Windsor Capital Management, LLC ETF holdings
Phoenix, AZ
Reported $327.1M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$327.1M
ETFs held
66
Change from prior quarter
+17.3%
With price moves
ETFs as a share of its 13F
85.0%
of $384.8M
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $44.3M | 59,122 | +787 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $20.2M | 332,851 | −1,642 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $19.6M | 222,838 | −8,401 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $18.7M | 243,117 | −175 shares |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $18.3M | 177,687 | +1,948 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.8M | 291,056 | −996 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $13.0M | 516,289 | +17,356 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $13.0M | 562,587 | +19,263 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $10.6M | 157,413 | −5,165 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $9.0M | 433,744 | +397,386 shares |
56 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) 0001543100. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Windsor Capital Management, LLC own?
Windsor Capital Management, LLC reported 66 ETF positions worth $327.1M in its Form 13F for June 30, 2026. The largest was IVV, at $44.3M.
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.