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
$522B
$1.15 Million 0.32% of portfolio
5,778
Q4 2025 Reduced 0.72%
$265B
$1.15 Million 0.32% of portfolio
1,480
Q4 2025 Reduced 0.34%
$0
$1.11 Million 0.31% of portfolio
12,425
Q4 2025 Reduced 2.32%
$533B
$1.13 Million 0.31% of portfolio
3,480
Q4 2025 Reduced 0.2%
$0
$1.06 Million 0.29% of portfolio
7,229
Q4 2025 Reduced 2.15%
$303B
$1.03 Million 0.29% of portfolio
6,682
Q4 2025 Added 5.56%
$346B
$1.02 Million 0.28% of portfolio
7,018
Q4 2025 Added 2.09%
$0
$982,000 0.27% of portfolio
11,318
Q4 2025 Added 93.11%
$0
$977,000 0.27% of portfolio
2,022
Q4 2025 Reduced 0.15%
$0
$962,000 0.27% of portfolio
12,664
Q4 2025 Added 7.79%
$367B
$924,000 0.26% of portfolio
2,581
Q4 2025 Added 1.22%
$490B
$905,000 0.25% of portfolio
7,691
Q4 2025 Reduced 0.93%
$74.3B
$825,000 0.23% of portfolio
4,486
Q4 2025 Reduced 0.82%
$75.4B
$757,000 0.21% of portfolio
5,941
Q4 2025 Added 0.83%
$453B
$755,000 0.21% of portfolio
1
Q3 2024 New
$130B
$753,000 0.21% of portfolio
2,003
Q4 2025 Added 1.06%
$593B
$766,000 0.21% of portfolio
3,485
Q4 2025 Reduced 11.95%
$114B
$728,000 0.2% of portfolio
5,896
Q4 2025 Reduced 1.12%
$0
$727,000 0.2% of portfolio
3,064
Q4 2025 Reduced 11.67%
$319B
$675,000 0.19% of portfolio
8,690
Q4 2025 Reduced 9.68%
$0
$666,000 0.18% of portfolio
6,300
Q3 2021 Added 500.0%
$128B
$643,000 0.18% of portfolio
6,686
Q4 2025 Reduced 0.36%
$414B
$654,000 0.18% of portfolio
2,799
Q4 2025 Added 6.22%
$0
$637,000 0.18% of portfolio
3,405
Q4 2025 Reduced 0.18%
$41.4B
$647,000 0.18% of portfolio
7,201
Q4 2025 New
$91.4B
$644,000 0.18% of portfolio
3,899
Q4 2025 Added 0.05%
$662B
$613,000 0.17% of portfolio
1,206
Q2 2025 Added 0.42%
$1.29T
$573,000 0.16% of portfolio
1,402
Q4 2025 Added 8.77%
$1.37T
$573,000 0.16% of portfolio
941
Q4 2025 Reduced 2.49%
$255B
$537,000 0.15% of portfolio
1,575
Q4 2025 Added 6.85%
$0
$540,000 0.15% of portfolio
896
Q4 2025 Reduced 0.22%
$51.8B
$551,000 0.15% of portfolio
2,798
Q2 2025 Reduced 2.64%
$237B
$517,000 0.14% of portfolio
2,185
Q4 2025 Reduced 3.19%
$132B
$509,000 0.14% of portfolio
2,600
Q4 2025 Added 0.62%
$266B
$520,000 0.14% of portfolio
1,752
Q4 2025 Reduced 1.3%
$187B
$519,000 0.14% of portfolio
3,116
Q4 2025 Reduced 0.35%
$465B
$505,000 0.14% of portfolio
2,709
Q4 2025 Reduced 8.63%
$404B
$459,000 0.13% of portfolio
503
Q4 2025 Added 8.87%
$0
$456,000 0.13% of portfolio
4,824
Q4 2025 Reduced 21.82%
$67.3B
$384,000 0.11% of portfolio
1,339
Q4 2025 Added 1.13%
$0
$377,000 0.1% of portfolio
4,740
Q4 2025 Reduced 4.3%
$0
$355,000 0.1% of portfolio
11,787
Q4 2025 Reduced 0.62%
$65.7B
$326,000 0.09% of portfolio
4,143
Q4 2022 Added 11.97%
$0
$326,000 0.09% of portfolio
6,379
Q4 2025 Reduced 1.05%
$228B
$320,000 0.09% of portfolio
2,463
Q4 2025 Added 9.47%
$181B
$338,000 0.09% of portfolio
13,276
Q4 2025 Reduced 7.72%
$1.65T
$297,000 0.08% of portfolio
1,077
Q4 2025 Reduced 8.42%
$0
$282,000 0.08% of portfolio
457
Q4 2025 Reduced 16.45%
$258B
$273,000 0.08% of portfolio
1,556
Q4 2025 Added 1.1%

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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