§ 13F · FUND PROFILE
Windsor Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $362M (13F)Positions · 121Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58K | $38M | 10.7% | −1% |
| 2 | SPYV | SPDR SERIES TRUST | 334K | $19M | 5.3% | −3% |
| 3 | SPYM | SPDR SERIES TRUST | 231K | $18M | 5.0% | −2% |
| 4 | ESGD | ISHARES TR | 176K | $17M | 4.7% | −3% |
| 5 | IJH | ISHARES TR | 243K | $16M | 4.6% | −2% |
| 6 | SPSM | SPDR SERIES TRUST | 292K | $14M | 4.0% | −2% |
| 7 | IBDT | ISHARES TR | 499K | $13M | 3.6% | +3% |
| 8 | IBDU | ISHARES TR | 543K | $13M | 3.6% | +4% |
| 9 | IBDS | ISHARES TR | 433K | $10M | 3.0% | −2% |
| 10 | SPMD | SPDR SERIES TRUST | 163K | $10M | 2.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDSOR SIGNAL
AC read
Windsor Capital Management, LLC is a Other fund managing $362 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed