Winthrop Advisory Group LLC
•CIK: 1739043•Filing: Q4 2025
**Winthrop Advisory Group LLC** manages $1.2B across a diversified portfolio of 188 positions. The fund exhibits significant allocations to broad market and sector ETFs, notably holding ITOT at $136.5M and IVV at $124.4M. Key concentration areas include technology and index exposure, with top holdings also featuring IWB ($92.6M), NDQ ($79.6M), and ACWX ($75.5M). This structure suggests a systematic, large-cap growth orientation across multiple asset classes.
Total AUM
$1.2B
QoQ Performance
+3.2%
Positions
135
Top 10 Concentration
65.4%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
IVV
IWB
NDQ
ACWX
VTI
SCHB
ICSH
ITOT11.6%
IVV10.5%
IWB7.8%
NDQ6.7%
ACWX6.4%
VTI5.3%
SCHB5.1%
ICSH5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.3%
ETF12.5%
Technology8.0%
Consumer2.1%
Financial1.5%
Healthcare0.8%
Industrial0.4%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW9 new positions
↑105 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023