Institutions / Winthrop Advisory Group LLC
Winthrop Advisory Group LLC
CIK 1739043 · Institution · as of Dec 31, 2025
Portfolio value
$1.18B
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $136.54M | 11.6% |
| iShares Tr | $124.40M | 10.5% |
| iShares Tr | $92.55M | 7.8% |
| Invesco Qqq Tr | $79.64M | 6.7% |
| iShares Tr | $75.54M | 6.4% |
| Vanguard Index Fds | $62.95M | 5.3% |
| Schwab Strategic Tr | $60.18M | 5.1% |
| iShares Tr | $59.55M | 5.0% |
| Apple Inc. | $42.59M | 3.6% |
| SPDR Series Trust | $37.57M | 3.2% |
| WisdomTree Tr | $22.83M | 1.9% |
| iShares Tr | $22.70M | 1.9% |
| SPDR S&P 500 ETF Tr | $19.53M | 1.7% |
| Microsoft Corp | $19.19M | 1.6% |
| Vanguard Index Fds | $18.95M | 1.6% |
| iShares Tr | $15.08M | 1.3% |
| Dimensional ETF Trust | $12.77M | 1.1% |
| Amazon.com Inc | $10.99M | 0.9% |
| Schwab Strategic Tr | $10.44M | 0.9% |
| Vanguard Mun Bd Fds | $9.76M | 0.8% |
| iShares Inc | $9.20M | 0.8% |
| Invesco Exch Traded Fd Tr II | $9.17M | 0.8% |
| Vanguard Star Fds | $9.08M | 0.8% |
| Vanguard Index Fds | $8.45M | 0.7% |
| J P Morgan Exchange Traded F | $7.69M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.