Winthrop Advisory Group
$1.5B 13F equity value
234 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Winthrop Advisory Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 1,025,806 | $169M | 11.3% |
| IVV | ISHARES TR | 197,805 | $148M | 10.0% |
| ACWX | ISHARES TR | 1,382,668 | $105M | 7.1% |
| IWB | ISHARES TR | 247,599 | $101M | 6.8% |
| QQQ | INVESCO QQQ TR | 127,279 | $94M | 6.3% |
| SCHB | SCHWAB STRATEGIC TR | 2,487,708 | $72M | 4.9% |
| VTI | VANGUARD INDEX FDS | 194,227 | $72M | 4.8% |
| ICSH | ISHARES TR | 1,360,435 | $69M | 4.6% |
| AAPL | APPLE INC | 153,589 | $44M | 3.0% |
| IJH | ISHARES TR | 545,312 | $42M | 2.8% |
Track Winthrop Advisory Group's 13F portfolio: $1.5B in reported holdings, 234 positions. Top holdings and quarterly changes on SentiSense.
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