Windle Wealth, LLC

CIK 0001963452 · OKLAHOMA CITY, OK · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Windle Wealth, LLC reported 35 positions worth $248.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: NVDA (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$248.9M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.0%
Est. Net Flow (Q)
2026 Q2
10 / 35 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$16.5M6.62%82,316
2AAPLAPPLE INCSH$12.6M5.08%43,651
3WELLWELLTOWER INCSH$12.3M4.94%54,154
4JNJJOHNSON & JOHNSONSH$11.6M4.65%45,541
5ABBVABBVIE INCSH$11.0M4.43%43,844
6MOALTRIA GROUP INCSH$10.4M4.18%144,758
7KOCOCA COLA COSH$10.2M4.12%126,116
8MSFTMICROSOFT CORPSH$10.0M4.03%26,912
9AVGOBROADCOM INCSH$9.9M4.00%26,334
10EXMOCEXXON MOBIL CORPSH$9.8M3.95%71,845

The free plan shows the top 10 positions. The remaining 25 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Windle Wealth, LLC hold as of Q2 2026?

Windle Wealth, LLC reported 35 positions worth $248.9M in its Q2 2026 13F filing. Largest positions: NVDA (6.6%), AAPL (5.1%), WELL (4.9%), JNJ (4.6%) and ABBV (4.4%).

What did Windle Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Windle Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.