Holders — by stockHoldings — by fund
Windle Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001963452
$248.9M
disclosed book value
35
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 82,316 | $16.5M | 6.6% |
| 2 | AAPLAPPLE INC | 43,651 | $12.6M | 5.1% |
| 3 | WELLWELLTOWER INC | 54,154 | $12.3M | 4.9% |
| 4 | JNJJOHNSON & JOHNSON | 45,541 | $11.6M | 4.6% |
| 5 | ABBVABBVIE INC | 43,844 | $11.0M | 4.4% |
| 6 | MOALTRIA GROUP INC | 144,758 | $10.4M | 4.2% |
| 7 | KOCOCA COLA CO | 126,116 | $10.2M | 4.1% |
| 8 | MSFTMICROSOFT CORP | 26,912 | $10.0M | 4% |
| 9 | AVGOBROADCOM INC | 26,334 | $9.9M | 4% |
| 10 | EXMOCEXXON MOBIL CORP | 71,845 | $9.8M | 3.9% |
| 11 | EDCONSOLIDATED EDISON INC | 87,416 | $9.7M | 3.9% |
| 12 | TROWPRICE T ROWE GROUP INC | 83,864 | $9.5M | 3.8% |
| 13 | SOSOUTHERN CO | 98,225 | $9.4M | 3.8% |
| 14 | MMM3M CO | 57,451 | $9.3M | 3.7% |
| 15 | GOOGALPHABET INC | 26,042 | $9.2M | 3.7% |
| 16 | ITWILLINOIS TOOL WKS INC | 33,852 | $9.2M | 3.7% |
| 17 | CVXCHEVRON CORPORATION | 53,163 | $8.8M | 3.5% |
| 18 | OREALTY INCOME CORP | 140,722 | $8.7M | 3.5% |
| 19 | VZVERIZON COMMUNICATIONS INC | 201,680 | $8.5M | 3.4% |
| 20 | ULUNILEVER PLC | 141,375 | $8.5M | 3.4% |
| 21 | PGPROCTER & GAMBLE CO | 57,434 | $8.4M | 3.4% |
| 22 | MCDMCDONALDS CORP | 29,526 | $8.0M | 3.2% |
| 23 | PEPPEPSICO INC | 57,889 | $7.8M | 3.1% |
| 24 | TAT&T INC | 357,358 | $7.4M | 3% |
| 25 | AMZNAMAZON COM INC | 12,889 | $3.1M | 1.2% |
| 26 | PANWPALO ALTO NETWORKS INC | 5,338 | $1.8M | 0.7% |
| 27 | COINCOINBASE GLOBAL INC | 12,125 | $1.8M | 0.7% |
| 28 | MELIMERCADOLIBRE INC | 898 | $1.5M | 0.6% |
| 29 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,400 | $1.1M | 0.5% |
| 30 | HDHOME DEPOT INC | 2,712 | $956,459 | 0.4% |
| 31 | TSLATESLA INC | 1,776 | $747,119 | 0.3% |
| 32 | GOOGLALPHABET INC | 1,674 | $598,237 | 0.2% |
| 33 | ETHGRAYSCALE ETHEREUM STAKING | 11,089 | $166,671 | 0.1% |
| 34 | GSOLGRAYSCALE SOLANA STAKING ETF | 13,552 | $74,945 | 0% |
| 35 | GLNKGRAYSCALE CHAINLINK TR ETF | 10,128 | $64,822 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.