Winthrop Advisory Group LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,484,701
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 226 | 1,484,701 | 13F-HR | Winthrop Advisory Group LLC |
| Q1 2026 | 4/13/2026 | 195 | 1,223,651 | 13F-HR | Winthrop Advisory Group LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 236.5 K | 15.9% | 42.09 K | 0 | 42.09 K |
| ETFs | 1.248 M | 84.1% | 219.1 K | 0 | 219.1 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
1,484,701
Holdings
226
QoQ value change ($000)
261,050
(21.3%)
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.