Windsor Capital Management, LLC - Portfolio overview

Windsor Capital Management, LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.12%
2. SPLG - SPDR SERIES TRUST, 5.10%
3. SPYV - SPDR SERIES TRUST, 5.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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