Windsor Capital Management, LLC Portfolio Holdings

Windsor Capital Management, LLC

  • $362 Million
  • Q4 2025

Windsor Capital Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $362 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.9M, Spdr Portfolio S&P 500 Value E with a value of $19.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18.7M, Ishares Trust Ishares Esg Awar with a value of $17.1M, and Ishares Core S&P Mid Cap ETF with a value of $16M.

Examining the 13F form we can see an increase of $5.85M in the current position value, from $356M to 362M.

Below you can find more details about Windsor Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $362 Million
ETFs: $302 Million
Technology: $18.2 Million
Financial Services: $8.67 Million
Consumer Defensive: $7.18 Million
Industrials: $6.27 Million
Healthcare: $5.95 Million
Consumer Cyclical: $4.37 Million
Energy: $1.94 Million
Other: $1.94 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $362 Million
  • Prior Value $356 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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