Q2 2026 13F · SEC CIK 1963452

Windle Wealth, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $248.9M
Reported positions: 35
Top holdings a year, 3 yrs: +14.7%
Assets under management: $251.0M

Windle Wealth, LLC is a wealth manager that reported 35 positions worth $248.9M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Nvidia Corporation (NVDA, 6.6%), Apple Inc (AAPL, 5.1%), Welltower Inc (WELL, 4.9%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

Windle Wealth, LLC holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Windle Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.6%	6.1%	82,316	+0.1%	$16.5M
AAPLApple Inc	5.1%	4.6%	43,651	+0.7%	$12.6M
WELLWelltower Inc	4.9%	4.5%	54,154	-0.1%	$12.3M
JNJJohnson & Johnson	4.6%	4.6%	45,541	+1.2%	$11.6M
ABBVAbbvie Inc	4.4%	3.9%	43,844	+2.5%	$11.0M
MOAltria Group Inc	4.2%	4.0%	144,758	+1.8%	$10.4M
KOCoca Cola Co	4.1%	4.0%	126,116	+2.1%	$10.2M
MSFTMicrosoft Corp	4.0%	4.0%	26,912	+5.5%	$10.0M
AVGOBroadcom Inc	4.0%	3.9%	26,334	-12.3%	$9.9M
XOMExxon Mobil Corp	3.9%	5.2%	71,845	-0.6%	$9.8M
EDConsolidated Edison Inc	3.9%	4.0%	87,416	+3.3%	$9.7M
TROWPrice T Rowe Group Inc	3.8%	3.1%	83,864	+1.4%	$9.5M
SOSouthern Co	3.8%	3.9%	98,225	+3.0%	$9.4M
MMM3m Co	3.7%	3.4%	57,451	+5.2%	$9.3M
GOOGAlphabet Inc	3.7%	3.1%	26,042	+0.5%	$9.2M
ITWIllinois Tool Wks Inc	3.7%	3.5%	33,852	+7.1%	$9.2M
CVXChevron Corporation	3.5%	4.6%	53,163	+0.1%	$8.8M
ORealty Income Corp.	3.5%	3.4%	140,722	+7.5%	$8.7M
VZVerizon Communications Inc	3.4%	4.1%	201,680	+3.2%	$8.5M
ULUnilever PLC	3.4%	3.0%	141,375	+12.3%	$8.5M
PGProcter & Gamble Co	3.4%	3.4%	57,434	+3.3%	$8.4M
MCDMcdonalds Corp	3.2%	3.6%	29,526	+6.5%	$8.0M
PEPPepsico Inc	3.1%	3.5%	57,889	+9.9%	$7.8M
TAt&t Inc	3.0%	4.2%	357,358	+5.1%	$7.4M
AMZNAmazon Com Inc	1.2%	1.1%	12,889	-0.1%	$3.1M
PANWPalo Alto Networks Inc	0.7%	0.4%	5,338	+0.0%	$1.8M
COINCoinbase Global Inc	0.7%	0.9%	12,125	+0.0%	$1.8M
MELIMercadolibre Inc	0.6%	0.7%	898	+0.0%	$1.5M
TSMTaiwan Semiconductor Manufac	0.5%	0.3%	2,400	+0.0%	$1.1M
HDHome Depot Inc	0.4%	0.4%	2,712	+0.6%	$956K
TSLATesla Inc	0.3%	0.3%	1,776	+0.0%	$747K
GOOGLAlphabet Inc	0.2%	0.2%	1,674	+0.1%	$598K
ETHGrayscale Ethereum Staking	0.1%	New	11,089	—	$167K
GSOLGrayscale Solana Staking ETF	0.0%	New	13,552	—	$75K
GLNKGrayscale Chainlink Tr ETF	0.0%	New	10,128	—	$65K

What Windle Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +16.2% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$248.9M	35
Q1 2026	$236.7M	32
Q4 2025	$223.2M	34
Q3 2025	$223.5M	33
Q2 2025	$204.6M	33
Q1 2025	$194.2M	31
Q4 2024	$180.8M	32
Q3 2024	$184.0M	32
Q2 2024	$164.0M	29
Q1 2024	$157.0M	29
Q4 2023	$142.6M	28
Q3 2023	$134.1M	28

Questions about Windle Wealth, LLC's portfolio

What stocks does Windle Wealth, LLC own?

Windle Wealth, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 35 positions worth $248.9M. The largest are Nvidia Corporation (NVDA) at 6.6%, Apple Inc (AAPL) at 5.1%, Welltower Inc (WELL) at 4.9%, Johnson & Johnson (JNJ) at 4.6% and Abbvie Inc (ABBV) at 4.4%.

What did Windle Wealth, LLC buy last quarter?

In Q2 2026, Windle Wealth, LLC added a new position in Grayscale Ethereum Staking (ETH), a new position in Grayscale Solana Staking ETF (GSOL), a new position in Grayscale Chainlink Tr ETF (GLNK), Unilever PLC (UL) (+12.3% shares), Pepsico Inc (PEP) (+9.9% shares) and Realty Income Corp. (O) (+7.5% shares), compared with its Q1 2026 filing.

What did Windle Wealth, LLC sell last quarter?

In Q2 2026, Windle Wealth, LLC Broadcom Inc (AVGO) (-12.3% shares), compared with its Q1 2026 filing.

How has Windle Wealth, LLC's portfolio performed?

A portfolio copying Windle Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.2% against +20.1%.

When is Windle Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Windle Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Windle Wealth, LLC manage?

Windle Wealth, LLC reported $251.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $248.9M.