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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.9 Million 11.01% of portfolio
59,065
Q4 2025 Reduced 0.17%
$0
$19.3 Million 5.33% of portfolio
343,394
Q4 2025 Reduced 0.56%
$0
$18.7 Million 5.16% of portfolio
236,562
Q4 2025 Reduced 3.59%
$0
$17.1 Million 4.73% of portfolio
180,988
Q4 2025 Reduced 0.52%
$0
$16 Million 4.42% of portfolio
249,501
Q4 2025 Added 0.59%
$0
$13.5 Million 3.74% of portfolio
296,955
Q4 2025 Reduced 0.08%
$0
$12.3 Million 3.39% of portfolio
482,267
Q4 2025 Reduced 0.22%
$0
$12.3 Million 3.38% of portfolio
524,522
Q4 2025 Added 1.56%
$0
$10.9 Million 3.02% of portfolio
37,990
Q4 2025 Added 96.16%
$0
$10.7 Million 2.96% of portfolio
441,069
Q4 2025 Reduced 0.86%
$0
$9.91 Million 2.74% of portfolio
417,139
Q4 2025 Added 0.56%
$0
$9.44 Million 2.61% of portfolio
167,745
Q4 2025 Reduced 2.78%
$0
$8.6 Million 2.37% of portfolio
168,728
Q4 2025 Reduced 0.47%
$0
$8.2 Million 2.26% of portfolio
333,789
Q4 2025 Reduced 0.45%
$0
$8.1 Million 2.24% of portfolio
132,054
Q4 2025 Reduced 5.11%
$0
$7.89 Million 2.18% of portfolio
89,134
Q4 2025 Reduced 2.18%
$0
$7.56 Million 2.09% of portfolio
159,402
Q4 2025 Reduced 1.35%
$0
$7.24 Million 2.0% of portfolio
148,100
Q4 2025 Reduced 0.45%
$0
$5.18 Million 1.43% of portfolio
125,460
Q4 2025 Added 0.24%
$0
$5.03 Million 1.39% of portfolio
228,521
Q4 2025 Added 4.1%
$0
$4.81 Million 1.33% of portfolio
20,842
Q4 2025 Added 96.23%
$0
$4.75 Million 1.31% of portfolio
7,143
Q4 2025 Reduced 11.39%
$0
$4.51 Million 1.25% of portfolio
89,136
Q4 2025 Reduced 12.52%
$0
$4.46 Million 1.23% of portfolio
46,134
Q4 2025 Reduced 1.92%
$0
$4.3 Million 1.19% of portfolio
75,761
Q4 2025 Added 2.32%
$0
$3.82 Million 1.06% of portfolio
32,722
Q4 2025 Reduced 5.41%
$0
$3.77 Million 1.04% of portfolio
65,261
Q4 2025 Added 0.74%
$881B
$2.94 Million 0.81% of portfolio
9,804
Q4 2025 Reduced 0.08%
$279B
$2.75 Million 0.76% of portfolio
26,679
Q4 2025 Reduced 1.29%
$3.78T
$2.47 Million 0.68% of portfolio
4,873
Q4 2025 Added 4.95%
$139B
$2.35 Million 0.65% of portfolio
6,844
Q4 2025 Reduced 3.8%
$0
$2.3 Million 0.64% of portfolio
15,172
Q4 2025 Added 0.02%
$39.4B
$2.22 Million 0.61% of portfolio
4,000
Q4 2023 Reduced 20.0%
$0
$2.14 Million 0.59% of portfolio
4,540
Q4 2025 Reduced 0.61%
$0
$2 Million 0.55% of portfolio
38,075
Q4 2025 Reduced 0.61%
$0
$1.79 Million 0.49% of portfolio
18,782
Q4 2025 Reduced 4.64%
$1.46T
$1.73 Million 0.48% of portfolio
6,150
Q4 2025 Reduced 5.11%
$0
$1.58 Million 0.44% of portfolio
42,431
Q4 2025 Added 8.17%
$0
$1.56 Million 0.43% of portfolio
28,364
Q4 2025 Reduced 3.61%
$0
$1.52 Million 0.42% of portfolio
16,567
Q4 2025 Added 99.7%
$0
$1.44 Million 0.4% of portfolio
9,501
Q4 2025 Reduced 0.64%
$235B
$1.44 Million 0.4% of portfolio
15,530
Q4 2025 Added 0.19%
$224B
$1.36 Million 0.38% of portfolio
4,466
Q4 2025 Added 1.25%
$0
$1.29 Million 0.36% of portfolio
14,546
Q4 2025 Added 96.01%
$2.39T
$1.31 Million 0.36% of portfolio
5,565
Q4 2025 Added 6.63%
$183B
$1.27 Million 0.35% of portfolio
3,710
Q4 2025 Added 132.89%
$306B
$1.23 Million 0.34% of portfolio
17,347
Q4 2025 Added 0.34%
$0
$1.18 Million 0.33% of portfolio
12,073
Q4 2025 Reduced 5.29%
$291B
$1.19 Million 0.33% of portfolio
2,155
Q4 2025 Added 0.05%

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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