Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Windsor Capital Management, LLC (CIK 1543100) reported $354.8M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.1M, 10.74%), SPYV ($18.9M, 5.33%), SPLG ($17.7M, 4.99%), ESGD ($16.8M, 4.74%), IJH ($16.4M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.1M | 10.74% | 58,335 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $18.9M | 5.33% | 334,493 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $17.7M | 4.99% | 231,239 | Trimmed |
| 4 | ESGD | ISHARES TR | $16.8M | 4.74% | 175,739 | Trimmed |
| 5 | IJH | ISHARES TR | $16.4M | 4.63% | 243,292 | Trimmed |
| 6 | SPSM | SPDR SERIES TRUST | $14.1M | 3.98% | 292,052 | Trimmed |
| 7 | IBDT | ISHARES TR | $12.6M | 3.56% | 498,933 | Added |
| 8 | IBDU | ISHARES TR | $12.6M | 3.56% | 543,324 | Added |
| 9 | IBDS | ISHARES TR | $10.5M | 2.96% | 432,677 | Trimmed |
| 10 | IBDR | ISHARES TR | $9.6M | 2.71% | 396,285 | Trimmed |
| 11 | SPMD | SPDR SERIES TRUST | $9.6M | 2.71% | 162,578 | Trimmed |
| 12 | FLOT | ISHARES TR | $8.8M | 2.49% | 173,132 | Added |
| 13 | VRP | INVESCO EXCH TRADED FD TR II | $8.2M | 2.30% | 340,990 | Added |
| 14 | CWB | SPDR SERIES TRUST | $7.9M | 2.23% | 86,438 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 2.14% | 118,639 | Trimmed |
| 16 | SPEM | SPDR INDEX SHS FDS | $7.3M | 2.05% | 155,218 | Trimmed |
| 17 | AAPL | APPLE INC | $7.3M | 2.04% | 28,586 | Added |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | $7.2M | 2.04% | 151,601 | Added |
| 19 | IBDV | ISHARES TR | $5.3M | 1.50% | 242,413 | Added |
| 20 | SRLN | SSGA ACTIVE ETF TR | $5.2M | 1.47% | 129,801 | Added |
| 21 | BBHY | J P MORGAN EXCHANGE TRADED F | $5.0M | 1.40% | 108,184 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $4.8M | 1.37% | 36,479 | Trimmed |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.27% | 89,309 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.22% | 76,662 | Added |
| 25 | JNK | SPDR SERIES TRUST | $4.3M | 1.22% | 45,211 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31