Windle Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$236.7M
Q ending 2026-03-31
Prior quarter
$223.2M
Q ending 2025-12-31
Change
+6.0% QoQ · +21.9% YoY
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $14.3M | 82K |
| Exxon Mobil Corp | XOM | Shares | $12.3M | 72K |
| Johnson & Johnson | JNJ | Shares | $11.0M | 45K |
| Apple Inc | AAPL | Shares | $11.0M | 43K |
| Chevron Corporation | CVX | Shares | $11.0M | 53K |
| Welltower Inc | WELL | Shares | $10.7M | 54K |
| At&T Inc | T | Shares | $9.9M | 340K |
| Verizon Communications Inc | VZ | Shares | $9.8M | 195K |
| Consolidated Edison Inc | ED | Shares | $9.6M | 85K |
| Microsoft Corp | MSFT | Shares | $9.4M | 26K |
| Coca Cola Co | KO | Shares | $9.4M | 123K |
| Altria Group Inc | MO | Shares | $9.4M | 142K |
| Abbvie Inc | ABBV | Shares | $9.3M | 43K |
| Broadcom Inc | AVGO | Shares | $9.3M | 30K |
| Southern Co | SO | Shares | $9.2M | 95K |
| Mcdonalds Corp | MCD | Shares | $8.6M | 28K |
| Illinois Tool Wks Inc | ITW | Shares | $8.2M | 32K |
| Pepsico Inc | PEP | Shares | $8.2M | 53K |
| Procter & Gamble Co | PG | Shares | $8.0M | 56K |
| Realty Income Corp | O | Shares | $8.0M | 131K |
| 3M Co | MMM | Shares | $7.9M | 55K |
| Price T Rowe Group Inc | TROW | Shares | $7.5M | 83K |
| Alphabet Inc | GOOG | Shares | $7.4M | 26K |
| Unilever Plc | UL | Shares | $7.2M | 126K |
| Amazon Com Inc | AMZN | Shares | $2.7M | 13K |
| Coinbase Global Inc | COIN | Shares | $2.1M | 12K |
| Mercadolibre Inc | MELI | Shares | $1.6M | 898 |
| Home Depot Inc | HD | Shares | $887K | 3K |
| Palo Alto Networks Inc | PANW | Shares | $856K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $811K | 2K |
| Tesla Inc | TSLA | Shares | $660K | 2K |
| Alphabet Inc | GOOGL | Shares | $481K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.