13F Filings History of Windle Wealth, LLC
- Latest 13F report
- Q1 2026 - 11 May 2026
- Latest 13F market value
- $236,661,335
- Largest 13F holdings
- NVDA XOM JNJ AAPL CVX WELL T VZ ED MSFT KO MO
+8 more
ABBV AVGO SO MCD ITW PEP PG O - Form 13F summary
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- Windle Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Windle Wealth, LLC reported 32 equity holdings with a total reported market value of $236,661,335 for Q1 2026. Top reported holdings included NVDA, XOM, JNJ, AAPL, and CVX.
- Signature and title
- Donald Windle - Chief Compliance Officer
- Location
- Oklahoma City, OK
13F snapshot
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Manager
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$236,661,335
Quarter delta
+$13,433,753
Accepted
11 May 2026, 16:02
Rows shown
1-14 of 14
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 32 | $236,661,335 | +$7,763,263 | -$1,802,536 | +$5,960,727 | NVDA, XOM, JNJ, AAPL, CVX | 13F-HR | 11 May 2026, 16:02 |
| Q4 2025 | 34 | $223,227,582 | +$11,648,308 | -$10,342,753 | +$1,305,555 | NVDA, AAPL, MSFT, WELL, AVGO | 13F-HR | 22 Jan 2026, 17:59 |
| Q3 2025 | 33 | $223,511,509 | +$3,237,653 | -$848,106 | +$2,389,547 | NVDA, MSFT, AAPL, WELL, ABBV | 13F-HR | 05 Nov 2025, 20:59 |
| Q2 2025 | 33 | $204,550,548 | +$5,138,322 | -$1,283,961 | +$3,854,361 | NVDA, MSFT, T, AAPL, WELL | 13F-HR | 23 Jul 2025, 16:30 |
| Q1 2025 | 31 | $194,163,321 | +$11,346,429 | -$6,211,297 | +$5,135,132 | AAPL, T, ABBV, NVDA, WELL | 13F-HR | 05 May 2025, 19:20 |
| Q4 2024 | 32 | $180,814,640 | +$5,781,016 | -$2,278,760 | +$3,502,256 | AAPL, NVDA, MSFT, WELL, T | 13F-HR | 07 Feb 2025, 17:10 |
| Q3 2024 | 32 | $183,985,001 | +$5,757,252 | -$1,216,832 | +$4,540,420 | AAPL, NVDA, WELL, MSFT, MMM | 13F-HR | 07 Nov 2024, 16:18 |
| Q2 2024 | 29 | $164,014,384 | +$19,523,740 | -$8,543,420 | +$10,980,320 | NVDA, AAPL, MSFT, PG, WELL | 13F-HR | 13 Aug 2024, 13:38 |
| Q1 2024 | 29 | $157,008,824 | +$11,194,850 | -$7,126,308 | +$4,068,542 | MSFT, PG, NVDA, ABBV, XOM | 13F-HR | 29 Apr 2024, 20:43 |
| Q4 2023 | 28 | $142,598,191 | +$1,991,121 | -$2,486,018 | -$494,897 | MSFT, AAPL, PG, ITW, WELL | 13F-HR | 08 Feb 2024, 17:23 |
| Q3 2023 | 28 | $134,105,693 | +$5,089,831 | -$3,187,710 | +$1,902,121 | MSFT, PG, XOM, CVX, AAPL | 13F-HR | 08 Nov 2023, 16:56 |
| Q2 2023 | 29 | $138,548,850 | +$1,489,255 | -$844,133 | +$645,122 | MSFT, AAPL, PG, MCD, ITW | 13F-HR | 09 Aug 2023, 18:28 |
| Q1 2023 | 29 | $134,884,912 | +$3,714,491 | -$1,205,371 | +$2,509,120 | MSFT, PG, AAPL, ABBV, XOM | 13F-HR | 09 May 2023, 16:32 |
| Q4 2022 | 28 | $128,113,175 | $0 | $0 | $0 | XOM, CVX, PG, ABBV, MSFT | 13F-HR | 07 Feb 2023, 20:44 |