Winthrop Advisory Group LLC

Est. AUM

$1.22B

13F long equity, this entity only

Positions

283

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$137.9M	968315	11.27%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$122.8M	188068	10.04%	SOLE
3	ISHARES TR	RUS 1000 ETF	$88.9M	249440	7.27%	SOLE
4	ISHARES TR	MSCI ACWI EX US	$87.0M	1270962	7.11%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$74.7M	129357	6.10%	SOLE
6	ISHARES TR	ULTRA SHORT DUR	$62.0M	1224629	5.07%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$61.0M	190049	4.98%	SOLE
8	SCHWAB STRATEGIC TR	US BRD MKT ETF	$60.1M	2395034	4.91%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$36.7M	464256	3.00%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$36.3M	537011	2.96%	SOLE
11	WISDOMTREE TR	US QTLY DIV GRT	$25.9M	294509	2.11%	SOLE
12	ISHARES TR	INTL EQTY FACTOR	$21.8M	558670	1.78%	SOLE
13	ISHARES TR	RUS 1000 GRW ETF	$20.3M	47695	1.66%	SOLE
14	VANGUARD INDEX FDS	EXTEND MKT ETF	$20.3M	98456	1.66%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.9M	29052	1.55%	SOLE
16	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.5M	321678	1.02%	SOLE
17	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.7M	49317	0.96%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.5M	374280	0.94%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$10.4M	149752	0.85%	SOLE
20	VANGUARD STAR FDS	VG TL INTL STK F	$10.3M	132935	0.84%	SOLE
21	VANGUARD MUN BD FDS	TAX EXEMPT BD	$10.2M	204654	0.83%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$9.6M	22086	0.79%	SOLE
23	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$9.3M	84858	0.76%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.3M	124192	0.51%	SOLE
25	ISHARES TR	RUSSELL 3000 ETF	$6.2M	16822	0.51%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.1M	112430	0.50%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$5.6M	28328	0.45%	SOLE
28	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$5.5M	126987	0.45%	SOLE
29	ALPHABET INC	CAP STK CL C	$5.3M	18349	0.43%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$5.2M	24267	0.42%	SOLE
31	ISHARES TR	S&P 500 GRWT ETF	$5.0M	44103	0.41%	SOLE
32	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.9M	22821	0.40%	SOLE
33	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.5M	173748	0.36%	SOLE
34	ISHARES TR	CORE MSCI TOTAL	$3.6M	41351	0.29%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	5754	0.28%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	34685	0.28%	SOLE
37	HOME DEPOT INC	COM	$3.0M	9050	0.24%	SOLE
38	ISHARES TR	CORE DIV GRWTH	$2.9M	41229	0.24%	SOLE
39	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.8M	4457	0.23%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$2.2M	24266	0.18%	SOLE
41	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	28069	0.16%	SOLE
42	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.6M	17069	0.13%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$1.6M	5462	0.13%	SOLE
44	BANK AMERICA CORP	COM	$1.6M	32104	0.13%	SOLE
45	ISHARES TR	ESG OPTIMIZED	$1.5M	11590	0.13%	SOLE
46	ISHARES TR	SELECT DIVID ETF	$1.3M	8750	0.11%	SOLE
47	ISHARES TR	RUS MID CAP ETF	$1.3M	13098	0.10%	SOLE
48	SPDR GOLD TR	GOLD SHS	$1.2M	2717	0.10%	SOLE
49	ISHARES TR	MSCI ACWI ETF	$1.0M	7244	0.08%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP GR ETF	$936K	32142	0.08%	SOLE

1–50 of 195

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.