	+5,689 1.8%
6	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	244,398	$22.4m4.65%	4.65%	Reduced -503	-503 -0.2%
7	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	791,200	$21.6m4.49%	4.49%	Added +11.2k	+11,246 1.4%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	58,809	$20.8m4.32%	4.32%	Reduced -1.9k	-1,857 -3.1%
9	AMAZON COM INC COM AMZN	AMZN	79,330	$18.9m3.93%	3.93%	Reduced -1.8k	-1,757 -2.2%
10	MICROSOFT CORP COM MSFT	MSFT	40,976	$15.3m3.18%	3.18%	Added +722	+722 1.8%
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	24,731	$12.4m2.57%	2.57%	Reduced -84	-84 -0.3%
12	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	118,391	$11.9m2.46%	2.46%	Reduced -1.1k	-1,135 -0.9%
13	ISHARES TR SHORT TREAS BD SHV	SHV	99,681	$11.0m2.28%	2.28%	Reduced -7.3k	-7,345 -6.9%
14	MARVELL TECHNOLOGY INC COM MRVL	MRVL	31,432	$9.4m1.94%	1.94%	Reduced -2.1k	-2,129 -6.3%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10,800	$8.0m1.65%	1.65%	Added +146	+146 1.4%
16	JPMORGAN CHASE & CO COM JPM	JPM	23,603	$7.7m1.60%	1.60%	Reduced -343	-343 -1.4%
17	ORACLE CORP COM ORCL	ORCL	17,937	$6.8m1.41%	1.41%	Reduced -6.6k	-6,565 -26.8%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,405	$6.3m1.30%	1.30%	Added +454	+454 5.7%
19	VISA INC COM CL A V	V	18,147	$6.2m1.29%	1.29%	Reduced -24	-24 -0.1%
20	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	145,113	$5.7m1.19%	1.19%	Added +651	+651 0.5%
21	CITIGROUP INC COM NEW C	C	34,938	$4.9m1.02%	1.02%	Reduced -1.2k	-1,217 -3.4%
22	STRYKER CORPORATION COM SYK	SYK	14,306	$4.5m0.94%	0.94%	Reduced -17	-17 -0.1%
23	META PLATFORMS INC CL A META	META	7,386	$4.2m0.86%	0.86%	Reduced -31	-31 -0.4%
24	NETFLIX INC COM NFLX	NFLX	54,556	$3.9m0.81%	0.81%	Added +461	+461 0.8%
25	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	74,710	$3.9m0.80%	0.80%	Added +1.3k	+1,264 1.7%
26	MICRON TECHNOLOGY INC COM MU	MU	2,980	$3.4m0.71%	0.71%	Added +9	+9 0.3%
27	ISHARES TR 1 3 YR TREAS BD SHY	SHY	41,695	$3.4m0.71%	0.71%	Added +242	+242 0.6%
28	COSTCO WHSL CORP NEW COM COST	COST	3,582	$3.4m0.70%	0.70%	Reduced -18	-18 -0.5%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,342	$3.1m0.64%	0.64%	Reduced -18	-18 -0.3%
30	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,242	$3.1m0.63%	0.63%	Added +518	+518 6.7%
31	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	77,324	$2.6m0.54%	0.54%	Added +3.2k	+3,231 4.4%
32	COCA COLA CO COM KO	KO	29,773	$2.4m0.50%	0.50%	Reduced -59	-59 -0.2%
33	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,137	$2.3m0.47%	0.47%	Added +29	+29 2.6%
34	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	87,921	$2.2m0.47%	0.47%	Added +7.2k	+7,204 8.9%
35	RTX CORPORATION COM RTX	RTX	11,758	$2.2m0.46%	0.46%	Added +57	+57 0.5%
36	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	25,500	$2.2m0.46%	0.46%	Added +3.1k	+3,102 13.8%
37	SALESFORCE INC COM CRM	CRM	12,969	$2.0m0.42%	0.42%	Added +495	+495 4.0%
38	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	3,035	$2.0m0.41%	0.41%	Added +84	+84 2.9%
39	TESLA INC COM TSLA	TSLA	4,651	$2.0m0.41%	0.41%	Reduced -18	-18 -0.4%
40	VERIZON COMMUNICATIONS INC COM VZ	VZ	44,217	$1.9m0.39%	0.39%	Added +1.6k	+1,606 3.8%
41	EBAY INC. COM EBAY	EBAY	16,511	$1.8m0.38%	0.38%	Reduced -1.2k	-1,168 -6.6%
42	TEXAS INSTRS INC COM TXN	TXN	6,077	$1.8m0.38%	0.38%	Reduced -99	-99 -1.6%
43	KLA CORP COM NEW KLAC	KLAC	5,930	$1.8m0.37%	0.37%	Added +10	+10 0.2%
44	MASTERCARD INCORPORATED CL A MA	MA	3,129	$1.6m0.33%	0.33%	Added +9	+9 0.3%
45	DISNEY WALT CO COM DIS	DIS	16,057	$1.5m0.32%	0.32%	Reduced -970	-970 -5.7%
46	WALMART INC COM WMT	WMT	13,364	$1.5m0.31%	0.31%	Reduced -214	-214 -1.6%
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,007	$1.4m0.30%	0.30%	Reduced -136	-136 -3.3%
48	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,983	$1.3m0.27%	0.27%	Added +2	+2 0.1%
49	PROCTER AND GAMBLE CO COM PG	PG	7,919	$1.2m0.24%	0.24%	Reduced -21	-21 -0.3%
50	CHEVRON CORP NEW COM CVX	CVX	6,985	$1.2m0.24%	0.24%	Added +36	+36 0.5%
51	NORTHROP GRUMMAN CORP COM NOC	NOC	2,199	$1.1m0.23%	0.23%	Added +8	+8 0.4%
52	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	18,951	$1.1m0.23%	0.23%	Added +255	+255 1.4%
53	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,214	$1.1m0.22%	0.22%	Added +63	+63 2.9%
54	ADOBE INC COM ADBE	ADBE	4,851	$994.5k0.21%	0.21%	Reduced -77	-77 -1.6%
55	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	22,542	$980.1k0.20%	0.20%	Added +2.4k	+2,380 11.8%
56	ISHARES TR BROAD USD HIGH USHY	USHY	26,086	$965.7k0.20%	0.20%	Added +257	+257 1.0%
57	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	12,017	$949.7k0.20%	0.20%	Reduced -157	-157 -1.3%
58	STARBUCKS CORP COM SBUX	SBUX	9,271	$947.4k0.20%	0.20%	Reduced -343	-343 -3.6%
59	EXXON MOBIL CORP COM XOM	XOM	6,733	$920.5k0.19%	0.19%	Added +127	+127 1.9%
60	WEC ENERGY GROUP INC COM WEC	WEC	7,858	$917.6k0.19%	0.19%	Added +67	+67 0.9%
61	LOCKHEED MARTIN CORP COM LMT	LMT	1,731	$882.0k0.18%	0.18%	Added +78	+78 4.7%
62	SPDR GOLD TR GOLD SHS GLD	GLD	2,273	$837.3k0.17%	0.17%	Unchanged
63	JOHNSON & JOHNSON COM JNJ	JNJ	3,243	$823.6k0.17%	0.17%	Added +18	+18 0.6%
64	HONEYWELL INTL INC COM COM		3,602	$806.5k0.17%	0.17%	Reduced -8	-8 -0.2%
65	HONEYWELL AEROSPACE INC COM HONA	HONA	3,518	$777.8k0.16%	0.16%	New
66	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,102	$756.7k0.16%	0.16%	Added +232	+232 26.7%
67	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	24,532	$711.7k0.15%	0.15%	Reduced -1.1k	-1,135 -4.4%
68	MEDTRONIC PLC SHS MDT	MDT	8,923	$698.1k0.15%	0.15%	Reduced -50	-50 -0.6%
69	NEXTERA ENERGY INC COM NEE	NEE	7,914	$694.6k0.14%	0.14%	Added +783	+783 11.0%
70	BROADCOM INC COM AVGO	AVGO	1,779	$672.1k0.14%	0.14%	Added +95	+95 5.6%
71	PAYPAL HLDGS INC COM PYPL	PYPL	14,881	$642.6k0.13%	0.13%	Reduced -258	-258 -1.7%
72	ISHARES GOLD TR ISHARES NEW IAU	IAU	8,275	$624.8k0.13%	0.13%	Unchanged
73	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	4,514	$594.0k0.12%	0.12%	Added +29	+29 0.7%
74	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,949	$582.8k0.12%	0.12%	Added +7	+7 0.4%
75	UNITEDHEALTH GROUP INC COM UNH	UNH	1,345	$559.2k0.12%	0.12%	Reduced -189	-189 -12.3%
76	DEERE & CO COM DE	DE	832	$527.9k0.11%	0.11%	Reduced -7	-7 -0.8%
77	BP PLC SPONSORED ADR BP	BP	13,581	$501.8k0.10%	0.10%	Added +754	+754 5.9%
78	WISDOMTREE TR YIELD ENHANCED SHAG	SHAG	10,166	$481.1k0.10%	0.10%	Added +44	+44 0.4%
79	3M CO COM MMM	MMM	2,708	$438.4k0.09%	0.09%	Reduced -166	-166 -5.8%
80	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	7,761	$438.4k0.09%	0.09%	Reduced -245	-245 -3.1%
81	NIKE INC CL B NKE	NKE	10,451	$429.0k0.09%	0.09%	Reduced -178	-178 -1.7%
82	PFIZER INC COM PFE	PFE	17,345	$417.7k0.09%	0.09%	Added +134	+134 0.8%
83	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	1,822	$416.9k0.09%	0.09%	Added +6	+6 0.3%
84	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	1,118	$402.9k0.08%	0.08%	Added +2	+2 0.2%
85	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,965	$374.4k0.08%	0.08%	Added +2	+2 0.1%
86	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,153	$340.3k0.07%	0.07%	Added +11	+11 0.5%
87	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,556	$339.1k0.07%	0.07%	Added +178	+178 12.9%
88	MCDONALDS CORP COM MCD	MCD	1,211	$327.2k0.07%	0.07%	Added +3	+3 0.2%
89	AT&T INC COM T	T	15,485	$320.5k0.07%	0.07%	Added +117	+117 0.8%
90	ISHARES TR US AER DEF ETF ITA	ITA	1,311	$317.7k0.07%	0.07%	Added +1	+1 0.1%
91	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,529	$301.7k0.06%	0.06%	Added +984	+984 38.7%
92	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,747	$298.5k0.06%	0.06%	New
93	VALERO ENERGY CORP COM VLO	VLO	1,073	$279.5k0.06%	0.06%	Reduced -30	-30 -2.7%
94	CATERPILLAR INC COM CAT	CAT	254	$270.6k0.06%	0.06%	Added +28	+28 12.4%
95	ROPER TECHNOLOGIES INC COM ROP	ROP	757	$256.1k0.05%	0.05%	Added +2	+2 0.3%
96	ISHARES SILVER TR ISHARES SLV	SLV	4,718	$252.3k0.05%	0.05%	Added +130	+130 2.8%
97	FORD MTR CO COM F	F	18,138	$252.1k0.05%	0.05%	Added +121	+121 0.7%
98	CHENIERE ENERGY INC COM NEW LNG	LNG	1,039	$248.4k0.05%	0.05%	Added +1	+1 0.1%
99	ISHARES TR 7-10 YR TRSY BD IEF	IEF	2,621	$247.9k0.05%	0.05%	New
100	KIMBERLY-CLARK CORP COM KMB	KMB	2,242	$246.2k0.05%	0.05%	Added +524	+524 30.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD WORLD FD MGC	MGC	144	$34.1k144 shares
THRIVENT ETF TRUST TCPB	TCPB	541	$27.4k541 shares
AMERICAN CENTY ETF TR AVEM	AVEM	318	$25.6k318 shares
NEW YORK LIFE INVTS ACTIVE E IWLG	IWLG	334	$15.9k334 shares
ISHARES TR IPAC	IPAC	190	$14.5k190 shares
THRIVENT ETF TRUST TSME	TSME	327	$13.6k327 shares
BONDBLOXX ETF TRUST XTEN	XTEN	251	$11.5k251 shares
BONDBLOXX ETF TRUST XTWY	XTWY	306	$11.5k306 shares
AIRBNB INC ABNB	ABNB	50	$6.3k50 shares
INVESCO EXCHANGE TRADED FD T EQWL	EQWL	47	$5.4k47 shares
COTERRA ENERGY INC CTRA	CTRA	104	$3.7k104 shares
QXO INC QXO	QXO	127	$2.5k127 shares
AUTODESK INC ADSK	ADSK	7	$1.7k7 shares
HYLIION HOLDINGS CORP HYLN	HYLN	89	$15789 shares
BLACKROCK UTILS INFRASTRUCTU BUI-R	BUI-R	664	$5664 shares