Institutional Fund
Winthrop Advisory Group LLC
Boston, MACIK 17390436 filings on record
Portfolio Value
$1.22B
Q1 2026
Holdings
194
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+3.7%
from $1.18B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.3%
- Ishares Tr10.0%
- Ishares Tr7.3%
- Ishares Tr7.1%
- Invesco Qqq Tr6.1%
- Ishares Tr5.1%
- Other53.1%
Portfolio Holdings
194 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 968.3K | $137.92M | 11.3% | +50.0K | Added |
| 2 | Ishares Tr | 188.1K | $122.85M | 10.0% | +6.4K | Added |
| 3 | Ishares Tr | 249.4K | $88.94M | 7.3% | +1.6K | Added |
| 4 | Ishares Tr | 1.27M | $87.02M | 7.1% | +145.8K | Added |
| 5 | Invesco Qqq Tr | 129.4K | $74.66M | 6.1% | −279 | Reduced |
| 6 | Ishares Tr | 1.22M | $61.99M | 5.1% | +47.2K | Added |
| 7 | Vanguard Index Fds | 190.0K | $60.97M | 5.0% | +2.3K | Added |
| 8 | Schwab Strategic Tr | 2.40M | $60.12M | 4.9% | +100.8K | Added |
| 9 | Apple Inc | 154.2K | $39.14M | 3.2% | −2.4K | Reduced |
| 10 | Spdr Series Trust | 464.3K | $36.70M | 3.0% | +8.8K | Added |
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