Windsor Capital Management, LLC
CIK: 1543100SEC EDGAR →
Portfolio Value
$237.6B
Holdings
123
As of
Q1 2026
New Positions
123
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 334,493 | $18.9B | 7.96% |
| 2 | SPDR SERIES TRUST | 231,239 | $17.7B | 7.45% |
| 3 | ISHARES TR | 175,739 | $16.8B | 7.07% |
| 4 | ISHARES TR | 243,292 | $16.4B | 6.91% |
| 5 | SPDR SERIES TRUST | 292,052 | $14.1B | 5.94% |
| 6 | ISHARES TR | 498,933 | $12.6B | 5.32% |
| 7 | ISHARES TR | 543,324 | $12.6B | 5.32% |
| 8 | ISHARES TR | 432,677 | $10.5B | 4.41% |
| 9 | SPDR SERIES TRUST | 162,578 | $9.6B | 4.05% |
| 10 | ISHARES TR | 396,285 | $9.6B | 4.04% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $232.6B | 97.9% |
| Consumer Defensive | 6 | $1.7B | 0.7% |
| Unknown | 7 | $1.1B | 0.4% |
| Technology | 14 | $898.7M | 0.4% |
| Healthcare | 8 | $775.7M | 0.3% |
| Communication Services | 4 | $386.0M | 0.2% |
| Industrials | 11 | $270.2M | 0.1% |
| Consumer Cyclical | 4 | $4.0M | 0.0% |
| Energy | 2 | $2.7M | 0.0% |
| Real Estate | 1 | $786K | 0.0% |