Windsor Capital Management, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 354,836
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.83 K | 15.7% | 0 | 152.9 K | -152.9 K |
| ETFs | 250.7 K | 70.6% | 151.2 K | 0 | 151.2 K |
| Debt | 48.33 K | 13.6% | 902 | 0 | 902 |
| Other | 0 | 0.0% | 0 | 6.627 K | -6.627 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
354,836
Holdings
123
QoQ value change ($000)
-7,446
(-2.1%)
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.