DOSSIER · 13F-HR · Q2 2026
Windle Wealth, LLC
$249M in tracked AUM across 35 positions as of Q2 2026.
WW
CIK 0001963452 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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