Winthrop Advisory Group LLC
CIK: 1739043SEC EDGAR →
Portfolio Value
$444.3B
Holdings
194
As of
Q1 2026
New Positions
194
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,270,962 | $87.0B | 19.59% |
| 2 | ISHARES TR | 1,224,629 | $62.0B | 13.95% |
| 3 | SCHWAB STRATEGIC TR | 2,395,034 | $60.1B | 13.53% |
| 4 | SPDR SERIES TRUST | 464,256 | $36.7B | 8.26% |
| 5 | ISHARES TR | 537,011 | $36.3B | 8.16% |
| 6 | WISDOMTREE TR | 294,509 | $25.9B | 5.82% |
| 7 | ISHARES TR | 558,670 | $21.8B | 4.90% |
| 8 | DIMENSIONAL ETF TRUST | 321,678 | $12.5B | 2.81% |
| 9 | SCHWAB STRATEGIC TR | 374,280 | $11.5B | 2.58% |
| 10 | ISHARES INC | 149,752 | $10.4B | 2.35% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $432.3B | 97.3% |
| Unknown | 10 | $2.8B | 0.6% |
| Communication Services | 8 | $2.6B | 0.6% |
| Healthcare | 18 | $1.3B | 0.3% |
| Consumer Defensive | 8 | $1.3B | 0.3% |
| Industrials | 13 | $1.2B | 0.3% |
| Consumer Cyclical | 12 | $1.2B | 0.3% |
| Technology | 26 | $954.4M | 0.2% |
| Energy | 4 | $455.8M | 0.1% |
| Utilities | 3 | $1.0M | 0.0% |
| Real Estate | 1 | $202K | 0.0% |