DOSSIER · 13F-HR · Q2 2026

Winthrop Partners - WNY, LLC

$202M in tracked AUM across 87 positions as of Q2 2026.

WP
CIK 0001734109 · last filed Jun 30, 2026
Total AUM
$202M
as of Q2 2026
Holdings
87
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Winthrop Partners - WNY, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$10M27K5.1%
02
IXUS
ISHARES TR
$9M98K4.6%
03
AAPL
APPLE INC
$9M30K4.3%
04
IWR
ISHARES TR
$7M68K3.7%
05
VB
VANGUARD INDEX FDS
$7M23K3.4%
06
JPM
JPMORGAN CHASE & CO
$6M19K3.1%
07
IGIB
ISHARES TR
$6M116K3.1%
08
IBDS
ISHARES TR
$6M246K2.9%
09
GOOG
ALPHABET INC
$6M17K2.9%
10
WMT
WALMART INC
$6M50K2.8%

Filing history

2026Q2Jun 30
$202M▲ 7.7%
87 positionsView →
2026Q1Mar 31
$188M▲ 1.1%
87 positionsView →
2025Q4Dec 31
$186M▼ 99.9%
84 positionsView →
2019Q3Sep 30
$148.0B▲ 10.9%
290 positionsLocked
2019Q2Jun 30
$133.5B▲ 4.1%
226 positionsLocked
2019Q1Mar 31
$128.2B▲ 19.7%
230 positionsLocked
2018Q4Dec 31
$107.1B▼ 13.4%
243 positionsLocked
2018Q3Sep 30
$123.7B▲ 2.9%
287 positionsLocked
2018Q2Jun 30
$120.2B▼ 7.4%
306 positionsLocked
2018Q1Mar 31
$129.9B▲ 6.0%
439 positionsLocked
2017Q4Dec 31
$122.5B—
124 positionsLocked