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Samuel R. Winch

Winch Advisory Services, Llc

Assets Managed
$438.05M
Holdings
530
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-3.1%(2Q avg: -0.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Winch Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 530 positions.

Assets under management

The assets under management (AUM) of Winch Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 438.05M in assets, with a quarterly growth rate of -3.1% and a 2-quarter average growth rate of -0.69%. The portfolio is managed by Samuel R. Winch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -0.18%
10.76%
$47.105M
595,816 shares@ $79.07 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.06%
7.64%
$33.456M
191,834 shares@ $174.41 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 0.16%
6.68%
$29.249M
499,633 shares@ $58.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.35%
6.22%
$27.237M
107,320 shares@ $253.8 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 0.71%
6.06%
$26.533M
320,635 shares@ $82.76 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -0.58%
5.13%
$22.443M
244,901 shares@ $91.64 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 1.02%
4.85%
$21.238M
779,954 shares@ $27.23 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.79%
3.98%
$17.403M
60,666 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.1%
3.86%
$16.888M
81,087 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.94%
3.41%
$14.901M
40,254 shares@ $370.18 avg price

1-10 of 530