Windle Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Windle Wealth, LLC reported 33 stock positions worth $223.5 million. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Apple (AAPL, 4.9%). Compared with Q2 2025, it added to 21 and reduced 7. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale T Rowe Price (TROW, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $223.5M (Q3 2025)
- SEC Filing
- 0001963452-25-000003 ↗ filed Nov 6, 2025
Holdings Value
Holdings 33 stocks · $223.5M
| NVDA Nvidia Corp. | 6.86% | 82,197 | $15.3M | Add +0.0% |
| MSFT Microsoft Corp. | 5.20% | 22,451 | $11.6M | Reduce -0.1% |
| AAPL Apple Inc. | 4.93% | 43,280 | $11.0M | Add +0.6% |
| WELL Welltower Inc. | 4.47% | 56,040 | $10.0M | Reduce 0.0% |
| ABBV Abbvie Inc. | 4.46% | 43,074 | $10.0M | Add +0.9% |
| AVGO Broadcom Inc. | 4.40% | 29,777 | $9.8M | Reduce -2.6% |
| MO Altria Group Inc. | 4.02% | 135,946 | $9.0M | Reduce -0.0% |
| JNJ Johnson & Johnson | 3.95% | 47,594 | $8.8M | Reduce -0.5% |
| T AT&T Inc. | 3.88% | 307,394 | $8.7M | Add +0.1% |
| SO The Southern Co. | 3.87% | 91,258 | $8.6M | Add +1.5% |
| PG The Procter & Gamble Co. | 3.76% | 54,677 | $8.4M | Add +9.7% |
| XOM Exxon Mobil Corp. | 3.67% | 72,835 | $8.2M | Add +2.1% |
| CVX Chevron Corp. | 3.62% | 52,153 | $8.1M | Add +3.0% |
| ED Consolidated Edison Inc. | 3.58% | 79,714 | $8.0M | Add +4.7% |
| MMM 3M Co. | 3.58% | 51,495 | $8.0M | Add +4.6% |
| MCD McDonald's Corp. | 3.58% | 26,295 | $8.0M | Add +2.0% |
| KO The Coca-Cola Co. | 3.56% | 119,988 | $8.0M | Add +2.9% |
| UL Unilever PLC | 3.53% | 133,188 | $7.9M | Add +3.8% |
| VZ Verizon Communications Inc. | 3.53% | 179,521 | $7.9M | Add +1.1% |
| ITW Illinois Tool Works | 3.47% | 29,712 | $7.7M | Add +3.2% |
| O Realty Income Corp. | 3.43% | 126,176 | $7.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 3.28% | 52,123 | $7.3M | Add +1.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.19% | 69,550 | $7.1M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 2.82% | 25,856 | $6.3M | Add +0.1% |
| COIN Coinbase Global Inc. Class A | 1.45% | 9,570 | $3.2M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.27% | 12,884 | $2.8M | No change |
| MELI MercadoLibre Inc. | 0.94% | 898 | $2.1M | No change |
| PANW Palo Alto Networks Inc. | 0.49% | 5,338 | $1.1M | No change |
| HD Home Depot Inc. | 0.48% | 2,654 | $1.1M | Add +0.5% |
| TSLA Tesla Inc. | 0.34% | 1,722 | $766K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,671 | $406K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 900 | $251K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 709 | $245K | Add +0.7% |
Portfolio Sells Q2 2025 → Q3 2025
| TROW T Rowe Price Group Inc. | Reduce -5.5% | 3.19% | −0.28 |
| MSFT Microsoft Corp. | Reduce -0.1% | 5.20% | −0.26 |
| O Realty Income Corp. | Reduce -1.4% | 3.43% | −0.17 |
| MO Altria Group Inc. | Reduce -0.0% | 4.02% | +0.12 |
| WELL Welltower Inc. | Reduce 0.0% | 4.47% | +0.25 |
| AVGO Broadcom Inc. | Reduce -2.6% | 4.40% | +0.27 |
| JNJ Johnson & Johnson | Reduce -0.5% | 3.95% | +0.38 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.6% | 4.93% | +0.62 |
| ABBV Abbvie Inc. | Add +0.9% | 4.46% | +0.59 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.82% | +0.58 |
| NVDA Nvidia Corp. | Add +0.0% | 6.86% | +0.51 |
| CVX Chevron Corp. | Add +3.0% | 3.62% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.18% | +0.04 |
| HD Home Depot Inc. | Add +0.5% | 0.48% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.7% | 0.11% | +0.00 |
| ITW Illinois Tool Works | Add +3.2% | 3.47% | −0.01 |
| PEP Pepsico Inc. | Add +1.0% | 3.28% | −0.06 |
| XOM Exxon Mobil Corp. | Add +2.1% | 3.67% | −0.08 |
| MMM 3M Co. | Add +4.6% | 3.58% | −0.09 |
| MCD McDonald's Corp. | Add +2.0% | 3.58% | −0.11 |
| PG The Procter & Gamble Co. | Add +9.7% | 3.76% | −0.12 |
| ED Consolidated Edison Inc. | Add +4.7% | 3.58% | −0.15 |
| SO The Southern Co. | Add +1.5% | 3.87% | −0.17 |
| COIN Coinbase Global Inc. Class A | Add +0.0% | 1.45% | −0.19 |
| VZ Verizon Communications Inc. | Add +1.1% | 3.53% | −0.23 |
| UL Unilever PLC | Add +3.8% | 3.53% | −0.31 |
| T AT&T Inc. | Add +0.1% | 3.88% | −0.46 |
| KO The Coca-Cola Co. | Add +2.9% | 3.56% | −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 |