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CIK: 0001739043
Total reported value
$1.6B
$1.6B
226 檔
38.2%
As reported in its official Q2 2026 Form 13F filing, Winthrop Advisory Group LLC's tracked investment portfolio stood at $1.6B with 226 total positions.
In Q2 2026, Winthrop Advisory Group LLC displayed an active expansion posture, initiating 39 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.35% | -0.54% | +5.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.98% | -0.49% | +5.18% | |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 7.09% | -0.38% | +8.79% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.83% | -0.51% | -0.74% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.31% | -0.57% | -1.61% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.85% | -0.24% | +3.87% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.84% | -0.33% | +2.20% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.63% | -0.38% | +11.09% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.99% | +0.56% | -0.41% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.83% | -0.38% | +1.55% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.83% | -0.15% | -0.45% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.30% | -0.04% | +21.19% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.75% | -0.17% | +6.88% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.59% | -0.12% | +297.84% | |
| 15 | INTF | Ishares International Equity | ETF-Other | 1.50% | -0.10% | -2.39% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | -0.10% | +1.16% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.41% | +0.12% | +39.98% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.28% | +4.12% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.94% | +0.07% | +29.00% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.94% | -0.08% | -2.02% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.88% | -0.07% | +5.69% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.81% | -0.05% | +5.42% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | — | +4.16% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.04% | -1.99% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | -0.04% | +498.06% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.69% | +3.16% | -0.72% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | +0.07% | +58.93% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.06% | +9.74% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.60% | +0.19% | +126.40% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.03% | +21.26% | |
| 31 | ✓ | Stock-Other | 0.50% | -0.46% | — | ||
| 32 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.48% | -0.04% | -0.66% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.05% | -1.46% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | +6.29% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.04% | -1.82% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.02% | +4.99% | |
| 37 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.41% | -0.04% | +4.55% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +1.16% | -1.79% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | -0.03% | +0.76% | |
| 40 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.37% | — | +0.47% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | -0.02% | -4.89% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.34% | -0.03% | -1.78% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | +0.05% | +3.01% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | +1.53% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | +12.11% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.05% | -0.12% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | -1.14% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | -0.01% | +4.39% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | -0.04% | +2.98% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.22% | -0.09% | +930.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.5% | NEW | New buy | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +39.98% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.3% | +126.40% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.61% | Trim |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +21.19% | Add |
| 6 | VONG | Vanguard Russell 1000 Growth | +0.2% | +29.00% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.2% | +58.93% | Add |
| 8 | KLAC | Kla CORP | +0.1% | +930.20% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +106.64% | Add |
| 10 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +5.94% | Add |
| 11 | VXF | Vanguard Extended Market ETF | +0.1% | +6.88% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.74% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +21.26% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +96.41% | Add |
| 15 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 16 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 17 | AMAT | Applied Materials Inc | +0.1% | +10.12% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | +8.89% | Add |
| 19 | VONV | Vanguard Russell 1000 Value | +0.1% | +43.33% | Add |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +35.31% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +22.45% | Add |
| 22 | CAT | Caterpillar Inc | 0% | +5.44% | Add |
| 23 | SOXX | Ishares Semiconductor ETF | 0% | +31.67% | Add |
| 24 | INTC | Intel CORP | 0% | NEW | New buy |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | NEW | New buy |
| 26 | IEMG | Ishares Core Msci Emerging | 0% | +5.69% | Add |
| 27 | LLY | Eli Lilly & Co | 0% | +11.19% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +72.42% | Add |
| 29 | MGK | Vanguard Mega Cap Growth ETF | 0% | NEW | New buy |
| 30 | PANW | Palo Alto Networks Inc | 0% | +29.03% | Add |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | NEW | New buy |
| 32 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | +6.29% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +12.11% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | 0% | +9.97% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +45.35% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +40.98% | Add |
| 39 | IVE | Ishares S&p 500 Value ETF | 0% | +142.71% | Add |
| 40 | VB | Vanguard Small-cap ETF | 0% | NEW | New buy |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | PYLD | Pimco Multisector Bond Actv | 0% | +112.58% | Add |
| 43 | EWJ | Ishares Msci Japan ETF | 0% | NEW | New buy |
| 44 | EFV | Ishares Msci Eafe Value ETF | 0% | NEW | New buy |
| 45 | FIXD | First Trust Smith Opportunis | 0% | +80.23% | Add |
| 46 | ESGV | Vanguard Esg US Stock ETF | 0% | NEW | New buy |
| 47 | ITA | Ishares U.s. Aerospace & Def | 0% | +80.50% | Add |
| 48 | QUAL | Ishares Msci USA Quality Fac | 0% | NEW | New buy |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | NEW | New buy |
| 50 | GLW | Corning Inc | 0% | +21.57% | Add |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.6B across 226 disclosed positions in Q2 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, ACWX) accounted for 38.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $7.4M
Top Position Liquidated / Trimmed
HON
前期市值: $368.9K
During Q2 2026, Winthrop Advisory Group LLC's top holdings by market value included ITOT (11.3%)、IVV (10.0%)、ACWX (7.1%). The largest single position, ITOT, represented 11.3% of total portfolio value.
In Q2 2026, Winthrop Advisory Group LLC made 197 total portfolio adjustments, initiating 39 new buys, adding to 114 positions, trimming 36 holdings, and fully liquidating 8 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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