13F Insight
DOSSIER · 13F-HR · Q1 2026

Winthrop Capital Management, LLC

$389M in tracked AUM across 357 positions as of Q1 2026.

WC
CIK 0002010657 · last filed Mar 31, 2026
Total AUM
$389M
as of Q1 2026
Holdings
357
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Winthrop Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
VGT
VANGUARD WORLD FD
$32M46K8.2%02
SPSB
SPDR SERIES TRUST
$20M677K5.2%03
SCHX
SCHWAB US LARGE CAP ETF
$17M658K4.3%04
LLY
ELI LILLY & CO.
$16M18K4.2%05
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$13M434K3.4%06
VFH
VANGUARD WORLD FD
$12M103K3.2%07
IEFA
ISHARES TR
$12M128K3.0%08
RSP
INVESCO EXCHANGE TRADED FD T
$11M55K2.7%09
XLC
SELECT SECTOR SPDR TR
$10M93K2.7%10
VCIT
VANGUARD SCOTTSDALE FDS
$10M116K2.5%

Filing history

2026Q1Mar 31
$389M▼ 9.2%
357 positionsView →2025Q4Dec 31
$429M▲ 3.8%
364 positionsView →2025Q3Sep 30
$413M▲ 4.5%
338 positionsView →2025Q2Jun 30
$396M▲ 8.8%
352 positionsLocked2025Q1Mar 31
$364M▼ 3.3%
332 positionsLocked2024Q4Dec 31
$376M▲ 78.9%
338 positionsLocked2024Q3Sep 30
$210M▲ 5.0%
157 positionsLocked2024Q2Jun 30
$200M▼ 7.9%
159 positionsLocked2024Q1Mar 31
$217M▼ 29.2%
164 positionsLocked2023Q4Dec 31
$306M—
275 positionsLocked