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 $384.8M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($44.3M, 11.51%), SPYV ($20.2M, 5.26%), SPLG ($19.6M, 5.09%), IJH ($18.7M, 4.87%), ESGD ($18.3M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.3M | 11.51% | 59,122 | Added |
| 2 | SPYV | SPDR SERIES TRUST | $20.2M | 5.26% | 332,851 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $19.6M | 5.09% | 222,838 | Trimmed |
| 4 | IJH | ISHARES TR | $18.7M | 4.87% | 243,117 | Trimmed |
| 5 | ESGD | ISHARES TR | $18.3M | 4.75% | 177,687 | Added |
| 6 | SPSM | SPDR SERIES TRUST | $16.8M | 4.36% | 291,056 | Trimmed |
| 7 | IBDT | ISHARES TR | $13.0M | 3.39% | 516,289 | Added |
| 8 | IBDU | ISHARES TR | $13.0M | 3.39% | 562,587 | Added |
| 9 | SPMD | SPDR SERIES TRUST | $10.6M | 2.76% | 157,413 | Trimmed |
| 10 | IBDW | ISHARES TR | $9.0M | 2.35% | 433,744 | Added |
| 11 | FLOT | ISHARES TR | $8.9M | 2.30% | 173,379 | Added |
| 12 | IBDS | ISHARES TR | $8.8M | 2.29% | 363,900 | Trimmed |
| 13 | CWB | SPDR SERIES TRUST | $8.7M | 2.26% | 80,797 | Trimmed |
| 14 | VRP | INVESCO EXCH TRADED FD TR II | $8.4M | 2.17% | 343,905 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $8.3M | 2.14% | 115,808 | Trimmed |
| 16 | SPEM | SPDR INDEX SHS FDS | $8.1M | 2.10% | 155,783 | Added |
| 17 | IBDV | ISHARES TR | $7.8M | 2.02% | 356,462 | Added |
| 18 | AAPL | APPLE INC | $7.7M | 1.99% | 26,511 | Trimmed |
| 19 | JPIB | J P MORGAN EXCHANGE TRADED F | $7.4M | 1.93% | 153,939 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $6.7M | 1.75% | 35,249 | Trimmed |
| 21 | SRLN | SSGA ACTIVE ETF TR | $5.1M | 1.32% | 126,416 | Trimmed |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $5.0M | 1.29% | 98,179 | Added |
| 23 | BBHY | J P MORGAN EXCHANGE TRADED F | $4.9M | 1.27% | 105,925 | Trimmed |
| 24 | USRT | ISHARES TR | $4.5M | 1.17% | 67,817 | Added |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.16% | 79,364 | Added |
Source: SEC Form 13F filings · as of 2026-06-30