13F Filings History of Windsor Advisory Group, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$113M
Signature - Title
Stephanie Weir - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Windsor Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windsor Advisory Group, LLC reported 81 stock holdings with total value $113M as of Q3 2025. Top holdings included PAYX, WOR, BRKA, IVV, and AAPL.

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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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 81 $113M +$45.6M -$1.86M +$43.7M PAYX, WOR, BRKA, IVV, AAPL 13F-HR 14 Nov 2025, 09:00
Q2 2025 54 $70.5M +$1.65M -$9.11M -$7.46M PAYX, IVV, BRKA, VT, BRKB 13F-HR 14 Aug 2025, 09:00
Q1 2025 53 $77.4M +$10.8M -$22.2M -$11.4M PAYX, VT, IVV, BRKB, HBAN 13F-HR 15 May 2025, 09:00
Q4 2024 81 $86M +$15.8M -$13.6M +$2.26M PAYX, VT, SCHX, PCVX, BRKB 13F-HR 14 Feb 2025, 09:00
Q3 2024 80 $88.6M +$45.1M -$9.74M +$35.3M PAYX, VT, HBAN, PCVX, BRKB 13F-HR 14 Nov 2024, 09:00
Q2 2024 50 $49.9M +$19.1M -$2.25M +$16.9M VT, PAYX, SCHK, BRKB, EPD 13F-HR 14 Aug 2024, 09:08
Q1 2024 49 $35.5M +$2.08M -$4.1M -$2.01M PAYX, BRKB, EPD, DIS, VT 13F-HR 09 May 2024, 16:03
Q4 2023 55 $33.6M +$4.66M -$16M -$11.4M PAYX, EPD, BRKB, DIS, VT 13F-HR 22 Jan 2024, 11:24
Q3 2023 66 $42.1M +$4.84M -$2.29M +$2.55M AAPL, PAYX, EPD, BRKB, NVDA 13F-HR 31 Oct 2023, 11:05
Q2 2023 57 $40.5M +$258K -$617K -$359K AAPL, PAYX, EPD, GEF, BRKB 13F-HR 26 Jul 2023, 12:10
Q1 2023 68 $41.8M +$7.18M -$3.08M +$4.1M AAPL, PAYX, EPD, DIS, GEF 13F-HR 13 Jun 2023, 13:25
Q4 2022 69 $37.7M AAPL, PAYX, EPD, BRKB, DIS 13F-HR 13 Jun 2023, 11:27