Windsor Capital Management, LLC
CIK: 1543100SEC EDGAR →
Portfolio Value
$225.6B
Holdings
132
As of
Q3 2026
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 339,283 | $20.7B | 9.19% |
| 2 | SPDR SERIES TRUST | 214,497 | $19.3B | 8.53% |
| 3 | ISHARES TR | 257,579 | $18.5B | 8.21% |
| 4 | SPDR SERIES TRUST | 299,833 | $15.8B | 7.02% |
| 5 | ISHARES TR | 550,625 | $13.7B | 6.09% |
| 6 | ISHARES TR | 603,794 | $13.7B | 6.07% |
| 7 | SPDR SERIES TRUST | 153,416 | $9.7B | 4.29% |
| 8 | ISHARES TR | 458,782 | $9.2B | 4.08% |
| 9 | ISHARES TR | 374,500 | $9.0B | 4.00% |
| 10 | ISHARES TR | 176,885 | $9.0B | 4.00% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $221.5B | 98.2% |
| Consumer Defensive | 7 | $1.7B | 0.8% |
| Unknown | 9 | $1.1B | 0.5% |
| Healthcare | 8 | $560.8M | 0.2% |
| Communication Services | 4 | $325.3M | 0.1% |
| Industrials | 11 | $253.0M | 0.1% |
| Technology | 15 | $192.1M | 0.1% |
| Consumer Cyclical | 4 | $3.5M | 0.0% |
| Energy | 1 | $1.3M | 0.0% |
| Real Estate | 1 | $715K | 0.0% |