Windle Wealth
Latest statistics and disclosures from Windle Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, XOM, JNJ, AAPL, CVX, and represent 25.17% of Windle Wealth's stock portfolio.
- Added to shares of these 10 stocks: TROW, MSFT, AVGO, TSM, T, COIN, SO, MMM, AAPL, MO.
- Reduced shares in these 7 stocks: PG, XOM, CVX, , MICC, JNJ, VZ.
- Sold out of its positions in UNH, MICC.
- Windle Wealth was a net buyer of stock by $6.0M.
- Windle Wealth has $237M in assets under management (AUM), dropping by 6.02%.
- Central Index Key (CIK): 0001963452
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Portfolio Holdings for Windle Wealth
Windle Wealth holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $14M | 82k | 174.40 |
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| Exxon Mobil Corporation (XOM) | 5.2 | $12M | -2% | 72k | 169.66 |
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| Johnson & Johnson (JNJ) | 4.6 | $11M | 45k | 244.44 |
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| Apple (AAPL) | 4.6 | $11M | +3% | 43k | 253.79 |
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| Chevron Corporation (CVX) | 4.6 | $11M | -2% | 53k | 206.90 |
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| Welltower Inc Com reit (WELL) | 4.5 | $11M | 54k | 197.71 |
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| At&t (T) | 4.2 | $9.9M | +5% | 340k | 28.99 |
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| Verizon Communications (VZ) | 4.1 | $9.8M | 195k | 50.20 |
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| Consolidated Edison (ED) | 4.0 | $9.6M | +2% | 85k | 113.18 |
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| Microsoft Corporation (MSFT) | 4.0 | $9.4M | +14% | 26k | 370.17 |
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| Coca-Cola Company (KO) | 4.0 | $9.4M | 124k | 76.05 |
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| Altria (MO) | 4.0 | $9.4M | +3% | 142k | 65.99 |
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| Abbvie (ABBV) | 3.9 | $9.3M | +3% | 43k | 217.49 |
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| Broadcom (AVGO) | 3.9 | $9.3M | +7% | 30k | 309.51 |
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| Southern Company (SO) | 3.9 | $9.2M | +4% | 95k | 96.52 |
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| McDonald's Corporation (MCD) | 3.6 | $8.6M | +4% | 28k | 310.79 |
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| Illinois Tool Works (ITW) | 3.5 | $8.2M | 32k | 260.29 |
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| Pepsi (PEP) | 3.5 | $8.2M | 53k | 155.29 |
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| Procter & Gamble Company (PG) | 3.4 | $8.0M | -6% | 56k | 144.44 |
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| Realty Income (O) | 3.4 | $8.0M | +2% | 131k | 61.18 |
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| 3M Company (MMM) | 3.4 | $7.9M | +4% | 55k | 145.23 |
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| T. Rowe Price (TROW) | 3.1 | $7.5M | +18% | 83k | 90.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $7.4M | 26k | 286.87 |
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| Unilever Spon Adr New (UL) | 3.0 | $7.2M | +3% | 126k | 56.97 |
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| Amazon (AMZN) | 1.1 | $2.7M | 13k | 208.27 |
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| Coinbase Global Com Cl A (COIN) | 0.9 | $2.1M | +26% | 12k | 174.61 |
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| MercadoLibre (MELI) | 0.7 | $1.6M | 898.00 | 1729.02 |
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| Home Depot (HD) | 0.4 | $887k | 2.7k | 328.87 |
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| Palo Alto Networks (PANW) | 0.4 | $856k | 5.3k | 160.32 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $811k | +166% | 2.4k | 337.95 |
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| Tesla Motors (TSLA) | 0.3 | $660k | +2% | 1.8k | 371.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $481k | 1.7k | 287.60 |
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Past Filings by Windle Wealth
SEC 13F filings are viewable for Windle Wealth going back to 2022
- 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