Windle Wealth
OKLAHOMA CITY, OKfiles as Windle Wealth, LLC
$249m in 35 US stocks at the end of 30 June 2026. The top 10 are 46.0% of the money. It changed about 5.5% of the portfolio this quarter.
Value
$249m
Stocks
35
Top 10 share
46.0%
Turnover
5.5%
What changed this quarter
New
Bought for the first time this quarter.
- Grayscale Ethereum StakingETH<0.1% of the fund
- Grayscale Solana Staking ETFGSOL<0.1% of the fund
- Grayscale Chainlink TR ETFGLNK<0.1% of the fund
Added
Bought more of a stock they already held.
- AbbVieABBV4.4% of the fund+2%
- Coca-ColaKO4.1% of the fund+2%
- MicrosoftMSFT4.0% of the fund+6%
- Consolidated EdisonED3.9% of the fund+3%
- Southern CompanySO3.8% of the fund+3%
- 3MMMM3.7% of the fund+5%
- Illinois Tool WorksITW3.7% of the fund+7%
- Realty IncomeO3.5% of the fund+7%
- Verizon CommunicationsVZ3.4% of the fund+3%
- UnileverUL3.4% of the fund+12%
- Procter & GamblePG3.4% of the fund+3%
- McDonald'sMCD3.2% of the fund+7%
- PepsiCoPEP3.1% of the fund+10%
- AT&TT3.0% of the fund+5%
Cut
Sold some of their stake.
- BroadcomAVGO4.0% of the fund-12%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- UnileverUL
- Share
- 3.4%
- Value
- $8m
- Shares
- 141,375
+12%
- Grayscale Ethereum StakingETH
- Share
- <0.1%
- Value
- $166,671
- Shares
- 11,089
New
- Grayscale Solana Staking ETFGSOL
- Share
- <0.1%
- Value
- $74,945
- Shares
- 13,552
New
- Grayscale Chainlink TR ETFGLNK
- Share
- <0.1%
- Value
- $64,822
- Shares
- 10,128
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 6.6% | $16m | 82,316 | Held |
| AppleAAPL | 5.1% | $13m | 43,651 | Held |
| WelltowerWELL | 4.9% | $12m | 54,154 | Held |
| Johnson & JohnsonJNJ | 4.6% | $12m | 45,541 | Held |
| AbbVieABBV | 4.4% | $11m | 43,844 | +2% |
| Altria GroupMO | 4.2% | $10m | 144,758 | Held |
| Coca-ColaKO | 4.1% | $10m | 126,116 | +2% |
| MicrosoftMSFT | 4.0% | $10m | 26,912 | +6% |
| BroadcomAVGO | 4.0% | $10m | 26,334 | -12% |
| ExxonMobil HoldingsXOM | 3.9% | $10m | 71,845 | Held |
| Consolidated EdisonED | 3.9% | $10m | 87,416 | +3% |
| Price T Rowe GroupTROW | 3.8% | $10m | 83,864 | Held |
| Southern CompanySO | 3.8% | $9m | 98,225 | +3% |
| 3MMMM | 3.7% | $9m | 57,451 | +5% |
| AlphabetGOOG | 3.7% | $9m | 26,042 | Held |
| Illinois Tool WorksITW | 3.7% | $9m | 33,852 | +7% |
| ChevronCVX | 3.5% | $9m | 53,163 | Held |
| Realty IncomeO | 3.5% | $9m | 140,722 | +7% |
| Verizon CommunicationsVZ | 3.4% | $9m | 201,680 | +3% |
| UnileverUL | 3.4% | $8m | 141,375 | +12% |
| Procter & GamblePG | 3.4% | $8m | 57,434 | +3% |
| McDonald'sMCD | 3.2% | $8m | 29,526 | +7% |
| PepsiCoPEP | 3.1% | $8m | 57,889 | +10% |
| AT&TT | 3.0% | $7m | 357,358 | +5% |
| Amazon.comAMZN | 1.2% | $3m | 12,889 | Held |
| Palo Alto NetworksPANW | 0.7% | $2m | 5,338 | Held |
| Coinbase GlobalCOIN | 0.7% | $2m | 12,125 | Held |
| MercadoLibreMELI | 0.6% | $2m | 898 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $1m | 2,400 | Held |
| Home DepotHD | 0.4% | $956,459 | 2,712 | Held |
| TeslaTSLA | 0.3% | $747,119 | 1,776 | Held |
| AlphabetGOOGL | 0.2% | $598,237 | 1,674 | Held |
| Grayscale Ethereum StakingETH | <0.1% | $166,671 | 11,089 | New |
| Grayscale Solana Staking ETFGSOL | <0.1% | $74,945 | 13,552 | New |
| Grayscale Chainlink TR ETFGLNK | <0.1% | $64,822 | 10,128 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 21.7% since 30 June 2025.
Where the money is
Technology21.5%
Everyday goods14.8%
Media & telecom10.3%
Health care9.1%
Real estate8.4%
Utilities7.7%
Energy7.5%
Industrials7.4%
Retail & consumer5.1%
Financial services4.5%
Other3.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.