Winthrop Advisory Group LLC: 13F holdings
CIK 17390432026Q2
| Positions | 226 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR | 1,025,806 | $168.5m | 11.3% |
| IVV ISHARES TR | 197,805 | $148.1m | 10.0% |
| ACWX ISHARES TR | 1,382,668 | $105.2m | 7.1% |
| IWB ISHARES TR | 247,599 | $101.4m | 6.8% |
| QQQ INVESCO QQQ TR | 127,279 | $93.6m | 6.3% |
| SCHB SCHWAB STRATEGIC TR | 2,487,708 | $72.0m | 4.9% |
| VTI VANGUARD INDEX FDS | 194,227 | $71.9m | 4.8% |
| ICSH ISHARES TR | 1,360,435 | $68.8m | 4.6% |
| AAPL APPLE INC | 153,589 | $44.4m | 3.0% |
| IJH ISHARES TR | 545,312 | $42.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1739043")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.