0001580642-26-002800.txt : 20260430 0001580642-26-002800.hdr.sgml : 20260430 20260430154048 ACCESSION NUMBER: 0001580642-26-002800 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260430 DATE AS OF CHANGE: 20260430 EFFECTIVENESS DATE: 20260430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Winch Advisory Services, LLC CENTRAL INDEX KEY: 0001585822 ORGANIZATION NAME: EIN: 391923903 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16148 FILM NUMBER: 26924376 BUSINESS ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 BUSINESS PHONE: 920-739-8577 MAIL ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001585822 XXXXXXXX 03-31-2026 03-31-2026 false Winch Advisory Services, LLC

424 E Wisconsin Avenue Appleton WI 54911

13F HOLDINGS REPORT 028-16148 N Samuel R. Winch 920-739-8577 /s/ Samuel R. Winch Appleton WI 04-30-2026 0 531 438050135 INFORMATION TABLE 2 infotable.xml DMK PHARMACEUTICALS CORP PAR $0.0001 COM 00547W307 0 1 SH SOLE 0 0 1 CANNABIS SCIENCE INC COM 137648101 0 4800 SH SOLE 0 0 4800 DOGECOIN CASH INC COM 13764T204 0 1 SH SOLE 0 0 1 DOGECOIN CASH INC 144A COM 13764T303 0 93 SH SOLE 0 0 93 GLATFELTER CORP OLD COM 377320106 0 143 SH SOLE 0 0 143 HIGHLANDS REIT INC COM 43110A104 0 10000 SH SOLE 0 0 10000 INLAND REAL ESTATE INCOME TRUST INC COM 457464105 43790 2593 SH SOLE 0 0 2593 MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC COM 609CVR048 0 130 SH SOLE 0 0 130 VERTICAL COMPUTER SYSTEMS INC NEW COM 92532R203 0 1883 SH SOLE 0 0 1883 WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE RIGHTS COM 931CVR013 0 454 SH SOLE 0 0 454 ALCOA CORP COM 013872106 24856 375 SH SOLE 0 0 375 GOLDMAN SACHS PHYSICAL GOLD ETF ETF 38150K103 6672687 144462 SH SOLE 0 0 144462 APPLE INC COM 037833100 27236756 107320 SH SOLE 0 0 107320 ABBVIE INC COM 00287Y109 149448 687 SH SOLE 0 0 687 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OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER A Warrant 683712137 4 16 SH SOLE 0 0 16 OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER K Warrant 683712129 10 16 SH SOLE 0 0 16 OPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER Z Warrant 683712145 4 16 SH SOLE 0 0 16 ORACLE CORP COM 688239201 111231 756 SH SOLE 0 0 756 OSHKOSH CORP COM 674599105 22983 156 SH SOLE 0 0 156 OCCIDENTAL PETROLEUM CORP COM 674599105 127559 1962 SH SOLE 0 0 1962 PALO ALTO NETWORKS INC COM 697435105 32354 202 SH SOLE 0 0 202 GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 38980 767 SH SOLE 0 0 767 PBF ENERGY INC CL A COM 69318G106 6841 144 SH SOLE 0 0 144 PACCAR INC COM 693718108 2562 22 SH SOLE 0 0 22 PANASONIC HOLDINGS CORP ADR COM 69832A304 1780 106 SH SOLE 0 0 106 PEPSICO INC COM 713448108 133886 862 SH SOLE 0 0 862 PFIZER INC COM 717081103 483282 17211 SH SOLE 0 0 17211 ISHARES PREFERRED & INCOME SECS ETF ETF 464288687 11518 380 SH SOLE 0 0 380 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 50533 561 SH SOLE 0 0 561 PROCTER & GAMBLE CO COM 742718109 1146862 7940 SH SOLE 0 0 7940 PALANTIR TECHNOLOGIES INC CL A COM 69608A108 74018 506 SH SOLE 0 0 506 PLURI INC COM 72942G203 88 26 SH SOLE 0 0 26 PLEXUS CORP COM 729132100 40508 200 SH SOLE 0 0 200 PHILIP MORRIS INTL INC COM 718172109 55483 336 SH SOLE 0 0 336 PNC FINANCIAL SERVICES GROUP INC COM 693475105 28670 138 SH SOLE 0 0 138 PUBLIC STORAGE INC COM 74460D109 51112 189 SH SOLE 0 0 189 INVESCO GLOBAL LISTED PRIVATE EQUITY ETF ETF 46137V118 2261 40 SH SOLE 0 0 40 PSQ HOLDINGS INC CL A COM 693691107 117 220 SH SOLE 0 0 220 PELOTON INTERACTIVE INC CL A COM 70614W100 858 200 SH SOLE 0 0 200 PAYPAL HOLDINGS INC COM 70450Y103 684726 15139 SH SOLE 0 0 15139 QNITY ELECTRONICS INC COM 74743L100 46451 403 SH SOLE 0 0 403 FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF ETF 33733E500 2177 47 SH SOLE 0 0 47 QUALCOMM INC COM 747525103 61025 474 SH SOLE 0 0 474 INVESCO QQQ ETF ETF 46090E103 6149156 10654 SH SOLE 0 0 10654 NEOS NASDAQ 100 HIGH 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SIRIUSXM HOLDINGS INC COM 829933100 15486 671 SH SOLE 0 0 671 SMUCKER JM COMPANY COM 832696405 110 1 SH SOLE 0 0 1 FIRST TRUST CLOUD COMPUTING INDEX ETF ETF 33734X192 34285 314 SH SOLE 0 0 314 SLB LTD COM 806857108 12204 237 SH SOLE 0 0 237 ISHARES SILVER TRUST ETF 46428Q109 312626 4588 SH SOLE 0 0 4588 SUPER MICRO COMPUTER INC COM 86800U302 7970 350 SH SOLE 0 0 350 VANECK SEMICONDUCTOR ETF ETF 92189F676 1131532 2951 SH SOLE 0 0 2951 NUSCALE POWER CORP COM 67079K100 15414 1422 SH SOLE 0 0 1422 SNAP INC CL A COM 83304A106 115 25 SH SOLE 0 0 25 SCHNEIDER NATL INC WI CL B COM 80689H102 36070 1368 SH SOLE 0 0 1368 SNOWFLAKE INC COM 833445109 1056 7 SH SOLE 0 0 7 SYNOPSYS INC COM 871607107 3965 10 SH SOLE 0 0 10 SOUTHERN COMPANY COM 842587107 54043 560 SH SOLE 0 0 560 SOLSTICE ADVANCED MATERIALS INC COM 83443Q103 991 13 SH SOLE 0 0 13 SOLVENTUM CORP COM 83444M101 22137 339 SH SOLE 0 0 339 SONY GROUP CORP ADR COM 835699307 830 40 SH SOLE 0 0 40 SUNNY OPTICAL TECH GRP COMPANY LTD ADR COM 86745T105 279 4 SH SOLE 0 0 4 ISHARES SEMICONDUCTOR ETF ETF 464287523 3968 12 SH SOLE 0 0 12 STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 2067981 80717 SH SOLE 0 0 80717 STATE STREET PORT DEVELOPED WORLD EX-US ETF ETF 78463X889 138788 3040 SH SOLE 0 0 3040 STATE STREET SPDR S&P EMERGING MARKETS ETF ETF 78463X509 3445345 73446 SH SOLE 0 0 73446 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF ETF 78464A375 2485080 74093 SH SOLE 0 0 74093 STATE STREET SPDR PORTFOLIO TIPS ETF ETF 78464A656 51871 1994 SH SOLE 0 0 1994 STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 38036 642 SH SOLE 0 0 642 SPOTIFY TECHNOLOGY SA COM L8681T102 15032 31 SH SOLE 0 0 31 STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF ETF 78464A474 13713 456 SH SOLE 0 0 456 STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805 47105225 595816 SH SOLE 0 0 595816 STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 748973 25667 SH SOLE 0 0 25667 STATE STREET SPDR S&P 500 ETF ETF 78462F103 5171053 7951 SH SOLE 0 0 7951 STATE STREET SPDR S&P 500 GROWTH ETF ETF 78464A409 95786 978 SH SOLE 0 0 978 STATE STREET SPDR PORT S&P 500 ETF ETF 78464A854 70566 922 SH SOLE 0 0 922 STATE STREET SPDR S&P 500 VALUE ETF ETF 78464A508 224899 3975 SH SOLE 0 0 3975 STELLANTIS N V COM N82405106 660 93 SH SOLE 0 0 93 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO COM G7997R103 15967 41 SH SOLE 0 0 41 CONSTELLATION BRANDS INC CL A COM 21036P108 7850 52 SH SOLE 0 0 52 ISHARES US SMALL CAP VALUE FACTOR ETF ETF 46436E536 6017 167 SH SOLE 0 0 167 SMITH & WESSON BRANDS INC COM 831754106 4667 326 SH SOLE 0 0 326 STRYKER CORP COM 863667101 4706344 14323 SH SOLE 0 0 14323 SYSCO CORP COM 871829107 3547 50 SH SOLE 0 0 50 AT&T INC COM 00206R102 445526 15368 SH SOLE 0 0 15368 TENCENT HOLDINGS LTD UNSPON ADR COM 88032Q109 6095 96 SH SOLE 0 0 96 THRIVENT CORE PLUS BOND ETF ETF 88588G208 27450 541 SH SOLE 0 0 541 TRANSDIGM GROUP INC COM 893641100 60287 52 SH SOLE 0 0 52 TELADOC HEALTH INC COM 87918A105 338 62 SH SOLE 0 0 62 TE CONNECTIVITY PLC COM G87052109 4022 19 SH SOLE 0 0 19 TRUIST FINANCIAL CORP COM 89832Q109 33096 720 SH SOLE 0 0 720 TARGET CORP COM 87612E106 16370 135 SH SOLE 0 0 135 TEAM INC COM 878155308 2232 140 SH SOLE 0 0 140 TJX COS INC COM 872540109 17139 107 SH SOLE 0 0 107 ISHARES 20 YR TREASURY BOND ETF ETF 464287432 21315 246 SH SOLE 0 0 246 TMC THE METALS CO INC COM 87261Y106 308 66 SH SOLE 0 0 66 THERMO FISHER SCIENTIFIC INC COM 883556102 19735 40 SH SOLE 0 0 40 T-MOBILE US INC COM 872590104 90729 432 SH SOLE 0 0 432 TOAST INC CL A COM 888787108 1564 59 SH SOLE 0 0 59 TPI COMPOSITES INC COM 87266J104 0 19 SH SOLE 0 0 19 TIMOTHY PLAN U S LARGE MID CAP CORE ETF ETF 887432359 15207 327 SH SOLE 0 0 327 TAPESTRY INC COM 876030107 12963 92 SH SOLE 0 0 92 T ROWE PRICE GROUP INC COM 74144T108 2168 24 SH SOLE 0 0 24 TESLA INC COM 88160R101 1735701 4669 SH SOLE 0 0 4669 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR COM 874039100 726974 2151 SH SOLE 0 0 2151 THRIVENT SMALL MID CAP EQUITY ETF ETF 88588G109 13597 327 SH SOLE 0 0 327 TRANE TECHNOLOGIES PLC COM G8994E103 833 2 SH SOLE 0 0 2 TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 395 2 SH SOLE 0 0 2 TEXAS INSTRUMENTS INC COM 882508104 1199036 6176 SH SOLE 0 0 6176 UNDER ARMOUR INC CL C COM 904311206 2548 440 SH SOLE 0 0 440 UBER TECHNOLOGIES INC COM 90353T100 8991 125 SH SOLE 0 0 125 STATE STREET ULTRA SHORT TERM BOND ETF ETF 78467V707 240918 5949 SH SOLE 0 0 5949 UNITEDHEALTH GROUP INC COM 91324P102 415027 1534 SH SOLE 0 0 1534 UNUM GROUP COM 91529Y106 1354 19 SH SOLE 0 0 19 UNITED PARCEL SERVICE INC CL B COM 911312106 51196 520 SH SOLE 0 0 520 USA RARE EARTH INC COM 91733P107 9686 640 SH SOLE 0 0 640 U S BANCORP DE COM 902973304 29372 565 SH SOLE 0 0 565 ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF ETF 46435U853 951553 25829 SH SOLE 0 0 25829 UNITED THERAPEUTICS CORP COM 91307C102 2965 5 SH SOLE 0 0 5 ENERGY FUELS INC COM 292671708 13414 735 SH SOLE 0 0 735 VISA INC CL A COM 92826C839 5492107 18171 SH SOLE 0 0 18171 VANGUARD MATERIALS ETF ETF 92204A801 409199 1816 SH SOLE 0 0 1816 VANGUARD SMALL CAP ETF ETF 922908751 33287 127 SH SOLE 0 0 127 VANGUARD SMALL CAP GROWTH ETF ETF 922908595 5458 18 SH SOLE 0 0 18 VANGUARD SMALL CAP VALUE ETF ETF 922908611 4345 20 SH SOLE 0 0 20 VANGUARD INTERMEDIATE TERM CORP BOND ETF ETF 92206C870 26532569 320635 SH SOLE 0 0 320635 VANGUARD SHORT TERM CORP BOND ETF ETF 92206C409 965014 12174 SH SOLE 0 0 12174 VANGUARD ENERGY ETF ETF 92204A306 21774 126 SH SOLE 0 0 126 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 17727 277 SH SOLE 0 0 277 VANGUARD FINANCIALS ETF ETF 92204A405 541773 4485 SH SOLE 0 0 4485 VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF ETF 92206C706 1113373 18696 SH SOLE 0 0 18696 VANGUARD FTSE EUROPE ETF ETF 922042874 4286 52 SH SOLE 0 0 52 VANGUARD SHORT TERM TREASURY ETF ETF 92206C102 29248517 499633 SH SOLE 0 0 499633 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 32653 47 SH SOLE 0 0 47 VANGUARD HEALTH CARE ETF ETF 92204A504 528986 1942 SH SOLE 0 0 1942 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF ETF 921908844 183809 855 SH SOLE 0 0 855 VANGUARD INDUSTRIALS ETF ETF 92204A603 348321 1116 SH SOLE 0 0 1116 VALERO ENERGY CORP COM 91913Y100 272422 1103 SH SOLE 0 0 1103 VANGUARD MID CAP ETF ETF 922908629 62126 216 SH SOLE 0 0 216 VODAFONE GROUP PLC NEW SPON ADR NO PAR COM 92857W308 2093 139 SH SOLE 0 0 139 VANGUARD MID CAP VALUE ETF ETF 922908512 9030 49 SH SOLE 0 0 49 VANGUARD S&P 500 INDEX ETF ETF 922908363 519862 870 SH SOLE 0 0 870 VANGUARD MID CAP GROWTH ETF ETF 922908538 47527 185 SH SOLE 0 0 185 VERTIV HOLDINGS LLC CL A COM 92537N108 47187 188 SH SOLE 0 0 188 VERSANT MEDIA GROUP INC CL A COM 925283103 740 20 SH SOLE 0 0 20 VISTRA CORP COM 92840M102 8155 54 SH SOLE 0 0 54 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 14142 102 SH SOLE 0 0 102 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2477929 7724 SH SOLE 0 0 7724 VANGUARD VALUE ETF ETF 922908744 270355 1378 SH SOLE 0 0 1378 VANGUARD GROWTH ETF ETF 922908736 1630680 3733 SH SOLE 0 0 3733 VALVOLINE INC COM 92047W101 132276 3927 SH SOLE 0 0 3927 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 78123 1445 SH SOLE 0 0 1445 VANGUARD TOTAL INTL STOCK INDEX ETF ETF 921909768 196225 2545 SH SOLE 0 0 2545 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 317265 2142 SH SOLE 0 0 2142 VERIZON COMMUNICATIONS INC COM 92343V104 2139075 42611 SH SOLE 0 0 42611 WARNER BROS DISCOVERY INC SER A COM 934423104 16558 603 SH SOLE 0 0 603 WEC ENERGY GROUP INC COM 92939U106 901963 7791 SH SOLE 0 0 7791 WELLTOWER INC COM 95040Q104 18751 95 SH SOLE 0 0 95 WELLS FARGO & CO COM 949746101 223798 2811 SH SOLE 0 0 2811 WASTE MANAGEMENT INC DEL COM 94106L109 248188 1080 SH SOLE 0 0 1080 WALMART INC COM 931142103 1687530 13578 SH SOLE 0 0 13578 SOLARWINDOW TECHNOLOGIES INC COM 83417L106 86 216 SH SOLE 0 0 216 WOLFSPEED INC DEL COM 977852102 33 2 SH SOLE 0 0 2 W P CAREY INC COM 92936U109 92541 1362 SH SOLE 0 0 1362 WATSCO INC CL A COM 942622200 10926 30 SH SOLE 0 0 30 WESTERN UNION CO COM 959802109 2073 237 SH SOLE 0 0 237 INSPIRE INTERNATIONAL ETF ETF 66538H419 11170 299 SH SOLE 0 0 299 XCEL ENERGY INC COM 98389B100 31848 401 SH SOLE 0 0 401 STATE STREET SPDR S&P HOMEBUILDERS ETF ETF 78464A888 23613 239 SH SOLE 0 0 239 XIAOMI CORP CL B COM G9830T106 3569 860 SH SOLE 0 0 860 STATE STREET MATERIALS SELECT SECTOR SPDR ETF ETF 81369Y100 36959 740 SH SOLE 0 0 740 STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 106657 962 SH SOLE 0 0 962 STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 190454 3109 SH SOLE 0 0 3109 STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 95182 1928 SH SOLE 0 0 1928 STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 27543 170 SH SOLE 0 0 170 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 260940 1963 SH SOLE 0 0 1963 STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ETF 81369Y308 5985 73 SH SOLE 0 0 73 STATE STREET UTILS SELECT SECTOR SPDR ETF ETF 81369Y886 51588 1124 SH SOLE 0 0 1124 STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF ETF 81369Y209 82116 560 SH SOLE 0 0 560 STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 81369Y407 12074 111 SH SOLE 0 0 111 STATE STREET SPDR S&P METALS & MINING ETF ETF 78464A755 52391 485 SH SOLE 0 0 485 INVESCO S&P MIDCAP QUALITY ETF ETF 46137V472 5582 54 SH SOLE 0 0 54 EXXON MOBIL CORP COM 30231G102 1120825 6606 SH SOLE 0 0 6606 XPENG INC ADS REPSTG CL A ORD SHS COM 98422D105 479 28 SH SOLE 0 0 28 BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF ETF 09789C812 11511 251 SH SOLE 0 0 251 BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF ETF 09789C796 11503 306 SH SOLE 0 0 306 CRRC CORP LTD SHS H COM Y1818X100 0 1400 SH SOLE 0 0 1400 YUM BRANDS INC COM 988498101 16441 106 SH SOLE 0 0 106 YUM CHINA HOLDINGS INC COM 98850P109 6009 123 SH SOLE 0 0 123 ZIMMER BIOMET HOLDINGS INC COM 98956P102 13563 150 SH SOLE 0 0 150 ZION OIL & GAS INC COM 989696109 4164 12000 SH SOLE 0 0 12000