Latest Winthrop Advisory Group LLC Stock Portfolio

Winthrop Advisory Group LLC Performance:

2026 Q1: -2.63%YTD: -2.63%2025: 13.15%

Performance for 2026 Q1 is -2.63%, and YTD is -2.63%, and 2025 is 13.15%.

About Winthrop Advisory Group LLC and 13F Hedge Fund Stock Holdings

Winthrop Advisory Group LLC is a hedge fund based in Boston, MA. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Winthrop Advisory Group LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Winthrop Advisory Group LLC are IJR, IJR, IJR. The fund has invested 11.3% of it's portfolio in ISHARES TR and 10% of portfolio in ISHARES TR.

The fund managers got completely rid off BLUE OWL CAPITAL CORPORATION, ARISTA NETWORKS INC (ANET) and CINTAS CORP (CTAS) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, SPDR GOLD TR (GLD) and ENTERPRISE PRODS PARTNERS L (EPD). Winthrop Advisory Group LLC opened new stock positions in ISHARES TR (ACWF), HCA HEALTHCARE INC (HCA) and ALBERTSONS COS INC (ACI). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW).

Winthrop Advisory Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Winthrop Advisory Group LLC made a return of -2.63% in the last quarter. In trailing 12 months, it's portfolio return was 15.2%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	21,765,800
hca healthcare inc	1,760,770
albertsons cos inc	501,634
pimco etf tr	411,072
first tr exchng traded fd vi	395,544
vanguard intl equity index f	376,949
pimco etf tr	290,008
select sector spdr tr	249,189

New stocks bought by Winthrop Advisory Group LLC

Additions

Ticker	% Inc.
schwab strategic tr	60.31
ishares tr	17.55
vanguard scottsdale fds	9.99

Additions to existing portfolio by Winthrop Advisory Group LLC

Reductions

Ticker	% Reduced
berkshire hathaway inc del	-72.51
spdr gold tr	-69.59
enterprise prods partners l	-61.58
lockheed martin corp	-61.52
ishares gold tr	-61.17
select sector spdr tr	-60.91
amgen inc	-59.16
j p morgan exchange traded f	-59.02

Winthrop Advisory Group LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blue owl capital corporation	-1,040,610
altria group inc	-447,687
invesco exchange traded fd t	-417,934
ark etf tr	-447,100
arista networks inc	-543,638
ishares tr	-460,704
booking holdings inc	-475,380
cintas corp	-489,914

Winthrop Advisory Group LLC got rid off the above stocks

Sector Distribution

Winthrop Advisory Group LLC has about 84.7% of it's holdings in Others sector.

Sector	%
Others	84.7
Technology	7.9
Financial Services	1.7
Consumer Cyclical	1.6
Communication Services	1.6

Market Cap. Distribution

Winthrop Advisory Group LLC has about 13.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.7
MEGA-CAP	10.9
LARGE-CAP	2.2
SMALL-CAP	2.1

Stocks belong to which Index?

About 14.7% of the stocks held by Winthrop Advisory Group LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.3
S&P 500	12.5
RUSSELL 2000	2.2

Top 5 Winners (%)		%
	berkshire hathaway inc del	58.7 %
XOM	exxon mobil corp	29.9 %
	ge vernova inc	28.4 %
CVX	chevron corporation	26.1 %
AMAT	applied matls inc	24.7 %

Top 5 Winners ($)		$
	berkshire hathaway inc del	4.7 M
AAXJ	ishares tr	2.4 M
FNDA	schwab strategic tr	1.8 M
IJR	ishares tr	0.8 M
JNJ	johnson & johnson	0.6 M

Top 5 Losers (%)		%
DKNG	draftkings inc new	-29.5 %
INTU	intuit	-25.4 %
NOW	servicenow inc	-24.1 %
CRM	salesforce inc	-21.1 %
MGNI	magnite inc	-20.1 %

Top 5 Losers ($)		$
IJR	ishares tr	-8.8 M
IJR	ishares tr	-8.7 M
QQQ	invesco qqq tr	-7.2 M
MSFT	microsoft corp	-6.8 M
IJR	ishares tr	-6.3 M

Winthrop Advisory Group LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Winthrop Advisory Group LLC

Winthrop Advisory Group LLC has 193 stocks in it's portfolio. About 63% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. was the most profitable stock for Winthrop Advisory Group LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.20	154,214	39,137,900	reduced	-50.78

AAXJ	ishares tr	7.11	1,270,960	87,022,800	reduced	-43.52

AAXJ	ishares tr	0.12	11,590	1,531,020	reduced	-52.91

AAXJ	ishares tr	0.08	7,244	1,002,340	reduced	-49.38

AAXJ	ishares tr	0.05	6,263	664,818	reduced	-49.67

AAXJ	ishares tr	0.03	7,071	371,675	reduced	-49.82

AAXJ	ishares tr	0.03	1,395	305,098	reduced	-49.96

AAXJ	ishares tr	0.02	2,439	259,712	reduced	-49.08

AAXJ	ishares tr	0.02	7,795	236,344	reduced	-50.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.08	4,538	986,981	reduced	-51.94

ABEV	ambev sa	0.01	24,634	71,931	reduced	-50.00

ABT	abbott laboratories	0.02	2,722	279,499	reduced	-50.22

ACI	albertsons cos inc	0.04	29,439	501,634	new

ACN	accenture plc ireland	0.02	1,386	274,891	reduced	-52.66

ACVA	acv auctions inc	0.01	22,500	95,400	new

ACWF	ishares tr	5.07	1,224,630	61,990,700	reduced	-48.00

ACWF	ishares tr	1.78	558,670	21,765,800	new

ACWF	ishares tr	0.24	41,229	2,893,420	reduced	-49.93

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100