Windle Wealth, LLC
CIK
1963452
Location
OKLAHOMA CITY, OK
Portfolio Value
Small
$239,682,071
Diversification
Diversified
Filing Date
Global Rank
#4,151
/ 8,645
▼ 122
Top Industry
Semiconductors
11.5%
3Y Alpha vs SPY
+13.1%
Period ended 52 days ago
Filed Jul 30, 2026 · 22d
15 quarters · since Dec 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+142.8%
SPY
+73.6%
Annualised alpha
+14.2%
Max drawdown
−10.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.9%
+0.8 pts
Top 5
26.7%
+1.5 pts
Top 10
47.8%
+1.7 pts
HHI
411
Diversified+13
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.7% | $52,054,375 |
| Consumer Defensive | 19.0% | $45,424,541 |
| Healthcare | 9.4% | $22,598,951 |
| Real Estate | 8.8% | $21,010,468 |
| Utilities | 8.0% | $19,071,946 |
| Energy | 7.8% | $18,634,946 |
| Industrials | 7.7% | $18,457,841 |
| Communication Services | 6.9% | $16,534,678 |
| Consumer Cyclical | 6.0% | $14,280,846 |
| Financial Services | 4.7% | $11,307,051 |
| Unclassified | 0.1% | $306,428 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +17,250 | 357,358 | $7,397,310 | |
| UL | Unilever PLC | +15,460 | 141,375 | $8,499,465 | |
| O | Realty Income Corp | +9,805 | 140,722 | $8,719,135 | |
| VZ | Verizon Communications Inc | +6,293 | 201,680 | $8,539,131 | |
| PEP | Pepsico Inc | +5,193 | 57,889 | $7,838,170 | |
| SO | Southern Co | +2,907 | 98,225 | $9,401,114 | |
| MMM | 3M Co | +2,833 | 57,451 | $9,301,891 | |
| ED | Consolidated Edison Inc | +2,777 | 87,416 | $9,670,832 | |
| KO | Coca Cola Co | +2,643 | 126,116 | $10,249,447 | |
| MO | Altria Group, Inc. | +2,603 | 144,758 | $10,415,338 | |
| ITW | Illinois Tool Works Inc | +2,251 | 33,852 | $9,155,950 | |
| PG | PROCTER & GAMBLE Co | +1,824 | 57,434 | $8,422,121 | |
| MCD | Mcdonalds Corp | +1,814 | 29,526 | $7,981,173 | |
| MSFT | Microsoft Corp | +1,412 | 26,912 | $10,038,714 | |
| TROW | Price T Rowe Group Inc | +1,178 | 83,864 | $9,534,498 | |
| ABBV | AbbVie Inc. | +1,056 | 43,844 | $11,032,904 | |
| JNJ | Johnson & Johnson | +534 | 45,541 | $11,566,047 | |
| AAPL | Apple Inc. | +312 | 43,651 | $12,630,853 | |
| NVDA | Nvidia Corp | +108 | 82,316 | $16,470,608 | |
| CVX | Chevron Corp | +77 | 53,163 | $8,812,298 | |
| HD | Home Depot, Inc. | +15 | 2,712 | $956,468 | |
| COIN | Coinbase Global, Inc. | +5 | 12,125 | $1,772,553 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −25,900 | 1,674 | $598,237 | |
| AVGO | Broadcom Inc. | −3,700 | 26,334 | $9,947,668 | |
| XOM | ExxonMobil Holdings Corp | −401 | 71,845 | $9,822,648 | |
| WELL | Welltower Inc. | −68 | 54,154 | $12,291,333 | |
| AMZN | Amazon Com Inc | −12 | 12,889 | $3,071,964 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
34 tracked positions ·
$239,682,071 total
· filing declares
35 positions · $248,883,573
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 82,316 | $16,470,608 | 6.87% | |
| AAPL |
Apple Inc.
Technology
|
Added | 43,651 | $12,630,853 | 5.27% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 54,154 | $12,291,333 | 5.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 45,541 | $11,566,047 | 4.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 43,844 | $11,032,904 | 4.60% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 144,758 | $10,415,338 | 4.35% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 126,116 | $10,249,447 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 26,912 | $10,038,714 | 4.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 26,334 | $9,947,668 | 4.15% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 71,845 | $9,822,648 | 4.10% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 87,416 | $9,670,832 | 4.03% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 83,864 | $9,534,498 | 3.98% | |
| SO |
Southern Co
Utilities
|
Added | 98,225 | $9,401,114 | 3.92% | |
| MMM |
3M Co
Industrials
|
Added | 57,451 | $9,301,891 | 3.88% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 33,852 | $9,155,950 | 3.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 53,163 | $8,812,298 | 3.68% | |
| O |
Realty Income Corp
Real Estate
|
Added | 140,722 | $8,719,135 | 3.64% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 201,680 | $8,539,131 | 3.56% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 141,375 | $8,499,465 | 3.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 57,434 | $8,422,121 | 3.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 29,526 | $7,981,173 | 3.33% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 57,889 | $7,838,170 | 3.27% | |
| T |
At&T Inc.
Communication Services
|
Added | 357,358 | $7,397,310 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,889 | $3,071,964 | 1.28% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 5,338 | $1,820,364 | 0.76% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 12,125 | $1,772,553 | 0.74% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 898 | $1,524,256 | 0.64% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,400 | $1,146,168 | 0.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,712 | $956,468 | 0.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,776 | $746,985 | 0.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,674 | $598,237 | 0.25% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
NEW | 11,089 | $166,667 | 0.07% | |
| GSOL |
Grayscale Solana Staking ETF
|
NEW | 13,552 | $74,942 | 0.03% | |
| GLNK |
Grayscale Chainlink Trust ETF
|
NEW | 10,128 | $64,819 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.