Windsor Capital Management, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 388,928
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 132 | 388,928 | 13F-HR | Windsor Capital Management, LLC |
| Q2 2026 | 7/8/2026 | 127 | 384,783 | 13F-HR | Windsor Capital Management, LLC |
| Q1 2026 | 4/10/2026 | 123 | 354,836 | 13F-HR | Windsor Capital Management, LLC |
| Q4 2025 | 1/15/2026 | 121 | 362,282 | 13F-HR | Windsor Capital Management, LLC |
| Q3 2025 | 10/6/2025 | 121 | 362,200 | 13F-HR | Windsor Capital Management, LLC |
| Q2 2025 | 7/11/2025 | 120 | 342,974 | 13F-HR | Windsor Capital Management, LLC |
| Q2 2014 | 7/8/2014 | 92 | 178,495 | 13F-HR | Windsor Capital Management, LLC |
| Q1 2014 | 4/30/2014 | 86 | 168,112 | 13F-HR/A - RESTATEMENT | Windsor Capital Management, LLC |
| Q1 2014 | 4/28/2014 | 86 | 168,111 | 13F-HR | Windsor Capital Management, LLC |
| Q4 2013 | 1/10/2014 | 397 | 170,486 | 13F-HR | Windsor Capital Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.92 K | 14.9% | 213 | 0 | 213 |
| ETFs | 280 K | 72.0% | 2.405 K | 0 | 2.405 K |
| Debt | 50.99 K | 13.1% | 1.527 K | 0 | 1.527 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
388,928
Holdings
132
QoQ value change ($000)
4,145
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.