Institutional Manager · CIK 0001963452
Windle Wealth, LLC
OKLAHOMA CITY, OK · File #028-22844
Latest AUM
$223.2M
Positions
34
Top-10 Concentration
45.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202534 pos · $223.2M
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $223.5M
- 13F HOLDINGS REPORTQ/E Jun 202533 pos · $204.6M
- 13F HOLDINGS REPORTQ/E Mar 202531 pos · $194.2M
- 13F HOLDINGS REPORTQ/E Dec 202432 pos · $180.8M
- 13F HOLDINGS REPORTQ/E Sep 202432 pos · $184.0M
- 13F HOLDINGS REPORTQ/E Jun 202429 pos · $164.0M
- 13F HOLDINGS REPORTQ/E Mar 202429 pos · $157.0M
- 13F HOLDINGS REPORTQ/E Dec 202328 pos · $134.1M
- 13F HOLDINGS REPORTQ/E Sep 202329 pos · $138.5M
- 13F HOLDINGS REPORTQ/E Jun 202329 pos · $134.9M
- 13F HOLDINGS REPORTQ/E Mar 202328 pos · $128.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 82,208 | $15.3M | 6.87% |
| 2 | APPLE INC | AAPL | 41,963 | $11.4M | 5.11% |
| 3 | MICROSOFT CORP | MSFT | 22,324 | $10.8M | 4.84% |
| 4 | WELLTOWER INC | WELL | 53,381 | $9.9M | 4.44% |
| 5 | BROADCOM INC | AVGO | 27,849 | $9.6M | 4.32% |
| 6 | ABBVIE INC | ABBV | 41,325 | $9.4M | 4.23% |
| 7 | JOHNSON & JOHNSON | JNJ | 45,498 | $9.4M | 4.22% |
| 8 | EXXON MOBIL CORP | XOM | 74,270 | $8.9M | 4.00% |
| 9 | COCA COLA CO | KO | 122,504 | $8.6M | 3.84% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 59,488 | $8.5M | 3.82% |
| 11 | 3M CO | MMM | 52,158 | $8.4M | 3.74% |
| 12 | CHEVRON CORP NEW | CVX | 54,358 | $8.3M | 3.71% |
| 13 | CONSOLIDATED EDISON INC | ED | 82,461 | $8.2M | 3.67% |
| 14 | MCDONALDS CORP | MCD | 26,644 | $8.1M | 3.65% |
| 15 | ALPHABET INC | GOOG | 25,874 | $8.1M | 3.64% |
| 16 | AT&T INC | T-PC | 323,308 | $8.0M | 3.60% |
| 17 | VERIZON COMMUNICATIONS INC | VZ | 196,458 | $8.0M | 3.58% |
| 18 | UNILEVER PLC | UNLYF | 121,262 | $7.9M | 3.55% |
| 19 | SOUTHERN CO | SOMN | 90,918 | $7.9M | 3.55% |
| 20 | ALTRIA GROUP INC | MO | 136,968 | $7.9M | 3.54% |