Winthrop Advisory Group LLC
CIK 0001739043 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.48B
2026 Q2
Positions
226
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ITOT
ISHARES TR
11.3%
IVV
ISHARES TR
10.0%
ACWX
ISHARES TR
7.1%
IWB
ISHARES TR
6.8%
QQQ
INVESCO QQQ TR
6.3%
SCHB
SCHWAB STRATEGIC TR
4.9%
VTI
VANGUARD INDEX FDS
4.8%
ICSH
ISHARES TR
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.