Winch Advisory Services, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 438,050
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 531 | 438,050 | 13F-HR | Winch Advisory Services, LLC |
| Q4 2025 | 2/3/2026 | 520 | 452,105 | 13F-HR | Winch Advisory Services, LLC |
| Q3 2025 | 11/12/2025 | 518 | 444,430 | 13F-HR | Winch Advisory Services, LLC |
| Q2 2025 | 8/7/2025 | 510 | 409,552 | 13F-HR | Winch Advisory Services, LLC |
| Q1 2014 | 5/14/2014 | 298 | 157,911 | 13F-HR | Winch Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 216.1 K | 49.3% | 0 | 13.53 K | -13.53 K |
| ETFs | 221.9 K | 50.7% | 0 | 530 | -530 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
438,050
Holdings
531
QoQ value change ($000)
-14,055
(-3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.