DOSSIER · 13F-HR · Q2 2026

Windsor Capital Management, LLC

$385M in tracked AUM across 127 positions as of Q2 2026.

WC
CIK 0001543100 · last filed Jun 30, 2026
Total AUM
$385M
as of Q2 2026
Holdings
127
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Windsor Capital Management, 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
IVV
ISHARES TR
$44M59K11.5%
02
SPYV
SPDR SERIES TRUST
$20M333K5.3%
03
SPYM
SPDR SERIES TRUST
$20M223K5.1%
04
IJH
ISHARES TR
$19M243K4.9%
05
ESGD
ISHARES TR
$18M178K4.7%
06
SPSM
SPDR SERIES TRUST
$17M291K4.4%
07
IBDT
ISHARES TR
$13M516K3.4%
08
IBDU
ISHARES TR
$13M563K3.4%
09
SPMD
SPDR SERIES TRUST
$11M157K2.8%
10
IBDW
ISHARES TR
$9M434K2.3%

Filing history

2026Q2Jun 30
$385M 8.4%
127 positionsView →
2026Q1Mar 31
$355M 2.1%
123 positionsView →
2025Q4Dec 31
$362M 0.0%
121 positionsView →
2025Q3Sep 30
$362M 5.6%
121 positionsView →
2025Q2Jun 30
$343M 5.3%
120 positionsLocked
2025Q1Mar 31
$326M 3.3%
118 positionsLocked
2024Q4Dec 31
$337M 2.2%
119 positionsLocked
2024Q3Sep 30
$345M 6.6%
119 positionsLocked
2024Q2Jun 30
$323M 0.2%
112 positionsLocked
2024Q1Mar 31
$322M 5.5%
111 positionsLocked
2023Q4Dec 31
$306M 5.8%
112 positionsLocked
2023Q3Sep 30
$289M 4.4%
112 positionsLocked
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