# EDGAR Filing Document

**Accession Number:** 0001734109
**File Stem:** 0001376474-26-000359
**Filing Date:** 2026-5
**Character Count:** 12080
**Document Hash:** 7c5c3090d98e8b9c6c4d16da412674c7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001376474-26-000359.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001376474-26-000359

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Winthrop Partners - WNY, LLC
- **CENTRAL INDEX KEY:** 0001734109

**ORGANIZATION NAME:**
- **EIN:** 475402775
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18690
- **FILM NUMBER:** 26952794

**BUSINESS ADDRESS:**
- **STREET 1:** 835 WASHINGTON STREET
- **STREET 2:** SUITE 118
- **CITY:** BUFFALO
- **STATE:** NY
- **ZIP:** 14203
- **BUSINESS PHONE:** 716-322-7478

**MAIL ADDRESS:**
- **STREET 1:** 835 WASHINGTON STREET
- **STREET 2:** SUITE 118
- **CITY:** BUFFALO
- **STATE:** NY
- **ZIP:** 14203

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Winthrop Partners - WNY LLC<br>**Address:** 835 Washington Street<br>Suite 118<br>Buffalo, NY 14203

**Form 13F File Number:** 028-18690

**CRD Number (if applicable):** 000282100

**SEC File Number (if applicable):** 801-106948

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kelly Christopher<br>**Title:** Chief Compliance Officer<br>**Phone:** 913-239-0100

**Signature, Place, and Date of Signing:**

Kelly Christopher  Overland Park, KS  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $187680837

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 538401 | 5244 | SH |  | SOLE |  | 0 | 0 | 5244 |
| ABBVIE INC | COM | 00287Y109 |  | 1243825 | 5719 | SH |  | SOLE |  | 0 | 0 | 5719 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 1532625 | 5276 | SH |  | SOLE |  | 0 | 0 | 5276 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 805743 | 2802 | SH |  | SOLE |  | 0 | 0 | 2802 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4839328 | 16870 | SH |  | SOLE |  | 0 | 0 | 16870 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 382742 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| AMAZON COM INC | COM | 023135106 |  | 611064 | 2934 | SH |  | SOLE |  | 0 | 0 | 2934 |
| ANALOG DEVICES INC | COM | 032654105 |  | 2533031 | 7962 | SH |  | SOLE |  | 0 | 0 | 7962 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 881666 | 7913 | SH |  | SOLE |  | 0 | 0 | 7913 |
| APPLE INC | COM | 037833100 |  | 7654560 | 30161 | SH |  | SOLE |  | 0 | 0 | 30161 |
| AT INC | COM | 00206R102 |  | 613225 | 21153 | SH |  | SOLE |  | 0 | 0 | 21153 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 248109 | 1578 | SH |  | SOLE |  | 0 | 0 | 1578 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 228578 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| BEST BUY INC | COM | 086516101 |  | 629802 | 9810 | SH |  | SOLE |  | 0 | 0 | 9810 |
| BLACKSTONE INC | COM | 09260D107 |  | 780667 | 6789 | SH |  | SOLE |  | 0 | 0 | 6789 |
| BROADCOM INC | COM | 11135F101 |  | 8378126 | 27069 | SH |  | SOLE |  | 0 | 0 | 27069 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 792096 | 16369 | SH |  | SOLE |  | 0 | 0 | 16369 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 3181403 | 9761 | SH |  | SOLE |  | 0 | 0 | 9761 |
| CME GROUP INC | COM | 12572Q105 |  | 2466468 | 8351 | SH |  | SOLE |  | 0 | 0 | 8351 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 874765 | 30469 | SH |  | SOLE |  | 0 | 0 | 30469 |
| CORNING INC | COM | 219350105 |  | 2374580 | 17464 | SH |  | SOLE |  | 0 | 0 | 17464 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 796148 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| CUMMINS INC | COM | 231021106 |  | 408357 | 759 | SH |  | SOLE |  | 0 | 0 | 759 |
| DANAHER CORP DEL | COM | 235851102 |  | 757262 | 3994 | SH |  | SOLE |  | 0 | 0 | 3994 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 1894923 | 9666 | SH |  | SOLE |  | 0 | 0 | 9666 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 217835 | 4329 | SH |  | SOLE |  | 0 | 0 | 4329 |
| DOVER CORP | COM | 260003108 |  | 245554 | 1178 | SH |  | SOLE |  | 0 | 0 | 1178 |
| EATON CORP PLC | SHS | G29183103 |  | 4519876 | 12637 | SH |  | SOLE |  | 0 | 0 | 12637 |
| ECOLAB INC | COM | 278865100 |  | 571677 | 2149 | SH |  | SOLE |  | 0 | 0 | 2149 |
| ELI LILLY  CO | COM | 532457108 |  | 670512 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| EMERSON ELEC CO | COM | 291011104 |  | 465121 | 3550 | SH |  | SOLE |  | 0 | 0 | 3550 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 583291 | 3438 | SH |  | SOLE |  | 0 | 0 | 3438 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 434996 | 9273 | SH |  | SOLE |  | 0 | 0 | 9273 |
| FORD MTR CO | COM | 345370860 |  | 124055 | 10750 | SH |  | SOLE |  | 0 | 0 | 10750 |
| HOME DEPOT INC | COM | 437076102 |  | 2563040 | 7793 | SH |  | SOLE |  | 0 | 0 | 7793 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 278749 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 3113423 | 152544 | SH |  | SOLE |  | 0 | 0 | 152544 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 8580046 | 99031 | SH |  | SOLE |  | 0 | 0 | 99031 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 276198 | 4090 | SH |  | SOLE |  | 0 | 0 | 4090 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4435381 | 35680 | SH |  | SOLE |  | 0 | 0 | 35680 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4724668 | 7233 | SH |  | SOLE |  | 0 | 0 | 7233 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 5066608 | 200024 | SH |  | SOLE |  | 0 | 0 | 200024 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 5941709 | 245120 | SH |  | SOLE |  | 0 | 0 | 245120 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 4508267 | 205951 | SH |  | SOLE |  | 0 | 0 | 205951 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 4453402 | 212776 | SH |  | SOLE |  | 0 | 0 | 212776 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 1896463 | 75048 | SH |  | SOLE |  | 0 | 0 | 75048 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 5075379 | 218202 | SH |  | SOLE |  | 0 | 0 | 218202 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 5318329 | 219403 | SH |  | SOLE |  | 0 | 0 | 219403 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 4639593 | 109013 | SH |  | SOLE |  | 0 | 0 | 109013 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 6092679 | 114481 | SH |  | SOLE |  | 0 | 0 | 114481 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 570001 | 10037 | SH |  | SOLE |  | 0 | 0 | 10037 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 3107830 | 102501 | SH |  | SOLE |  | 0 | 0 | 102501 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 6602889 | 67910 | SH |  | SOLE |  | 0 | 0 | 67910 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 253916 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2778525 | 18351 | SH |  | SOLE |  | 0 | 0 | 18351 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3377916 | 13819 | SH |  | SOLE |  | 0 | 0 | 13819 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 2271459 | 17346 | SH |  | SOLE |  | 0 | 0 | 17346 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 5646107 | 19194 | SH |  | SOLE |  | 0 | 0 | 19194 |
| KKR  CO INC | COM | 48251W104 |  | 1052465 | 11378 | SH |  | SOLE |  | 0 | 0 | 11378 |
| LINDE PLC | SHS | G54950103 |  | 319269 | 644 | SH |  | SOLE |  | 0 | 0 | 644 |
| MARATHON PETE CORP | COM | 56585A102 |  | 2424463 | 9929 | SH |  | SOLE |  | 0 | 0 | 9929 |
| MERCK  CO INC | COM | 58933Y105 |  | 327429 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| MICROSOFT CORP | COM | 594918104 |  | 5021356 | 13565 | SH |  | SOLE |  | 0 | 0 | 13565 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 213268 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 4913408 | 11322 | SH |  | SOLE |  | 0 | 0 | 11322 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 441612 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 974683 | 10494 | SH |  | SOLE |  | 0 | 0 | 10494 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 747304 | 4285 | SH |  | SOLE |  | 0 | 0 | 4285 |
| PAYCHEX INC | COM | 704326107 |  | 435083 | 4723 | SH |  | SOLE |  | 0 | 0 | 4723 |
| PEPSICO INC | COM | 713448108 |  | 596314 | 3840 | SH |  | SOLE |  | 0 | 0 | 3840 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 706829 | 4275 | SH |  | SOLE |  | 0 | 0 | 4275 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1284794 | 8895 | SH |  | SOLE |  | 0 | 0 | 8895 |
| STARBUCKS CORP | COM | 855244109 |  | 210268 | 2347 | SH |  | SOLE |  | 0 | 0 | 2347 |
| T-MOBILE US INC | COM | 872590104 |  | 421740 | 2008 | SH |  | SOLE |  | 0 | 0 | 2008 |
| TEXAS INSTRS INC | COM | 882508104 |  | 292569 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| UNION PAC CORP | COM | 907818108 |  | 2197409 | 9057 | SH |  | SOLE |  | 0 | 0 | 9057 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 475697 | 1758 | SH |  | SOLE |  | 0 | 0 | 1758 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1007366 | 11357 | SH |  | SOLE |  | 0 | 0 | 11357 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 229851 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 6074711 | 23193 | SH |  | SOLE |  | 0 | 0 | 23193 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1536263 | 28423 | SH |  | SOLE |  | 0 | 0 | 28423 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1236231 | 19292 | SH |  | SOLE |  | 0 | 0 | 19292 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1294658 | 25790 | SH |  | SOLE |  | 0 | 0 | 25790 |
| WALMART INC | COM | 931142103 |  | 6204803 | 49926 | SH |  | SOLE |  | 0 | 0 | 49926 |
| WATERS CORP | COM | 941848103 |  | 671539 | 2255 | SH |  | SOLE |  | 0 | 0 | 2255 |
| WOODWARD INC | COM | 980745103 |  | 406239 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| ZOETIS INC | CL A | 98978V103 |  | 1110228 | 9392 | SH |  | SOLE |  | 0 | 0 | 9392 |

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