Winthrop Advisory Group LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$1,223,651
Net value change ($000)
+43,582 (3.7%)
New positions
20
Sold out positions
14
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTF 21,766 NEW
IJH 21,189 140.6%
ACWX 11,488 15.2%
DGRW 3,041 13.3%
QQQM 2,553 27.9%
ICSH 2,436 4.1%
VONG 1,785 23.7%
HCA 1,761 NEW
ITOT 1,373 1.0%
VXF 1,314 6.9%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -4,975 -6.2%
MSFT -4,070 -21.2%
IWB -3,611 -3.9%
AAPL -3,451 -8.1%
IWF -2,365 -10.4%
VTI -1,980 -3.1%
IVV -1,555 -1.2%
JPST -1,409 -18.3%
LPLA -1,126 -16.0%
AMZN -1,092 -9.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 138 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type