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
$388B
$503,000 0.04% of portfolio
2,093
Q4 2025 Added 11.81%
$181B
$519,000 0.04% of portfolio
20,410
Q4 2025 Added 0.73%
$300B
$423,000 0.04% of portfolio
1,322
Q4 2025 Reduced 9.02%
$68.7B
$416,000 0.04% of portfolio
4,426
Q4 2025 Added 1.49%
$270B
$426,000 0.04% of portfolio
2,677
Q4 2025 Added 6.53%
$255B
$452,000 0.04% of portfolio
1,326
Q4 2025 Reduced 11.3%
$237B
$511,000 0.04% of portfolio
2,157
Q4 2025 Reduced 7.03%
$152B
$353,000 0.03% of portfolio
1,464
Q4 2025 Reduced 3.49%
$85.9B
$309,000 0.03% of portfolio
1,478
Q4 2025 Reduced 14.91%
$228B
$355,000 0.03% of portfolio
2,734
Q4 2025 Reduced 3.05%
$191B
$317,000 0.03% of portfolio
66
Q4 2025 Added 53.49%
$37.9B
$294,000 0.03% of portfolio
3,946
Q4 2025 Added 4.75%
$79.6B
$344,000 0.03% of portfolio
2,577
Q4 2025 Added 6.14%
$183B
$315,000 0.03% of portfolio
922
Q4 2025 Added 11.76%
$170B
$322,000 0.03% of portfolio
2,207
Q4 2025 Added 1.52%
$141B
$380,000 0.03% of portfolio
15,179
Q4 2025 Added 10.21%
$96.4B
$340,000 0.03% of portfolio
2,718
Q4 2025 Added 29.43%
$94.5B
$345,000 0.03% of portfolio
1,003
Q4 2025 Reduced 0.59%
$306B
$384,000 0.03% of portfolio
5,433
Q4 2025 Added 16.51%
$77.2B
$309,000 0.03% of portfolio
1,540
Q4 2025 Reduced 3.75%
$31.2B
$370,000 0.03% of portfolio
2,730
Q4 2025 Added 0.04%
$103B
$321,000 0.03% of portfolio
4,105
Q4 2025 Reduced 0.32%
$132B
$321,000 0.03% of portfolio
1,641
Q4 2025 Added 0.49%
$190B
$367,000 0.03% of portfolio
3,743
Q4 2025 Added 0.11%
$104B
$220,000 0.02% of portfolio
3,797
Q4 2025 New
$39.4B
$223,000 0.02% of portfolio
404
Q4 2025 Added 6.32%
$42.6B
$291,000 0.02% of portfolio
2,177
Q4 2025 Added 0.14%
$172B
$286,000 0.02% of portfolio
6,998
Q4 2025 Added 18.07%
$19B
$208,000 0.02% of portfolio
525
Q4 2025 Reduced 5.06%
$84.9B
$189,000 0.02% of portfolio
1,243
Q4 2025 Reduced 51.43%
$156B
$238,000 0.02% of portfolio
1,925
Q4 2025 Added 1.69%
$151B
$218,000 0.02% of portfolio
673
Q4 2025 Reduced 10.62%
$405B
$218,000 0.02% of portfolio
214
Q4 2025 Reduced 9.7%
$67.3B
$237,000 0.02% of portfolio
826
Q4 2025 Added 1.6%
$115B
$246,000 0.02% of portfolio
458
Q3 2025 Reduced 0.65%
$118B
$229,000 0.02% of portfolio
998
Q4 2025 Reduced 12.15%
$111B
$268,000 0.02% of portfolio
792
Q4 2025 Added 27.33%
$99.5B
$209,000 0.02% of portfolio
4,474
Q4 2025 New
$19B
$243,000 0.02% of portfolio
1,303
Q4 2025 Reduced 3.62%
$140B
$289,000 0.02% of portfolio
1,288
Q4 2025 Added 0.55%
$1.88B
$205,000 0.02% of portfolio
14,520
Q4 2025 Added 3.13%
$342B
$210,000 0.02% of portfolio
1,208
Q4 2025 Added 8.34%
$40.2B
$281,000 0.02% of portfolio
1,065
Q4 2025 Reduced 5.59%
$1.46T
$234,000 0.02% of portfolio
830
Q4 2025 New
$70.2B
$278,000 0.02% of portfolio
8,638
Q4 2025 Added 30.13%
$53.4B
$279,000 0.02% of portfolio
3,238
Q4 2025 Reduced 14.81%
$13.3B
$271,000 0.02% of portfolio
9,162
Q4 2025 Reduced 13.66%
$40.1B
$62,000 0.01% of portfolio
24,634
Q4 2024 Added 58.79%
$23.9B
$0 0.0% of portfolio
-
Q4 2025 New

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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