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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.5B AUM 331 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 52 New 119 Added 41 Reduced 14 Exited
Page 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 1,025,806.0 $168.5M 11.35% +107K +11.7% $164.27 +2.3%
2 IVV ISHARES TR 197,805.0 $148.1M 9.98% +16K +8.9% $748.89 +2.7%
3 ACWX ISHARES TR 1,382,668.0 $105.2M 7.09% +257K +22.9% $76.11 +2.4%
4 SCHB SCHWAB STRATEGIC TR 2,487,708.0 $72.0M 4.85% +193K +8.4% $28.96 +2.2%
5 VTI VANGUARD INDEX FDS 194,227.0 $71.9M 4.84% +6K +3.4% $370.04 +2.2%
6 ICSH ISHARES TR 1,360,435.0 $68.8M 4.63% +183K +15.5% $50.58 -0.1%
7 IJH ISHARES TR 545,312.0 $42.0M 2.83% +317K +138.7% $77.11 -0.4%
8 SPTM SPDR SERIES TRUST 462,176.0 $42.0M 2.83% +7K +1.5% $90.79 +2.4%
9 DGRW WISDOMTREE TR 356,925.0 $34.1M 2.30% +102K +39.8% $95.62 +3.8%
10 VXF VANGUARD INDEX FDS 105,228.0 $25.9M 1.75% +15K +16.1% $246.21 -0.3%
11 IWF ISHARES TR 189,751.0 $23.6M 1.59% +142K +295.6% $124.17 -1.4%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 29,388.0 $22.0M 1.48% +838.0 +2.9% $748.64 +2.3%
13 QQQM INVESCO EXCH TRADED FD TR II 69,033.0 $20.9M 1.41% +33K +90.5% $302.97 -3.0%
14 MSFT MICROSOFT CORP Technology 42,521.0 $15.9M 1.07% +3K +7.2% $373.02 +29.5%
15 VONG VANGUARD SCOTTSDALE FDS 109,467.0 $14.0M 0.94% +48K +77.2% $127.81 -1.4%
16 IEMG ISHARES INC 158,270.0 $13.1M 0.88% +21K +15.7% $82.84 -1.5%
17 VXUS VANGUARD STAR FDS 140,134.0 $12.0M 0.81% +20K +16.4% $85.49 +2.6%
18 AMZN AMAZON COM INC Consumer Cyclical 49,480.0 $11.8M 0.79% +2K +4.0% $238.34 +8.5%
19 VUG VANGUARD INDEX FDS 132,088.0 $11.4M 0.77% +115K +662.2% $86.14 +1.6%
20 VTEB VANGUARD MUN BD FDS 203,184.0 $10.3M 0.69% +9K +4.7% $50.58 -2.1%
Page 1 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.4%
Technology 29.6%
Consumer Cyclical 7.4%
Communication Services 5.4%
Healthcare 4.3%
Industrials 3.3%
Consumer Defensive 2.5%
Energy 0.7%
Utilities 0.4%
Real Estate 0.1%