Windle Wealth, LLC
SEC Form 13F institutional filer · CIK 0001963452
13F-HR · 29 reported holdings · 2026-03-31
Reported long-US-equity value
$0.23B
Top-10 concentration
48.0%
Windle Wealth, LLC — $227M AUM allocation strategy
Windle Wealth, LLC files SEC Form 13F and reports $227M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.4%, followed by Consumer Staples 15.4% and Energy 10.2%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Windle Wealth, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$227M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +16.8K sh · +$1.83M+$TROW +13.2K sh · +$337K+$MO +5.19K sh · +$1.48M
Biggest trims (shares)
−$PG −3.88K sh · −$493K−$XOM −2.02K sh · +$3.32M−$CVX −1.27K sh · +$2.7M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Integrated Oil & Gas10.2%—
- Integrated Telecommunication Services8.7%—
- Soft Drinks & Non-alcoholic Beverages7.7%—
- Pharmaceuticals4.8%—
- Technology Hardware, Storage & Peripherals4.8%—
- Health Care REITs4.8%—
- Multi-Utilities4.2%—
- Other holdings44.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 82.2K | $14.3M | +0 | 6.3% |
| $XOM | ExxonMobil Holdings Corporation | 72.2K | $12.3M | -2.02K | 5.4% |
| $JNJ | Johnson & Johnson | 45K | $11M | -491 | 4.8% |
| $AAPL | Apple Inc | 43.3K | $11M | +1.38K | 4.8% |
| $CVX | Chevron Corporation | 53.1K | $11M | -1.27K | 4.8% |
| $WELL | Welltower Inc | 54.2K | $10.7M | +841 | 4.7% |
| $T | AT&T Inc | 340K | $9.86M | +16.8K | 4.3% |
| $VZ | Verizon Communications Inc | 195K | $9.81M | -1.07K | 4.3% |
| $ED | Consolidated Edison Inc | 84.6K | $9.58M | +2.18K | 4.2% |
| $MSFT | Microsoft Corporation | 25.5K | $9.44M | +3.18K | 4.2% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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