13F Filings History of Windsor Capital Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$362,282,250
Signature - Title
Donald Peppler - Principal / CCO
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Windsor Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windsor Capital Management, LLC reported 121 stock holdings with total value $362,282,250 as of Q4 2025. Top holdings included IVV, SPYV, SPYM, ESGD, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $362,282,250 +$28,901,134 -$27,992,437 +$908,697 IVV, SPYV, SPYM, ESGD, IJH 13F-HR 15 Jan 2026, 10:52
Q3 2025 121 $362,199,854 +$10,870,568 -$9,205,694 +$1,664,874 IVV, SPLG, SPYV, ESGD, IJH 13F-HR 06 Oct 2025, 13:19
Q2 2025 120 $342,973,581 +$9,535,203 -$10,786,236 -$1,251,033 IVV, SPLG, SPYV, ESGD, IJH 13F-HR 11 Jul 2025, 12:50
Q1 2025 118 $325,808,719 +$8,879,023 -$14,228,912 -$5,349,889 IVV, SPYV, SPLG, ESGD, IJH 13F-HR 02 May 2025, 14:02
Q4 2024 119 $337,064,113 +$1,967,089 -$7,088,347 -$5,121,258 IVV, SPYV, SPLG, IJH, ESGD 13F-HR 28 Jan 2025, 13:35
Q3 2024 119 $344,573,699 +$15,568,785 -$10,259,737 +$5,309,048 IVV, SPYV, SPLG, IJH, ESGD 13F-HR 23 Oct 2024, 08:56
Q2 2024 112 $323,163,173 +$14,258,403 -$14,323,268 -$64,865 IVV, SPYV, SPLG, IJH, ESGD 13F-HR 26 Jul 2024, 12:48
Q1 2024 111 $322,477,964 +$19,899,101 -$6,671,680 +$13,227,421 IVV, SPYV, SPLG, IJH, ESGD 13F-HR 15 Apr 2024, 12:21
Q4 2023 112 $305,737,558 +$21,762,876 -$27,648,548 -$5,885,672 IVV, SPYV, SPLG, IJH, ESGD 13F-HR 09 Jan 2024, 14:46
Q3 2023 112 $288,945,993 +$46,607,370 -$50,813,926 -$4,206,556 IVV, SPYV, SPLG, IBDO, ESGD 13F-HR 04 Oct 2023, 14:06
Q2 2023 112 $302,244,436 +$4,083,150 -$2,701,955 +$1,381,195 IVV, SPYV, SPLG, IBDO, IJH 13F-HR 13 Jul 2023, 11:56
Q1 2023 112 $290,723,127 +$8,320,061 -$2,743,077 +$5,576,984 IVV, SPYV, SPLG, IBDO, IBDP 13F-HR 10 Apr 2023, 11:08
Q4 2022 112 $274,652,671 +$45,238,190 -$55,704,156 -$10,465,966 IVV, SPYV, SPLG, IBDP, IBDQ 13F-HR 13 Jan 2023, 09:37
Q3 2022 110 $267,471,000 +$5,833,259 -$6,107,915 -$274,656 IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 03 Nov 2022, 10:44
Q2 2022 116 $280,631,000 +$49,363,305 -$53,399,339 -$4,036,034 IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 14 Jul 2022, 13:08
Q1 2022 118 $321,365,000 +$9,853,831 -$5,823,070 +$4,030,761 SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 03 May 2022, 20:55
Q4 2021 118 $331,559,000 +$8,321,237 -$3,283,118 +$5,038,119 SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 07 Feb 2022, 12:48
Q3 2021 116 $311,930,000 +$24,094,525 -$11,659,912 +$12,434,613 SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 12 Nov 2021, 14:01
Q2 2021 117 $302,612,000 +$8,258,425 -$6,066,232 +$2,192,193 SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 12 Aug 2021, 12:39
Q1 2021 118 $288,674,000 +$17,473,252 -$9,138,815 +$8,334,437 SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 14 May 2021, 14:06
Q4 2020 119 $267,809,000 +$11,263,167 -$7,235,103 +$4,028,064 IVV, SPLG, SPYV, JNK, SPMD 13F-HR 08 Feb 2021, 12:00
Q3 2020 110 $239,347,000 +$13,510,677 -$15,123,527 -$1,612,850 IVV, SPLG, JNK, SPSB, IJH 13F-HR 09 Oct 2020, 14:54
Q2 2020 110 $232,048,000 +$14,307,213 -$7,384,433 +$6,922,780 IVV, SPLG, CWB, JNK, SPSB 13F-HR 16 Jul 2020, 12:38
Q1 2020 115 $197,556,000 +$7,307,925 -$5,591,927 +$1,715,998 IVV, CWB, JNK, SPLG, SPSB 13F-HR 22 Apr 2020, 16:27
Q4 2019 118 $237,689,000 +$12,910,999 -$9,423,039 +$3,487,960 IVV, CWB, JNK, SPLG, IJH 13F-HR 11 Feb 2020, 19:07
Q3 2019 120 $224,005,000 +$15,639,106 -$9,794,714 +$5,844,392 IVV, JNK, CWB, IJH, SPLG 13F-HR 08 Nov 2019, 12:58
Q2 2019 118 $217,524,000 +$23,332,904 -$21,987,928 +$1,344,976 IVV, JNK, CWB, IJH, VEA 13F-HR 02 Aug 2019, 12:05
Q1 2019 116 $211,802,000 +$6,649,534 -$6,715,288 -$65,754 IVV, JNK, CWB, IJH, VEA 13F-HR 02 May 2019, 14:28
Q4 2018 114 $193,299,000 +$6,826,675 -$12,383,160 -$5,556,485 IVV, JNK, CWB, VEA, IJH 13F-HR 05 Feb 2019, 15:45
Q3 2018 117 $221,524,000 +$10,813,892 -$7,574,789 +$3,239,103 IVV, JNK, CWB, VEA, IJH 13F-HR 09 Nov 2018, 15:56
Q2 2018 116 $214,565,000 +$13,434,886 -$12,830,969 +$603,917 IVV, JNK, CWB, VEA, IJH 13F-HR 02 Aug 2018, 13:39
Q1 2018 115 $212,058,000 +$24,094,008 -$21,928,786 +$2,165,222 IVV, JNK, VEA, CWB, IJH 13F-HR 01 May 2018, 10:35
Q4 2017 114 $214,621,000 +$21,044,355 -$12,515,563 +$8,528,792 IVV, JNK, VEA, IJH, CWB 13F-HR 24 Jan 2018, 13:10
Q3 2017 106 $196,626,000 $0 -$1,131,000 -$1,131,000 IVV, JNK, VEA, IJH, CWB 13F-HR 17 Oct 2017, 08:58
Q2 2017 108 $198,971,000 +$5,877,045 -$2,928,507 +$2,948,538 IVV, JNK, VEA, IJH, CWB 13F-HR 07 Aug 2017, 21:00
Q1 2017 110 $193,105,000 +$10,965,922 -$6,823,723 +$4,142,199 JNK, IVV, VEA, IJH, CWB 13F-HR 09 May 2017, 10:50
Q4 2016 110 $185,248,000 +$8,223,254 -$5,852,877 +$2,370,377 JNK, IVV, IGSB, IJH, PFF 13F-HR 10 Feb 2017, 15:22
Q3 2016 116 $182,718,000 +$17,916,569 -$8,898,167 +$9,018,402 JNK, IVV, PFF, IGSB, CWB 13F-HR 09 Nov 2016, 07:55
Q2 2016 106 $171,290,000 +$12,619,340 -$7,420,720 +$5,198,620 JNK, IGSB, PFF, IJH, IVV 13F-HR 09 Aug 2016, 08:18
Q1 2016 109 $160,896,000 +$14,821,793 -$16,685,646 -$1,863,853 JNK, IGSB, PFF, SPY, IJH 13F-HR 11 May 2016, 16:44
Q4 2015 111 $160,500,000 +$2,397,849 -$13,603,372 -$11,205,523 JNK, IGSB, SPY, AMLP, PFF 13F-HR 01 Feb 2016, 12:09
Q3 2015 566 $169,727,000 +$17,684,757 -$6,579,824 +$11,104,933 JNK, IGSB, AMLP, SPY, CWB 13F-HR 15 Oct 2015, 14:08
Q2 2015 107 $172,149,000 +$8,620,088 -$5,291,052 +$3,329,036 JNK, IGSB, AMLP, SPY, CWB 13F-HR 13 Jul 2015, 18:21
Q1 2015 103 $173,041,000 +$15,008,450 -$19,713,296 -$4,704,846 JNK, IGSB, AMLP, SPY, SABA 13F-HR 09 Apr 2015, 16:26
Q4 2014 99 $177,803,000 +$9,080,652 -$4,881,256 +$4,199,396 AMLP, JNK, IGSB, SPY, SABA 13F-HR 08 Jan 2015, 12:59
Q3 2014 88 $176,064,000 +$7,715,477 -$5,574,873 +$2,140,604 AMLP, JNK, IGSB, SABA, AVK 13F-HR 17 Oct 2014, 16:46
Q2 2014 92 $178,495,000 +$6,886,916 -$1,849,420 +$5,037,496 AMLP, JNK, SABA, IGSB, AVK 13F-HR 08 Jul 2014, 13:10
Q1 2014 86 $168,112,000 +$11,796,647 -$16,540,439 -$4,743,792 AMLP, JNK, SABA, IGSB, AVK Restatement 30 Apr 2014, 17:30
Q4 2013 392 $170,486,000 $0 $0 $0 AMLP, JNK, IGSB, AVK, SABA 13F-HR 10 Jan 2014, 09:21