§ 13F · FUND PROFILE
Winthrop Advisory Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1036.5T (13F)Positions · 181Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 918K | $136.5T | 5.8% | +2% |
| 2 | ITOT | ISHARES TR | 918K | $136.5T | 5.8% | +2% |
| 3 | IVV | ISHARES TR | 182K | $124.4T | 5.3% | +1% |
| 4 | IVV | ISHARES TR | 182K | $124.4T | 5.3% | +1% |
| 5 | IWB | ISHARES TR | 248K | $92.6T | 3.9% | −2% |
| 6 | IWB | ISHARES TR | 248K | $92.6T | 3.9% | −2% |
| 7 | QQQ | INVESCO QQQ TR | 130K | $79.6T | 3.4% | −5% |
| 8 | QQQ | INVESCO QQQ TR | 130K | $79.6T | 3.4% | −5% |
| 9 | ACWX | ISHARES TR | 1.13M | $75.5T | 3.2% | +7% |
| 10 | ACWX | ISHARES TR | 1.13M | $75.5T | 3.2% | +7% |
§ 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 $1036491.0 trillion in assets. The fund runs a portfolio of 181 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed