13F Filings History of Windsor Advisory Group, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$112,043,795
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 79 stock holdings with total value $112,043,795 as of Q4 2025. Top holdings included PAYX, WOR, WS, IVV, and NVDA.

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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
Q4 2025 79 $112,043,795 +$19,323,339 -$17,058,563 +$2,264,776 PAYX, WOR, WS, IVV, NVDA 13F-HR 17 Feb 2026, 09:00
Q3 2025 81 $112,983,717 +$45,559,539 -$1,855,705 +$43,703,834 PAYX, WOR, BRKA, IVV, AAPL 13F-HR 14 Nov 2025, 09:00
Q2 2025 54 $70,462,205 +$1,647,304 -$9,109,339 -$7,462,035 PAYX, IVV, BERKSHIRE HATHAWAY INC DEL, VT, BRKB 13F-HR 14 Aug 2025, 09:00
Q1 2025 53 $77,364,462 +$10,782,846 -$22,151,813 -$11,368,967 PAYX, VT, IVV, BERKSHIRE HATHAWAY INC DEL, BRKB 13F-HR 15 May 2025, 09:00
Q4 2024 81 $85,998,276 +$15,835,839 -$13,580,217 +$2,255,622 PAYX, VT, SCHX, PCVX, BRKB 13F-HR 14 Feb 2025, 09:00
Q3 2024 80 $88,603,113 +$45,068,385 -$9,740,944 +$35,327,441 PAYX, VT, HBAN, PCVX, BRKB 13F-HR 14 Nov 2024, 09:00
Q2 2024 50 $49,873,708 +$19,113,169 -$2,272,616 +$16,840,553 VT, PAYX, SCHK, BRKB, EPD 13F-HR 14 Aug 2024, 09:08
Q1 2024 50 $35,496,365 +$2,084,124 -$4,096,155 -$2,012,031 PAYX, BRKB, EPD, DIS, VT 13F-HR 09 May 2024, 16:03
Q4 2023 55 $33,615,679 +$4,660,751 -$16,022,332 -$11,361,581 PAYX, EPD, BRKB, DIS, VT 13F-HR 22 Jan 2024, 11:24
Q3 2023 59 $42,052,468 +$4,843,555 -$2,292,262 +$2,551,293 AAPL, PAYX, EPD, BRKB, NVDA 13F-HR 31 Oct 2023, 11:05
Q2 2023 57 $40,467,064 +$257,949 -$3,291,564 -$3,033,615 AAPL, PAYX, EPD, GEF, BRKB 13F-HR 26 Jul 2023, 12:10
Q1 2023 68 $41,779,821 +$7,181,884 -$5,996,409 +$1,185,475 AAPL, PAYX, EPD, DIS, GEF 13F-HR 13 Jun 2023, 13:25
Q4 2022 69 $37,706,255 $0 $0 $0 AAPL, PAYX, EPD, BRKB, DIS 13F-HR 13 Jun 2023, 11:27