13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001963452
Total reported value
$248.9M
$248.9M
33 檔
20.3%
The Q2 2025 SEC filing reveals that Windle Wealth, LLC held a total portfolio value of $248.9M, covering 33 public equity positions.
During Q2 2025, Windle Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, T) accounted for 20.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.35% | +0.56% | +2.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | +0.04% | +0.83% | |
| 3 | T | At&t Inc | Stock-Comm Services | 4.34% | -1.20% | -4.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.43% | +5.49% | |
| 5 | WELL | Welltower Inc | Stock-Real Estate | 4.21% | +0.41% | -0.37% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.12% | +0.07% | +1.21% | |
| 7 | SO | Southern Co/the | Stock-Utilities | 4.04% | -0.11% | +1.17% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.04% | +0.15% | -0.08% | |
| 9 | MO | Altria Group Inc | Stock-Consumer Staples | 3.90% | +0.22% | -1.47% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.88% | -0.01% | +1.26% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 3.87% | +0.50% | -0.32% | |
| 12 | UL | Unilever PLC | Stock-Consumer Staples | 3.84% | — | -1.26% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 3.76% | -1.23% | +6.02% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.76% | -0.71% | -3.43% | |
| 15 | ED | Consolidated Edison Inc | Stock-Utilities | 3.74% | -0.16% | -1.25% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.68% | -0.43% | +0.93% | |
| 17 | MMM | 3m Co | Stock-Industrials | 3.66% | +0.39% | +3.63% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 3.60% | +0.12% | -1.92% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.57% | — | -1.45% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 3.55% | -1.10% | +9.64% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 3.48% | +0.20% | +3.87% | |
| 22 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.47% | +0.68% | +13.63% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.33% | -0.31% | +4.95% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.24% | +0.56% | +0.12% | |
| 25 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.64% | -0.18% | +15.72% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.09% | — | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.15% | -0.05% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.37% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.01% | +0.69% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.02% | +77.34% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.04% | +0.12% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | — | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.10% | +0.12% | — |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 33 disclosed positions in Q2 2025.
During Q2 2025, Windle Wealth, LLC's top holdings by market value included NVDA (6.3%)、MSFT (5.5%)、T (4.3%). The largest single position, NVDA, represented 6.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Windle Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.