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Windle Wealth, LLC

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13F filer, CIK 1963452, OKLAHOMA CITY, OK

Windle Wealth, LLC reported $248,883,573 across 35 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 45.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001963452-26-000004

Period
2026-06-30
Reported value
$249M
Holdings
35
Top 10 weight
45.99%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ULadded+15,460$929K
PEPadded+5,193$703K
ITWadded+2,251$609K
Oadded+9,805$608K
MSFTadded+1,412$527K

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
AVGOreduced-3,700-$1.4M
XOMreduced-401-$54.8K
WELLreduced-68-$15.4K
AMZNreduced-12-$2.86K

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, Q2 2026

Share positions as resolved from 13F-HR 0001963452-26-000004, largest first. % of portfolio is the value over $248,883,573, 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; 2024Q3: 80,172 shares; 2024Q4: 80,185 shares; 2025Q1: 80,185 shares; 2025Q2: 82,192 shares; 2025Q3: 82,197 shares; 2025Q4: 82,208 shares; 2026Q1: 82,208 shares; 2026Q2: 82,316 shares 82,316$16.5M6.62%+108Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,436 shares; 2024Q4: 43,335 shares; 2025Q1: 40,777 shares; 2025Q2: 43,016 shares; 2025Q3: 43,280 shares; 2025Q4: 41,963 shares; 2026Q1: 43,339 shares; 2026Q2: 43,651 shares 43,651$12.6M5.08%+312Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,171 shares; 2024Q4: 65,148 shares; 2025Q1: 56,250 shares; 2025Q2: 56,041 shares; 2025Q3: 56,040 shares; 2025Q4: 53,381 shares; 2026Q1: 54,222 shares; 2026Q2: 54,154 shares 54,154$12.3M4.94%-68Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,076 shares; 2024Q4: 45,656 shares; 2025Q1: 48,524 shares; 2025Q2: 47,822 shares; 2025Q3: 47,594 shares; 2025Q4: 45,498 shares; 2026Q1: 45,007 shares; 2026Q2: 45,541 shares 45,541$11.6M4.65%+534Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,168 shares; 2024Q4: 41,022 shares; 2025Q1: 42,823 shares; 2025Q2: 42,688 shares; 2025Q3: 43,074 shares; 2025Q4: 41,325 shares; 2026Q1: 42,788 shares; 2026Q2: 43,844 shares 43,844$11M4.43%+1,056Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,180 shares; 2024Q4: 146,239 shares; 2025Q1: 137,993 shares; 2025Q2: 135,958 shares; 2025Q3: 135,946 shares; 2025Q4: 136,968 shares; 2026Q1: 142,155 shares; 2026Q2: 144,758 shares 144,758$10.4M4.18%+2,603Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,792 shares; 2024Q4: 113,138 shares; 2025Q1: 116,758 shares; 2025Q2: 116,664 shares; 2025Q3: 119,988 shares; 2025Q4: 122,504 shares; 2026Q1: 123,473 shares; 2026Q2: 126,116 shares 126,116$10.2M4.12%+2,643Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,348 shares; 2024Q4: 21,256 shares; 2025Q1: 22,294 shares; 2025Q2: 22,479 shares; 2025Q3: 22,451 shares; 2025Q4: 22,324 shares; 2026Q1: 25,500 shares; 2026Q2: 26,912 shares 26,912$10M4.03%+1,412Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,208 shares; 2025Q2: 30,575 shares; 2025Q3: 29,777 shares; 2025Q4: 27,849 shares; 2026Q1: 30,034 shares; 2026Q2: 26,334 shares 26,334$9.95M4%-3,700Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,926 shares; 2024Q4: 61,241 shares; 2025Q1: 67,259 shares; 2025Q2: 71,311 shares; 2025Q3: 72,835 shares; 2025Q4: 74,270 shares; 2026Q1: 72,246 shares; 2026Q2: 71,845 shares 71,845$9.82M3.95%-401Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,125 shares; 2024Q4: 72,568 shares; 2025Q1: 77,098 shares; 2025Q2: 76,135 shares; 2025Q3: 79,714 shares; 2025Q4: 82,461 shares; 2026Q1: 84,639 shares; 2026Q2: 87,416 shares 87,416$9.67M3.89%+2,777Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,375 shares; 2024Q4: 61,860 shares; 2025Q1: 64,792 shares; 2025Q2: 73,624 shares; 2025Q3: 69,550 shares; 2025Q4: 69,513 shares; 2026Q1: 82,686 shares; 2026Q2: 83,864 shares 83,864$9.53M3.83%+1,178Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,659 shares; 2024Q4: 88,301 shares; 2025Q1: 88,894 shares; 2025Q2: 89,931 shares; 2025Q3: 91,258 shares; 2025Q4: 90,918 shares; 2026Q1: 95,318 shares; 2026Q2: 98,225 shares 98,225$9.4M3.78%+2,907Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,869 shares; 2024Q4: 62,080 shares; 2025Q1: 47,488 shares; 2025Q2: 49,211 shares; 2025Q3: 51,495 shares; 2025Q4: 52,158 shares; 2026Q1: 54,618 shares; 2026Q2: 57,451 shares 57,451$9.3M3.74%+2,833Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,747 shares; 2024Q4: 25,773 shares; 2025Q1: 25,804 shares; 2025Q2: 25,834 shares; 2025Q3: 25,856 shares; 2025Q4: 25,874 shares; 2026Q1: 25,901 shares; 2026Q2: 26,042 shares 26,042$9.2M3.7%+141Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,093 shares; 2024Q4: 26,786 shares; 2025Q1: 27,720 shares; 2025Q2: 28,793 shares; 2025Q3: 29,712 shares; 2025Q4: 31,012 shares; 2026Q1: 31,601 shares; 2026Q2: 33,852 shares 33,852$9.16M3.68%+2,251Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,928 shares; 2024Q4: 44,752 shares; 2025Q1: 46,190 shares; 2025Q2: 50,642 shares; 2025Q3: 52,153 shares; 2025Q4: 54,358 shares; 2026Q1: 53,086 shares; 2026Q2: 53,163 shares 53,163$8.81M3.54%+77Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,466 shares; 2024Q4: 123,657 shares; 2025Q1: 130,469 shares; 2025Q2: 127,968 shares; 2025Q3: 126,176 shares; 2025Q4: 128,272 shares; 2026Q1: 130,917 shares; 2026Q2: 140,722 shares 140,722$8.72M3.5%+9,805Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,931 shares; 2024Q4: 170,002 shares; 2025Q1: 183,890 shares; 2025Q2: 177,587 shares; 2025Q3: 179,521 shares; 2025Q4: 196,458 shares; 2026Q1: 195,387 shares; 2026Q2: 201,680 shares 201,680$8.54M3.43%+6,293Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,262 shares; 2026Q1: 125,915 shares; 2026Q2: 141,375 shares 141,375$8.5M3.42%+15,460Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,202 shares; 2024Q4: 47,785 shares; 2025Q1: 49,208 shares; 2025Q2: 49,826 shares; 2025Q3: 54,677 shares; 2025Q4: 59,488 shares; 2026Q1: 55,610 shares; 2026Q2: 57,434 shares 57,434$8.42M3.38%+1,824Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,384 shares; 2024Q4: 24,868 shares; 2025Q1: 25,537 shares; 2025Q2: 25,775 shares; 2025Q3: 26,295 shares; 2025Q4: 26,644 shares; 2026Q1: 27,712 shares; 2026Q2: 29,526 shares 29,526$7.98M3.21%+1,814Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,458 shares; 2024Q4: 41,942 shares; 2025Q1: 49,176 shares; 2025Q2: 51,609 shares; 2025Q3: 52,123 shares; 2025Q4: 52,310 shares; 2026Q1: 52,696 shares; 2026Q2: 57,889 shares 57,889$7.84M3.15%+5,193Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,382 shares; 2024Q4: 359,150 shares; 2025Q1: 320,121 shares; 2025Q2: 306,999 shares; 2025Q3: 307,394 shares; 2025Q4: 323,308 shares; 2026Q1: 340,108 shares; 2026Q2: 357,358 shares 357,358$7.4M2.97%+17,250Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 12,884 shares; 2025Q1: 12,884 shares; 2025Q2: 12,884 shares; 2025Q3: 12,884 shares; 2025Q4: 12,889 shares; 2026Q1: 12,901 shares; 2026Q2: 12,889 shares 12,889$3.07M1.23%-12Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,338 shares; 2025Q3: 5,338 shares; 2025Q4: 5,338 shares; 2026Q1: 5,338 shares; 2026Q2: 5,338 shares 5,338$1.82M0.73%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,872 shares; 2024Q4: 7,868 shares; 2025Q1: 8,268 shares; 2025Q2: 9,568 shares; 2025Q3: 9,570 shares; 2025Q4: 9,569 shares; 2026Q1: 12,120 shares; 2026Q2: 12,125 shares 12,125$1.77M0.71%+5Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898$1.52M0.61%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400$1.15M0.46%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,606 shares; 2025Q1: 2,622 shares; 2025Q2: 2,640 shares; 2025Q3: 2,654 shares; 2025Q4: 2,671 shares; 2026Q1: 2,697 shares; 2026Q2: 2,712 shares 2,712$956K0.38%+15Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 971 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,735 shares; 2026Q1: 1,776 shares; 2026Q2: 1,776 shares 1,776$747K0.3%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares; 2026Q1: 1,673 shares; 2026Q2: 1,674 shares 1,674$598K0.24%+1Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,089 shares 11,089$167K0.07%newTimeline
GSOLGRAYSCALE SOLANA STAKING ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,552 shares 13,552$74.9K0.03%newTimeline
GLNKGRAYSCALE CHAINLINK TR ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,128 shares 10,128$64.8K0.03%newTimeline

How Q2 2026 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 0001963452-26-000004 base2026-07-30acceptance time not in the bulk data set