Windle Wealth, LLC Portfolio Holdings

Windle Wealth, LLC

  • $224 Billion
  • Q3 2025

Windle Wealth, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.3B, Microsoft Corp with a value of $11.6B, Apple Inc. with a value of $11B, Welltower Inc. with a value of $9.98B, and Abb Vie Inc. with a value of $9.97B.

Examining the 13F form we can see an increase of $19B in the current position value, from $205B to 224B.

Windle Wealth, LLC is based out at Oklahoma City, OK

Below you can find more details about Windle Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $224 Billion
Technology: $52.4 Billion
Consumer Defensive: $40.6 Billion
Communication Services: $23.3 Billion
Healthcare: $19 Billion
Real Estate: $17.7 Billion
Utilities: $16.7 Billion
Energy: $16.3 Billion
Industrials: $15.7 Billion
Other: $21.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$15.3 Billion 6.86% of portfolio
82,197
Q3 2025 Added 0.01%
$3.78T
$11.6 Billion 5.2% of portfolio
22,451
Q3 2025 Reduced 0.12%
$4.3T
$11 Billion 4.93% of portfolio
43,280
Q3 2025 Added 0.61%
$89.8B
$9.98 Billion 4.47% of portfolio
56,040
Q3 2025 Reduced -0.0%
$414B
$9.97 Billion 4.46% of portfolio
43,074
Q3 2025 Added 0.9%
$139B
$9.82 Billion 4.4% of portfolio
29,777
Q3 2025 Reduced 2.61%
$104B
$8.98 Billion 4.02% of portfolio
135,946
Q3 2025 Reduced 0.01%
$522B
$8.82 Billion 3.95% of portfolio
47,594
Q3 2025 Reduced 0.48%
$181B
$8.68 Billion 3.88% of portfolio
307,394
Q3 2025 Added 0.13%
$98.6B
$8.65 Billion 3.87% of portfolio
91,258
Q3 2025 Added 1.48%
$346B
$8.4 Billion 3.76% of portfolio
54,677
Q3 2025 Added 9.74%
$490B
$8.21 Billion 3.67% of portfolio
72,835
Q3 2025 Added 2.14%
$303B
$8.1 Billion 3.62% of portfolio
52,153
Q3 2025 Added 2.98%
$36B
$8.01 Billion 3.58% of portfolio
79,714
Q3 2025 Added 4.7%
$91.4B
$7.99 Billion 3.58% of portfolio
51,495
Q3 2025 Added 4.64%
$224B
$7.99 Billion 3.58% of portfolio
26,295
Q3 2025 Added 2.02%
$150B
$7.9 Billion 3.53% of portfolio
133,188
Q3 2025 Added 3.79%
$172B
$7.89 Billion 3.53% of portfolio
179,521
Q3 2025 Added 1.09%
$74.9B
$7.75 Billion 3.47% of portfolio
29,712
Q3 2025 Added 3.19%
$35.1B
$7.67 Billion 3.43% of portfolio
126,176
Q3 2025 Reduced 1.4%
$204B
$7.32 Billion 3.28% of portfolio
52,123
Q3 2025 Added 1.0%
$23B
$7.14 Billion 3.19% of portfolio
69,550
Q3 2025 Reduced 5.53%
$1.74T
$6.3 Billion 2.82% of portfolio
25,856
Q3 2025 Added 0.09%
$40.3B
$3.23 Billion 1.44% of portfolio
9,570
Q3 2025 Added 0.02%
$2.39T
$2.83 Billion 1.27% of portfolio
12,884
Q4 2024 Added 6.62%
$103B
$2.1 Billion 0.94% of portfolio
898
Q4 2022 New
$61.4B
$1.09 Billion 0.49% of portfolio
5,338
Q4 2024 Added 100.0%
$367B
$1.08 Billion 0.48% of portfolio
2,654
Q3 2025 Added 0.53%
$1.29T
$766 Million 0.34% of portfolio
1,722
Q2 2025 Added 77.34%
$1.65T
$406 Million 0.18% of portfolio
1,671
Q3 2025 Added 0.06%
$1.46T
$251 Million 0.11% of portfolio
900
Q2 2025 New
$300B
$245 Million 0.11% of portfolio
709
Q3 2025 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $224 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Windle Wealth, LLC Portfolio

Follow Windle Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Windle Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windle Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email