Windle Wealth
Latest statistics and disclosures from Windle Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, WELL, AVGO, and represent 25.57% of Windle Wealth's stock portfolio.
- Added to shares of these 10 stocks: UL (+$7.9M), VZ, PG, T, CVX, ITW, ED, MICC, KO, XOM.
- Started 2 new stock positions in UL, MICC.
- Reduced shares in these 10 stocks: Unilever (-$7.9M), AVGO, WELL, JNJ, ABBV, AAPL, MSFT, SO, TROW, COIN.
- Sold out of its position in Unilever.
- Windle Wealth was a net buyer of stock by $1.3M.
- Windle Wealth has $223M in assets under management (AUM), dropping by -0.13%.
- Central Index Key (CIK): 0001963452
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Portfolio Holdings for Windle Wealth
Windle Wealth holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $15M | 82k | 186.50 |
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| Apple (AAPL) | 5.1 | $11M | -3% | 42k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.8 | $11M | 22k | 483.63 |
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| Welltower Inc Com reit (WELL) | 4.4 | $9.9M | -4% | 53k | 185.61 |
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| Broadcom (AVGO) | 4.3 | $9.6M | -6% | 28k | 346.10 |
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| Abbvie (ABBV) | 4.2 | $9.4M | -4% | 41k | 228.49 |
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| Johnson & Johnson (JNJ) | 4.2 | $9.4M | -4% | 46k | 206.95 |
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| Exxon Mobil Corporation (XOM) | 4.0 | $8.9M | 74k | 120.34 |
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| Coca-Cola Company (KO) | 3.8 | $8.6M | +2% | 123k | 69.91 |
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| Procter & Gamble Company (PG) | 3.8 | $8.5M | +8% | 60k | 143.31 |
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| 3M Company (MMM) | 3.7 | $8.4M | 52k | 160.10 |
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| Chevron Corporation (CVX) | 3.7 | $8.3M | +4% | 54k | 152.41 |
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| Consolidated Edison (ED) | 3.7 | $8.2M | +3% | 83k | 99.32 |
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| McDonald's Corporation (MCD) | 3.6 | $8.1M | 27k | 305.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $8.1M | 26k | 313.80 |
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| At&t (T) | 3.6 | $8.0M | +5% | 323k | 24.84 |
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| Verizon Communications (VZ) | 3.6 | $8.0M | +9% | 197k | 40.73 |
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| Unilever Spon Adr New (UL) | 3.6 | $7.9M | NEW | 121k | 65.40 |
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| Southern Company (SO) | 3.6 | $7.9M | 91k | 87.20 |
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| Altria (MO) | 3.5 | $7.9M | 137k | 57.66 |
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| Illinois Tool Works (ITW) | 3.4 | $7.6M | +4% | 31k | 246.30 |
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| Pepsi (PEP) | 3.4 | $7.5M | 52k | 143.52 |
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| Realty Income (O) | 3.2 | $7.2M | 128k | 56.37 |
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| T. Rowe Price (TROW) | 3.2 | $7.1M | 70k | 102.38 |
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| Amazon (AMZN) | 1.3 | $3.0M | 13k | 230.82 |
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| Coinbase Global Com Cl A (COIN) | 1.0 | $2.2M | 9.6k | 226.15 |
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| MercadoLibre (MELI) | 0.8 | $1.8M | 898.00 | 2014.26 |
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| Palo Alto Networks (PANW) | 0.4 | $983k | 5.3k | 184.20 |
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| Home Depot (HD) | 0.4 | $919k | 2.7k | 344.08 |
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| Tesla Motors (TSLA) | 0.3 | $780k | 1.7k | 449.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $523k | 1.7k | 313.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $274k | 900.00 | 303.89 |
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| UnitedHealth (UNH) | 0.1 | $236k | 713.00 | 330.23 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.1 | $227k | NEW | 14k | 15.85 |
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Past Filings by Windle Wealth
SEC 13F filings are viewable for Windle Wealth going back to 2022
- Windle Wealth 2025 Q4 filed Jan. 23, 2026
- Windle Wealth 2025 Q3 filed Nov. 6, 2025
- Windle Wealth 2025 Q2 filed July 23, 2025
- Windle Wealth 2025 Q1 filed May 6, 2025
- Windle Wealth 2024 Q4 filed Feb. 7, 2025
- Windle Wealth 2024 Q3 filed Nov. 7, 2024
- Windle Wealth 2024 Q2 filed Aug. 13, 2024
- Windle Wealth 2024 Q1 filed April 30, 2024
- Windle Wealth 2023 Q4 filed Feb. 8, 2024
- Windle Wealth 2023 Q3 filed Nov. 8, 2023
- Windle Wealth 2023 Q2 filed Aug. 10, 2023
- Windle Wealth 2023 Q1 filed May 9, 2023
- Windle Wealth 2022 Q4 filed Feb. 8, 2023