Windle Wealth
Latest statistics and disclosures from Windle Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, WELL, JNJ, ABBV, and represent 25.71% of Windle Wealth's stock portfolio.
- Added to shares of these 10 stocks: UL, PEP, ITW, O, MSFT, MCD, MMM, T, ED, SO.
- Started 3 new stock positions in GSOL, GLNK, ETH.
- Reduced shares in these 4 stocks: AVGO, XOM, WELL, AMZN.
- Windle Wealth was a net buyer of stock by $5.8M.
- Windle Wealth has $249M in assets under management (AUM), dropping by 5.16%.
- Central Index Key (CIK): 0001963452
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Portfolio Holdings for Windle Wealth
Windle Wealth holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.6 | $17M | 82k | 200.09 |
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| Apple (AAPL) | 5.1 | $13M | 44k | 289.36 |
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| Welltower Inc Com reit (WELL) | 4.9 | $12M | 54k | 226.97 |
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| Johnson & Johnson (JNJ) | 4.6 | $12M | 46k | 253.97 |
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| Abbvie (ABBV) | 4.4 | $11M | +2% | 44k | 251.64 |
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| Altria (MO) | 4.2 | $10M | 145k | 71.95 |
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| Coca-Cola Company (KO) | 4.1 | $10M | +2% | 126k | 81.27 |
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| Microsoft Corporation (MSFT) | 4.0 | $10M | +5% | 27k | 373.02 |
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| Broadcom (AVGO) | 4.0 | $9.9M | -12% | 26k | 377.75 |
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| Exxon Mobil Corporation (XOM) | 3.9 | $9.8M | 72k | 136.72 |
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| Consolidated Edison (ED) | 3.9 | $9.7M | +3% | 87k | 110.63 |
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| T. Rowe Price (TROW) | 3.8 | $9.5M | 84k | 113.69 |
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| Southern Company (SO) | 3.8 | $9.4M | +3% | 98k | 95.71 |
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| 3M Company (MMM) | 3.7 | $9.3M | +5% | 58k | 161.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $9.2M | 26k | 353.33 |
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| Illinois Tool Works (ITW) | 3.7 | $9.2M | +7% | 34k | 270.47 |
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| Chevron Corporation (CVX) | 3.5 | $8.8M | 53k | 165.76 |
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| Realty Income (O) | 3.5 | $8.7M | +7% | 141k | 61.96 |
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| Verizon Communications (VZ) | 3.4 | $8.5M | +3% | 202k | 42.34 |
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| Unilever Spon Adr New (UL) | 3.4 | $8.5M | +12% | 141k | 60.12 |
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| Procter & Gamble Company (PG) | 3.4 | $8.4M | +3% | 57k | 146.64 |
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| McDonald's Corporation (MCD) | 3.2 | $8.0M | +6% | 30k | 270.31 |
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| Pepsi (PEP) | 3.1 | $7.8M | +9% | 58k | 135.40 |
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| At&t (T) | 3.0 | $7.4M | +5% | 357k | 20.70 |
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| Amazon (AMZN) | 1.2 | $3.1M | 13k | 238.34 |
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| Palo Alto Networks (PANW) | 0.7 | $1.8M | 5.3k | 341.02 |
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| Coinbase Global Com Cl A (COIN) | 0.7 | $1.8M | 12k | 146.19 |
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| MercadoLibre (MELI) | 0.6 | $1.5M | 898.00 | 1697.39 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.1M | 2.4k | 477.57 |
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| Home Depot (HD) | 0.4 | $957k | 2.7k | 352.68 |
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| Tesla Motors (TSLA) | 0.3 | $747k | 1.8k | 420.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $598k | 1.7k | 357.37 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $167k | NEW | 11k | 15.03 |
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| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $75k | NEW | 14k | 5.53 |
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| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.0 | $65k | NEW | 10k | 6.40 |
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Past Filings by Windle Wealth
SEC 13F filings are viewable for Windle Wealth going back to 2022
- Windle Wealth 2026 Q2 filed July 30, 2026
- Windle Wealth 2026 Q1 filed May 11, 2026
- 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