Windsor Capital Management, LLC

RIA/Wealth

Windsor Capital Management, LLC is a RIA/Wealth based in Phoenix, AZ led by Donald Edward Peppler, reporting $665.0M in AUM as of Q3 2025 with 85% ETF concentration.

CCODonald Edward Peppler

Portfolio Value: $362.2M
Positions: 121
Top Holding: IVV at 10.93%
Last Reported: Q3 2025

Address20860 North Tatum Blvd., Suite 220, Phoenix, AZ, 85050, United States

Top Holdings

Largest long holdings in Windsor Capital Management, LLC's portfolio (47% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$39.6M	10.93%	+$1.4M Bought	— 59.2K shares	Q4 2014 Held for 10y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$19.2M	5.31%	-$767.8K Sold	— 245.4K shares	Q1 2018 Held for 7y 8m
3 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$19.1M	5.28%	+$56.8K Bought	— 345.3K shares	Q3 2020 Held for 5y 2m
4 iShares ESG Aware MSCI EAFE ETF ESGD	ETF ETF	$16.9M	4.67%	+$545.3K Bought	— 181.9K shares	Q4 2022 Held for 2y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$16.2M	4.47%	+$703.8K Bought	— 248.0K shares	≤ Q2 2013 Held for 12y 5m+
6 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$13.8M	3.80%	+$400.8K Bought	— 297.2K shares	Q1 2018 Held for 7y 8m
7 iShares iBonds Dec 2028 Term Corporate IBDT	ETF ETF	$12.3M	3.41%	+$362.2K Bought	— 483.3K shares	Q3 2023 Held for 2y 2m
8 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	ETF ETF	$12.1M	3.35%	+$2.3M Bought	— 516.5K shares	Q3 2024 Held for 1y 2m
9 iShares iBonds Dec 2027 Term Corporate ETF IBDS	ETF ETF	$10.8M	2.99%	-$367.6K Sold	— 444.9K shares	Q3 2023 Held for 2y 2m
10 iShares iBonds Dec 2026 Term Corporate ETF IBDR	ETF ETF	$10.1M	2.78%	+$249.2K Bought	— 414.8K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Windsor Capital Management, LLC's latest filing

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Market Value

$362.2M

Prior: $343.0M

Q/Q Change

+5.61%

+$19.2M

Net Flows % of MV

+0.337%

Turnover Ratio

2.34%

New Purchases

0 stocks

Added To

48 stocks

+$10.4M

Sold Out Of

1 stocks

$232.8K

Reduced Holdings

57 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 Nvidia NVDA	+89.46%	1.6K → 3.0K +$261.2K
2 iShares iBonds Dec 2030 Term Corporate ETF IBDV	+85.44%	118.4K → 219.5K +$2.2M
3 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	+23.77%	417.3K → 516.5K +$2.3M
4 iShares Broad USD High Yield Corporate Bond USHY	+17.42%	33.4K → 39.2K +$219.9K
5 Vanguard S&P 500 ETF VOO	+15.4%	474.0 → 547.0 +$44.7K

Decreased Positions

Position	Shares Δ	Change
1 Xcel Energy XEL	Sold	3.4K → 0 −$232.8K
2 iShares iBonds Dec 2025 Term Corporate IBDQ	-92.93%	144.6K → 10.2K −$3.4M
3 GCV The Gabelli Convertible and Income Securities Fund GCV	-44.28%	31.7K → 17.6K −$57.9K
4 Procter & Gamble PG	-26.11%	9.3K → 6.9K −$373.3K
5 McDonald's MCD	-24.93%	5.9K → 4.4K −$445.2K