Windle Wealth, LLC: 13F holdings
CIK 19634522026Q2
| Positions | 35 |
|---|
| Reported value | $248.9m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 35 (+3 vs prior quarter) |
|---|
| Reported value | $248.9m (+5.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 82,316 | $16.5m | 6.6% |
| AAPL APPLE INC | 43,651 | $12.6m | 5.1% |
| WELL WELLTOWER INC | 54,154 | $12.3m | 4.9% |
| JNJ JOHNSON & JOHNSON | 45,541 | $11.6m | 4.6% |
| ABBV ABBVIE INC | 43,844 | $11.0m | 4.4% |
| MO ALTRIA GROUP INC | 144,758 | $10.4m | 4.2% |
| KO COCA COLA CO | 126,116 | $10.2m | 4.1% |
| MSFT MICROSOFT CORP | 26,912 | $10.0m | 4.0% |
| AVGO BROADCOM INC | 26,334 | $9.9m | 4.0% |
| EXXON MOBIL CORP | 71,845 | $9.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963452")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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