Windle Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Windle Wealth, LLC reported 34 stock positions worth $223.2 million. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Apple (AAPL, 5.1%) and Microsoft (MSFT, 4.8%). Compared with Q3 2025, it added to 21 and reduced 10. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Coinbase Global Class A (COIN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $223.2M (Q4 2025)
- SEC Filing
- 0001963452-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 34 stocks · $223.2M
| NVDA Nvidia Corp. | 6.87% | 82,208 | $15.3M | Add +0.0% |
| AAPL Apple Inc. | 5.11% | 41,963 | $11.4M | Reduce -3.0% |
| MSFT Microsoft Corp. | 4.84% | 22,324 | $10.8M | Reduce -0.6% |
| WELL Welltower Inc. | 4.44% | 53,381 | $9.9M | Reduce -4.7% |
| AVGO Broadcom Inc. | 4.32% | 27,849 | $9.6M | Reduce -6.5% |
| ABBV Abbvie Inc. | 4.23% | 41,325 | $9.4M | Reduce -4.1% |
| JNJ Johnson & Johnson | 4.22% | 45,498 | $9.4M | Reduce -4.4% |
| XOM Exxon Mobil Corp. | 4.00% | 74,270 | $8.9M | Add +2.0% |
| KO The Coca-Cola Co. | 3.84% | 122,504 | $8.6M | Add +2.1% |
| PG The Procter & Gamble Co. | 3.82% | 59,488 | $8.5M | Add +8.8% |
| MMM 3M Co. | 3.74% | 52,158 | $8.4M | Add +1.3% |
| CVX Chevron Corp. | 3.71% | 54,358 | $8.3M | Add +4.2% |
| ED Consolidated Edison Inc. | 3.67% | 82,461 | $8.2M | Add +3.5% |
| MCD McDonald's Corp. | 3.65% | 26,644 | $8.1M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 3.64% | 25,874 | $8.1M | Add +0.1% |
| T AT&T Inc. | 3.60% | 323,308 | $8.0M | Add +5.2% |
| VZ Verizon Communications Inc. | 3.58% | 196,458 | $8.0M | Add +9.4% |
| UL Unilever PLC-Sponsored ADR | 3.55% | 121,262 | $7.9M | Add +2.5% |
| SO The Southern Co. | 3.55% | 90,918 | $7.9M | Reduce -0.4% |
| MO Altria Group Inc. | 3.54% | 136,968 | $7.9M | Add +0.8% |
| ITW Illinois Tool Works | 3.42% | 31,012 | $7.6M | Add +4.4% |
| PEP Pepsico Inc. | 3.36% | 52,310 | $7.5M | Add +0.4% |
| O Realty Income Corp. | 3.24% | 128,272 | $7.2M | Add +1.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.19% | 69,513 | $7.1M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.33% | 12,889 | $3.0M | Add +0.0% |
| COIN Coinbase Global Inc. Class A | 0.97% | 9,569 | $2.2M | Reduce -0.0% |
| MELI MercadoLibre Inc. | 0.81% | 898 | $1.8M | No change |
| PANW Palo Alto Networks Inc. | 0.44% | 5,338 | $983K | No change |
| HD Home Depot Inc. | 0.41% | 2,671 | $919K | Add +0.6% |
| TSLA Tesla Inc. | 0.35% | 1,735 | $780K | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,672 | $523K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 900 | $274K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 713 | $235K | Add +0.6% |
| MICC The Magnum Ice Cream Co. NV | 0.10% | 14,296 | $227K | Reduce -46.3% |
Portfolio Sells Q3 2025 → Q4 2025
| COIN Coinbase Global Inc. Class A | Reduce -0.0% | 0.97% | −0.48 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.84% | −0.37 |
| SO The Southern Co. | Reduce -0.4% | 3.55% | −0.32 |
| ABBV Abbvie Inc. | Reduce -4.1% | 4.23% | −0.23 |
| MICC The Magnum Ice Cream Co. NV | Reduce -46.3% | 0.10% | −0.09 |
| AVGO Broadcom Inc. | Reduce -6.5% | 4.32% | −0.08 |
| WELL Welltower Inc. | Reduce -4.7% | 4.44% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -0.1% | 3.19% | −0.01 |
| AAPL Apple Inc. | Reduce -3.0% | 5.11% | +0.18 |
| JNJ Johnson & Johnson | Reduce -4.4% | 4.22% | +0.27 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.1% | 3.64% | +0.82 |
| XOM Exxon Mobil Corp. | Add +2.0% | 4.00% | +0.33 |
| KO The Coca-Cola Co. | Add +2.1% | 3.84% | +0.28 |
| MMM 3M Co. | Add +1.3% | 3.74% | +0.17 |
| PEP Pepsico Inc. | Add +0.4% | 3.36% | +0.09 |
| CVX Chevron Corp. | Add +4.2% | 3.71% | +0.09 |
| ED Consolidated Edison Inc. | Add +3.5% | 3.67% | +0.08 |
| MCD McDonald's Corp. | Add +1.3% | 3.65% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.0% | 1.33% | +0.07 |
| PG The Procter & Gamble Co. | Add +8.8% | 3.82% | +0.06 |
| VZ Verizon Communications Inc. | Add +9.4% | 3.58% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.23% | +0.05 |
| UL Unilever PLC-Sponsored ADR | Add +2.5% | 3.55% | +0.02 |
| TSLA Tesla Inc. | Add +0.8% | 0.35% | +0.01 |
| NVDA Nvidia Corp. | Add +0.0% | 6.87% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 0.11% | −0.00 |
| ITW Illinois Tool Works | Add +4.4% | 3.42% | −0.04 |
| HD Home Depot Inc. | Add +0.6% | 0.41% | −0.07 |
| O Realty Income Corp. | Add +1.7% | 3.24% | −0.19 |
| T AT&T Inc. | Add +5.2% | 3.60% | −0.29 |
| MO Altria Group Inc. | Add +0.8% | 3.54% | −0.48 |
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 |