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CIK: 0001739043
Total reported value
$1.5B
$1.5B
191 檔
33.3%
During the Q3 2025 filing period, Winthrop Advisory Group LLC (CIK: 0001739043) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 191 reported positions.
In Q3 2025, Winthrop Advisory Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.47% | +0.08% | +4.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.54% | -0.06% | +1.98% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.12% | -0.44% | -1.25% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.16% | +0.21% | +2.02% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.96% | -0.02% | +8.15% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.51% | -0.14% | -0.40% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.40% | -0.44% | +1.55% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.19% | -0.06% | +1.02% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.50% | -0.21% | +0.79% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.34% | -0.17% | -1.52% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.98% | -0.07% | -0.09% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.17% | +0.04% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -0.07% | -0.75% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.67% | +0.19% | +10.92% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.56% | +0.08% | +15.27% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.12% | -0.13% | -12.25% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | -0.08% | -0.62% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.02% | +3.45% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.14% | +2.16% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.86% | -0.16% | -0.40% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | -0.02% | +1.83% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | -0.03% | +6.11% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.03% | +60.70% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.45% | +42.92% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | +0.16% | +10.12% | |
| 26 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.59% | -0.11% | -0.37% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.07% | +2.95% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.57% | -0.03% | +1.60% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.05% | -0.83% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | +2.31% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.06% | +4.07% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.07% | -0.73% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | -0.18% | |
| 34 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.45% | -0.04% | +2.20% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.05% | -1.32% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.04% | +2.00% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | -0.02% | -2.11% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.04% | +1.83% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | -0.02% | +14.49% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | — | +3.74% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.02% | +14.21% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.03% | -1.98% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.02% | +23.17% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | -0.04% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | — | +0.02% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.25% | +0.31% | +7.11% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.03% | +0.91% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.23% | -0.01% | -1.86% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.07% | +1.08% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.04% | -3.02% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 191 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, IWB) accounted for 33.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IXUS
市值: $2.8M
Top Position Liquidated / Trimmed
DFAC
前期市值: $10.9M
During Q3 2025, Winthrop Advisory Group LLC's top holdings by market value included ITOT (11.5%)、IVV (10.5%)、IWB (8.1%). The largest single position, ITOT, represented 11.5% of total portfolio value.
In Q3 2025, Winthrop Advisory Group LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 38 positions, trimming 5 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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