StockDriftsStockDriftsTop 50 Windsor Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.51% | 59.1K | $44.3M | +1.35%(+787) | $212.88(+265.90%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.26% | 332.9K | $20.2M | -0.49%(-1.64K) | $32.80(+93.33%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.09% | 222.8K | $19.6M | -3.63%(-8.40K) | $35.19(+159.31%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.87% | 243.1K | $18.7M | -0.07%(-175) | $34.50(+127.65%) | 2026-06-30 | |
| ESGD | ISHARES TR | 4.75% | 177.7K | $18.3M | +1.11%(+1.95K) | $70.00(+54.00%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.36% | 291.1K | $16.8M | -0.34%(-996) | $33.55(+73.76%) | 2026-06-30 | |
| IBDT | ISHARES TR | 3.39% | 516.3K | $13.0M | +3.48%(+17.36K) | $24.83(+1.44%) | 2026-06-30 | |
| IBDU | ISHARES TR | 3.39% | 562.6K | $13.0M | +3.55%(+19.26K) | $23.18(-0.49%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 2.76% | 157.4K | $10.6M | -3.18%(-5.17K) | $34.29(+100.60%) | 2026-06-30 | |
| IBDW | ISHARES TR | 2.35% | 433.7K | $9.0M | +1092.98%(+397.39K) | $20.85(-1.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.44% | +34.69% | +5.08% | +28.13% |
| Top 20 Holdings Unweighted | +8.48% | +27.65% | +3.50% | +18.74% |
Windsor Capital Management, LLC reports $384.78M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.5%), SPYV (5.3%) and SPYM (5.1%). The top 20 holdings account for 68.68% of reported assets. Its disclosed equity book has returned +34.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Windsor Capital Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Windsor Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1543100). View Windsor Capital Management, LLC’s 13F filings on SEC