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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 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 158,270.0 $13.1M 0.88% +21K +15.7% $82.84 -1.5%
22 VXUS VANGUARD STAR FDS 140,134.0 $12.0M 0.81% +20K +16.4% $85.49 +2.6%
23 AMZN AMAZON COM INC Consumer Cyclical 49,480.0 $11.8M 0.79% +2K +4.0% $238.34 +8.5%
24 SCHD SCHWAB STRATEGIC TR 366,832.0 $11.6M 0.78% -14K -3.6% $31.71 +10.7%
25 VUG VANGUARD INDEX FDS 132,088.0 $11.4M 0.77% +115K +662.2% $86.14 +1.6%
26 VTEB VANGUARD MUN BD FDS 203,184.0 $10.3M 0.69% +9K +4.7% $50.58 -2.1%
27 J P MORGAN EXCHANGE TRADED F 197,378.0 $10.0M 0.67% +46K +30.2% $50.57
28 GOOGL ALPHABET INC Communication Services 25,191.0 $9.0M 0.61% +2K +9.9% $357.37 -3.5%
29 IXUS ISHARES TR 93,618.0 $8.9M 0.60% +58K +163.8% $95.44 +2.6%
30 NVDA NVIDIA CORPORATION Technology 42,201.0 $8.4M 0.57% +7K +21.4% $200.09 +7.3%
31 J P MORGAN EXCHANGE TRADED F 146,850.0 $7.4M 0.50% NEW $50.18
32 IWV ISHARES TR 16,711.0 $7.1M 0.48% +186.0 +1.1% $426.40 +2.4%
33 VWO VANGUARD INTL EQUITY INDEX F 110,790.0 $6.6M 0.45% -1K -1.3% $59.69 +1.3%
34 IVW ISHARES TR 46,877.0 $6.4M 0.43% +3K +7.1% $137.53 +0.9%
35 GOOG ALPHABET INC 18,015.0 $6.4M 0.43% -645.0 -3.5% $353.33
36 JPM JPMORGAN CHASE & CO Financial Services 19,412.0 $6.4M 0.43% +2K +12.5% $327.34 +7.4%
37 GSIE GOLDMAN SACHS ETF TR 132,762.0 $6.1M 0.41% +4K +3.3% $45.70 +5.4%
38 VTV VANGUARD INDEX FDS 27,821.0 $6.1M 0.41% +510.0 +1.9% $217.93 +3.9%
39 IWD ISHARES TR 24,452.0 $5.9M 0.40% +2K +7.4% $242.43 +6.1%
40 LPLA LPL FINL HLDGS INC Financial Services 19,758.0 $5.6M 0.38% $281.68 +28.3%
Page 2 of 12  ·  226 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%