§ 13F · FUND PROFILE
Winthrop Advisory Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 191Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 968K | $138M | 11.3% | −47% |
| 2 | IVV | ISHARES TR | 188K | $123M | 10.0% | −48% |
| 3 | IWB | ISHARES TR | 249K | $89M | 7.3% | −50% |
| 4 | ACWX | ISHARES TR | 1.27M | $87M | 7.1% | −44% |
| 5 | QQQ | INVESCO QQQ TR | 129K | $75M | 6.1% | −50% |
| 6 | ICSH | ISHARES TR | 1.22M | $62M | 5.1% | −48% |
| 7 | VTI | VANGUARD INDEX FDS | 190K | $61M | 5.0% | −49% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 2.40M | $60M | 4.9% | −48% |
| 9 | AAPL | APPLE INC | 151K | $38M | 3.1% | −51% |
| 10 | SPTM | SPDR SERIES TRUST | 464K | $37M | 3.0% | −49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINTHROP SIGNAL
AC read
Winthrop Advisory Group LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed