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CIK: 0001963452
Total reported value
$248.9M
$248.9M
33 檔
23.3%
In Q3 2025, Windle Wealth, LLC's U.S. equity holdings reached a combined market value of $248.9M, distributed across 33 disclosed stock positions.
In Q3 2025, Windle Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 23.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.86% | +0.56% | +0.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.20% | +0.04% | -0.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.93% | +0.43% | +0.61% | |
| 4 | WELL | Welltower Inc | Stock-Real Estate | 4.47% | +0.41% | -0.00% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 4.46% | +0.50% | +0.90% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.40% | +0.07% | -2.61% | |
| 7 | MO | Altria Group Inc | Stock-Consumer Staples | 4.02% | +0.22% | -0.01% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.95% | — | -0.48% | |
| 9 | T | At&t Inc | Stock-Comm Services | 3.88% | -1.20% | +0.13% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 3.87% | -0.11% | +1.48% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.76% | -0.01% | +9.74% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 3.67% | -1.23% | +2.14% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 3.62% | -1.10% | +2.98% | |
| 14 | ED | Consolidated Edison Inc | Stock-Utilities | 3.58% | -0.16% | +4.70% | |
| 15 | MMM | 3m Co | Stock-Industrials | 3.58% | +0.39% | +4.64% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.58% | -0.43% | +2.02% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.56% | +0.15% | +2.85% | |
| 18 | UL | Unilever PLC | Stock-Consumer Staples | 3.53% | — | +3.79% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.53% | -0.71% | +1.09% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 3.47% | +0.20% | +3.19% | |
| 21 | O | Realty Income CORP | Stock-Real Estate | 3.43% | +0.12% | -1.40% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.28% | -0.31% | +1.00% | |
| 23 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.19% | +0.68% | -5.53% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.82% | +0.56% | +0.09% | |
| 25 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.44% | -0.18% | +0.02% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.09% | — | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.94% | -0.05% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.37% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.01% | +0.53% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.02% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.04% | +0.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | +0.12% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | — | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +0.01% | Add |
| 2 | AVGO | Broadcom Inc | +1.8% | -2.61% | Trim |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.12% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | +0.09% | Add |
| 5 | COIN | Coinbase Global Inc -class A | +0.7% | +0.02% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +0.61% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | — | Add |
| 8 | TROW | T Rowe Price Group Inc | +0.1% | -5.53% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | Add |
| 10 | MELI | Mercadolibre Inc | 0% | — | Unchanged |
| 11 | WELL | Welltower Inc | 0% | -0.00% | Trim |
| 12 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 14 | MMM | 3m Co | 0% | +4.64% | Add |
| 15 | HD | Home Depot Inc | 0% | +0.53% | Add |
| 16 | ITW | Illinois Tool Works | -0.1% | +3.19% | Add |
| 17 | ABBV | Abbvie Inc | -0.2% | +0.90% | Add |
| 18 | JNJ | Johnson & Johnson | -0.2% | -0.48% | Trim |
| 19 | MO | Altria Group Inc | -0.3% | -0.01% | Trim |
| 20 | SO | Southern Co/the | -0.3% | +1.48% | Add |
| 21 | CVX | Chevron CORP | -0.4% | +2.98% | Add |
| 22 | XOM | Exxon Mobil CORP | -0.5% | +2.14% | Add |
| 23 | UL | Unilever PLC | -0.5% | +3.79% | Add |
| 24 | O | Realty Income CORP | -0.5% | -1.40% | Trim |
| 25 | PEP | Pepsico Inc | -0.5% | +1.00% | Add |
| 26 | MCD | Mcdonald's CORP | -0.5% | +2.02% | Add |
| 27 | PG | Procter & Gamble Co/the | -0.6% | +9.74% | Add |
| 28 | KO | Coca-cola Co/the | -0.8% | +2.85% | Add |
| 29 | VZ | Verizon Communications Inc | -0.8% | +1.09% | Trim |
| 30 | T | At&t Inc | -0.8% | +0.13% | Trim |
| 31 | ED | Consolidated Edison Inc | -0.8% | +4.70% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 33 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
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 Q3 2025.
During Q3 2025, Windle Wealth, LLC's top holdings by market value included NVDA (6.9%)、MSFT (5.2%)、AAPL (4.9%). The largest single position, NVDA, represented 6.9% of total portfolio value.
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Top New Position Initiated
TSM
市值: $251.4K
Top Position Liquidated / Trimmed
T
前期市值: $9.1M
In Q3 2025, Windle Wealth, LLC made 30 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 7 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.
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