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CIK: 0001739043
Total reported value
$1.5B
$1.5B
194 檔
34.4%
In Q1 2026, Winthrop Advisory Group LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 194 disclosed stock positions.
Winthrop Advisory Group LLC executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 14 holdings and trimming 81 positions.
| # | 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% | +5.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.04% | -0.06% | +3.55% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.27% | -0.44% | +0.65% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 7.11% | -0.02% | +12.95% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.10% | +0.21% | -0.22% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.07% | -0.44% | +4.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.98% | -0.14% | +1.22% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.91% | -0.06% | +4.39% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.21% | -1.56% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.00% | -0.17% | +1.94% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.96% | -0.13% | +135.11% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.11% | +0.19% | +15.37% | |
| 13 | INTF | Ishares International Equity | ETF-Other | 1.78% | -0.28% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.66% | -0.07% | -0.56% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.66% | +0.08% | +8.66% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.07% | +1.76% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.17% | +2.93% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.02% | -0.08% | -0.26% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.96% | +0.45% | +36.08% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.16% | -1.67% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.03% | +9.44% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.84% | -0.03% | +10.42% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.14% | +5.49% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.02% | -0.19% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | -0.02% | +27.45% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.76% | +0.18% | +37.33% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.07% | +0.15% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | +0.16% | -18.05% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.51% | -0.03% | +1.80% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.05% | +0.19% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.07% | +0.09% | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.48% | -0.11% | -0.29% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.04% | +3.72% | |
| 34 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.45% | -0.04% | -1.18% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | +7.18% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | — | -1.67% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | -0.02% | +6.55% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | +0.75% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.05% | -3.51% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.06% | -0.32% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.02% | -3.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | -45.02% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.02% | +0.43% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | +0.31% | +16.52% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | +6.28% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | -0.46% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | -0.79% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.03% | -0.87% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.03% | +0.15% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.07% | -0.52% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 194 disclosed positions in Q1 2026.
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 34.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTF
市值: $21.8M
Top Position Liquidated / Trimmed
OBDC
前期市值: $520.3K
During Q1 2026, Winthrop Advisory Group LLC's top holdings by market value included ITOT (11.3%)、IVV (10.0%)、IWB (7.3%). The largest single position, ITOT, represented 11.3% of total portfolio value.
In Q1 2026, Winthrop Advisory Group LLC made 192 total portfolio adjustments, initiating 20 new buys, adding to 77 positions, trimming 81 holdings, and fully liquidating 14 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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