Winthrop Advisory Group LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,180,069
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 188 | 1,180,069 | 13F-HR/A - RESTATEMENT | Winthrop Advisory Group LLC |
| Q4 2025 | 1/21/2026 | 188 | 1,180,069 | 13F-HR | Winthrop Advisory Group LLC |
| Q3 2025 | 10/24/2025 | 191 | 1,143,122 | 13F-HR | Winthrop Advisory Group LLC |
| Q2 2025 | 7/23/2025 | 181 | 1,036,491 | 13F-HR | Winthrop Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 766.8 K | 65.0% | 27.02 K | 0 | 27.02 K |
| ETFs | 413.2 K | 35.0% | 9.938 K | 0 | 9.938 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
1,180,069
Holdings
188
QoQ value change ($000)
36,947
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.