Winthrop Advisory Group LLC

Institutional manager (13F) · CIK 1739043

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	ISHARES TR	$138M	968,315
2	ISHARES TR	$123M	188,068
3	ISHARES TR	$89M	249,440
4	ISHARES TR	$87M	1,270,962
5	INVESCO QQQ TR	$75M	129,357
6	ISHARES TR	$62M	1,224,629
7	VANGUARD INDEX FDS	$61M	190,049
8	SCHWAB STRATEGIC TR	$60M	2,395,034
9	APPLE INC	$39M	154,214
10	SPDR SERIES TRUST	$37M	464,256
11	ISHARES TR	$36M	537,011
12	WISDOMTREE TR	$26M	294,509
13	ISHARES TR	$22M	558,670
14	ISHARES TR	$20M	47,695
15	VANGUARD INDEX FDS	$20M	98,456
16	STATE STR SPDR S&P 500 ETF T	$19M	29,052
17	MICROSOFT CORP	$15M	40,837
18	DIMENSIONAL ETF TRUST	$13M	321,678
19	INVESCO EXCH TRADED FD TR II	$12M	49,317
20	SCHWAB STRATEGIC TR	$11M	374,280
21	ISHARES INC	$10M	149,752
22	VANGUARD STAR FDS	$10M	132,935
23	VANGUARD MUN BD FDS	$10M	204,654
24	AMAZON COM INC	$10M	47,506
25	VANGUARD INDEX FDS	$10M	22,086
26	VANGUARD SCOTTSDALE FDS	$9M	84,858
27	ALPHABET INC	$7M	22,956
28	J P MORGAN EXCHANGE TRADED F	$6M	124,192
29	ISHARES TR	$6M	16,822
30	VANGUARD INTL EQUITY INDEX F	$6M	112,430
31	NVIDIA CORPORATION	$6M	34,803
32	LPL FINL HLDGS INC	$6M	19,665
33	VANGUARD INDEX FDS	$6M	28,328
34	GOLDMAN SACHS ETF TR	$5M	126,987
35	JPMORGAN CHASE & CO	$5M	18,489
36	ALPHABET INC	$5M	18,349
37	ISHARES TR	$5M	24,267
38	ISHARES TR	$5M	44,103
39	VANGUARD SPECIALIZED FUNDS	$5M	22,821
40	META PLATFORMS INC	$4M	7,851
41	SCHWAB STRATEGIC TR	$4M	173,748
42	BERKSHIRE HATHAWAY INC DEL	$4M	8,780
43	TESLA INC	$4M	9,790
44	ISHARES TR	$4M	41,351
45	VANGUARD INDEX FDS	$3M	5,754
46	SPDR SERIES TRUST	$3M	34,685
47	VISA INC	$3M	9,856
48	HOME DEPOT INC	$3M	9,050
49	ISHARES TR	$3M	41,229
50	WALMART INC	$3M	23,127

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.