Windle Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Windle Wealth, LLC reported 33 stock positions worth $204.6 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Microsoft (MSFT, 5.5%) and AT&T (T, 4.3%). Compared with Q1 2025, it opened 2 new positions, added to 18 and reduced 10. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Abbvie (ABBV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $204.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004094 ↗ filed Jul 23, 2025
Holdings Value
Holdings 33 stocks · $204.6M
| NVDA Nvidia Corp. | 6.35% | 82,192 | $13.0M | Add +2.5% |
| MSFT Microsoft Corp. | 5.47% | 22,479 | $11.2M | Add +0.8% |
| T AT&T Inc. | 4.34% | 306,999 | $8.9M | Reduce -4.1% |
| AAPL Apple Inc. | 4.31% | 43,016 | $8.8M | Add +5.5% |
| WELL Welltower Inc. | 4.21% | 56,041 | $8.6M | Reduce -0.4% |
| AVGO Broadcom Inc. | 4.12% | 30,575 | $8.4M | Add +1.2% |
| SO The Southern Co. | 4.04% | 89,931 | $8.3M | Add +1.2% |
| KO The Coca-Cola Co. | 4.04% | 116,664 | $8.3M | Reduce -0.1% |
| MO Altria Group Inc. | 3.90% | 135,958 | $8.0M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 3.88% | 49,826 | $7.9M | Add +1.3% |
| ABBV Abbvie Inc. | 3.87% | 42,688 | $7.9M | Reduce -0.3% |
| UL Unilever PLC | 3.84% | 128,326 | $7.8M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 3.76% | 71,311 | $7.7M | Add +6.0% |
| VZ Verizon Communications Inc. | 3.76% | 177,587 | $7.7M | Reduce -3.4% |
| ED Consolidated Edison Inc. | 3.74% | 76,135 | $7.6M | Reduce -1.3% |
| MCD McDonald's Corp. | 3.68% | 25,775 | $7.5M | Add +0.9% |
| MMM 3M Co. | 3.66% | 49,211 | $7.5M | Add +3.6% |
| O Realty Income Corp. | 3.60% | 127,968 | $7.4M | Reduce -1.9% |
| JNJ Johnson & Johnson | 3.57% | 47,822 | $7.3M | Reduce -1.4% |
| CVX Chevron Corp. | 3.54% | 50,642 | $7.3M | Add +9.6% |
| ITW Illinois Tool Works | 3.48% | 28,793 | $7.1M | Add +3.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.47% | 73,624 | $7.1M | Add +13.6% |
| PEP Pepsico Inc. | 3.33% | 51,609 | $6.8M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 2.24% | 25,834 | $4.6M | Add +0.1% |
| COIN Coinbase Global Inc. Class A | 1.64% | 9,568 | $3.4M | Add +15.7% |
| AMZN Amazon.com Inc. | 1.38% | 12,884 | $2.8M | No change |
| MELI MercadoLibre Inc. | 1.15% | 898 | $2.3M | No change |
| PANW Palo Alto Networks Inc. | 0.53% | 5,338 | $1.1M | No change |
| HD Home Depot Inc. | 0.47% | 2,640 | $968K | Add +0.7% |
| TSLA Tesla Inc. | 0.27% | 1,722 | $547K | Add +77.3% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,670 | $294K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.11% | 704 | $220K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 900 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| ABBV Abbvie Inc. | Reduce -0.3% | 3.87% | −0.75 |
| ED Consolidated Edison Inc. | Reduce -1.3% | 3.74% | −0.66 |
| JNJ Johnson & Johnson | Reduce -1.4% | 3.57% | −0.57 |
| VZ Verizon Communications Inc. | Reduce -3.4% | 3.76% | −0.54 |
| MO Altria Group Inc. | Reduce -1.5% | 3.90% | −0.37 |
| T AT&T Inc. | Reduce -4.1% | 4.34% | −0.32 |
| O Realty Income Corp. | Reduce -1.9% | 3.60% | −0.29 |
| KO The Coca-Cola Co. | Reduce -0.1% | 4.04% | −0.27 |
| WELL Welltower Inc. | Reduce -0.4% | 4.21% | −0.23 |
| UL Unilever PLC | Reduce -1.3% | 3.84% | −0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.5% | 6.35% | +1.87 |
| AVGO Broadcom Inc. | Add +1.2% | 4.12% | +1.52 |
| MSFT Microsoft Corp. | Add +0.8% | 5.47% | +1.16 |
| COIN Coinbase Global Inc. Class A | Add +15.7% | 1.64% | +0.91 |
| TROW T Rowe Price Group Inc. | Add +13.6% | 3.47% | +0.41 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.24% | +0.16 |
| TSLA Tesla Inc. | Add +77.3% | 0.27% | +0.14 |
| UNH Unitedhealth Group Inc. | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| MMM 3M Co. | Add +3.6% | 3.66% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.14% | +0.01 |
| HD Home Depot Inc. | Add +0.7% | 0.47% | −0.02 |
| ITW Illinois Tool Works | Add +3.9% | 3.48% | −0.06 |
| SO The Southern Co. | Add +1.2% | 4.04% | −0.17 |
| AAPL Apple Inc. | Add +5.5% | 4.31% | −0.35 |
| XOM Exxon Mobil Corp. | Add +6.0% | 3.76% | −0.36 |
| MCD McDonald's Corp. | Add +0.9% | 3.68% | −0.43 |
| CVX Chevron Corp. | Add +9.6% | 3.54% | −0.43 |
| PG The Procter & Gamble Co. | Add +1.3% | 3.88% | −0.44 |
| PEP Pepsico Inc. | Add +5.0% | 3.33% | −0.47 |
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 |