Windle Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Windle Wealth, LLC reported 32 stock positions worth $236.7 million. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Exxon Mobil (XOM, 5.2%) and Johnson & Johnson (JNJ, 4.6%). Compared with Q4 2025, it sold out of 2, added to 24 and reduced 5. The biggest buy was AT&T (T, shares +5%) and the biggest sale Procter & Gamble (PG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $236.7M (Q1 2026)
- SEC Filing
- 0001963452-26-000003 ↗ filed May 11, 2026
Holdings Value
Holdings 32 stocks · $236.7M
| NVDA Nvidia Corp. | 6.06% | 82,208 | $14.3M | No change |
| XOM Exxon Mobil Corp. | 5.18% | 72,246 | $12.3M | Reduce -2.7% |
| JNJ Johnson & Johnson | 4.65% | 45,007 | $11.0M | Reduce -1.1% |
| AAPL Apple Inc. | 4.65% | 43,339 | $11.0M | Add +3.3% |
| CVX Chevron Corp. | 4.64% | 53,086 | $11.0M | Reduce -2.3% |
| WELL Welltower Inc. | 4.53% | 54,222 | $10.7M | Add +1.6% |
| T AT&T Inc. | 4.17% | 340,108 | $9.9M | Add +5.2% |
| VZ Verizon Communications Inc. | 4.14% | 195,387 | $9.8M | Reduce -0.6% |
| ED Consolidated Edison Inc. | 4.05% | 84,639 | $9.6M | Add +2.6% |
| MSFT Microsoft Corp. | 3.99% | 25,500 | $9.4M | Add +14.2% |
| KO The Coca-Cola Co. | 3.97% | 123,473 | $9.4M | Add +0.8% |
| MO Altria Group Inc. | 3.96% | 142,155 | $9.4M | Add +3.8% |
| ABBV Abbvie Inc. | 3.93% | 42,788 | $9.3M | Add +3.5% |
| AVGO Broadcom Inc. | 3.93% | 30,034 | $9.3M | Add +7.8% |
| SO The Southern Co. | 3.89% | 95,318 | $9.2M | Add +4.8% |
| MCD McDonald's Corp. | 3.64% | 27,712 | $8.6M | Add +4.0% |
| ITW Illinois Tool Works | 3.48% | 31,601 | $8.2M | Add +1.9% |
| PEP Pepsico Inc. | 3.46% | 52,696 | $8.2M | Add +0.7% |
| PG The Procter & Gamble Co. | 3.39% | 55,610 | $8.0M | Reduce -6.5% |
| O Realty Income Corp. | 3.38% | 130,917 | $8.0M | Add +2.1% |
| MMM 3M Co. | 3.35% | 54,618 | $7.9M | Add +4.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.15% | 82,686 | $7.5M | Add +18.9% |
| GOOG Alphabet Inc. Class C | 3.14% | 25,901 | $7.4M | Add +0.1% |
| UL Unilever PLC-Sponsored ADR | 3.03% | 125,915 | $7.2M | Add +3.8% |
| AMZN Amazon.com Inc. | 1.14% | 12,901 | $2.7M | Add +0.1% |
| COIN Coinbase Global Inc. Class A | 0.89% | 12,120 | $2.1M | Add +26.7% |
| MELI MercadoLibre Inc. | 0.66% | 898 | $1.6M | No change |
| HD Home Depot Inc. | 0.37% | 2,697 | $887K | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.36% | 5,338 | $856K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 2,400 | $811K | Add +166.7% |
| TSLA Tesla Inc. | 0.28% | 1,776 | $660K | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,673 | $481K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| PG The Procter & Gamble Co. | Reduce -6.5% | 3.39% | −0.42 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.11 |
| MICC The Magnum Ice Cream Co. NV | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.1% | 4.65% | +0.43 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 4.14% | +0.56 |
| CVX Chevron Corp. | Reduce -2.3% | 4.64% | +0.93 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 5.18% | +1.18 |
Portfolio Buys Q4 2025 → Q1 2026
| T AT&T Inc. | Add +5.2% | 4.17% | +0.57 |
| MO Altria Group Inc. | Add +3.8% | 3.96% | +0.43 |
| ED Consolidated Edison Inc. | Add +2.6% | 4.05% | +0.38 |
| SO The Southern Co. | Add +4.8% | 3.89% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +166.7% | 0.34% | +0.22 |
| O Realty Income Corp. | Add +2.1% | 3.38% | +0.15 |
| KO The Coca-Cola Co. | Add +0.8% | 3.97% | +0.13 |
| PEP Pepsico Inc. | Add +0.7% | 3.46% | +0.09 |
| WELL Welltower Inc. | Add +1.6% | 4.53% | +0.09 |
| ITW Illinois Tool Works | Add +1.9% | 3.48% | +0.05 |
| MCD McDonald's Corp. | Add +4.0% | 3.64% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.20% | −0.03 |
| HD Home Depot Inc. | Add +1.0% | 0.37% | −0.04 |
| TROW T Rowe Price Group Inc. | Add +18.9% | 3.15% | −0.04 |
| TSLA Tesla Inc. | Add +2.4% | 0.28% | −0.07 |
| COIN Coinbase Global Inc. Class A | Add +26.7% | 0.89% | −0.08 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.14% | −0.20 |
| ABBV Abbvie Inc. | Add +3.5% | 3.93% | −0.30 |
| MMM 3M Co. | Add +4.7% | 3.35% | −0.39 |
| AVGO Broadcom Inc. | Add +7.8% | 3.93% | −0.39 |
| AAPL Apple Inc. | Add +3.3% | 4.65% | −0.46 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 3.14% | −0.50 |
| UL Unilever PLC-Sponsored ADR | Add +3.8% | 3.03% | −0.52 |
| MSFT Microsoft Corp. | Add +14.2% | 3.99% | −0.85 |
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 |