13F

Investor

Windsor Capital Management, LLC

CIK 0001543100 · filed 2026-04-10 · SEC filing

13F book

$354.8M

Positions

123

6 new · 4 sold

Largest name

10.7%

Ishares Tr

Est. mark

−$3.71M

Price effect on 117 names still held. Flow −$3.74M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr58.3K$38.1M10.7%−$1.85MCut−$2.35M
Spdr Series Trust334.5K$18.9M5.3%−$76.9KCut−$582.6K
Spdr Series Trust231.2K$17.7M5.0%−$851KCut−$1.28M
Ishares Tr175.7K$16.8M4.7%$93.2KCut−$405.9K
Ishares Tr243.3K$16.4M4.6%$372.2KCut−$37.6K
Spdr Series Trust292.1K$14.1M4.0%$426.4KCut$196.7K
Ishares Tr498.9K$12.6M3.6%−$60.3KAdded$361.9K
Ishares Tr543.3K$12.6M3.6%−$76KAdded$361.3K
Ishares Tr432.7K$10.5M3.0%−$17.3KCut−$221.1K
Spdr Series Trust162.6K$9.63M2.7%$213KCut−$86.2K
Ishares Tr396.3K$9.61M2.7%$3.97KCut−$501.3K
Ishares Tr173.1K$8.82M2.5%$15.2KAdded$239.6K
Invesco Exch Traded Fd Tr Ii341K$8.18M2.3%−$116.8KAdded$55.8K
Spdr Series Trust86.4K$7.91M2.2%$200.5KCut−$40K
Vanguard Tax-Managed Fds118.6K$7.6M2.1%$191KCut−$647K
Spdr Index Shs Fds155.2K$7.28M2.1%$15.5KCut−$180.3K
Apple Inc.AAPL28.6K$7.25M2.0%−$510.6KAdded−$425.9K
J P Morgan Exchange Traded F151.6K$7.25M2.0%−$130.3KAdded$37.1K
Ishares Tr242.4K$5.31M1.5%−$41.1KAdded$263K
Ssga Active Etf Tr129.8K$5.21M1.5%−$141.8KAdded$32.5K
J P Morgan Exchange Traded F108.2K$4.96M1.4%−$72.5KCut−$81.6K
Select Sector Spdr Tr36.5K$4.85M1.4%−$403.9KCut−$621.5K
J P Morgan Exchange Traded F89.3K$4.52M1.3%$1.79KAdded$10.5K
J P Morgan Exchange Traded F76.7K$4.35M1.2%−$42.4KAdded$8.62K
Spdr Series Trust45.2K$4.33M1.2%−$67.4KCut−$157.1K
Ishares Tr66.4K$3.93M1.1%$145.6KAdded$215.6K
Spdr S&P 500 Etf Tr5.98K$3.89M1.1%−$188.6KCut−$981K
Ishares Tr29.9K$3.72M1.0%$123.5KCut−$213.1K
Walmart Inc.WMT25.3K$3.14M0.9%$325.5KCut$171.1K
Jpmorgan Chase & Co.9.89K$2.91M0.8%−$275.2KAdded−$250.8K
Select Sector Spdr Tr20.6K$2.24M0.6%−$214.4KCut−$249K
Select Sector Spdr Tr14.6K$2.13M0.6%−$119.2KCut−$215K
Spdr Dow Jones Indl Average4.38K$2.03M0.6%−$76.1KCut−$152.5K
Broadcom Inc.AVGO6.55K$2.03M0.6%−$239.9KCut−$340.2K
Ishares Tr52.6K$1.94M0.5%−$23.6KAdded$350.2K
Taiwan Semiconductor Mfg Ltd5.62K$1.9M0.5%$191.3KCut$28.7K
Microsoft CorpMSFT5.09K$1.88M0.5%−$552.7KAdded−$472K
Merck & Co., Inc.MRK15.6K$1.87M0.5%$233.4KAdded$239.7K
Select Sector Spdr Tr37K$1.83M0.5%−$199.8KCut−$258.6K
Ishares Tr18K$1.74M0.5%$19.8KCut−$59.7K
Axon Enterprise, Inc.AXON4K$1.7M0.5%−$573KHeld
Caterpillar IncCAT2.11K$1.49M0.4%$285.8KCut$258.9K
Select Sector Spdr Tr9.22K$1.49M0.4%$60.9KCut$17.9K
Chevron Corp NewCVX6.95K$1.44M0.4%$364.1KAdded$419.7K
Johnson & JohnsonJNJ5.87K$1.44M0.4%$216.5KAdded$239.2K
Mcdonalds CorpMCD4.53K$1.41M0.4%$23KAdded$43.8K
Vanguard Intl Equity Index F25.4K$1.37M0.4%$7.36KCut−$150.9K
Coca Cola CoKO17.5K$1.33M0.4%$106.5KAdded$119.6K
Amgen IncAMGN3.72K$1.31M0.4%$91KAdded$94.6K
Exxon Mobil Corp7.64K$1.3M0.4%$377KCut$371.5K
Ishares Tr12.4K$1.26M0.4%$39.7KAdded$69.3K
Goldman Sachs Group Inc1.46K$1.24M0.3%−$48.8KCut−$62.9K
Amazon Com IncAMZN5.83K$1.21M0.3%−$125.5KAdded−$70.9K
Vanguard Index Fds11.9K$1.05M0.3%$2.48KCut−$45.9K
Visa Inc.V3.48K$1.05M0.3%−$168.9KAdded−$168.3K
Procter And Gamble CoPG7.16K$1.03M0.3%$8.03KAdded$27.8K
Ishares Tr7.19K$1.02M0.3%−$45KCut−$50.9K
Select Sector Spdr Tr12.4K$1.02M0.3%$53.5KCut$35.5K
Pnc Finl Svcs Group Inc4.44K$923.2K0.3%−$2.86KCut−$13.1K
Home Depot, Inc.HD2.74K$902.2K0.3%−$39.1KAdded$14.2K
Select Sector Spdr Tr14.6K$895.1K0.3%$241.8KCut$154.4K
Vanguard Growth Etf2K$875.3K0.2%−$102.1KCut−$110.9K
Target CorpTGT7.08K$858.1K0.2%$166KCut$154.2K
Prologis Inc.5.94K$785.6K0.2%$26.7KAdded$32.9K
Spdr Gold Tr1.77K$762.9K0.2%$60.2KCut−$30.9K
Ishares Tr36.4K$761K0.2%New
Emerson Elec Co5.8K$760.3K0.2%−$9.87KCut−$28.2K
Ishares Tr3.06K$758.4K0.2%$5.63KCut$4.16K
Pepsico IncPEP4.88K$757K0.2%$57.3KCut$21.5K
Berkshire Hathaway Inc Del1$718.1K0.2%−$36.7KHeld
AbbVie Inc.ABBV3.12K$678.1K0.2%−$30.8KAdded$38.6K
Cisco Sys Inc8.67K$673K0.2%$4.85KCut$3.62K
Vanguard Index Fds3.41K$669.1K0.2%$17.8KAdded$18.8K
Ishares Tr6.3K$629.8K0.2%−$31.7KHeld
Select Sector Spdr Tr13.6K$626.3K0.2%$43.7KCut$5.36K
Honeywell Intl Inc2.61K$590.5K0.2%$80.4KAdded$83.3K
Berkshire Hathaway Inc Del1.2K$575K0.2%−$28.1KCut−$31.2K
3M COMMM3.9K$566.4K0.2%−$57.9KAdded−$57.8K
Medtronic PlcMDT6.39K$553.6K0.2%−$60.1KCut−$88.7K
Select Sector Spdr Tr10.8K$540.1K0.2%$49.9KCut$26.8K
Meta Platforms, Inc.META941$538.2K0.2%−$82.7KHeld
American Express CoAXP1.78K$537.1K0.2%−$106.4KAdded−$45.6K
NXP Semiconductors N.V.NXPI2.67K$526K0.1%−$54KCut−$81.3K
Oracle Corp3.49K$513.2K0.1%−$166.6KAdded−$166.1K
Invesco Qqq Tr876$505.7K0.1%−$32.5KCut−$44.8K
Costco Whsl Corp New503$501.2K0.1%$67.4KHeld
Tesla, Inc.TSLA1.32K$492.6K0.1%−$103.3KCut−$137.9K
Ishares Tr4.87K$473.2K0.1%$4.68KAdded$8.86K
Nvidia CorpNVDA2.71K$472.5K0.1%−$32.8KHeld
Travelers Companies, Inc.TRV1.47K$427.7K0.1%$2.17KAdded$39.2K
International Business Machs1.75K$425.1K0.1%−$94.2KAdded−$93.7K
At&T Inc13.3K$384.9K0.1%$55.1KHeld
Salesforce, Inc.CRM2.06K$383.6K0.1%−$160.7KCut−$195.1K
Qualcomm Inc2.94K$378.9K0.1%−$124.4KCut−$154.1K
Vanguard Scottsdale Fds4.6K$364.5K0.1%−$2.11KCut−$13.4K
Colgate Palmolive CoCL4.14K$353.1K0.1%$25.7KHeld
Spdr Series Trust11.5K$345K0.1%−$1.49KCut−$11K
Ishares U S Etf Tr6.1K$310.3K0.1%−$1.62KCut−$15.7K
Vanguard Specialized Funds1.41K$303.3K0.1%−$6.66KHeld
RTX CorpRTX1.57K$303.2K0.1%$14.8KAdded$17.9K
Alphabet Inc1.05K$302.5K0.1%−$26.8KCut−$34.6K
Abbott LabsABT2.88K$296.2K0.1%−$55.7KAdded−$12.4K
Union Pac Corp1.14K$275.6K0.1%$12.8KHeld
Vanguard Index Fds453$270.7K0.1%−$13.4KCut−$15.9K
Alphabet Inc929$266.5K0.1%New
Fastenal CoFAST5.69K$263.8K0.1%$35.7KHeld
General Dynamics CorpGD763$261.9K0.1%New
Ww Grainger Inc225$245.7K0.1%New
Ishares Tr11.1K$244.5K0.1%−$2.07KAdded$1.25K
Ishares Tr4.22K$239.9K0.1%$8.74KCut−$21.8K
Ishares Tr10.2K$238.5K0.1%−$2.08KAdded−$1.51K
Eli Lilly & CoLLY259$238.2K0.1%−$35.8KAdded−$10K
Ishares Tr1.86K$238.2K0.1%−$16.4KAdded−$16.2K
Western Digital CorpWDC875$236.7K0.1%New
Vanguard Bd Index Fds2.9K$227K0.1%−$1.16KHeld
Cvs Health CorpCVS3.01K$216.2K0.1%−$22.7KHeld
Ishares Tr603$215.1K0.1%−$10KCut−$13.4K
Ferguson Enterprises Inc900$209.9K0.1%$9.57KHeld
Advent Conv & Income Fd18.8K$209.4K0.1%−$25.9KCut−$48.3K
Spdr S&P Midcap 400 Etf Tr336$207.1K0.1%$4.55KCut$932
Plexus CorpPLXS1K$202.5K0.1%New
Gabelli Conv & Inc Secs Fd I12.7K$54.3K0.0%$1.65KCut−$18.8K
Achieve Life Sciences, Inc.ACHV10.8K$31.8K0.0%−$22KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.