Winthrop Advisory Group
$1.2B Assets Reported
208 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 968,315 | $138M | 11.3% |
| IVV | ISHARES TR | 188,068 | $123M | 10.0% |
| IWB | ISHARES TR | 249,440 | $89M | 7.3% |
| ACWX | ISHARES TR | 1,270,962 | $87M | 7.1% |
| QQQ | INVESCO QQQ TR | 129,357 | $75M | 6.1% |
| ICSH | ISHARES TR | 1,224,629 | $62M | 5.1% |
| VTI | VANGUARD INDEX FDS | 190,049 | $61M | 5.0% |
| SCHB | SCHWAB STRATEGIC TR | 2,395,034 | $60M | 4.9% |
| AAPL | APPLE INC | 154,214 | $39M | 3.2% |
| SPTM | SPDR SERIES TRUST | 464,256 | $37M | 3.0% |
Track Winthrop Advisory Group's 13F portfolio: $1.2B in reported holdings, 208 positions. Top holdings, AUM, and quarterly changes on SentiSense.