§ 13F · FUND PROFILE
Winthrop Advisory Group LLC.
AUM · $1.5B (13F)Positions · 331Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.03M | $169M | 11.3% | +6% |
| 2 | IVV | ISHARES TR | 198K | $148M | 10.0% | +5% |
| 3 | ACWX | ISHARES TR | 1.38M | $105M | 7.1% | +9% |
| 4 | IWB | ISHARES TR | 248K | $101M | 6.8% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 127K | $94M | 6.3% | −2% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 2.49M | $72M | 4.9% | +4% |
| 7 | VTI | VANGUARD INDEX FDS | 194K | $72M | 4.8% | +2% |
| 8 | ICSH | ISHARES TR | 1.36M | $69M | 4.6% | +11% |
| 9 | IJH | ISHARES TR | 545K | $42M | 2.8% | +2% |
| 10 | SPTM | SPDR SERIES TRUST | 462K | $42M | 2.8% | ±0% |
§ 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 $1.5 billion in assets. The fund runs a broad portfolio of 331 positions.
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