Windsor Advisory Group, LLC: 13F holdings
CIK 17399532026Q2
| Positions | 97 |
|---|
| Reported value | $137.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 97 (+15 vs prior quarter) |
|---|
| Reported value | $137.7m (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WOR WORTHINGTON ENTERPRISES INC | 389,601 | $20.9m | 15.2% |
| PAYX PAYCHEX INC | 212,096 | $20.9m | 15.1% |
| NVDA NVIDIA CORPORATION | 39,204 | $7.8m | 5.7% |
| IVV ISHARES TR | 9,751 | $7.3m | 5.3% |
| SCHX SCHWAB STRATEGIC TR | 225,196 | $6.6m | 4.8% |
| WS WORTHINGTON STL INC | 195,284 | $6.6m | 4.8% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 7 | $5.2m | 3.8% |
| SCHF SCHWAB STRATEGIC TR | 183,632 | $5.1m | 3.7% |
| ACWI VANGUARD INTL EQUITY INDEX F | 27,435 | $4.3m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 7,381 | $3.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1739953")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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