Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 35
- +3 vs. Q1 2026
- Portfolio value
- $248.9M
- +$12.2M (+5.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLNKGrayscale Chainlink Trust ETF | SHS | 10,128 | $64.8K | <0.1% | +10,128 | New | History |
| GSOLGrayscale Solana Staking ETF | COM | 13,552 | $74.9K | <0.1% | +13,552 | New | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 11,089 | $166.7K | 0.1% | +11,089 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,674 | $598.2K | 0.2% | +1+0.1% | Added | History |
| TSLATesla, Inc. | Stock | 1,776 | $747.1K | 0.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 2,712 | $956.5K | 0.4% | +15+0.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,400 | $1.15M | 0.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $1.52M | 0.6% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 12,125 | $1.77M | 0.7% | +50.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $1.82M | 0.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,889 | $3.07M | 1.2% | −12−0.1% | Reduced | History |
| TAT&T Inc. | Stock | 357,358 | $7.40M | 3.0% | +17,250+5.1% | Added | History |
| PEPPepsiCo Inc | Stock | 57,889 | $7.84M | 3.1% | +5,193+9.9% | Added | History |
| MCDMcDonalds Corp | Stock | 29,526 | $7.98M | 3.2% | +1,814+6.5% | Added | History |
| PGProcter & Gamble Co | Stock | 57,434 | $8.42M | 3.4% | +1,824+3.3% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 141,375 | $8.50M | 3.4% | +15,460+12.3% | Added | History |
| VZVerizon Communications Inc | Stock | 201,680 | $8.54M | 3.4% | +6,293+3.2% | Added | History |
| ORealty Income Corp | REIT | 140,722 | $8.72M | 3.5% | +9,805+7.5% | Added | History |
| CVXChevron Corp | Stock | 53,163 | $8.81M | 3.5% | +77+0.1% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 33,852 | $9.16M | 3.7% | +2,251+7.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 26,042 | $9.20M | 3.7% | +141+0.5% | Added | History |
| MMM3M Co | Stock | 57,451 | $9.30M | 3.7% | +2,833+5.2% | Added | History |
| SOSouthern Co | Stock | 98,225 | $9.40M | 3.8% | +2,907+3.0% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 83,864 | $9.53M | 3.8% | +1,178+1.4% | Added | History |
| EDConsolidated Edison Inc | Stock | 87,416 | $9.67M | 3.9% | +2,777+3.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 71,845 | $9.82M | 3.9% | −401−0.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 26,334 | $9.95M | 4.0% | −3,700−12.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 26,912 | $10.0M | 4.0% | +1,412+5.5% | Added | History |
| KOCoca Cola Co | Stock | 126,116 | $10.2M | 4.1% | +2,643+2.1% | Added | History |
| MOAltria Group, Inc. | Stock | 144,758 | $10.4M | 4.2% | +2,603+1.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 43,844 | $11.0M | 4.4% | +1,056+2.5% | Added | History |
| JNJJohnson & Johnson | Stock | 45,541 | $11.6M | 4.6% | +534+1.2% | Added | History |
| WELLWelltower Inc. | REIT | 54,154 | $12.3M | 4.9% | −68−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 43,651 | $12.6M | 5.1% | +312+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 82,316 | $16.5M | 6.6% | +108+0.1% | Added | History |