Windsor Advisory Group, LLC

CIK 0001739953 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Windsor Advisory Group, LLC, Chief Compliance Officer
Address: 2130 QUARRY TRAILS DRIVE, FLOOR 1, COLUMBUS, OH, 43228
Phone: 614-398-3783
AUM: $112.0M

AUM over time

$137.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $112.0M79 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$279K	0.2%Prev: 0.2%	2,229 SH	Increased+500 SH
ABBVIE INC	COM	$305K	0.3%Prev: 0.3%	1,335 SH	Decreased
ALPHABET INC	CAP STK CL A	$303K	0.3%Prev: 0.5%	967 SH	Decreased-1,507 SH
ALPHABET INC	CAP STK CL C	$111K	0.1%Prev: 1.0%	354 SH	Decreased-4,314 SH
ALPS ETF TR	ALERIAN ENERGY	$807K	0.7%Prev: 0.7%	25,650 SH	Increased+2,650 SH
ALPS ETF TR	ALERIAN MLP	$407K	0.4%Prev: 0.4%	8,650 SH	Increased
AMAZON COM INC	COM	$279K	0.2%	1,208 SH	New
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$426K	0.4%	7,490 SH	New
APPLE INC	COM	$1.9M	1.7%Prev: 3.8%	7,063 SH	Decreased-9,755 SH
ARK ETF TR	BLOCKCHAIN & FIN	$195K	0.2%	4,091 SH	New
ARK ETF TR	INNOVATION ETF	$1.3M	1.1%Prev: 1.2%	16,255 SH	Decreased
ARK ETF TR	SPACE & DEFENSE	$696	0.0%	24 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$233K	0.2%Prev: 0.2%	904 SH	Decreased
BARRICK MNG CORP	COM SHS	$209K	0.2%	4,792 SH	New
BECTON DICKINSON & CO	COM	$518K	0.5%	2,668 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$5.3M	4.7%Prev: 6.0%	7 SH	Decreased-2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	3.6%Prev: 3.0%	8,022 SH	Increased+1,182 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$457K	0.4%	17,356 SH	New
CARDINAL HEALTH INC	COM	$524K	0.5%Prev: 0.4%	2,549 SH	Increased-570 SH
DISNEY WALT CO	COM	$288K	0.3%	2,534 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$1.5M	1.4%Prev: 1.4%	47,259 SH	Decreased-4,414 SH
EXXON MOBIL CORP	COM	$1.3M	1.1%Prev: 1.1%	10,611 SH	Increased
FASTENAL CO	COM	$210K	0.2%Prev: 0.2%	5,223 SH	Decreased
FIRST COMWLTH FINL CORP PA	COM	$352K	0.3%Prev: 0.3%	20,880 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.3M	1.2%Prev: 1.2%	34,869 SH	Decreased
GENTEX CORP	COM	$587K	0.5%	25,232 SH	New
GREIF INC	CL A	$143K	0.1%Prev: 0.1%	2,111 SH	Increased
GREIF INC	CL B	$485K	0.4%Prev: 0.4%	6,500 SH	Increased
HUNTINGTON BANCSHARES INC	COM	$2.3M	2.0%Prev: 2.0%	130,151 SH	Increased
INSTALLED BLDG PRODS INC	COM	$1.3M	1.2%Prev: 1.1%	4,972 SH	Increased
ISHARES TR	CORE S&P500 ETF	$6.7M	6.0%Prev: 5.8%	9,751 SH	Increased
ISHARES TR	IBONDS 2026 TERM	$918K	0.8%	39,761 SH	New
ISHARES TR	MSCI ACWI ETF	$295K	0.3%Prev: 0.3%	2,085 SH	Increased+2 SH
ISHARES TR	MSCI EAFE ETF	$11K	0.0%Prev: 0.0%	115 SH	Increased+2 SH
ISHARES TR	MSCI EMG MKT ETF	$32K	0.0%	585 SH	New
ISHARES TR	RUS 1000 ETF	$70K	0.1%	187 SH	New
ISHARES TR	RUS 1000 VAL ETF	$123K	0.1%Prev: 0.2%	586 SH	Decreased-652 SH
ISHARES TR	RUS 2000 VAL ETF	$86K	0.1%Prev: 0.1%	474 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$14K	0.0%Prev: 0.0%	102 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$38K	0.0%Prev: 0.0%	270 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$177K	0.2%Prev: 0.2%	721 SH	Increased+17 SH
ISHARES TR	S&P 500 GRWT ETF	$298K	0.3%Prev: 0.3%	2,420 SH	Decreased-166 SH
ISHARES TR	S&P MC 400GR ETF	$104K	0.1%Prev: 0.1%	1,076 SH	Increased
ISHARES TR	S&P SML 600 GWT	$156K	0.1%Prev: 0.1%	1,104 SH	Decreased
JPMORGAN CHASE & CO.	COM	$1.4M	1.2%Prev: 1.3%	4,342 SH	Decreased-273 SH
KROGER CO	COM	$1.0M	0.9%Prev: 1.0%	16,647 SH	Decreased+640 SH
LINDE PLC	SHS	$853K	0.8%Prev: 0.8%	2,000 SH	Decreased
META PLATFORMS INC	CL A	$213K	0.2%Prev: 0.8%	323 SH	Decreased-982 SH
MICROSOFT CORP	COM	$1.1M	0.9%Prev: 2.4%	2,191 SH	Decreased-3,049 SH
NGL ENERGY PARTNERS LP	COM UNIT REPST	$100K	0.1%Prev: 0.1%	10,000 SH	Increased
NVIDIA CORPORATION	COM	$6.3M	5.7%Prev: 2.0%	33,953 SH	Increased+21,719 SH
PACER FDS TR	US CASH COWS 100	$565K	0.5%Prev: 1.6%	9,388 SH	Decreased-22,415 SH
PAYCHEX INC	COM	$23.8M	21.2%Prev: 23.1%	211,760 SH	Decreased+5,496 SH
PNC FINL SVCS GROUP INC	COM	$417K	0.4%Prev: 0.4%	2,000 SH	Increased
PROCTER AND GAMBLE CO	COM	$204K	0.2%Prev: 0.4%	1,425 SH	Decreased-1,620 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$68K	0.1%	1,510 SH	New
SCHWAB STRATEGIC TR	HIGH YIELD BD ET	$575K	0.5%	21,763 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$16K	0.0%Prev: 0.0%	567 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$771K	0.7%Prev: 0.7%	23,644 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$455K	0.4%	10,183 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$259K	0.2%	4,736 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$5K	0.0%	32 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	1.2%Prev: 1.1%	1,927 SH	Increased+117 SH
VANGUARD INDEX FDS	MID CAP ETF	$199K	0.2%	687 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$47K	0.0%Prev: 0.2%	75 SH	Decreased-271 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$576K	0.5%Prev: 0.5%	2,720 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$496K	0.4%	1,924 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$656K	0.6%Prev: 0.7%	1,957 SH	Decreased-324 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.5M	3.2%Prev: 2.9%	25,112 SH	Increased+1,220 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$209K	0.2%	951 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$319K	0.3%	4,227 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	1.3%	23,252 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$85K	0.1%Prev: 0.1%	215 SH	Decreased
VANGUARD WORLD FD	ENERGY ETF	$756K	0.7%Prev: 0.7%	6,000 SH	Decreased-82 SH
VANGUARD WORLD FD	INF TECH ETF	$23K	0.0%Prev: 0.0%	30 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$1.4M	1.2%Prev: 1.3%	33,951 SH	Decreased
WHEATON PRECIOUS METALS CORP	COM	$249K	0.2%	2,120 SH	New
WORTHINGTON ENTERPRISES INC	COM	$19.2M	17.1%Prev: 14.4%	372,282 SH	Increased+78,197 SH
WORTHINGTON STL INC	COM SHS	$7.2M	6.4%Prev: 3.6%	207,555 SH	Increased+74,021 SH

Sold (vs prior filing)

ALLSTATE CORP — $427K
AMERICAN ELEC PWR CO INC — $205K
AMPLIFY ETF TR — $502K
APPLIED MATLS INC — $566K
ARES CAPITAL CORP — $248K
ARK ETF TR — $685
ARK ETF TR — $232K
CISCO SYS INC — $320K
EATON CORP PLC — $302K
EVERCOMMERCE INC — $241K
HOME DEPOT INC — $474K
ISHARES TR — $67K
ISHARES TR — $31K
JABIL INC — $990K
NORTHROP GRUMMAN CORP — $218K
ORACLE CORP — $722K
PROFICIENT AUTO LOGISTICS IN — $254K
PROGRESSIVE CORP — $617K
ROPER TECHNOLOGIES INC — $386K
SELECT SECTOR SPDR TR — $713K
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001398344-26-003211	$112.0M	View
Nov 14, 2025	Q3 2025	13F-HR	0001398344-25-020901	$113.0M	View
Aug 14, 2026	Q2 2026