Sign In
test

Donald Peppler

Windsor Capital Management, Llc

Assets Managed
$384.783M
Holdings
127
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
8.44%(2Q avg: 3.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Windsor Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Windsor Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 384.783M in assets, with a quarterly growth rate of 8.44% and a 2-quarter average growth rate of 3.2%. The portfolio is managed by Donald Peppler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.35%
11.51%
$44.276M
59,122 shares@ $748.9 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.49%
5.26%
$20.234M
332,851 shares@ $60.8 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3.63%
5.09%
$19.583M
222,838 shares@ $87.89 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.07%
4.88%
$18.747M
243,117 shares@ $77.12 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 1.11%
4.75%
$18.268M
177,687 shares@ $102.82 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -0.34%
4.37%
$16.785M
291,056 shares@ $57.68 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 3.48%
3.39%
$13.036M
516,289 shares@ $25.26 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 3.55%
3.39%
$13.03M
562,587 shares@ $23.17 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -3.17%
2.77%
$10.635M
157,413 shares@ $67.57 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 1092.99%
2.35%
$9.039M
433,744 shares@ $20.85 avg price

1-10 of 127