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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.2B AUM 275 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 91 Added 60 Reduced 12 Exited
Page 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 918,312.0 $136.5M 11.57% +18K +2.0% $148.69 +9.1%
2 IVV ISHARES TR 181,625.0 $124.4M 10.54% +2K +0.9% $684.94 +8.9%
3 ACWX ISHARES TR 1,125,212.0 $75.5M 6.40% +78K +7.4% $67.13 +12.2%
4 DGRW WISDOMTREE TR 255,277.0 $22.8M 1.94% +41K +19.3% $89.43 +7.3%
5 MSFT MICROSOFT CORP Technology 39,675.0 $19.2M 1.63% +1K +3.3% $483.62 -13.3%
6 VXF VANGUARD INDEX FDS 90,608.0 $18.9M 1.61% +5K +6.1% $209.12 +9.3%
7 IJH ISHARES TR 228,413.0 $15.1M 1.28% +33K +16.8% $66.00 +10.5%
8 SCHD SCHWAB STRATEGIC TR 380,637.0 $10.4M 0.89% +19K +5.4% $27.43 +17.6%
9 IEMG ISHARES INC 136,840.0 $9.2M 0.78% +11K +8.5% $67.22 +19.9%
10 QQQM INVESCO EXCH TRADED FD TR II 36,241.0 $9.2M 0.78% +6K +18.9% $252.92 +16.3%
11 VXUS VANGUARD STAR FDS 120,395.0 $9.1M 0.77% +3K +2.3% $75.44 +12.1%
12 J P MORGAN EXCHANGE TRADED F 151,545.0 $7.7M 0.65% +12K +8.6% $50.77
13 VONG VANGUARD SCOTTSDALE FDS 61,791.0 $7.5M 0.64% +49K +386.5% $121.75 +5.4%
14 GOOGL ALPHABET INC Communication Services 22,921.0 $7.2M 0.61% +821.0 +3.7% $313.00 +23.9%
15 GOOG ALPHABET INC Communication Services 18,660.0 $5.9M 0.50% +635.0 +3.5% $313.80 +22.2%
16 GSIE GOLDMAN SACHS ETF TR 128,509.0 $5.5M 0.47% +3K +2.6% $42.94 +6.7%
17 VTV VANGUARD INDEX FDS 27,311.0 $5.2M 0.44% +986.0 +3.8% $190.99 +9.4%
18 META META PLATFORMS INC Communication Services 7,876.0 $5.2M 0.44% +82.0 +1.1% $660.11 -8.0%
19 VIG VANGUARD SPECIALIZED FUNDS 23,652.0 $5.2M 0.44% +194.0 +0.8% $219.78 +5.1%
20 IWD ISHARES TR 22,775.0 $4.8M 0.41% +1K +5.6% $210.34 +11.6%
Page 1 of 5  ·  91 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 45.6%
Technology 28.9%
Consumer Cyclical 7.9%
Communication Services 7.8%
Healthcare 3.4%
Industrials 2.9%
Consumer Defensive 2.5%
Energy 0.7%
Utilities 0.3%