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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESGV VANGUARD WORLD FD 2,361.0 $312K 0.02% NEW $132.22 +2.7%
22 VT VANGUARD INTL EQUITY INDEX F 1,954.0 $307K 0.02% NEW $156.91 +2.5%
23 QUAL ISHARES TR 1,388.0 $305K 0.02% NEW $219.51 +1.7%
24 IUSB ISHARES TR 6,463.0 $298K 0.02% NEW $46.15 -1.6%
25 VRTX VERTEX PHARMACEUTICALS INC Healthcare 594.0 $295K 0.02% NEW $496.54 +10.4%
26 ACI ALBERTSONS COMPANIES INC Consumer Defensive 21,681.0 $293K 0.02% NEW $13.53 -8.5%
27 WELL WELLTOWER INC Real Estate 1,272.0 $289K 0.02% NEW $227.01 +5.4%
28 BAI BLACKROCK ETF TRUST 5,406.0 $285K 0.02% NEW $52.72 -16.0%
29 AGIX KRANESHARES TRUST 6,000.0 $281K 0.02% NEW $46.89 -4.4%
30 EFG ISHARES TR 2,079.0 $259K 0.02% NEW $124.44 +1.0%
31 DE DEERE & CO Industrials 395.0 $251K 0.02% NEW $635.60 +1.9%
32 WDC WESTERN DIGITAL CORP Technology 379.0 $242K 0.02% NEW $639.07 -28.1%
33 SPYM SPDR SERIES TRUST 2,708.0 $238K 0.02% NEW $87.89 +2.5%
34 VGT VANGUARD WORLD FD 1,982.0 $237K 0.02% NEW $119.50 -0.9%
35 QTEC FIRST TR EXCHANGE-TRADED FD 690.0 $231K 0.02% NEW $334.70 -6.1%
36 IJK ISHARES TR 1,964.0 $231K 0.02% NEW $117.50 -1.7%
37 TXN TEXAS INSTRS INC Technology 766.0 $228K 0.01% NEW $298.16 -11.3%
38 BND VANGUARD BD INDEX FDS 3,036.0 $223K 0.01% NEW $73.41 -1.6%
39 XLC SELECT SECTOR SPDR TR 2,062.0 $221K 0.01% NEW $107.12 +4.0%
40 EIS ISHARES INC 1,825.0 $220K 0.01% NEW $120.71 +1.6%
Page 2 of 3  ·  52 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%