Stephanie Weir

Windsor Advisory Group, Llc

Assets Managed

$119.672M

Holdings

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

6.81%(2Q avg: 2.99%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Windsor Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Windsor Advisory Group, 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 - Q1, they manage 119.672M in assets, with a quarterly growth rate of 6.81% and a 2-quarter average growth rate of 2.99%. The portfolio is managed by Stephanie Weir, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
WOR Worthington Enterprises Inc Recent Activity Increased 23.47%	20.03%	$23.965M 459,633 shares@ $52.15 avg price	Increased 23.47%
PAYX Paychex Inc Recent Activity Increased 0.16%	16.33%	$19.538M 212,096 shares@ $92.13 avg price	Increased 0.16%
WS Worthington Steel Inc Recent Activity Increased 32.93%	7%	$8.373M 275,885 shares@ $30.36 avg price	Increased 32.93%
IVV Ishares Core S&p 500 Etf Recent Activity	5.33%	$6.369M 9,751 shares@ $653.22 avg price
SCHX Schwab Us Large-cap Etf Recent Activity New Position	4.83%	$5.774M 225,196 shares@ $25.64 avg price	New Position
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	4.21%	$5.027M 7 shares@ $718140.0 avg price
SCHF Schwab Intl Equity Etf Recent Activity New Position	3.8%	$4.545M 183,632 shares@ $24.75 avg price	New Position
VT Vanguard Tot World Stk Etf Recent Activity Increased 2.88%	2.99%	$3.573M 25,834 shares@ $138.33 avg price	Increased 2.88%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Decreased -8.02%	2.96%	$3.536M 7,378 shares@ $479.21 avg price	Decreased -8.02%
EMLP First Trust North American E Recent Activity Increased 94.41%	2.48%	$2.96M 67,787 shares@ $43.66 avg price	Increased 94.41%

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