Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 32
- −2 vs. Q4 2025
- Portfolio value
- $236.7M
- +$13.4M (+6.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 82,208 | $14.3M | 6.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 72,246 | $12.3M | 5.2% | −2,024−2.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 45,007 | $11.0M | 4.6% | −491−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 43,339 | $11.0M | 4.6% | +1,376+3.3% | Added | History |
| CVXChevron Corp | Stock | 53,086 | $11.0M | 4.6% | −1,272−2.3% | Reduced | History |
| WELLWelltower Inc. | REIT | 54,222 | $10.7M | 4.5% | +841+1.6% | Added | History |
| TAT&T Inc. | Stock | 340,108 | $9.86M | 4.2% | +16,800+5.2% | Added | History |
| VZVerizon Communications Inc | Stock | 195,387 | $9.81M | 4.1% | −1,071−0.5% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 84,639 | $9.58M | 4.0% | +2,178+2.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 25,500 | $9.44M | 4.0% | +3,176+14.2% | Added | History |
| KOCoca Cola Co | Stock | 123,473 | $9.39M | 4.0% | +969+0.8% | Added | History |
| MOAltria Group, Inc. | Stock | 142,155 | $9.38M | 4.0% | +5,187+3.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 42,788 | $9.31M | 3.9% | +1,463+3.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 30,034 | $9.30M | 3.9% | +2,185+7.8% | Added | History |
| SOSouthern Co | Stock | 95,318 | $9.20M | 3.9% | +4,400+4.8% | Added | History |
| MCDMcDonalds Corp | Stock | 27,712 | $8.61M | 3.6% | +1,068+4.0% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 31,601 | $8.23M | 3.5% | +589+1.9% | Added | History |
| PEPPepsiCo Inc | Stock | 52,696 | $8.18M | 3.5% | +386+0.7% | Added | History |
| PGProcter & Gamble Co | Stock | 55,610 | $8.03M | 3.4% | −3,878−6.5% | Reduced | History |
| ORealty Income Corp | REIT | 130,917 | $8.01M | 3.4% | +2,645+2.1% | Added | History |
| MMM3M Co | Stock | 54,618 | $7.93M | 3.4% | +2,460+4.7% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 82,686 | $7.45M | 3.1% | +13,173+19.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,901 | $7.43M | 3.1% | +27+0.1% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 125,915 | $7.17M | 3.0% | +4,653+3.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 12,901 | $2.69M | 1.1% | +12+0.1% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 12,120 | $2.12M | 0.9% | +2,551+26.7% | Added | History |
| MELIMercadolibre Inc | COM | 898 | $1.55M | 0.7% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 2,697 | $887.0K | 0.4% | +26+1.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $855.8K | 0.4% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,400 | $811.1K | 0.3% | +1,500+166.7% | Added | History |
| TSLATesla, Inc. | Stock | 1,776 | $660.3K | 0.3% | +41+2.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,673 | $481.2K | 0.2% | +1+0.1% | Added | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.