13F Insight
DOSSIER · 13F-HR · Q2 2026

Windsor Advisory Group, LLC

$138M in tracked AUM across 97 positions as of Q2 2026.

WA
CIK 0001739953 · last filed Jun 30, 2026
Total AUM
$138M
as of Q2 2026
Holdings
97
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Windsor Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WOR
WORTHINGTON ENTERPRISES INC
$21M390K15.2%02
PAYX
PAYCHEX INC
$21M212K15.1%03
NVDA
NVIDIA CORPORATION
$8M39K5.7%04
IVV
ISHARES TR
$7M10K5.3%05
SCHX
SCHWAB STRATEGIC TR
$7M225K4.8%06
WS
WORTHINGTON STL INC
$7M195K4.8%07
BRK/A
BERKSHIRE HATHAWAY INC DEL
$5M73.8%08
SCHF
SCHWAB STRATEGIC TR
$5M184K3.7%09
VT
VANGUARD INTL EQUITY INDEX F
$4M27K3.1%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M7K2.7%

Filing history

2026Q2Jun 30
$138M▲ 15.1%
97 positionsView →2026Q1Mar 31
$120M▲ 6.8%
82 positionsView →2025Q4Dec 31
$112M▲ 371.5%
79 positionsView →2025Q3Sep 30
$24M▼ 66.3%
35 positionsView →2025Q2Jun 30
$70M▼ 8.9%
54 positionsLocked2025Q1Mar 31
$77M▼ 10.0%
53 positionsLocked2024Q4Dec 31
$86M▼ 2.9%
81 positionsLocked2024Q3Sep 30
$89M▲ 77.7%
80 positionsLocked2024Q2Jun 30
$50M▲ 40.5%
50 positionsLocked2024Q1Mar 31
$35M▲ 5.6%
50 positionsLocked2023Q4Dec 31
$34M▼ 20.1%
55 positionsLocked2023Q3Sep 30
$42M▲ 3.9%
60 positionsLocked
Showing 12 of 15