DOSSIER · 13F-HR · Q3 2026
Winthrop Advisory Group LLC
$1.6B in tracked AUM across 335 positions as of Q3 2026.
WA
CIK 0001739043 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Winthrop Advisory Group LLC SEC 13F Filing
1. Portfolio Overview
Winthrop Advisory Group LLC has reported a substantial expansion in assets under management, with the total portfolio value surging by 349.8% from approximately $262.33 million to $1.18 billion quarter-over-quarter. This dramatic increase suggests significant capital inflows, the acquisition of a new client mandate, or a strategic consolidation of assets. The portfolio consists of **275 ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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