13F Insight
DOSSIER · 13F-HR · Q1 2026

Windle Wealth, LLC

$237M in tracked AUM across 32 positions as of Q1 2026.

WW
CIK 0001963452 · last filed Mar 31, 2026
Total AUM
$237M
as of Q1 2026
Holdings
32
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Windle Wealth, LLC SEC 13F Filing
1. Portfolio Overview

Windle Wealth, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 108.5%, growing from $107.05M to $223.23M. This dramatic increase in assets under management (AUM) is accompanied by a substantial restructuring of the portfolio's composition.

The firm now holds 34 positions, a marked in...

2. Key Holdings

The portfolio is anchored by a mix of secular technology growth leaders and high-quality defensive compounders.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$14M82K6.1%02
XOM
EXXON MOBIL CORP
$12M72K5.2%03
JNJ
JOHNSON & JOHNSON
$11M45K4.6%04
AAPL
APPLE INC
$11M43K4.6%05
CVX
CHEVRON CORPORATION
$11M53K4.6%06
WELL
WELLTOWER INC
$11M54K4.5%07
T
AT&T INC
$10M340K4.2%08
VZ
VERIZON COMMUNICATIONS INC
$10M195K4.1%09
ED
CONSOLIDATED EDISON INC
$10M85K4.0%10
MSFT
MICROSOFT CORP
$9M26K4.0%

Filing history

2026Q1Mar 31
$237M▲ 6.0%
32 positionsView →2025Q4Dec 31
$223M▼ 0.1%
34 positionsView →2025Q3Sep 30
$224M▲ 9.3%
33 positionsView →2025Q2Jun 30
$205M▲ 5.3%
33 positionsLocked2025Q1Mar 31
$194M▲ 7.4%
31 positionsLocked2024Q4Dec 31
$181M▼ 1.7%
32 positionsLocked2024Q3Sep 30
$184M▲ 12.2%
32 positionsLocked2024Q2Jun 30
$164M▲ 4.5%
29 positionsLocked2024Q1Mar 31
$157M▲ 10.1%
29 positionsLocked2023Q4Dec 31
$143M▲ 6.3%
28 positionsLocked2023Q3Sep 30
$134M▼ 3.2%
28 positionsLocked2023Q2Jun 30
$139M▲ 2.7%
29 positionsLocked
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