1y return+14.3%S&P 500 +20.9%
3y return+47.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $155 against $195 in the S&P 500.2
Windle Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $16.5M | 6.6% | |
| AAPLApple Inc | $12.6M | 5.1% | |
| WELLWelltower Inc | $12.3M | 4.9% | |
| JNJJohnson & Johnson | $11.6M | 4.6% | +1.2% |
| ABBVAbbvie Inc | $11.0M | 4.4% | +2.5% |
| MOAltria Group Inc | $10.4M | 4.2% | +1.8% |
| KOCoca Cola Co | $10.2M | 4.1% | +2.1% |
| MSFTMicrosoft Corp | $10.0M | 4.0% | +5.5% |
| AVGOBroadcom Inc | $9.9M | 4.0% | −12.3% |
| Exxon Mobil CorpCUSIP 30231G102 | $9.8M | 3.9% | |
| EDConsolidated Edison Inc | $9.7M | 3.9% | +3.3% |
| TROWPrice T Rowe Group Inc | $9.5M | 3.8% | +1.4% |
| SOSouthern Co | $9.4M | 3.8% | +3.0% |
| MMM3m Co | $9.3M | 3.7% | +5.2% |
| GOOGAlphabet Inc | $9.2M | 3.7% | |
| ITWIllinois Tool Wks Inc | $9.2M | 3.7% | +7.1% |
| CVXChevron Corporation | $8.8M | 3.5% | |
| ORealty Income Corp | $8.7M | 3.5% | +7.5% |
| VZVerizon Communications Inc | $8.5M | 3.4% | +3.2% |
| ULUnilever PLC | $8.5M | 3.4% | +12.3% |
| PGProcter & Gamble Co | $8.4M | 3.4% | +3.3% |
| MCDMcdonalds Corp | $8.0M | 3.2% | +6.5% |
| PEPPepsico Inc | $7.8M | 3.1% | +9.9% |
| TAt&t Inc | $7.4M | 3.0% | +5.1% |
| AMZNAmazon Com Inc | $3.1M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $16.5M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $1.8M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $9.2M |
| WELLWelltower Inc | December 31, 2022 | +246.3% | $12.3M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $3.1M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $9.9M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $12.6M |
| COINCoinbase Global Inc | March 31, 2023 | +116.4% | $1.8M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $1.1M |
| MELIMercadolibre Inc | December 31, 2022 | +100.6% | $1.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.7% | +14.8% |
| March 31, 2026 | +3.3% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +3.4% | +10.5% |
| March 31, 2025 | +4.5% | −4.6% |
| December 31, 2024 | −3.3% | +2.1% |
| September 30, 2024 | +9.4% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +6.7% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Windle Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963452&type=13F-HR&dateb=&owner=include&count=40CIK 1963452
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1963452/000196345226000004/Filed July 30, 2026 · accession 0001963452-26-000004