Winthrop Advisory Group LLC
Winthrop Advisory Group LLC reported 226 positions worth $1.48B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: ITOT (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $168.5M | 11.35% | 1,025,806 | — | — | |
| ▸ 2 | IVV | SH | $148.1M | 9.98% | 197,805 | — | — | |
| ▸ 3 | ACWX | SH | $105.2M | 7.09% | 1,382,668 | — | — | |
| ▸ 4 | IWB | SH | $101.4M | 6.83% | 247,599 | — | — | |
| ▸ 5 | QQQ | SH | $93.6M | 6.31% | 127,279 | — | — | |
| ▸ 6 | SCHB | SH | $72.0M | 4.85% | 2,487,708 | — | — | |
| ▸ 7 | VTI | SH | $71.9M | 4.84% | 194,227 | — | — | |
| ▸ 8 | ICSH | SH | $68.8M | 4.63% | 1,360,435 | — | — | |
| ▸ 9 | AAPL | SH | $44.4M | 2.99% | 153,589 | — | — | |
| ▸ 10 | IJH | SH | $42.0M | 2.83% | 545,312 | — | — |
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Frequently Asked Questions
What stocks does Winthrop Advisory Group LLC hold as of Q2 2026?
Winthrop Advisory Group LLC reported 226 positions worth $1.48B in its Q2 2026 13F filing. Largest positions: ITOT (11.3%), IVV (10.0%), ACWX (7.1%), IWB (6.8%) and QQQ (6.3%).
What did Winthrop Advisory Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Winthrop Advisory Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.