Windsor Capital Management, LLC
CIK: 1543100SEC EDGAR →
Portfolio Value
$224.7B
Holdings
127
As of
Q2 2026
New Positions
123
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 332,851 | $20.2B | 9.00% |
| 2 | SPDR SERIES TRUST | 222,838 | $19.6B | 8.71% |
| 3 | ISHARES TR | 243,117 | $18.7B | 8.34% |
| 4 | SPDR SERIES TRUST | 291,056 | $16.8B | 7.47% |
| 5 | ISHARES TR | 516,289 | $13.0B | 5.80% |
| 6 | ISHARES TR | 562,587 | $13.0B | 5.80% |
| 7 | SPDR SERIES TRUST | 157,413 | $10.6B | 4.73% |
| 8 | ISHARES TR | 433,744 | $9.0B | 4.02% |
| 9 | ISHARES TR | 173,379 | $8.9B | 3.94% |
| 10 | ISHARES TR | 363,900 | $8.8B | 3.92% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $220.9B | 98.3% |
| Consumer Defensive | 7 | $1.7B | 0.7% |
| Unknown | 6 | $1.1B | 0.5% |
| Industrials | 11 | $280.1M | 0.1% |
| Communication Services | 4 | $276.0M | 0.1% |
| Healthcare | 8 | $268.8M | 0.1% |
| Technology | 15 | $212.3M | 0.1% |
| Consumer Cyclical | 4 | $3.9M | 0.0% |
| Energy | 2 | $2.0M | 0.0% |
| Real Estate | 1 | $744K | 0.0% |