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CIK: 0001739043
Total reported value
$1.5B
$1.5B
181 檔
30.2%
According to the latest 13F quarterly dataset, Winthrop Advisory Group LLC managed an equity portfolio of $1.5B at the end of Q2 2025, spanning 181 distinct U.S. exchange-listed positions.
During Q2 2025, Winthrop Advisory Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.27% | +0.08% | +6.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.58% | -0.06% | +7.80% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.42% | -0.44% | +11.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.11% | +0.21% | +5.36% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.86% | -0.44% | +5.64% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.69% | -0.02% | +5.23% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.65% | -0.14% | +14.06% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.25% | -0.06% | +59.52% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.47% | -0.17% | +13.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.21% | +3.43% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.98% | -0.07% | +14.93% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.17% | +22.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | -0.07% | +10.51% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.56% | +0.19% | +3.41% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.38% | +0.08% | +8.73% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | -0.13% | -1.57% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.15% | -0.08% | +0.54% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.02% | +22.11% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | -0.14% | +12.22% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.16% | +0.68% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.02% | +581.39% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.74% | -0.03% | +866.49% | |
| 23 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.74% | -0.11% | -1.09% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | +0.16% | +43.29% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.57% | -0.03% | +13.25% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.05% | -1.48% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.07% | +17.14% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.06% | +17.96% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | +5.17% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | +16.43% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.05% | +38.79% | |
| 32 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.47% | -0.04% | +13.13% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.47% | +0.45% | +148.83% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.03% | +28.08% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.04% | +209.52% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | -0.02% | -1.13% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | -0.70% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.07% | +21.07% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.02% | +6.98% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | +9.98% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.03% | +0.05% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +5.13% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | — | +19.27% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +14.23% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.02% | +6.49% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.25% | -0.01% | -2.97% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.25% | -0.03% | — | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | +0.31% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.07% | -7.07% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.04% | +1.81% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 181 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, IWB) accounted for 30.2% of total reported equity market value during Q2 2025.
During Q2 2025, Winthrop Advisory Group LLC's top holdings by market value included ITOT (11.3%)、IVV (10.6%)、IWB (8.4%). The largest single position, ITOT, represented 11.3% of total portfolio value.
In Q2 2025, Winthrop Advisory Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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