Investor
Windle Wealth, LLC
CIK 0001963452 · filed 2026-05-11 · SEC filing
13F book
$236.7M
Positions
32
0 new · 2 sold
Largest name
6.1%
Nvidia Corp · NVDA
Est. mark
$7.27M
Price effect on 32 names still held. Flow $6.16M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 82.2K | $14.3M | 6.1% | −$994.7K | Held |
| Exxon Mobil Corp | — | 72.2K | $12.3M | 5.2% | $3.56M | Cut$3.32M |
| Johnson & Johnson | JNJ | 45K | $11M | 4.6% | $1.69M | Cut$1.59M |
| Apple Inc. | AAPL | 43.3K | $11M | 4.6% | −$758.3K | Added−$409.1K |
| Chevron Corp New | CVX | 53.1K | $11M | 4.6% | $2.89M | Cut$2.7M |
| Welltower Inc. | WELL | 54.2K | $10.7M | 4.5% | $645.9K | Added$812.2K |
| At&T Inc | — | 340.1K | $9.86M | 4.2% | $1.34M | Added$1.83M |
| Verizon Communications Inc | VZ | 195.4K | $9.81M | 4.1% | $1.85M | Cut$1.81M |
| Consolidated Edison Inc | ED | 84.6K | $9.58M | 4.0% | $1.14M | Added$1.39M |
| Microsoft Corp | MSFT | 25.5K | $9.44M | 4.0% | −$2.53M | Added−$1.36M |
| Coca Cola Co | KO | 123.5K | $9.39M | 4.0% | $752.2K | Added$825.9K |
| Altria Group, Inc. | MO | 142.2K | $9.38M | 4.0% | $1.14M | Added$1.48M |
| AbbVie Inc. | ABBV | 42.8K | $9.31M | 3.9% | −$454.7K | Added−$136.6K |
| Broadcom Inc. | AVGO | 30K | $9.3M | 3.9% | −$1.02M | Added−$342.7K |
| Southern Co | — | 95.3K | $9.2M | 3.9% | $847.4K | Added$1.27M |
| Mcdonalds Corp | MCD | 27.7K | $8.61M | 3.6% | $137.5K | Added$469.4K |
| Illinois Tool Wks Inc | — | 31.6K | $8.23M | 3.5% | $433.9K | Added$587.2K |
| Pepsico Inc | PEP | 52.7K | $8.18M | 3.5% | $615.6K | Added$675.6K |
| Procter And Gamble Co | PG | 55.6K | $8.03M | 3.4% | $62.9K | Cut−$492.9K |
| Realty Income Corp | O | 130.9K | $8.01M | 3.4% | $617K | Added$778.8K |
| 3M CO | MMM | 54.6K | $7.93M | 3.4% | −$775.6K | Added−$418.4K |
| Price T Rowe Group Inc | TROW | 82.7K | $7.45M | 3.1% | −$850.8K | Added$336.6K |
| Alphabet Inc | — | 25.9K | $7.43M | 3.1% | −$696.8K | Added−$689K |
| Unilever Plc | — | 125.9K | $7.17M | 3.0% | −$1.02M | Added−$757.2K |
| Amazon Com Inc | AMZN | 12.9K | $2.69M | 1.1% | −$290.6K | Added−$288.1K |
| Coinbase Global, Inc. | COIN | 12.1K | $2.12M | 0.9% | −$493.2K | Added−$47.7K |
| Mercadolibre Inc | MELI | 898 | $1.55M | 0.7% | −$256.1K | Held |
| Home Depot, Inc. | HD | 2.7K | $887K | 0.4% | −$40.6K | Added−$32.1K |
| Palo Alto Networks Inc | PANW | 5.34K | $855.8K | 0.4% | −$127.5K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 2.4K | $811.1K | 0.3% | $30.7K | Added$537.6K |
| Tesla, Inc. | TSLA | 1.78K | $660.3K | 0.3% | −$135.2K | Added−$120K |
| Alphabet Inc | — | 1.67K | $481.2K | 0.2% | −$42.5K | Added−$42.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.