account_balance

Investment manager · 13F filer · SEC CIK 1739043

Winthrop Advisory Group LLC

Reported value$1.61Bas of Sep 30, 2026

Positions228 17 new, 15 sold out

Top 10 weight59.8%ITOT alone is 11%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

ITOTiShares Tr

10.8%Added +2%

IVViShares Tr

9.5%

ACWXiShares Tr

6.7%Added +4%

IWBiShares Tr

6.3%

QQQInvesco QQQ Tr

5.7%

SCHBSchwab Strategic Tr

4.6%

VTIVanguard Index FDS

4.5%

ICSHiShares Tr

4.3%

VTEBVanguard Mun Bd FDS

3.9%Added +545%

AAPLApple Inc.

3.5%+12%

SPTMSPDR Series Trust

2.7%

IJHiShares Tr

2.5%

ITOTiShares Tr

10.8%Added +2%

IVViShares Tr

9.5%

ACWXiShares Tr

6.7%Added +4%

IWBiShares Tr

6.3%

QQQInvesco QQQ Tr

5.7%

SCHBSchwab Strategic Tr

4.6%

VTIVanguard Index FDS

4.5%

ICSHiShares Tr

4.3%

VTEBVanguard Mun Bd FDS

3.9%

AAPL3.5%

SPTM

IJH

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

ITOT iShares Tr 10.8% Added +2%

IVV iShares Tr 9.5% Held

ACWX iShares Tr 6.7% Added +4%

IWB iShares Tr 6.3% Held

QQQ Invesco QQQ Tr 5.7% Held

SCHB Schwab Strategic Tr 4.6% Held

VTI Vanguard Index FDS 4.5% Held

ICSH iShares Tr 4.3% Held

VTEB Vanguard Mun Bd FDS 3.9% Added +545%

AAPL Apple Inc. 3.5% Added +12%

SPTM SPDR Series Trust 2.7% Held

IJH iShares Tr 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 17, 2026 filing

add_circleNew

PKE $12.5M
NEE $437K
INMU $405K
TXG $316K

arrow_upwardAdded

VTEB +545%
VTV +321%
IXUS +44%
JNJ +28%

arrow_downwardTrimmed

META −2%
IVW −2%

remove_circleSold out

HCA $1.45M
SGOV $1.05M
BIL $543K
IUSB $298K

Winthrop Advisory Group LLC

Where the money is

Biggest moves since Jun 30, 2026

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