Winthrop Advisory Group LLC Portfolio Holdings

Winthrop Advisory Group LLC

  • $1.16 Billion
  • Q4 2025

Winthrop Advisory Group LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $134M, Ishares Core S&P 500 ETF with a value of $123M, Ishares Tr Russell 1000 ETF with a value of $91.2M, Invesco Qqq Trust, Series 1 with a value of $78.3M, and Ishares Msci Acwi Ex Us ETF with a value of $74.9M.

Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $982 Million
Technology: $83 Million
Financial Services: $31 Million
Consumer Cyclical: $22 Million
Communication Services: $20 Million
Healthcare: $9.22 Million
Industrials: $7.73 Million
Consumer Defensive: $6.9 Million
Other: $2.52 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$41.9 Million 3.6% of portfolio
156,657
Q4 2025 Reduced 0.23%
$3.78T
$20.1 Million 1.73% of portfolio
39,675
Q4 2025 Added 3.32%
$2.39T
$11.2 Million 0.96% of portfolio
47,597
Q4 2025 Reduced 0.75%
$662B
$8.13 Million 0.7% of portfolio
15,968
Q4 2025 Added 79.29%
$29.6B
$7.31 Million 0.63% of portfolio
19,723
Q4 2025 Reduced 2.74%
$465B
$6.49 Million 0.56% of portfolio
34,773
Q4 2025 Reduced 3.48%
$1.65T
$6.34 Million 0.54% of portfolio
22,921
Q4 2025 Added 3.71%
$1.74T
$5.33 Million 0.46% of portfolio
18,660
Q4 2025 Added 3.52%
$881B
$5.18 Million 0.44% of portfolio
17,250
Q4 2025 Reduced 8.89%
$1.37T
$4.8 Million 0.41% of portfolio
7,876
Q4 2025 Added 1.05%
$1.29T
$3.99 Million 0.34% of portfolio
9,748
Q4 2025 Added 2.24%
$367B
$3.27 Million 0.28% of portfolio
9,129
Q4 2025 Reduced 2.01%
$533B
$3.24 Million 0.28% of portfolio
9,934
Q4 2025 Added 0.17%
$169B
$2.64 Million 0.23% of portfolio
3,160
Q4 2025 Added 408.04%
$279B
$2.39 Million 0.21% of portfolio
23,248
Q4 2025 Added 1.31%
$139B
$2.35 Million 0.2% of portfolio
6,872
Q4 2025 Added 4.23%
$971B
$1.78 Million 0.15% of portfolio
1,745
Q4 2025 Added 0.87%
$512B
$1.63 Million 0.14% of portfolio
3,039
Q4 2025 Reduced 0.46%
$413B
$1.67 Million 0.14% of portfolio
32,435
Q4 2025 Added 0.22%
$346B
$1.42 Million 0.12% of portfolio
9,714
Q4 2025 Reduced 0.9%
$193B
$1.45 Million 0.12% of portfolio
13,759
Q4 2025 Reduced 0.36%
$161B
$1.28 Million 0.11% of portfolio
1,126
Q4 2025 Added 8.79%
$266B
$1.23 Million 0.11% of portfolio
4,140
Q4 2025 Added 4.2%
$404B
$1.22 Million 0.11% of portfolio
1,342
Q4 2025 Added 1.74%
$291B
$1.15 Million 0.1% of portfolio
2,078
Q4 2025 Added 1.46%
$593B
$1.13 Million 0.1% of portfolio
5,162
Q4 2025 Added 1.87%
$414B
$1.1 Million 0.09% of portfolio
4,721
Q4 2025 Added 5.71%
$204B
$911,000 0.08% of portfolio
6,165
Q4 2025 Added 0.6%
$82.8B
$926,000 0.08% of portfolio
3,414
Q4 2025 Added 1.04%
$97.3B
$827,000 0.07% of portfolio
9,761
Q4 2025 Reduced 0.07%
$174B
$778,000 0.07% of portfolio
5,329
Q4 2025 Added 0.08%
$490B
$847,000 0.07% of portfolio
7,201
Q4 2025 Reduced 5.09%
$235B
$787,000 0.07% of portfolio
8,477
Q4 2025 Reduced 0.56%
$303B
$787,000 0.07% of portfolio
5,089
Q4 2025 Reduced 4.41%
$114B
$767,000 0.07% of portfolio
3,999
Q4 2025 Added 31.76%
$123B
$811,000 0.07% of portfolio
1,723
Q4 2025 Reduced 15.7%
$96.9B
$845,000 0.07% of portfolio
2,021
Q4 2025 Added 2.64%
$49.1B
$737,000 0.06% of portfolio
6,686
Q4 2025 Added 1,044.86%
$319B
$721,000 0.06% of portfolio
9,279
Q4 2025 Added 3.27%
$224B
$747,000 0.06% of portfolio
2,450
Q4 2025 Added 1.07%
$27.9B
$698,000 0.06% of portfolio
339
Q4 2025 Added 3.67%
$258B
$651,000 0.06% of portfolio
3,708
Q4 2025 Added 2.01%
$197B
$545,000 0.05% of portfolio
2,386
Q4 2025 Reduced 13.92%
$5.27B
$544,000 0.05% of portfolio
40,649
Q4 2025 Reduced 22.69%
$418B
$532,000 0.05% of portfolio
3,375
Q4 2025 Added 0.96%
$75.4B
$572,000 0.05% of portfolio
4,491
Q4 2025 Added 1.91%
$19.5B
$557,000 0.05% of portfolio
17,000
Q4 2024 Reduced 1.2%
$328B
$526,000 0.05% of portfolio
1,753
Q4 2025 Added 12.59%
$182B
$451,000 0.04% of portfolio
699
Q4 2025 Reduced 5.92%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $1.16 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR/A
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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