Windle Wealth, LLC
Windle Wealth, LLC reported 35 holdings worth US$249M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Windle Wealth, LLC reported 35 holdings worth US$249M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Welltower Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 82,316 | US$16.5M | 6.6% |
| Apple Inc | 43,651 | US$12.6M | 5.1% |
| Welltower Inc. | 54,154 | US$12.3M | 4.9% |
| Johnson & Johnson | 45,541 | US$11.6M | 4.6% |
| Abbvie Inc. | 43,844 | US$11M | 4.4% |
| Altria Group, Inc. | 145K | US$10.4M | 4.2% |
| Coca-cola Company (the) | 126K | US$10.2M | 4.1% |
| Microsoft Corp. | 26,912 | US$10M | 4.0% |
| Broadcom Inc. | 26,334 | US$9.95M | 4.0% |
| Exxon Mobil Corporation | 71,845 | US$9.82M | 3.9% |
| Alphabet Inc (google) Class C | 27,422 | US$9.8M | 3.9% |
| Consolidated Edison, Inc. | 87,416 | US$9.67M | 3.9% |
| T. Rowe Price Group, Inc. | 83,864 | US$9.53M | 3.8% |
| Southern Company (the) | 98,225 | US$9.4M | 3.8% |
| 3m Company | 57,451 | US$9.3M | 3.7% |
| Illinois Tool Works Inc. | 33,852 | US$9.16M | 3.7% |
| Chevron Corporation | 53,163 | US$8.81M | 3.5% |
| Realty Income Corporation | 141K | US$8.72M | 3.5% |
| Verizon Communications Inc. | 202K | US$8.54M | 3.4% |
| Unilever Plc | 141K | US$8.5M | 3.4% |
| Procter & Gamble Company (the) | 57,434 | US$8.42M | 3.4% |
| Mcdonald's Corporation | 29,526 | US$7.98M | 3.2% |
| Pepsico, Inc. | 57,889 | US$7.84M | 3.1% |
| At&t Inc. | 357K | US$7.4M | 3.0% |
| Amazon.com, Inc. | 12,889 | US$3.07M | 1.2% |
| Palo Alto Networks, Inc. | 5,338 | US$1.82M | 0.73% |
| Coinbase Global, Inc. | 12,125 | US$1.77M | 0.71% |
| Mercadolibre, Inc. | 898 | US$1.52M | 0.61% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,400 | US$1.15M | 0.46% |
| Home Depot, Inc. (the) | 2,712 | US$956K | 0.38% |
| Tesla, Inc. | 1,776 | US$747K | 0.30% |
Source
View original at SEC
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