Winthrop Advisory Group
Winthrop Advisory Group reported 228 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are ITOT (10.8%), IVV (9.5%) and ACWX (6.7%). Compared with Q2 2026, the fund opened new positions in PKE and XOM, added to ITOT, IVV and ACWX, trimmed IWB, QQQ and IWF and sold out of HCA, SGOV and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $174M | 10.8% | 1M | +23K (+2%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $153M | 9.5% | 200K | +1,995 (+1%) | 8 of 8 | |
| 3 |  ACWX Ishares TR | $108M | 6.7% | 1.4M | +49K (+4%) | 8 of 8 | |
| 4 |  IWB Ishares TR | $102M | 6.3% | 245K | −2,707 (−1%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $92.6M | 5.7% | 125K | −2,257 (−2%) | 8 of 8 | |
| 6 |  SCHB Schwab US Broad Market ETF | $74.4M | 4.6% | 2.5M | +50K (+2%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $72.8M | 4.5% | 194K | No change | 8 of 8 | |
| 8 |  ICSH Ishares TR | $68.6M | 4.3% | 1.4M | No change | 7 of 8 | |
| 9 |  VTEB Vanguard Mun BD Fds | $62.1M | 3.9% | 1.3M | +1.1M (+545%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $57.2M | 3.5% | 172K | +18K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HCA Hca Healthcare Inc | $1.4M | 3,719 |
 SGOV Ishares TR | $1M | 10K |
 XOM Exxon Mobil Corp | $1M | 7,322 |
 BIL ST Stert Spdr Blmbg 1 3 | $543K | 5,928 |
 IUSB Ishares Core | $298K | 6,463 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Winthrop Advisory Group 13F FAQ
What does Winthrop Advisory Group own?
Winthrop Advisory Group reported 228 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are ITOT (10.8%), IVV (9.5%) and ACWX (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Winthrop Advisory Group buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 98 added to, 92 trimmed and 16 sold out. New positions include PKE and XOM. It sold all of HCA, SGOV and XOM.
When will Winthrop Advisory Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Winthrop Advisory Group's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.