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Windsor Capital Management

Latest statistics and disclosures from Windsor Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPYV, SPLG, ESGD, IJH, and represent 31.09% of Windsor Capital Management's stock portfolio.
Added to shares of these 10 stocks: XLK, XLY, TGT, AMGN, XLE, XLU, LLY, XLB, IBHH, IBDV.
Started 3 new stock positions in IBHH, TGT, LLY.
Reduced shares in these 10 stocks: EBAY, SPLG, JPST, SPY, VEA, , SPMD, IBDQ, IJR, BBHY.
Sold out of its positions in CMCSA, EBAY, IBDQ.
Windsor Capital Management was a net buyer of stock by $964k.
Windsor Capital Management has $362M in assets under management (AUM), dropping by 0.02%.
Central Index Key (CIK): 0001543100

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Positions held by Windsor Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Windsor Capital Management

Windsor Capital Management holds 121 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.2	$41M		59k	684.94	View chart
Spdr Series Trust State Street Spd (SPYV)	5.4	$20M		343k	56.81	View chart
Spdr Series Trust State Street Spd (SPLG)	5.2	$19M	-3%	237k	80.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.8	$17M		181k	95.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.5	$17M		250k	66.00	View chart
Spdr Series Trust State Street Spd (SPSM)	3.8	$14M		297k	46.86	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	3.4	$12M		525k	23.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	3.4	$12M		482k	25.45	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	3.0	$11M		441k	24.28	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	2.8	$10M		417k	24.23	View chart
Spdr Series Trust State Street Spd (SPMD)	2.7	$9.7M	-2%	168k	57.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.4	$8.6M		169k	50.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$8.2M	-5%	132k	62.47	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	2.2	$8.1M		334k	24.33	View chart
Spdr Series Trust State Street Spd (CWB)	2.2	$8.0M	-2%	89k	89.20	View chart
Apple (AAPL)	2.1	$7.7M	-2%	28k	271.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.1	$7.5M		159k	46.81	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.0	$7.2M		148k	48.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.5	$5.5M	+96%	38k	143.97	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.4	$5.2M		126k	41.27	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.4	$5.0M	+4%	229k	22.07	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	1.4	$5.0M	-3%	108k	46.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.9M	-11%	7.1k	681.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$4.5M	-12%	89k	50.59	View chart
Spdr Series Trust State Street Spd (JNK)	1.2	$4.5M		46k	97.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$4.3M	+2%	76k	57.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$3.9M	-5%	33k	120.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$3.7M		65k	56.96	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.2M		9.8k	322.22	View chart
Wal-Mart Stores (WMT)	0.8	$3.0M		27k	111.41	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.7	$2.5M	+96%	21k	119.41	View chart
Broadcom (AVGO)	0.7	$2.4M	-3%	6.8k	346.09	View chart
Microsoft Corporation (MSFT)	0.7	$2.4M	+4%	4.9k	483.60	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$2.3M		15k	154.80	View chart
Axon Enterprise (AXON)	0.6	$2.3M		4.0k	567.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$2.2M		4.5k	480.54	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$2.1M		38k	54.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$1.9M	-5%	6.2k	303.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.8M	-4%	19k	96.03	View chart
Merck & Co (MRK)	0.5	$1.6M		16k	105.26	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.6M	+8%	42k	37.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M	-3%	28k	53.76	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.5M		9.5k	155.12	View chart
McDonald's Corporation (MCD)	0.4	$1.4M		4.5k	305.64	View chart
Goldman Sachs (GS)	0.4	$1.3M		1.5k	879.28	View chart
Amazon (AMZN)	0.4	$1.3M	+6%	5.6k	230.82	View chart
Caterpillar (CAT)	0.3	$1.2M		2.2k	572.81	View chart
Visa Com Cl A (V)	0.3	$1.2M		3.5k	350.76	View chart
Amgen (AMGN)	0.3	$1.2M	+132%	3.7k	327.31	View chart
Coca-Cola Company (KO)	0.3	$1.2M		17k	69.91	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M		5.8k	206.96	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.2M	-5%	12k	98.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.1M	-2%	12k	88.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.1M	-2%	7.2k	148.69	View chart
Chevron Corporation (CVX)	0.3	$1.0M	+5%	6.7k	152.42	View chart
Procter & Gamble Company (PG)	0.3	$1.0M	+2%	7.0k	143.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$986k		2.0k	487.74	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$984k	+7%	13k	77.68	View chart
PNC Financial Services (PNC)	0.3	$936k		4.5k	208.72	View chart
Exxon Mobil Corporation (XOM)	0.3	$926k		7.7k	120.34	View chart
Home Depot (HD)	0.2	$888k		2.6k	344.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$794k		2.0k	396.31	View chart
Emerson Electric (EMR)	0.2	$789k		5.9k	132.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$755k		1.00	754800.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$754k	-11%	3.1k	246.15	View chart
Prologis (PLD)	0.2	$753k		5.9k	127.66	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$741k	+99%	17k	44.71	View chart
Pepsi (PEP)	0.2	$736k	+6%	5.1k	143.53	View chart
Target Corporation (TGT)	0.2	$704k	NEW	7.2k	97.75	View chart
Oracle Corporation (ORCL)	0.2	$679k	-11%	3.5k	194.93	View chart
Cisco Systems (CSCO)	0.2	$669k	-9%	8.7k	77.03	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$662k		6.3k	105.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$650k		3.4k	190.99	View chart
Medtronic SHS (MDT)	0.2	$642k		6.7k	96.07	View chart
Abbvie (ABBV)	0.2	$640k	+6%	2.8k	228.47	View chart
Tesla Motors (TSLA)	0.2	$631k	+8%	1.4k	449.72	View chart
3M Company (MMM)	0.2	$624k		3.9k	160.08	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$621k	+96%	15k	42.69	View chart
Meta Platforms Cl A (META)	0.2	$621k	-2%	941.00	659.87	View chart
Nxp Semiconductors N V (NXPI)	0.2	$607k		2.8k	217.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$606k		1.2k	502.65	View chart
American Express Company (AXP)	0.2	$583k	+6%	1.6k	369.96	View chart
salesforce (CRM)	0.2	$579k	-3%	2.2k	264.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$551k		896.00	614.48	View chart
Qualcomm (QCOM)	0.1	$533k		3.1k	171.05	View chart
International Business Machines (IBM)	0.1	$519k		1.8k	296.17	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$513k	+93%	11k	45.35	View chart
Honeywell International (HON)	0.1	$507k		2.6k	195.08	View chart
NVIDIA Corporation (NVDA)	0.1	$505k	-8%	2.7k	186.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$464k	-21%	4.8k	96.26	View chart
Costco Wholesale Corporation (COST)	0.1	$434k	+8%	503.00	862.34	View chart
Travelers Companies (TRV)	0.1	$389k		1.3k	290.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$378k	-4%	4.7k	79.74	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$356k		12k	30.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$337k	-8%	1.1k	313.00	View chart
At&t (T)	0.1	$330k	-7%	13k	24.84	View chart
Colgate-Palmolive Company (CL)	0.1	$327k		4.1k	79.03	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$326k		6.4k	51.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$310k		1.4k	219.84	View chart
Abbott Laboratories (ABT)	0.1	$309k	+9%	2.5k	125.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$287k	-16%	457.00	627.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$285k		1.6k	183.37	View chart
Union Pacific Corporation (UNP)	0.1	$263k		1.1k	231.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$262k	-20%	4.8k	54.71	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$258k		21k	12.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$254k		1.9k	136.94	View chart
Eli Lilly & Co. (LLY)	0.1	$248k	NEW	231.00	1074.68	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$243k	-10%	11k	22.32	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$240k	NEW	10k	23.68	View chart
CVS Caremark Corporation (CVS)	0.1	$239k		3.0k	79.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$229k	-4%	612.00	373.38	View chart
Fastenal Company (FAST)	0.1	$228k		5.7k	40.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$228k		2.9k	78.80	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$224k	-9%	2.0k	109.89	View chart
Nike CL B (NKE)	0.1	$209k	+2%	3.3k	63.72	View chart
United Rentals (URI)	0.1	$206k		255.00	809.32	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$206k	-7%	342.00	602.87	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$203k		2.5k	80.65	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$200k		900.00	222.63	View chart
Gabelli Convertible & Income Securities (GCV)	0.0	$73k		18k	4.15	View chart
Achieve Life Sciences (ACHV)	0.0	$54k		11k	4.97	View chart

Past Filings by Windsor Capital Management

SEC 13F filings are viewable for Windsor Capital Management going back to 2011

Windsor Capital Management 2025 Q4 filed Jan. 15, 2026
Windsor Capital Management 2025 Q3 filed Oct. 6, 2025
Windsor Capital Management 2025 Q2 filed July 11, 2025
Windsor Capital Management 2025 Q1 filed May 2, 2025
Windsor Capital Management 2024 Q4 filed Jan. 28, 2025
Windsor Capital Management 2024 Q3 filed Oct. 23, 2024
Windsor Capital Management 2024 Q2 filed July 26, 2024
Windsor Capital Management 2024 Q1 filed April 15, 2024
Windsor Capital Management 2023 Q4 filed Jan. 9, 2024
Windsor Capital Management 2023 Q3 filed Oct. 4, 2023
Windsor Capital Management 2023 Q2 filed July 13, 2023
Windsor Capital Management 2023 Q1 filed April 10, 2023
Windsor Capital Management 2022 Q4 filed Jan. 13, 2023
Windsor Capital Management 2022 Q3 filed Nov. 3, 2022
Windsor Capital Management 2022 Q2 filed July 14, 2022
Windsor Capital Management 2022 Q1 filed May 4, 2022

View all past filings

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