Managers / Q1 2026
Winthrop Advisory Group LLC
CIK 0001739043 · 321 COLUMBUS AVE, 3RD FLOOR, BOSTON, MA, 02116 · 6175301010
Reported Value
$1.2B
Q1 2026
Positions
283
Filings on Record
34
2019–present window
Filed
Apr 13, 2026
original filing
Summary
Winthrop Advisory Group Llc reported $1.2B in U.S.-listed holdings across 283 positions for Q1 2026.
Its largest position, ITOT, represents 11.3% of the portfolio.
Compared with Q4 2025, the fund opened 20 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 283 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 275 | Jan 21, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 191 | Oct 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 181 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $832M | 156 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $833M | 156 | Jan 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $809M | 153 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $736M | 144 | Jul 18, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2024 | $691M | 141 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $640M | 140 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $609M | 127 | Nov 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $527M | 123 | Aug 3, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2023 | $566,151 | 129 | Apr 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $528M | 124 | Jan 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $467M | 115 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $426M | 121 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $480M | 138 | Apr 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $498M | 140 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $449M | 140 | Oct 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $444M | 133 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $406M | 133 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $382M | 132 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $326M | 116 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $283M | 93 | Jul 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $250M | 88 | Apr 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $278M | 101 | Jan 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $253M | 96 | Oct 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $239M | 87 | Jul 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $227M | 93 | Apr 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $197M | 86 | Jan 15, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- Aperio Group, LLC028-11964
- SpiderRock Advisors, LLC028-18017
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.