SEC Form 13F

Winthrop Advisory Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$1,484,701,232
Positions226

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$168,509,0831,025,806
ISHARES TRIVVCORE S&P500 ETF$148,134,319197,805
ISHARES TRACWXMSCI ACWI EX US$105,234,8191,382,668
ISHARES TRIWBRUS 1000 ETF$101,391,861247,599
INVESCO QQQ TRQQQUNIT SER 1$93,613,619127,279
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$72,044,0052,487,708
VANGUARD INDEX FDSVTITOTAL STK MKT$71,871,909194,227
ISHARES TRICSHULTRA SHORT DUR$68,810,8031,360,435
APPLE INCAAPLCOM$44,442,610153,589
ISHARES TRIJHCORE S&P MCP ETF$42,049,036545,312

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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