Winthrop Advisory Group LLC — 13F holdings

Winthrop Advisory Group LLC reported 335 holdings worth $1.61B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. ITOT ISHARES TR — $174M (10.8%)
  2. IVV ISHARES TR — $153M (9.5%)
  3. ACWX ISHARES TR — $108M (6.7%)
  4. IWB ISHARES TR — $102M (6.3%)
  5. QQQ Invesco Qqq Tr — $92.6M (5.7%)
  6. SCHB Schwab Strategic Tr — $74.4M (4.6%)
  7. VTI VANGUARD INDEX FDS — $72.8M (4.5%)
  8. ICSH ISHARES TR — $68.6M (4.3%)
  9. VTEB VANGUARD MUN BD FDS — $62.1M (3.9%)
  10. AAPL APPLE INC — $57.2M (3.5%)