Windsor Capital Management, LLC: 13F holdings

CIK 15431002026Q2

Positions127
Reported value$384.8m
Filed2026-07-08

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR59,122$44.3m11.5%
SPYV SPDR SERIES TRUST332,851$20.2m5.3%
SPYM SPDR SERIES TRUST222,838$19.6m5.1%
IJH ISHARES TR243,117$18.7m4.9%
EFA ISHARES TR177,687$18.3m4.7%
SPSM SPDR SERIES TRUST291,056$16.8m4.4%
ISHARES TR516,289$13.0m3.4%
ISHARES TR562,587$13.0m3.4%
SPMD SPDR SERIES TRUST157,413$10.6m2.8%
ISHARES TR433,744$9.0m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1543100")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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