DOSSIER · 13F-HR · Q3 2026

Windsor Capital Management, LLC

$389M in tracked AUM across 132 positions as of Q3 2026.

WC
CIK 0001543100 · last filed Sep 30, 2026
Total AUM
$389M
as of Q3 2026
Holdings
132
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Windsor Capital Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$48M63K12.4%
02
SPYV
SPDR SERIES TRUST
$21M339K5.3%
03
ESGD
ISHARES TR
$19M189K5.0%
04
SPYM
SPDR SERIES TRUST
$19M214K5.0%
05
IJH
ISHARES TR
$19M258K4.8%
06
SPSM
SPDR SERIES TRUST
$16M300K4.1%
07
IBDT
ISHARES TR
$14M551K3.5%
08
IBDU
ISHARES TR
$14M604K3.5%
09
SPMD
SPDR SERIES TRUST
$10M153K2.5%
10
IBDW
ISHARES TR
$9M459K2.4%

Filing history

2026Q3Sep 30
$389M▲ 1.1%
132 positionsView →
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 positionsLocked
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
Showing 12 of 55