Winthrop Advisory Group LLC ETF holdings
Boston, MA
Reported $1.3B in 109 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
109
Change from prior quarter
+21.7%
With price moves
ETFs as a share of its 13F
86.5%
of $1.5B
Top 10 of 109 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $168.5M | 1,025,806 | +57,491 shares |
| IVV | iShares Core S&P 500 ETF | $148.1M | 197,805 | +9,737 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $105.2M | 1,382,668 | +111,706 shares |
| IWB | iShares Russell 1000 ETF | $101.4M | 247,599 | −1,841 shares |
| QQQ | Invesco QQQ Trust | $93.6M | 127,279 | −2,078 shares |
| SCHB | Schwab U.S. Broad Market ETF | $72.0M | 2,487,708 | +92,674 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $71.9M | 194,227 | +4,178 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $68.8M | 1,360,435 | +135,806 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $42.0M | 545,312 | +8,301 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $42.0M | 462,176 | −2,080 shares |
99 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001739043. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Winthrop Advisory Group LLC own?
Winthrop Advisory Group LLC reported 109 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was ITOT, at $168.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.