Winthrop Advisory Group LLC Top Holdings and 13F Report (2026) About Winthrop Advisory Group LLCInvestment ActivityWinthrop Advisory Group LLC has $1.22 billion in total holdings as of March 31, 2026.Winthrop Advisory Group LLC owns shares of 194 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.00% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Winthrop Advisory Group LLC has purchased 188 new stocks and bought additional shares in 82 stocks.Winthrop Advisory Group LLC sold shares of 83 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $137,917,140iShares Core S&P 500 ETF $122,847,972iShares Russell 1000 ETF $88,940,383iShares MSCI ACWI ex U.S. ETF $87,022,791Invesco QQQ $74,662,413 Largest New Holdings this Quarter 46434V274 - iShares International Equity Factor ETF $21,765,783 Holding40412C101 - HCA Healthcare $1,760,773 Holding013091103 - Albertsons Companies $501,634 Holding72201R775 - PIMCO ETF TR $411,072 Holding33740F805 - First Trust TCW Opportunistic Fixed Income ETF $395,544 Holding Largest Purchases this Quarter iShares International Equity Factor ETF 558,670 shares (about $21.77M)iShares Core S&P Mid-Cap ETF 308,598 shares (about $20.84M)iShares MSCI ACWI ex U.S. ETF 145,750 shares (about $9.98M)iShares Core S&P Total U.S. Stock Market ETF 50,003 shares (about $7.12M)iShares Core S&P 500 ETF 6,443 shares (about $4.21M) Largest Sales this Quarter Berkshire Hathaway 7,188 shares (about $3.44M)JPMorgan Ultra-Short Income ETF 27,353 shares (about $1.38M)SPDR Gold Shares 1,751 shares (about $753.30K)Apple 2,443 shares (about $620.01K)Lockheed Martin 397 shares (about $240.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinthrop Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$137,917,140$7,121,929 ▲5.4%968,31511.3%ETFIVViShares Core S&P 500 ETF$122,847,972$4,208,635 ▲3.5%188,06810.0%ETFIWBiShares Russell 1000 ETF$88,940,383$572,992 ▲0.6%249,4407.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$87,022,791$9,979,505 ▲13.0%1,270,9627.1%ManufacturingQQQInvesco QQQ$74,662,413$161,034 ▼-0.2%129,3576.1%FinanceICSHiShares Ultra Short-Term Bond Active ETF$61,990,714$2,388,859 ▲4.0%1,224,6295.1%ETFVTIVanguard Total Stock Market ETF$60,969,688$734,656 ▲1.2%190,0495.0%ETFSCHBSchwab US Broad Market ETF$60,115,343$2,529,979 ▲4.4%2,395,0344.9%ETFAAPLApple$39,137,948$620,009 ▼-1.6%154,2143.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$36,704,109$697,073 ▲1.9%464,2563.0%ETFIJHiShares Core S&P Mid-Cap ETF$36,264,342$20,839,617 ▲135.1%537,0113.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$25,869,675$3,446,139 ▲15.4%294,5092.1%ManufacturingINTFiShares International Equity Factor ETF$21,765,783$21,765,783 ▲New Holding558,6701.8%ETFIWFiShares Russell 1000 Growth ETF$20,337,120$115,554 ▼-0.6%47,6951.7%ETFVXFVanguard Extended Market ETF$20,262,263$1,615,120 ▲8.7%98,4561.7%ETFSPYSPDR S&P 500 ETF Trust$18,945,917$327,373 ▲1.8%29,0521.5%FinanceMSFTMicrosoft$15,116,727$430,140 ▲2.9%40,8371.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$12,500,404$32,332 ▼-0.3%321,6781.0%ETFQQQMInvesco NASDAQ 100 ETF$11,718,611$3,107,094 ▲36.1%49,3171.0%ETFSCHDSchwab US Dividend Equity ETF$11,482,922$195,033 ▼-1.7%374,2800.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,445,224$900,614 ▲9.4%149,7520.9%ETFVXUSVanguard Total International Stock ETF$10,250,633$966,961 ▲10.4%132,9350.8%ETFVTEBVanguard Tax-Exempt Bond ETF$10,210,198$531,329 ▲5.5%204,6540.8%ETFAMZNAmazon.com$9,894,006$18,952 ▼-0.2%47,5060.8%Retail/WholesaleVUGVanguard Growth ETF$9,646,808$2,077,781 ▲27.5%22,0860.8%ETFVONGVanguard Russell 1000 Growth ETF$9,308,051$2,530,213 ▲37.3%84,8580.8%ETFGOOGLAlphabet$6,601,192$10,065 ▲0.2%22,9560.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,285,333$1,384,330 ▼-18.0%124,1920.5%ETFIWViShares Russell 3000 ETF$6,235,471$110,090 ▲1.8%16,8220.5%ETFVWOVanguard FTSE Emerging Markets ETF$6,076,846$11,783 ▲0.2%112,4300.5%ETFNVDANVIDIA$6,069,971$5,232 ▲0.1%34,8030.5%Computer and TechnologyLPLALPL Financial$5,915,963$17,449 ▼-0.3%19,6650.5%FinanceVTVVanguard Value ETF$5,557,970$199,536 ▲3.7%28,3280.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$5,476,933$65,644 ▼-1.2%126,9870.4%ETFJPMJPMorgan Chase & Co.$5,438,781$364,468 ▲7.2%18,4890.4%FinanceGOOGAlphabet$5,263,667$89,215 ▼-1.7%18,3490.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$5,185,128$318,796 ▲6.6%24,2670.4%ETFIVWiShares S&P 500 Growth ETF$4,988,436$37,213 ▲0.8%44,1030.4%ETFVIGVanguard Dividend Appreciation ETF$4,907,800$178,712 ▼-3.5%22,8210.4%ETFMETAMeta Platforms$4,491,797$14,303 ▼-0.3%7,8510.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,454,891$139,456 ▼-3.0%173,7480.4%ETFBRK.BBerkshire Hathaway$4,207,136$3,444,293 ▼-45.0%8,7800.3%FinanceTSLATesla$3,639,433$15,614 ▲0.4%9,7900.3%Auto/Tires/TrucksIXUSiShares Core MSCI Total International Stock ETF$3,582,674$508,060 ▲16.5%41,3510.3%ManufacturingVOOVanguard S&P 500 ETF$3,438,256$203,164 ▲6.3%5,7540.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,396,020$15,764 ▼-0.5%34,6850.3%ETFVVisa$2,978,757$23,574 ▼-0.8%9,8560.2%Business ServicesHDHome Depot$2,976,365$25,982 ▼-0.9%9,0500.2%Retail/WholesaleDGROiShares Core Dividend Growth ETF$2,893,425$4,281 ▲0.1%41,2290.2%ETFWALMART INC$2,879,918$15,068 ▼-0.5%23,1270.2%COMMDYSPDR S&P MidCap 400 ETF Trust$2,755,562$3,710 ▼-0.1%4,4570.2%ETFJNJJohnson & Johnson$2,567,508$4,155 ▼-0.2%10,5040.2%MedicalIEFAiShares Core MSCI EAFE ETF$2,196,827$187,037 ▲9.3%24,2660.2%ETFAVGOBroadcom$2,113,470$13,619 ▼-0.6%6,8280.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,990,357$1,560 ▲0.1%28,0690.2%ETFHCAHCA Healthcare$1,760,773$1,760,773 ▲New Holding3,7210.1%MedicalVONVVanguard Russell 1000 Value ETF$1,600,010$872,699 ▲120.0%17,0690.1%ETFLLYEli Lilly and Company$1,595,027$10,118 ▼-0.6%1,7340.1%MedicalVOVanguard Mid-Cap ETF$1,568,712$31,593 ▼-2.0%5,4620.1%ETFBACBank of America$1,565,064$16,136 ▼-1.0%32,1040.1%FinanceSUSAiShares MSCI USA ESG Select ETF$1,531,020$94,582 ▼-5.8%11,5900.1%ETFKLACKLA$1,520,346$136,875 ▼-8.3%1,0330.1%Computer and TechnologyCATCaterpillar$1,470,631$1,417 ▼-0.1%2,0760.1%IndustrialsPGProcter & Gamble$1,405,356$2,311 ▲0.2%9,7300.1%Consumer StaplesMAMastercard$1,399,008$119,415 ▼-7.9%2,8000.1%Business ServicesDVYiShares Select Dividend ETF$1,324,769$6,662 ▼-0.5%8,7500.1%ETFDISWalt Disney$1,304,765$21,300 ▼-1.6%13,5380.1%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$1,273,502$1,167 ▲0.1%13,0980.1%ETFCOSTCostco Wholesale$1,253,617$83,707 ▼-6.3%1,2580.1%Retail/WholesaleGLDSPDR Gold Shares$1,168,883$753,299 ▼-39.2%2,7170.1%FinanceXOMExxonMobil$1,165,199$56,496 ▼-4.6%6,8680.1%EnergyIBMInternational Business Machines$1,003,745$242 ▲0.0%4,1410.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,002,344$12,315 ▲1.2%7,2440.1%ManufacturingCVXChevron$987,004$66,007 ▼-6.3%4,7700.1%EnergyABBVAbbVie$986,981$39,801 ▼-3.9%4,5380.1%MedicalPEPPepsiCo$954,098$3,261 ▼-0.3%6,1440.1%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$936,299$644,270 ▲220.6%32,1420.1%ETFCICigna Group$910,475$267 ▼0.0%3,4130.1%MedicalXLKTechnology Select Sector SPDR Fund$906,798$111,373 ▲14.0%6,8230.1%ETFMRKMerck & Co., Inc.$902,635$124,293 ▼-12.1%7,4510.1%MedicalSBUXStarbucks$878,055$3,584 ▲0.4%9,8010.1%Retail/WholesaleBABoeing$836,451$40,599 ▲5.1%4,2030.1%AerospaceAMATApplied Materials$817,609$2,051 ▲0.3%2,3920.1%Computer and TechnologyTTTrane Technologies$815,560$26,671 ▼-3.2%1,9570.1%ConstructionLMTLockheed Martin$801,627$240,004 ▼-23.0%1,3260.1%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$790,765$130,537 ▼-14.2%7,9660.1%FinanceLUVSouthwest Airlines$779,797$389,899 ▲100.0%34,0000.1%TransportationMCDMcDonald's$779,601$18,029 ▲2.4%2,5080.1%Retail/WholesaleORCLOracle$757,495$1,912 ▼-0.3%5,1490.1%Computer and TechnologyCSCOCisco Systems$723,546$3,569 ▲0.5%9,3250.1%Computer and TechnologyRTXRTX$722,686$7,331 ▲1.0%3,7460.1%AerospaceTDVGT. Rowe Price Dividend Growth ETF$721,605$64,533 ▲9.8%16,1690.1%ETFVYMVanguard High Dividend Yield ETF$695,274$3,110 ▲0.4%4,6950.1%ETFMUBiShares National Muni Bond ETF$664,818$4,352 ▲0.7%6,2630.1%ETFVVVanguard Large-Cap ETF$654,758$14,643 ▼-2.2%2,1910.1%ETFMKLMarkel Group$625,901$22,969 ▼-3.5%3270.1%Multi-Sector ConglomeratesSHOPIFY INC$623,585$8,541 ▼-1.4%5,2570.1%CL A SUB VTG SHSIWMiShares Russell 2000 ETF$618,190$18,598 ▼-2.9%2,4930.1%FinanceSMHVanEck Semiconductor ETF$568,877$5,750 ▼-1.0%1,4840.0%ManufacturingEMREmerson Electric$567,146$21,224 ▼-3.6%4,3290.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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