Windsor Advisory Group, LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,691
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 97 | 137,691 | 13F-HR | Windsor Advisory Group, LLC |
| Q1 2026 | 5/15/2026 | 82 | 119,672 | 13F-HR | Windsor Advisory Group, LLC |
| Q4 2025 | 2/17/2026 | 79 | 112,044 | 13F-HR | Windsor Advisory Group, LLC |
| Q3 2025 | 11/14/2025 | 81 | 112,984 | 13F-HR | Windsor Advisory Group, LLC |
| Q2 2025 | 8/14/2025 | 54 | 70,462 | 13F-HR | Windsor Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.51 K | 67.9% | 9.281 K | 0 | 9.281 K |
| ETFs | 44.18 K | 32.1% | 8.735 K | 0 | 8.735 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
137,691
Holdings
97
QoQ value change ($000)
18,019
(15.1%)
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.