§ 13F · FUND PROFILE
Windle Wealth, LLC.
AUM · $249M (13F)Positions · 35Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$306K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 82K | $16M | 6.6% | ±0% |
| 2 | AAPL | APPLE INC | 44K | $13M | 5.1% | +1% |
| 3 | WELL | WELLTOWER INC | 54K | $12M | 4.9% | ±0% |
| 4 | JNJ | JOHNSON & JOHNSON | 46K | $12M | 4.6% | +1% |
| 5 | ABBV | ABBVIE INC | 44K | $11M | 4.4% | +2% |
| 6 | MO | ALTRIA GROUP INC | 145K | $10M | 4.2% | +2% |
| 7 | KO | COCA COLA CO | 126K | $10M | 4.1% | +2% |
| 8 | MSFT | MICROSOFT CORP | 27K | $10M | 4.0% | +6% |
| 9 | AVGO | BROADCOM INC | 26K | $10M | 4.0% | −12% |
| 10 | XOM | EXXON MOBIL CORP | 72K | $10M | 3.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDLE SIGNAL
AC read
Windle Wealth, LLC is a Other fund managing $249 million in assets. The fund runs a portfolio of 35 positions.
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