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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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