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Windle Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $270,465,571
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $18,799,982
- APPLE INC · COM · 037833100 · shares: $14,429,077
- MICROSOFT CORP · COM · 594918104 · shares: $14,286,361
- JOHNSON & JOHNSON · COM · 478160104 · shares: $11,861,219
- WELLTOWER INC · COM · 95040Q104 · shares: $11,852,524
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $11,460,255
- ABBVIE INC · COM · 00287Y109 · shares: $11,400,730
- CHEVRON CORPORATION · COM · 166764100 · shares: $10,844,366
- COCA COLA CO · COM · 191216100 · shares: $10,758,723
- ALTRIA GROUP INC · COM · 02209S103 · shares: $10,037,793
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 82,319 shares | $18,799,982 |
| APPLE INC | COM | 037833100 | — | 43,328 shares | $14,429,077 |
| MICROSOFT CORP | COM | 594918104 | — | 27,854 shares | $14,286,361 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 44,803 shares | $11,861,219 |
| WELLTOWER INC | COM | 95040Q104 | — | 51,479 shares | $11,852,524 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 70,416 shares | $11,460,255 |
| ABBVIE INC | COM | 00287Y109 | — | 43,582 shares | $11,400,730 |
| CHEVRON CORPORATION | COM | 166764100 | — | 53,104 shares | $10,844,366 |
| COCA COLA CO | COM | 191216100 | — | 124,985 shares | $10,758,723 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 149,061 shares | $10,037,793 |
| BROADCOM INC | COM | 11135F101 | — | 27,885 shares | $9,792,786 |
| 3M CO | COM | 88579Y101 | — | 58,893 shares | $9,667,362 |
| AT&T INC | COM | 00206R102 | — | 384,774 shares | $9,388,477 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 204,225 shares | $9,367,778 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 90,669 shares | $9,267,254 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 34,883 shares | $8,974,791 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 85,732 shares | $8,920,370 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 26,060 shares | $8,879,663 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 143,898 shares | $8,738,942 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 59,966 shares | $8,711,863 |
| SOUTHERN CO | COM | 842587107 | — | 103,549 shares | $8,583,164 |
| REALTY INCOME CORP | COM | 756109104 | — | 141,960 shares | $7,708,421 |
| PEPSICO INC | COM | 713448108 | — | 60,501 shares | $7,666,627 |
| MCDONALDS CORP | COM | 580135101 | — | 32,148 shares | $7,424,227 |
| AMAZON COM INC | COM | 023135106 | — | 12,749 shares | $3,176,325 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 72,175 shares | $2,666,851 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 | — | 103,850 shares | $2,647,131 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 12,125 shares | $2,260,274 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 5,338 shares | $2,120,841 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 898 shares | $1,552,220 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,400 shares | $1,094,856 |
| GRAYSCALE CHAINLINK TR ETF | SHS | 38963V106 | — | 85,774 shares | $1,080,753 |
| GRAYSCALE SOLANA STAKING ETF | SHS | 38965D104 | — | 118,237 shares | $1,049,355 |
| GRAYSCALE SUI STAKING ETF | COM SH BEN INT | 38964T100 | — | 60,529 shares | $1,005,987 |
| GRAYSCALE XRP TR ETF | SHS | 38965L106 | — | 34,897 shares | $1,005,039 |
| HOME DEPOT INC | COM | 437076102 | — | 2,733 shares | $777,399 |
| TESLA INC | COM | 88160R101 | — | 1,774 shares | $629,429 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,675 shares | $576,356 |