Windle Wealth, LLC Portfolio Holdings

Windle Wealth, LLC

  • $223 Billion
  • Q4 2025

Windle Wealth, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.3B, Apple Inc. with a value of $11.4B, Microsoft Corp with a value of $10.8B, Welltower Inc. with a value of $9.91B, and Broadcom Inc. with a value of $9.64B.

Examining the 13F form we can see an decrease of $284M in the current position value, from $224B to 223B.

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 $223 Billion
Technology: $50.6 Billion
Consumer Defensive: $32.5 Billion
Communication Services: $24.7 Billion
Healthcare: $19.1 Billion
Energy: $17.2 Billion
Real Estate: $17.1 Billion
Utilities: $16.1 Billion
Industrials: $16 Billion
Other: $21.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$15.3 Billion 6.87% of portfolio
82,208
Q4 2025 Added 0.01%
$4.3T
$11.4 Billion 5.11% of portfolio
41,963
Q4 2025 Reduced 3.04%
$3.78T
$10.8 Billion 4.84% of portfolio
22,324
Q4 2025 Reduced 0.57%
$89.8B
$9.91 Billion 4.44% of portfolio
53,381
Q4 2025 Reduced 4.74%
$139B
$9.64 Billion 4.32% of portfolio
27,849
Q4 2025 Reduced 6.47%
$414B
$9.44 Billion 4.23% of portfolio
41,325
Q4 2025 Reduced 4.06%
$522B
$9.42 Billion 4.22% of portfolio
45,498
Q4 2025 Reduced 4.4%
$490B
$8.94 Billion 4.0% of portfolio
74,270
Q4 2025 Added 1.97%
$306B
$8.56 Billion 3.84% of portfolio
122,504
Q4 2025 Added 2.1%
$346B
$8.53 Billion 3.82% of portfolio
59,488
Q4 2025 Added 8.8%
$91.4B
$8.35 Billion 3.74% of portfolio
52,158
Q4 2025 Added 1.29%
$303B
$8.28 Billion 3.71% of portfolio
54,358
Q4 2025 Added 4.23%
$36B
$8.19 Billion 3.67% of portfolio
82,461
Q4 2025 Added 3.45%
$224B
$8.14 Billion 3.65% of portfolio
26,644
Q4 2025 Added 1.33%
$1.74T
$8.12 Billion 3.64% of portfolio
25,874
Q4 2025 Added 0.07%
$181B
$8.03 Billion 3.6% of portfolio
323,308
Q4 2025 Added 5.18%
$98.6B
$7.93 Billion 3.55% of portfolio
90,918
Q4 2025 Reduced 0.37%
Unilever PLC
-
$7.93 Billion 3.55% of portfolio
-
Q4 2025 New
$104B
$7.9 Billion 3.54% of portfolio
136,968
Q4 2025 Added 0.75%
$74.9B
$7.64 Billion 3.42% of portfolio
31,012
Q4 2025 Added 4.38%
$204B
$7.51 Billion 3.36% of portfolio
52,310
Q4 2025 Added 0.36%
$35.1B
$7.23 Billion 3.24% of portfolio
128,272
Q4 2025 Added 1.66%
$23B
$7.12 Billion 3.19% of portfolio
69,513
Q4 2025 Reduced 0.05%
$2.39T
$2.98 Billion 1.33% of portfolio
12,889
Q4 2025 Added 0.04%
$40.3B
$2.16 Billion 0.97% of portfolio
9,569
Q4 2025 Reduced 0.01%
$103B
$1.81 Billion 0.81% of portfolio
898
Q4 2022 New
$61.4B
$983 Million 0.44% of portfolio
5,338
Q4 2024 Added 100.0%
$367B
$919 Million 0.41% of portfolio
2,671
Q4 2025 Added 0.64%
$1.29T
$780 Million 0.35% of portfolio
1,735
Q4 2025 Added 0.75%
$1.65T
$523 Million 0.23% of portfolio
1,672
Q4 2025 Added 0.06%
$1.46T
$274 Million 0.12% of portfolio
900
Q2 2025 New
$300B
$235 Million 0.11% of portfolio
713
Q4 2025 Added 0.56%
Magnum Ice Cream CO Nv
-
$227 Million 0.1% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $223 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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