§ 13F · FUND PROFILE
Windle Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204.6T (13F)Positions · 33Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 82K | $15.3T | 6.9% | ±0% |
| 2 | AAPL | APPLE INC | 42K | $11.4T | 5.1% | −3% |
| 3 | MSFT | MICROSOFT CORP | 22K | $10.8T | 4.8% | −1% |
| 4 | WELL | WELLTOWER INC | 53K | $9.9T | 4.4% | −5% |
| 5 | AVGO | BROADCOM INC | 28K | $9.6T | 4.3% | −6% |
| 6 | ABBV | ABBVIE INC | 41K | $9.4T | 4.2% | −4% |
| 7 | JNJ | JOHNSON & JOHNSON | 45K | $9.4T | 4.2% | −4% |
| 8 | XOM | EXXON MOBIL CORP | 74K | $8.9T | 4.0% | +2% |
| 9 | KO | COCA COLA CO | 123K | $8.6T | 3.8% | +2% |
| 10 | PG | PROCTER AND GAMBLE CO | 59K | $8.5T | 3.8% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDLE SIGNAL
AC read
Windle Wealth, LLC is a Other fund managing $204550.5 trillion in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed