StockDriftsStockDriftsTop 35 Windle Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.62% | 82.3K | $16.5M | +0.13%(+108) | $16.60(+1262.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.08% | 43.7K | $12.6M | +0.72%(+312) | $154.44(+97.73%) | 2026-06-30 | |
| WELL | WELLTOWER INC | 4.94% | 54.2K | $12.3M | -0.13%(-68) | $67.66(+246.42%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.65% | 45.5K | $11.6M | +1.19%(+534) | $166.46(+56.47%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.43% | 43.8K | $11.0M | +2.47%(+1.06K) | $157.04(+58.82%) | 2026-06-30 | |
| MO | ALTRIA GROUP INC | 4.18% | 144.8K | $10.4M | +1.83%(+2.60K) | $44.42(+44.23%) | 2026-06-30 | |
| KO | COCA COLA CO | 4.12% | 126.1K | $10.2M | +2.14%(+2.64K) | $61.44(+42.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.03% | 26.9K | $10.0M | +5.54%(+1.41K) | $285.60(+70.19%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4% | 26.3K | $9.9M | -12.32%(-3.70K) | $209.17(+88.24%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.95% | 71.8K | $9.8M | -0.56%(-401) | $103.30(+55.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.91% | — | — | +36.42% |
| Top 20 Holdings Unweighted | +10.85% | +36.22% | — | — | +37.60% |
Windle Wealth, LLC reports $248.88M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.6%), AAPL (5.1%) and WELL (4.9%). The top 20 holdings account for 82.51% of reported assets. Its disclosed equity book has returned +34.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Windle Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963452). View Windle Wealth, LLC’s 13F filings on SEC