13F Filings History of Winthrop Capital Management, LLC

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$413M
Signature - Title
John C. Swhear - Compliance Consultant
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Winthrop Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winthrop Capital Management, LLC reported 325 stock holdings with total value $413M as of Q3 2025. Top holdings included VGT, SPSB, SCHX, VFH, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 325 $413M +$11.9M -$16.8M -$4.85M VGT, SPSB, SCHX, VFH, IEFA 13F-HR 11/13/2025, 11:20 AM
Q2 2025 337 $396M +$20.3M -$11.2M +$9.11M VGT, SPSB, SCHX, LLY, VFH 13F-HR 8/7/2025, 09:00 AM
Q1 2025 320 $363M +$11.3M -$17.5M -$6.25M VGT, SPSB, LLY, SCHX, SCHD 13F-HR 5/6/2025, 12:45 PM
Q4 2024 328 $375M +$170M -$4.29M +$166M VGT, SPSB, SCHX, LLY, SCHD 13F-HR 2/13/2025, 03:55 PM
Q3 2024 157 $210M +$9.15M -$10.5M -$1.39M VGT, SPSB, RSP, USMV, VFH 13F-HR 11/4/2024, 12:30 PM
Q2 2024 158 $200M +$9.81M -$30.6M -$20.8M VGT, SPSB, RSP, VFH, IEFA 13F-HR 8/9/2024, 09:08 AM
Q1 2024 163 $217M +$15.6M -$118M -$103M VGT, SPSB, LLY, RSP, VFH 13F-HR 5/8/2024, 01:03 PM
Q4 2023 275 $300M $0 $0 VGT, SPSB, SCHX, SCHD, LQD 13F-HR 2/9/2024, 03:27 PM