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Windsor Advisory Group, LLC

Q2 2026 13F filing

Updated 28 days ago

97 disclosed positions worth $137.7M

Portfolio value
$137.7M
Total holdings
97
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

W
1.WOR

WORTHINGTON ENTERPRISES INC

Value
$20.9M
Shares
389.6K
% Port
15.21%
P

PAYCHEX INC

Value
$20.9M
Shares
212.1K
% Port
15.15%
N

NVIDIA CORPORATION

Value
$7.8M
Shares
39.2K
% Port
5.70%
E

ISHARES TR

Value
$7.3M
Shares
9.8K
% Port
5.30%
S

SCHWAB STRATEGIC TR

Value
$6.6M
Shares
225.2K
% Port
4.81%
?
6.N/A

WORTHINGTON STL INC

Value
$6.6M
Shares
195.3K
% Port
4.76%
B

BERKSHIRE HATHAWAY INC DEL

Value
$5.2M
Shares
7
% Port
3.81%
S

SCHWAB STRATEGIC TR

Value
$5.1M
Shares
183.6K
% Port
3.69%
V

VANGUARD INTL EQUITY INDEX F

Value
$4.3M
Shares
27.4K
% Port
3.13%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.7M
Shares
7.4K
% Port
2.68%
A
11.AAPL

APPLE INC

Value
$3.1M
Shares
10.8K
% Port
2.27%
F
12.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$2.9M
Shares
67.8K
% Port
2.14%
V
13.VGES

VANGUARD INTL EQUITY INDEX F

Value
$2.4M
Shares
40.6K
% Port
1.76%
V
14.VGES

VANGUARD STAR FDS

Value
$2.4M
Shares
27.9K
% Port
1.73%
H

HUNTINGTON BANCSHARES INC

Value
$2.3M
Shares
130.2K
% Port
1.68%
V
16.VGES

VANGUARD INDEX FDS

Value
$1.9M
Shares
5.1K
% Port
1.36%
S
17.SPY

STATE STR SPDR S&P 500 ETF T

Value
$1.6M
Shares
2.2K
% Port
1.18%
V
18.VGES

VANGUARD INDEX FDS

Value
$1.6M
Shares
19.8K
% Port
1.16%
V
19.VZ

VERIZON COMMUNICATIONS INC

Value
$1.6M
Shares
36.6K
% Port
1.13%
E
20.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$1.5M
Shares
41.8K
% Port
1.12%
V
21.VGES

VANGUARD TAX-MANAGED FDS

Value
$1.5M
Shares
21.5K
% Port
1.11%
M
22.MSFT

MICROSOFT CORP

Value
$1.4M
Shares
3.7K
% Port
1.01%
S

SCHWAB STRATEGIC TR

Value
$1.2M
Shares
36.5K
% Port
0.90%
I
24.IBP

INSTALLED BLDG PRODS INC

Value
$1.1M
Shares
5.0K
% Port
0.83%
?
25.N/A

ALPS ETF TR

Value
$876K
Shares
23.0K
% Port
0.64%
V
26.VGES

VANGUARD INDEX FDS

Value
$867K
Shares
2.9K
% Port
0.63%
J

JPMORGAN CHASE & CO

Value
$852K
Shares
2.6K
% Port
0.62%
G

ALPHABET INC

Value
$849K
Shares
2.4K
% Port
0.62%
C
29.CSCO

CISCO SYS INC

Value
$797K
Shares
6.8K
% Port
0.58%
G
30.GNTX

GENTEX CORP

Value
$788K
Shares
31.2K
% Port
0.57%
?
31.N/A

ISHARES TR

Value
$763K
Shares
33.7K
% Port
0.55%
P
32.PRK

PARK NATL CORP

Value
$689K
Shares
3.8K
% Port
0.50%
V
33.VGES

VANGUARD INDEX FDS

Value
$661K
Shares
2.7K
% Port
0.48%
T
34.TREX

TREX INC

Value
$619K
Shares
12.4K
% Port
0.45%
?
35.N/A

GREIF INC

Value
$608K
Shares
6.5K
% Port
0.44%
C
36.CAH

CARDINAL HEALTH INC

Value
$606K
Shares
2.5K
% Port
0.44%
Q
37.QCOM

PACER FDS TR

Value
$584K
Shares
9.4K
% Port
0.42%
B
38.BSTZ

BLACKROCK ETF TRUST

Value
$561K
Shares
20.2K
% Port
0.41%
A
39.AMZN

AMAZON COM INC

Value
$522K
Shares
2.2K
% Port
0.38%
P
40.PG

PROCTER & GAMBLE CO

Value
$486K
Shares
3.3K
% Port
0.35%
S

SCHWAB STRATEGIC TR

Value
$468K
Shares
12.9K
% Port
0.34%
A
42.AMZN

ALPS ETF TR

Value
$449K
Shares
8.7K
% Port
0.33%
G
43.GE

GE AEROSPACE

Value
$426K
Shares
1.1K
% Port
0.31%
A
44.ABBV

ABBVIE INC

Value
$425K
Shares
1.7K
% Port
0.31%
V
45.VGES

VANGUARD WORLD FD

Value
$400K
Shares
3.0K
% Port
0.29%
S
46.STRL

STERLING INFRASTRUCTURE INC

Value
$397K
Shares
473
% Port
0.29%
R
47.RTX

RTX CORPORATION

Value
$387K
Shares
2.0K
% Port
0.28%
B
48.BXSL

BLACKSTONE SECD LENDING FD

Value
$379K
Shares
16.0K
% Port
0.28%
V
49.VGES

VANGUARD WORLD FD

Value
$349K
Shares
2.3K
% Port
0.25%
G

ALPHABET INC

Value
$339K
Shares
960
% Port
0.25%