Arkolith/Funds/Windsor Advisory Group, LLC

Windsor Advisory Group, LLC

CIK 1739953
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Windsor Advisory Group, LLC holds a focused book of 97 reported positions worth $137.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed Worthington Enterprises Inc. Their largest long position is Worthington Enterprises Inc at 15% of the reported non-option book. Cloning the disclosed picks since 2025 would be +5% (+4.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.2%
+4.8%/yr · since Aug '25
Their reported book
+5.2%
held from quarter-end
S&P 500
+19.5%
same window
$9K$10K$11K$11K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Windsor Advisory Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Windsor Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
64%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

65% mapped to company sectors

ETFs / funds
34%
Materials
21%
Industrials
18%
Information Technology
11%
Financials
10%
Consumer Discretionary
2%
No sector on file yet
1%
Communication Services
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Windsor Advisory Group, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd32 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.49 / 80$278.0B
Armstrong Henry H Associates Inc26 / 80$869.3M
Ardent Capital Management, Inc.20 / 80$195.3M
Independent Investors Inc23 / 80$414.2M
Daniel Investment Group, Inc.15 / 80$131.5M
Marest Capital, LLC12 / 80$154.7M

Ranked by the share of each fund's own book sitting in the names it shares with Windsor Advisory Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1Worthington Enterprises Inc
COM
$20.9M389.6K
15.2%
−15%
Reduced · −70K sh
2Paychex Inc
COM
$20.9M212.1K
15.1%
Held
3Nvidia Corporation
COM
$7.8M39.2K
5.7%
+208%
Added · +26K sh
4Ishares TR
CORE S&P500 ETF
$7.3M9.8K
5.3%
Held
5Schwab Strategic TR
US LRG CAP ETF
$6.6M225.2K
4.8%
Held
6Worthington STL Inc
COM SHS
$6.6M195.3K
4.8%
−29%
Reduced · −81K sh
7Berkshire Hathaway Inc Del
CL A
$5.2M7
3.8%
Held
8Schwab Strategic TR
INTL EQTY ETF
$5.1M183.6K
3.7%
Held
9Vanguard Intl Equity Index F
TT WRLD ST ETF
$4.3M27.4K
3.1%
+6.2%
Added · +2K sh
10Berkshire Hathaway Inc Del
CL B NEW
$3.7M7.4K
2.7%
~0%
Added · +3 sh
11Apple Inc
COM
$3.1M10.8K
2.3%
+72%
Added · +5K sh
12First TR Exchange-Traded FD
NO AMER ENERGY
$2.9M67.8K
2.1%
Held
13Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.4M40.6K
1.8%
Held
14Vanguard Star FDS
VG TL INTL STK F
$2.4M27.9K
1.7%
+672%
Added · +24K sh
15Huntington Bancshares Inc
COM
$2.3M130.2K
1.7%
~0%
Reduced · −43 sh
16Vanguard Index FDS
TOTAL STK MKT
$1.9M5.1K
1.4%
+158%
Added · +3K sh
17State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.2K
1.2%
+6.0%
Added · +123 sh
18Vanguard Index FDS
MID CAP ETF
$1.6M19.8K
1.2%
+315%
Added · +15K sh
19Verizon Communications Inc
COM
$1.6M36.6K
1.1%
+5.3%
Added · +2K sh
20Enterprise Prods Partners L
COM
$1.5M41.8K
1.1%
Held
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.5M21.5K
1.1%
New
New position
22Microsoft Corp
COM
$1.4M3.7K
1.0%
+96%
Added · +2K sh
23Schwab Strategic TR
US LCAP GR ETF
$1.2M36.5K
0.9%
−2.0%
Reduced · −766 sh
24Installed BLDG Prods Inc
COM
$1.1M5.0K
0.8%
Held
25ALPS ETF TR
ALERIAN ENERGY
$876K23.0K
0.6%
Held
26Vanguard Index FDS
SMALL CP ETF
$867K2.9K
0.6%
New
New position
27JPMorgan Chase & Co
COM
$852K2.6K
0.6%
−40%
Reduced · −2K sh
28Alphabet Inc
CAP STK CL A
$849K2.4K
0.6%
+124%
Added · +1K sh
29Cisco Sys Inc
COM
$797K6.8K
0.6%
New
New position
30Gentex Corp
COM
$788K31.2K
0.6%
+24%
Added · +6K sh
31Ishares TR
IBON 2026 TE ETF
$763K33.7K
0.6%
New
New position
32Park Natl Corp
COM
$689K3.8K
0.5%
New
New position
33Vanguard Index FDS
SM CP VAL ETF
$661K2.7K
0.5%
Held
34Trex Inc
COM
$619K12.4K
0.4%
Held
35Greif Inc
CL B
$608K6.5K
0.4%
Held
36Cardinal Health Inc
COM
$606K2.5K
0.4%
Held
37Pacer FDS TR
US CASH COWS 100
$584K9.4K
0.4%
−46%
Reduced · −8K sh
38BlackRock ETF Trust
DYNAMIC EQTY ACT
$561K20.2K
0.4%
−1.9%
Reduced · −394 sh
39Amazon Com Inc
COM
$522K2.2K
0.4%
New
New position
40Procter & Gamble Co
COM
$486K3.3K
0.4%
+88%
Added · +2K sh
41Schwab Strategic TR
US SML CAP ETF
$468K12.9K
0.3%
−71%
Reduced · −31K sh
42ALPS ETF TR
ALERIAN MLP
$449K8.7K
0.3%
Held
43Ge Aerospace
COM NEW
$426K1.1K
0.3%
+45%
Added · +352 sh
44Abbvie Inc
COM
$425K1.7K
0.3%
+37%
Added · +457 sh
45Vanguard World FD
FINANCIALS ETF
$400K3.0K
0.3%
New
New position
46Sterling Infrastructure Inc
COM
$397K473
0.3%
New
New position
47RTX Corporation
COM
$387K2.0K
0.3%
New
New position
48Blackstone Secd Lending FD
COMMON STOCK
$379K16.0K
0.3%
New
New position
49Vanguard World FD
ENERGY ETF
$349K2.3K
0.3%
Held
50Alphabet Inc
CAP STK CL C
$339K960
0.2%
+67%
Added · +386 sh
Showing 50 of 97 positions
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Filing history

As-of date vs the date the SEC received each filing

$137.7M · Q2 2026Q2 2025 · $70.5MQ2 2026 · $137.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d97$137.7M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d82$119.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d79$112.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d81$113.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d54$70.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.