WINCH ADVISORY SERVICES LLC
Q3 2025 Form 13-F
APPLETON, WISCONSIN
CIK 0001585822
· CRD 110194
· SEC-registered investment adviser
$444.4M Reported Value Total
WINCH FINANCIAL reports 2,323 total accounts under management (AUM). There are 2,323 discretionary accounts valued at $580,178,144, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-30
Reported value
$444.4M
Quarter over quarter
+6.3%
Holdings
505
Top-10 concentration
60.1%
Key People
Form ADV owners & control persons
Adam Zachary Winch
OWNER
Christina Vignec Winch
OWNER
Samuel Ronald Winch
OWNER/CHIEF COMPLIANCE OFFICER
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 12, 2025 |
| Form | 13F-HR |
| Reported value | $444.4M |
| Positions | 505 |
| Change in reported value | +8.5% |
| New positions | 18 |
| Exited positions | 11 |
| Position turnover | 5.6% |
| Top-10 concentration | 60.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 6, 2026
|
553 | $481.4M |
|
Q1 2026 13F
Filed Apr 30, 2026
|
515 | $438.1M |
|
Q4 2025 13F
Filed Feb 3, 2026
|
506 | $452.1M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
505 | $444.4M |
|
Q2 2025 13F
Filed Aug 7, 2025
|
498 | $409.6M |
|
Q1 2025 13F
Filed May 6, 2025
|
494 | $378.2M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
543 | $384.5M |
|
Q3 2024 13F
Filed Oct 21, 2024
|
459 | $361.6M |
|
Q2 2024 13F
Filed Jul 31, 2024
|
451 | $349.7M |
|
Q1 2024 13F
Filed May 14, 2024
|
445 | $327.4M |
|
Q4 2023 13F
Filed Jan 18, 2024
|
438 | $301.5M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
376 | $272.6M |
|
Q2 2023 13F
Filed Aug 8, 2023
|
376 | $278.4M |
|
Q1 2023 13F
Filed May 10, 2023
|
372 | $257.7M |
|
Q4 2022 13F
Filed Jan 26, 2023
|
354 | $234.4M |
|
Q3 2022 13F
Filed Oct 31, 2022
|
343 | $232.8M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
365 | $245.0M |
|
Q1 2022 13F
Filed Apr 26, 2022
|
398 | $287.6M |
|
Q4 2021 13F
Filed Feb 4, 2022
|
418 | $302.4M |
|
Q3 2021 13F
Filed Nov 10, 2021
|
431 | $286.8M |
30 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $47.2M | 10.62% |
| 2 | NVDA NVIDIA CORP | $38.9M | 8.75% |
| 3 | VGSH VANGUARD SHORT TERM TREASURY ETF | $28.6M | 6.43% |
| 4 | AAPL APPLE INC | $28.5M | 6.42% |
| 5 | VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF | $26.0M | 5.85% |
| 6 | BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $22.0M | 4.96% |
| 7 | MSFT MICROSOFT CORP | $21.1M | 4.74% |
| 8 | CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $20.8M | 4.69% |
| 9 | AMZN AMAZON.COM INC | $18.0M | 4.06% |
| 10 | GOOG ALPHABET INC CL C | $15.7M | 3.53% |
| 11 | BRK-B BERKSHIRE HATHAWAY INC CL B | $12.6M | 2.83% |
| 12 | SHV ISHARES SHORT TREASURY BOND ETF | $12.0M | 2.71% |
| 13 | GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $8.0M | 1.8% |
| 14 | JPM JPMORGAN CHASE & CO | $7.7M | 1.74% |
| 15 | V VISA INC CL A | $6.4M | 1.44% |
| 16 | NFLX NETFLIX INC | $6.3M | 1.42% |
| 17 | QQQ INVESCO QQQ ETF | $6.2M | 1.4% |
| 18 | AAAU GOLDMAN SACHS PHYSICAL GOLD ETF | $5.7M | 1.27% |
| 19 | META META PLATFORMS INC CL A | $5.4M | 1.22% |
| 20 | SYK STRYKER CORP | $5.4M | 1.21% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.