StockDriftsStockDriftsTop 50 Winthrop Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 10.81% | 1.05M | $174.4M | +2.25%(+23.10K) | $102.60(+62.18%) | 2026-09-30 | |
| IVV | ISHARES TR | 9.49% | 199.8K | $153.0M | +1.01%(+2.00K) | $388.05(+97.76%) | 2026-09-30 | |
| ACWX | ISHARES TR | 6.71% | 1.43M | $108.3M | +3.53%(+48.84K) | $59.00(+24.84%) | 2026-09-30 | |
| IWB | ISHARES TR | 6.32% | 244.9K | $101.9M | -1.09%(-2.71K) | $259.16(+61.00%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.74% | 125.0K | $92.6M | -1.77%(-2.26K) | $321.54(+119.09%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.61% | 2.54M | $74.4M | +2.00%(+49.74K) | $20.23(+45.00%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.51% | 194.4K | $72.8M | +0.09%(+179) | $177.58(+113.08%) | 2026-09-30 | |
| ICSH | ISHARES TR | 4.25% | 1.36M | $68.6M | -0.02%(-294) | $50.37(+0.09%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.85% | 1.31M | $62.1M | +545.46%(+1.11M) | $49.11(-2.44%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.55% | 171.7K | $57.2M | +11.80%(+18.12K) | $85.73(+306.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.33% | +65.70% | +9.89% | +60.25% |
| Top 20 Holdings Unweighted | +17.58% | +62.55% | +9.61% | +58.20% |
Winthrop Advisory Group LLC reports $1.61B in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (10.8%), IVV (9.5%) and ACWX (6.7%). The top 20 holdings account for 77.5% of reported assets. Its disclosed equity book has returned +65.70% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winthrop Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739043). View Winthrop Advisory Group LLC’s 13F filings on SEC