DOSSIER · 13F-HR · Q1 2026

Winthrop Advisory Group LLC

Winthrop Advisory's asset manager based in New York, NY — $1.2B in tracked AUM across 283 positions as of Q1 2026.

WA

Winthrop Advisory·New York, NY·Asset Manager

CIK 0001739043 · last filed Mar 31, 2026

Total AUM

$1.2B

▲ 0.8%

vs prior

Holdings

283

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 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 ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$138M968K11.3%

02

ISHARES TR

$123M188K10.0%

03

ISHARES TR

$89M249K7.3%

04

ISHARES TR

$87M1.3M7.1%

05

INVESCO QQQ TR

$75M129K6.1%

06

ISHARES TR

$62M1.2M5.1%

07

VANGUARD INDEX FDS

$61M190K5.0%

08

SCHWAB STRATEGIC TR

$60M2.4M4.9%

09

APPLE INC

$39M154K3.2%

10

SPDR SERIES TRUST

$37M464K3.0%

Filing history

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