Winthrop Advisory Group LLC

Q4 2025 13F Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Value ($000)
$1,180,069
Num holdings
275
Date filed
1/21/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
10/24/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 SpiderRock Advisors, LLC 028-18017
2 Aperio Group, LLC 028-11964