Windsor Capital Management, LLC - Portfolio Stock Holdings
Windsor Capital Management, LLC disclosed 133 stock positions in a recent SEC 13F filing. $388,927,033 of stock holdings were filed, with the largest holdings including IVV, SPYV, and ESGD. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.We estimate the fund has a total AUM of $703,402,834 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
133Est. Stock Holding Value:
$388,927,033Top Stock Holdings By Sector
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Portfolio Stock Holdings - Windsor Capital Management, LLC
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