13F Filings History of Windsor Advisory Group, LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $137,690,731
- Largest 13F holdings
-
WOR PAYX NVDA IVV SCHX WS BRKA SCHF VT BRKB AAPL EMLP
+8 more
VWO VXUS HBAN VTI SPY VO VZ EPD - Form 13F summary
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- Windsor Advisory Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Windsor Advisory Group, LLC reported 97 equity holdings with a total reported market value of $137,690,731 for Q2 2026. Top reported holdings included WOR, PAYX, NVDA, IVV, and SCHX.
- Manager signature
- Stephanie Weir - Chief Compliance Officer
- Manager location
- Columbus, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for Windsor Advisory Group, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Aperio Group, LLC | Sausalito, CA | 028-11964 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$137,690,731
Quarter delta
+$18,018,457
Accepted
14 Aug 2026, 17:01
Rows shown
1-15 of 15
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 97 | $137,690,731 | +$24,359,700 | -$13,993,864 | +$10,365,836 | WOR, PAYX, NVDA, IVV, SCHX | 13F-HR | 14 Aug 2026, 17:01 |
| Q1 2026 | 82 | $119,672,274 | +$28,550,832 | -$15,809,614 | +$12,741,218 | WOR, PAYX, WS, IVV, SCHX | 13F-HR | 15 May 2026, 09:00 |
| Q4 2025 | 79 | $112,043,795 | +$19,323,339 | -$17,058,563 | +$2,264,776 | PAYX, WOR, WS, IVV, NVDA | 13F-HR | 17 Feb 2026, 09:00 |
| Q3 2025 | 81 | $112,983,717 | +$45,559,539 | -$1,855,705 | +$43,703,834 | PAYX, WOR, BRKA, IVV, AAPL | 13F-HR | 14 Nov 2025, 09:00 |
| Q2 2025 | 54 | $70,462,205 | +$1,647,304 | -$9,109,339 | -$7,462,035 | PAYX, IVV, BERKSHIRE HATHAWAY INC DEL, VT, BRKB | 13F-HR | 14 Aug 2025, 09:00 |
| Q1 2025 | 53 | $77,364,462 | +$10,782,846 | -$22,151,813 | -$11,368,967 | PAYX, VT, IVV, BERKSHIRE HATHAWAY INC DEL, BRKB | 13F-HR | 15 May 2025, 09:00 |
| Q4 2024 | 81 | $85,998,276 | +$15,835,839 | -$13,580,217 | +$2,255,622 | PAYX, VT, SCHX, PCVX, BRKB | 13F-HR | 14 Feb 2025, 09:00 |
| Q3 2024 | 80 | $88,603,113 | +$45,068,385 | -$9,740,944 | +$35,327,441 | PAYX, VT, HBAN, PCVX, BRKB | 13F-HR | 14 Nov 2024, 09:00 |
| Q2 2024 | 50 | $49,873,708 | +$19,113,169 | -$2,272,616 | +$16,840,553 | VT, PAYX, SCHK, BRKB, EPD | 13F-HR | 14 Aug 2024, 09:08 |
| Q1 2024 | 50 | $35,496,365 | +$2,084,124 | -$4,096,155 | -$2,012,031 | PAYX, BRKB, EPD, DIS, VT | 13F-HR | 09 May 2024, 16:03 |
| Q4 2023 | 55 | $33,615,679 | +$4,660,751 | -$16,022,332 | -$11,361,581 | PAYX, EPD, BRKB, DIS, VT | 13F-HR | 22 Jan 2024, 11:24 |
| Q3 2023 | 59 | $42,052,468 | +$4,843,555 | -$2,292,262 | +$2,551,293 | AAPL, PAYX, EPD, BRKB, NVDA | 13F-HR | 31 Oct 2023, 11:05 |
| Q2 2023 | 57 | $40,467,064 | +$257,949 | -$3,291,564 | -$3,033,615 | AAPL, PAYX, EPD, GEF, BRKB | 13F-HR | 26 Jul 2023, 12:10 |
| Q1 2023 | 68 | $41,779,821 | +$7,181,884 | -$5,996,409 | +$1,185,475 | AAPL, PAYX, EPD, DIS, GEF | 13F-HR | 13 Jun 2023, 13:25 |
| Q4 2022 | 69 | $37,706,255 | $0 | $0 | $0 | AAPL, PAYX, EPD, BRKB, DIS | 13F-HR | 13 Jun 2023, 11:27 |