Windsor Advisory Group, LLC
Windsor Advisory Group, LLC reported 97 positions worth $137.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: WOR (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WOR | SH | $20.9M | 15.21% | 389,601 | — | — | |
| ▸ 2 | PAYX | SH | $20.9M | 15.15% | 212,096 | — | — | |
| ▸ 3 | NVDA | SH | $7.8M | 5.70% | 39,204 | — | — | |
| ▸ 4 | IVV | SH | $7.3M | 5.30% | 9,751 | — | — | |
| ▸ 5 | SCHX | SH | $6.6M | 4.81% | 225,196 | — | — | |
| ▸ 6 | WS | SH | $6.6M | 4.76% | 195,284 | — | — | |
| ▸ 7 | BRK-A | SH | $5.2M | 3.81% | 7 | — | — | |
| ▸ 8 | SCHF | SH | $5.1M | 3.69% | 183,632 | — | — | |
| ▸ 9 | VT | SH | $4.3M | 3.13% | 27,435 | — | — | |
| ▸ 10 | BRK-B | SH | $3.7M | 2.68% | 7,381 | — | — |
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Frequently Asked Questions
What stocks does Windsor Advisory Group, LLC hold as of Q2 2026?
Windsor Advisory Group, LLC reported 97 positions worth $137.7M in its Q2 2026 13F filing. Largest positions: WOR (15.2%), PAYX (15.1%), NVDA (5.7%), IVV (5.3%) and SCHX (4.8%).
What did Windsor Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Windsor Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.