account_balance
Investment manager · 13F filer · SEC CIK 1543100
Windsor Capital Management, LLC
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Reported value$389Mas of Sep 30, 2026
Positions132 6 new, 1 sold out
Top 10 weight48.4%IVV alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.4%Added +6%
SPYVSPDR Series Trust
5.3%
ESGDiShares Tr
5.0%Added +6%
SPYMSPDR Series Trust
5.0%Trimmed −4%
IJHiShares Tr
4.8%Added +6%
SPSMSPDR Series Trust
4.1%Added +3%
IBDTiShares Tr
3.5%Added +7%
IBDUiShares Tr
3.5%Added +7%
SPMDSPDR Series Trust
2.5%−3%
IBDWiShares Tr
2.4%+6%
AAPLApple Inc.
2.3%+3%
IBDSiShares Tr
2.3%+3%
IVViShares Tr
12.4%Added +6%
SPYVSPDR Series Trust
5.3%
ESGDiShares Tr
5.0%Added +6%
SPYMSPDR Series Trust
5.0%Trimmed −4%
IJHiShares Tr
4.8%Added +6%
SPSMSPDR Series Trust
4.1%
IBDTiShares Tr
3.5%
IBDUiShares Tr
3.5%
SPMD2.5%
IBDW2.4%
AAPL2.3%IBDS2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.4% Added +6%
SPYV SPDR Series Trust 5.3% Held
ESGD iShares Tr 5.0% Added +6%
SPYM SPDR Series Trust 5.0% Trimmed −4%
IJH iShares Tr 4.8% Added +6%
SPSM SPDR Series Trust 4.1% Added +3%
IBDT iShares Tr 3.5% Added +7%
IBDU iShares Tr 3.5% Added +7%
SPMD SPDR Series Trust 2.5% Trimmed −3%
IBDW iShares Tr 2.4% Added +6%
AAPL Apple Inc. 2.3% Added +3%IBDS iShares Tr 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
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