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Windle Wealth, LLC

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13F filer, CIK 1963452, OKLAHOMA CITY, OK

Windle Wealth, LLC reported $223,227,582 across 34 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 45.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001963452-26-000001

Period
2025-12-31
Reported value
$223M
Holdings
34
Top 10 weight
45.68%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ULnew+121,262$7.93M
VZadded+16,937$690K
PGadded+4,811$689K
Tadded+15,914$395K
CVXadded+2,205$336K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNILEVER PLCexited-133,188-$7.9M
AVGOreduced-1,928-$667K
WELLreduced-2,659-$494K
JNJreduced-2,096-$434K
ABBVreduced-1,749-$400K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001963452-26-000001, largest first. % of portfolio is the value over $223,227,582, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,172 shares; 2024Q4: 80,185 shares; 2025Q1: 80,185 shares; 2025Q2: 82,192 shares; 2025Q3: 82,197 shares; 2025Q4: 82,208 shares 82,208$15.3M6.87%+11Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,436 shares; 2024Q4: 43,335 shares; 2025Q1: 40,777 shares; 2025Q2: 43,016 shares; 2025Q3: 43,280 shares; 2025Q4: 41,963 shares 41,963$11.4M5.11%-1,317Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 21,256 shares; 2025Q1: 22,294 shares; 2025Q2: 22,479 shares; 2025Q3: 22,451 shares; 2025Q4: 22,324 shares 22,324$10.8M4.84%-127Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,171 shares; 2024Q4: 65,148 shares; 2025Q1: 56,250 shares; 2025Q2: 56,041 shares; 2025Q3: 56,040 shares; 2025Q4: 53,381 shares 53,381$9.91M4.44%-2,659Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,208 shares; 2025Q2: 30,575 shares; 2025Q3: 29,777 shares; 2025Q4: 27,849 shares 27,849$9.64M4.32%-1,928Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,168 shares; 2024Q4: 41,022 shares; 2025Q1: 42,823 shares; 2025Q2: 42,688 shares; 2025Q3: 43,074 shares; 2025Q4: 41,325 shares 41,325$9.44M4.23%-1,749Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 45,656 shares; 2025Q1: 48,524 shares; 2025Q2: 47,822 shares; 2025Q3: 47,594 shares; 2025Q4: 45,498 shares 45,498$9.42M4.22%-2,096Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,926 shares; 2024Q4: 61,241 shares; 2025Q1: 67,259 shares; 2025Q2: 71,311 shares; 2025Q3: 72,835 shares; 2025Q4: 74,270 shares 74,270$8.94M4%+1,435Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,792 shares; 2024Q4: 113,138 shares; 2025Q1: 116,758 shares; 2025Q2: 116,664 shares; 2025Q3: 119,988 shares; 2025Q4: 122,504 shares 122,504$8.56M3.84%+2,516Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,785 shares; 2025Q1: 49,208 shares; 2025Q2: 49,826 shares; 2025Q3: 54,677 shares; 2025Q4: 59,488 shares 59,488$8.53M3.82%+4,811Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,869 shares; 2024Q4: 62,080 shares; 2025Q1: 47,488 shares; 2025Q2: 49,211 shares; 2025Q3: 51,495 shares; 2025Q4: 52,158 shares 52,158$8.35M3.74%+663Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 44,752 shares; 2025Q1: 46,190 shares; 2025Q2: 50,642 shares; 2025Q3: 52,153 shares; 2025Q4: 54,358 shares 54,358$8.28M3.71%+2,205Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,125 shares; 2024Q4: 72,568 shares; 2025Q1: 77,098 shares; 2025Q2: 76,135 shares; 2025Q3: 79,714 shares; 2025Q4: 82,461 shares 82,461$8.19M3.67%+2,747Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,384 shares; 2024Q4: 24,868 shares; 2025Q1: 25,537 shares; 2025Q2: 25,775 shares; 2025Q3: 26,295 shares; 2025Q4: 26,644 shares 26,644$8.14M3.65%+349Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,747 shares; 2024Q4: 25,773 shares; 2025Q1: 25,804 shares; 2025Q2: 25,834 shares; 2025Q3: 25,856 shares; 2025Q4: 25,874 shares 25,874$8.12M3.64%+18Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,382 shares; 2024Q4: 359,150 shares; 2025Q1: 320,121 shares; 2025Q2: 306,999 shares; 2025Q3: 307,394 shares; 2025Q4: 323,308 shares 323,308$8.03M3.6%+15,914Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 170,002 shares; 2025Q1: 183,890 shares; 2025Q2: 177,587 shares; 2025Q3: 179,521 shares; 2025Q4: 196,458 shares 196,458$8M3.58%+16,937Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,262 shares 121,262$7.93M3.55%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,659 shares; 2024Q4: 88,301 shares; 2025Q1: 88,894 shares; 2025Q2: 89,931 shares; 2025Q3: 91,258 shares; 2025Q4: 90,918 shares 90,918$7.93M3.55%-340Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,180 shares; 2024Q4: 146,239 shares; 2025Q1: 137,993 shares; 2025Q2: 135,958 shares; 2025Q3: 135,946 shares; 2025Q4: 136,968 shares 136,968$7.9M3.54%+1,022Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,093 shares; 2024Q4: 26,786 shares; 2025Q1: 27,720 shares; 2025Q2: 28,793 shares; 2025Q3: 29,712 shares; 2025Q4: 31,012 shares 31,012$7.64M3.42%+1,300Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,458 shares; 2024Q4: 41,942 shares; 2025Q1: 49,176 shares; 2025Q2: 51,609 shares; 2025Q3: 52,123 shares; 2025Q4: 52,310 shares 52,310$7.51M3.36%+187Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,466 shares; 2024Q4: 123,657 shares; 2025Q1: 130,469 shares; 2025Q2: 127,968 shares; 2025Q3: 126,176 shares; 2025Q4: 128,272 shares 128,272$7.23M3.24%+2,096Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,375 shares; 2024Q4: 61,860 shares; 2025Q1: 64,792 shares; 2025Q2: 73,624 shares; 2025Q3: 69,550 shares; 2025Q4: 69,513 shares 69,513$7.12M3.19%-37Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,884 shares; 2025Q1: 12,884 shares; 2025Q2: 12,884 shares; 2025Q3: 12,884 shares; 2025Q4: 12,889 shares 12,889$2.98M1.33%+5Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,868 shares; 2025Q1: 8,268 shares; 2025Q2: 9,568 shares; 2025Q3: 9,570 shares; 2025Q4: 9,569 shares 9,569$2.16M0.97%-1Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898$1.81M0.81%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,338 shares; 2025Q3: 5,338 shares; 2025Q4: 5,338 shares 5,338$983K0.44%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,606 shares; 2025Q1: 2,622 shares; 2025Q2: 2,640 shares; 2025Q3: 2,654 shares; 2025Q4: 2,671 shares 2,671$919K0.41%+17Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 971 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,735 shares 1,735$780K0.35%+13Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares 1,672$523K0.23%+1Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$274K0.12%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 713 shares 713$235K0.11%+4Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,296 shares 14,296$227K0.1%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC133,188$7.9Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001963452-26-000001 base2026-01-23acceptance time not in the bulk data set