§ 13F · FUND PROFILE
Windsor Capital Management, LLC.
AUM · $385M (13F)Positions · 127Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59K | $44M | 11.5% | +1% |
| 2 | SPYV | SPDR SERIES TRUST | 333K | $20M | 5.3% | ±0% |
| 3 | SPYM | SPDR SERIES TRUST | 223K | $20M | 5.1% | −4% |
| 4 | IJH | ISHARES TR | 243K | $19M | 4.9% | ±0% |
| 5 | ESGD | ISHARES TR | 178K | $18M | 4.7% | +1% |
| 6 | SPSM | SPDR SERIES TRUST | 291K | $17M | 4.4% | ±0% |
| 7 | IBDT | ISHARES TR | 516K | $13M | 3.4% | +3% |
| 8 | IBDU | ISHARES TR | 563K | $13M | 3.4% | +4% |
| 9 | SPMD | SPDR SERIES TRUST | 157K | $11M | 2.8% | −3% |
| 10 | IBDW | ISHARES TR | 434K | $9M | 2.3% | +1093% |
§ 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 $385 million in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →