Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Winthrop Advisory Group LLC (CIK 1739043) reported $1.22B across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($137.9M, 11.27%), IVV ($122.8M, 10.04%), IWB ($88.9M, 7.27%), ACWX ($87.0M, 7.11%), QQQ ($74.7M, 6.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $137.9M | 11.27% | 968,315 | Added |
| 2 | IVV | ISHARES TR | $122.8M | 10.04% | 188,068 | Added |
| 3 | IWB | ISHARES TR | $88.9M | 7.27% | 249,440 | Added |
| 4 | ACWX | ISHARES TR | $87.0M | 7.11% | 1.3M | Added |
| 5 | QQQ | INVESCO QQQ TR | $74.7M | 6.10% | 129,357 | Trimmed |
| 6 | ICSH | ISHARES TR | $62.0M | 5.07% | 1.2M | Added |
| 7 | VTI | VANGUARD INDEX FDS | $61.0M | 4.98% | 190,049 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $60.1M | 4.91% | 2.4M | Added |
| 9 | AAPL | APPLE INC | $39.1M | 3.20% | 154,214 | Trimmed |
| 10 | SPTM | SPDR SERIES TRUST | $36.7M | 3.00% | 464,256 | Added |
| 11 | IJH | ISHARES TR | $36.3M | 2.96% | 537,011 | Added |
| 12 | DGRW | WISDOMTREE TR | $25.9M | 2.11% | 294,509 | Added |
| 13 | INTF | ISHARES TR | $21.8M | 1.78% | 558,670 | New |
| 14 | VXF | VANGUARD INDEX FDS | $20.3M | 1.66% | 98,456 | Added |
| 15 | IWF | ISHARES TR | $20.3M | 1.66% | 47,695 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $18.9M | 1.55% | 29,052 | Added |
| 17 | MSFT | MICROSOFT CORP | $15.1M | 1.24% | 40,837 | Added |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $12.5M | 1.02% | 321,678 | Trimmed |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $11.7M | 0.96% | 49,317 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 0.94% | 374,280 | Trimmed |
| 21 | IEMG | ISHARES INC | $10.4M | 0.85% | 149,752 | Added |
| 22 | VXUS | VANGUARD STAR FDS | $10.3M | 0.84% | 132,935 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $10.2M | 0.83% | 204,654 | Added |
| 24 | AMZN | AMAZON COM INC | $9.9M | 0.81% | 47,506 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $9.6M | 0.79% | 22,086 | Added |
Source: SEC Form 13F filings · as of 2026-03-31