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Windsor Capital Management, LLC
Windsor Capital Management, LLC is a fee-only registered investment advisory firm headquartered in Phoenix, Arizona. Founded in 2002, the firm specializes in equity, fixed income, and balanced portfolio management, serving families, high-net-worth individuals, and institutional clients. With 8 employees, Windsor Capital Management provides independent, conflict-free advice and emphasizes personalized, goal-oriented investment management for clients across over thirty states.
Investment Strategy
Windsor Capital Management, LLC employs a disciplined, diversified approach focused on equity, fixed income, and balanced portfolios. As a fee-only advisor, it eschews commissions and instead aligns client interests with a transparent advisory fee structure based on assets under management. The firm tailors portfolios to individual client needs, avoids standardized solutions, and emphasizes proper diversification, personal attention, and cost efficiency as keys to investment success.
Latest 13F Filing Activity
Windsor Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 121 equity positions with a total 13F market value of $362M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Windsor Capital Management, LLC reduced exposure to Ishares TR, Axon Enterprise Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.93% | $39.6M | 59,166 | $299.12 | $669.30 | +$4.2M |
S SPLG | SPDR SERIES TRUST | 5.31% | $19.2M | 245,362 | $35.77 | $78.34 | +$673.9K |
S SPYV | SPDR SERIES TRUST | 5.28% | $19.1M | 345,332 | $34.14 | $55.33 | +$1.1M |
E ESGD | ISHARES TR | 4.67% | $16.9M | 181,937 | $69.82 | $92.98 | +$1.2M |
I IJH | ISHARES TR | 4.47% | $16.2M | 248,037 | $35.74 | $65.26 | +$1.5M |
Industry Allocation
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