Winthrop Advisory Group LLC - Portfolio Stock Holdings
Winthrop Advisory Group LLC disclosed 243 stock positions in a recent SEC 13F filing. $1,612,737,487 of stock holdings were filed, with the largest holdings including ITOT, IVV, and ACWX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $3,101,361,784 and has 40 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
243Est. Stock Holding Value:
$1,612,737,487Top Stock Holdings By Sector
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Portfolio Stock Holdings - Winthrop Advisory Group LLC
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