Winthrop Advisory Group LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$1.2B
Holdings
193
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q4 2025: Increased +2.0% (900.4k → 918.3k shares)
11.3%
02
$IVV
ISHARES TR
Q4 2025: Increased +0.9% (180.1k → 181.6k shares)
10.0%
03
$IWB
ISHARES TR
Q4 2025: Sold 2.4% (253.9k → 247.8k shares)
7.3%
04
$ACWX
ISHARES TR
Q4 2025: Increased +7.4% (1.05M → 1.13M shares)
7.1%
05
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 4.8% (136.2k → 129.6k shares)
6.1%
06
$ICSH
ISHARES TR
Q4 2025: Sold 3.2% (1.22M → 1.18M shares)
5.1%
07
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 1.9% (191.4k → 187.8k shares)
5.0%
08
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Sold 0.6% (2.31M → 2.29M shares)
4.9%
09
$AAPL
APPLE INC
Q3 2025: New position (157.0k shares)
3.2%
10
$SPTM
SPDR SERIES TRUST
Q4 2025: Sold 3.7% (472.8k → 455.4k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.