Windle Wealth, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 6, 2025
Value $
$224M
Signature - Title
Donald Windle - Chief Compliance Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by Windle Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windle Wealth, LLC reported 33 stock holdings with total value $224M as of Q3 2025. Top holdings included NVDA, MSFT, AAPL, WELL, and ABBV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 33 $224M +$3.24M -$848K +$2.39M NVDA, MSFT, AAPL, WELL, ABBV 13F-HR 11/5/2025, 08:59 PM
Q2 2025 33 $205M +$5.14M -$1.28M +$3.85M NVDA, MSFT, T, AAPL, WELL 13F-HR 7/23/2025, 04:30 PM
Q1 2025 31 $194M +$11.3M -$6.21M +$5.14M AAPL, T, ABBV, NVDA, WELL 13F-HR 5/5/2025, 07:20 PM
Q4 2024 32 $181M +$5.78M -$2.28M +$3.5M AAPL, NVDA, MSFT, WELL, T 13F-HR 2/7/2025, 05:10 PM
Q3 2024 32 $184M +$5.76M -$1.22M +$4.54M AAPL, NVDA, WELL, MSFT, MMM 13F-HR 11/7/2024, 04:18 PM
Q2 2024 29 $164M +$19.5M -$8.54M +$11M NVDA, AAPL, MSFT, PG, WELL 13F-HR 8/13/2024, 01:38 PM
Q1 2024 29 $157M +$11.2M -$7.13M +$4.07M MSFT, PG, NVDA, ABBV, XOM 13F-HR 4/29/2024, 08:43 PM
Q4 2023 28 $143M +$1.99M -$2.49M -$495K MSFT, AAPL, PG, ITW, WELL 13F-HR 2/8/2024, 05:23 PM
Q3 2023 28 $134M +$5.09M -$3.19M +$1.9M MSFT, PG, XOM, CVX, AAPL 13F-HR 11/8/2023, 04:56 PM
Q2 2023 29 $139M +$1.49M -$844K +$645K MSFT, AAPL, PG, MCD, ITW 13F-HR 8/9/2023, 06:28 PM
Q1 2023 29 $135M +$3.71M -$1.21M +$2.51M MSFT, PG, AAPL, ABBV, XOM 13F-HR 5/9/2023, 04:32 PM
Q4 2022 28 $128M $0 $0 XOM, CVX, PG, ABBV, MSFT 13F-HR 2/7/2023, 08:44 PM