Windsor Advisory Group, LLC ETF holdings
Columbus, OH
Reported $47.7M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$47.7M
ETFs held
51
Change from prior quarter
+20.8%
With price moves
ETFs as a share of its 13F
34.7%
of $137.7M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $7.3M | 9,751 | No change |
| SCHX | Schwab U.S. Large-Cap ETF | $6.6M | 225,196 | No change |
| SCHF | Schwab International Equity ETF | $5.1M | 183,632 | No change |
| VT | Vanguard Total World Stock ETF | $4.3M | 27,435 | +1,601 shares |
| EMLP | First Trust North American Energy Infrastructure Fund | $2.9M | 67,787 | No change |
| VWO | Vanguard FTSE Emerging Markets ETF | $2.4M | 40,583 | No change |
| VXUS | Vanguard Total International Stock ETF | $2.4M | 27,917 | +24,302 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.9M | 5,051 | +3,093 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.6M | 2,180 | +123 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.6M | 19,788 | +15,017 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001739953. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Windsor Advisory Group, LLC own?
Windsor Advisory Group, LLC reported 51 ETF positions worth $47.7M in its Form 13F for June 30, 2026. The largest was IVV, at $7.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.