Windle Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Windle Wealth, LLC reported 35 stock positions worth $248.9 million. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Apple (AAPL, 5.1%) and Welltower (WELL, 4.9%). Compared with Q1 2026, it opened 3 new positions, added to 24 and reduced 4. The biggest buy was T Rowe Price (TROW, shares +1%) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $248.9M (Q2 2026)
- SEC Filing
- 0001963452-26-000004 ↗ filed Jul 30, 2026
Holdings Value
Holdings 35 stocks · $248.9M
| NVDA Nvidia Corp. | 6.62% | 82,316 | $16.5M | Add +0.1% |
| AAPL Apple Inc. | 5.08% | 43,651 | $12.6M | Add +0.7% |
| WELL Welltower Inc. | 4.94% | 54,154 | $12.3M | Reduce -0.1% |
| JNJ Johnson & Johnson | 4.65% | 45,541 | $11.6M | Add +1.2% |
| ABBV Abbvie Inc. | 4.43% | 43,844 | $11.0M | Add +2.5% |
| MO Altria Group Inc. | 4.18% | 144,758 | $10.4M | Add +1.8% |
| KO The Coca-Cola Co. | 4.12% | 126,116 | $10.2M | Add +2.1% |
| MSFT Microsoft Corp. | 4.03% | 26,912 | $10.0M | Add +5.5% |
| AVGO Broadcom Inc. | 4.00% | 26,334 | $9.9M | Reduce -12.3% |
| XOM Exxon Mobil Corp. | 3.95% | 71,845 | $9.8M | Reduce -0.6% |
| ED Consolidated Edison Inc. | 3.89% | 87,416 | $9.7M | Add +3.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.83% | 83,864 | $9.5M | Add +1.4% |
| SO The Southern Co. | 3.78% | 98,225 | $9.4M | Add +3.0% |
| MMM 3M Co. | 3.74% | 57,451 | $9.3M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 3.70% | 26,042 | $9.2M | Add +0.5% |
| ITW Illinois Tool Works | 3.68% | 33,852 | $9.2M | Add +7.1% |
| CVX Chevron Corp. | 3.54% | 53,163 | $8.8M | Add +0.1% |
| O Realty Income Corp. | 3.50% | 140,722 | $8.7M | Add +7.5% |
| VZ Verizon Communications Inc. | 3.43% | 201,680 | $8.5M | Add +3.2% |
| UL Unilever PLC-Sponsored ADR | 3.42% | 141,375 | $8.5M | Add +12.3% |
| PG The Procter & Gamble Co. | 3.38% | 57,434 | $8.4M | Add +3.3% |
| MCD McDonald's Corp. | 3.21% | 29,526 | $8.0M | Add +6.5% |
| PEP Pepsico Inc. | 3.15% | 57,889 | $7.8M | Add +9.8% |
| T AT&T Inc. | 2.97% | 357,358 | $7.4M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.23% | 12,889 | $3.1M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.73% | 5,338 | $1.8M | No change |
| COIN Coinbase Global Inc. Class A | 0.71% | 12,125 | $1.8M | Add +0.0% |
| MELI MercadoLibre Inc. | 0.61% | 898 | $1.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 2,400 | $1.1M | No change |
| HD Home Depot Inc. | 0.38% | 2,712 | $956K | Add +0.6% |
| TSLA Tesla Inc. | 0.30% | 1,776 | $747K | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,674 | $598K | Add +0.1% |
| ETH Grayscale Ethereum Staking M | 0.07% | 11,089 | $167K | New |
| GSOL Grayscale Solana Staking ETF | 0.03% | 13,552 | $75K | New |
| GLNK Grayscale Chainlink Trust Et | 0.03% | 10,128 | $65K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| TROW T Rowe Price Group Inc. | Add +1.4% | 3.83% | +0.68 |
| NVDA Nvidia Corp. | Add +0.1% | 6.62% | +0.56 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 3.70% | +0.56 |
| ABBV Abbvie Inc. | Add +2.5% | 4.43% | +0.50 |
| AAPL Apple Inc. | Add +0.7% | 5.08% | +0.43 |
| MMM 3M Co. | Add +5.2% | 3.74% | +0.39 |
| UL Unilever PLC-Sponsored ADR | Add +12.3% | 3.42% | +0.38 |
| MO Altria Group Inc. | Add +1.8% | 4.18% | +0.22 |
| ITW Illinois Tool Works | Add +7.1% | 3.68% | +0.20 |
| KO The Coca-Cola Co. | Add +2.1% | 4.12% | +0.15 |
| O Realty Income Corp. | Add +7.5% | 3.50% | +0.12 |
| ETH Grayscale Ethereum Staking M | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +5.5% | 4.03% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.24% | +0.04 |
| GSOL Grayscale Solana Staking ETF | New | 0.03% | +0.03 |
| GLNK Grayscale Chainlink Trust Et | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +0.6% | 0.38% | +0.01 |
| JNJ Johnson & Johnson | Add +1.2% | 4.65% | −0.00 |
| PG The Procter & Gamble Co. | Add +3.3% | 3.38% | −0.01 |
| SO The Southern Co. | Add +3.0% | 3.78% | −0.11 |
| ED Consolidated Edison Inc. | Add +3.3% | 3.89% | −0.16 |
| COIN Coinbase Global Inc. Class A | Add +0.0% | 0.71% | −0.18 |
| PEP Pepsico Inc. | Add +9.8% | 3.15% | −0.31 |
| MCD McDonald's Corp. | Add +6.5% | 3.21% | −0.43 |
| VZ Verizon Communications Inc. | Add +3.2% | 3.43% | −0.71 |
| CVX Chevron Corp. | Add +0.1% | 3.54% | −1.10 |
| T AT&T Inc. | Add +5.1% | 2.97% | −1.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $248.9M | NVDA, AAPL, WELL, JNJ, ABBV |
| Q1 2026 | 32 | $236.7M | NVDA, XOM, JNJ, AAPL, CVX |
| Q4 2025 | 34 | $223.2M | NVDA, AAPL, MSFT, WELL, AVGO |
| Q3 2025 | 33 | $223.5M | NVDA, MSFT, AAPL, WELL, ABBV |
| Q2 2025 | 33 | $204.6M | NVDA, MSFT, T, AAPL, WELL |
| Q1 2025 | 31 | $194.2M | AAPL, T, ABBV, NVDA, WELL |
| Q4 2024 | 32 | $180.8M | AAPL, NVDA, MSFT, WELL, T |
| Q3 2024 | 32 | $184.0M | AAPL, NVDA, WELL, MSFT, MMM |
| Q2 2024 | 29 | $164.0M | NVDA, AAPL, MSFT, PG, WELL |
| Q1 2024 | 29 | $157.0M | MSFT, PG, NVDA, ABBV, XOM |