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CIK: 0001963452
Total reported value
$248.9M
$248.9M
32 檔
23.9%
During the Q1 2026 filing period, Windle Wealth, LLC (CIK: 0001963452) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $248.9M across 32 reported positions.
In Q1 2026, Windle Wealth, LLC displayed an active expansion posture, initiating 0 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.06% | +0.56% | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 5.18% | -1.23% | -2.73% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.65% | — | -1.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.43% | +3.28% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 4.64% | -1.10% | -2.34% | |
| 6 | WELL | Welltower Inc | Stock-Real Estate | 4.53% | +0.41% | +1.58% | |
| 7 | T | At&t Inc | Stock-Comm Services | 4.17% | -1.20% | +5.20% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.14% | -0.71% | -0.55% | |
| 9 | ED | Consolidated Edison Inc | Stock-Utilities | 4.05% | -0.16% | +2.64% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | +0.04% | +14.23% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.97% | +0.15% | +0.79% | |
| 12 | MO | Altria Group Inc | Stock-Consumer Staples | 3.96% | +0.22% | +3.79% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 3.93% | +0.50% | +3.54% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 3.93% | +0.07% | +7.85% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 3.89% | -0.11% | +4.84% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.64% | -0.43% | +4.01% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 3.48% | +0.20% | +1.90% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.46% | -0.31% | +0.74% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.39% | -0.01% | -6.52% | |
| 20 | O | Realty Income CORP | Stock-Real Estate | 3.38% | +0.12% | +2.06% | |
| 21 | MMM | 3m Co | Stock-Industrials | 3.35% | +0.39% | +4.72% | |
| 22 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.15% | +0.68% | +18.95% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.14% | +0.56% | +0.10% | |
| 24 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 3.03% | +0.39% | +3.84% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.09% | +0.09% | |
| 26 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.89% | -0.18% | +26.66% | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.66% | -0.05% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | +0.01% | +0.97% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.36% | +0.37% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.12% | +166.67% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.02% | +2.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.04% | +0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -2.73% | Trim |
| 2 | CVX | Chevron CORP | +0.9% | -2.34% | Trim |
| 3 | T | At&t Inc | +0.6% | +5.20% | Add |
| 4 | VZ | Verizon Communications Inc | +0.6% | -0.55% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.08% | Trim |
| 6 | MO | Altria Group Inc | +0.4% | +3.79% | Add |
| 7 | ED | Consolidated Edison Inc | +0.4% | +2.64% | Add |
| 8 | SO | Southern Co/the | +0.3% | +4.84% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +166.67% | Add |
| 10 | O | Realty Income CORP | +0.1% | +2.06% | Add |
| 11 | KO | Coca-cola Co/the | +0.1% | +0.79% | Add |
| 12 | PEP | Pepsico Inc | +0.1% | +0.74% | Add |
| 13 | WELL | Welltower Inc | +0.1% | +1.58% | Add |
| 14 | ITW | Illinois Tool Works | +0.1% | +1.90% | Add |
| 15 | MCD | Mcdonald's CORP | 0% | +4.01% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +0.06% | Add |
| 17 | TROW | T Rowe Price Group Inc | 0% | +18.95% | Add |
| 18 | HD | Home Depot Inc | 0% | +0.97% | Add |
| 19 | TSLA | Tesla Inc | -0.1% | +2.36% | Add |
| 20 | PANW | Palo Alto Networks Inc | -0.1% | — | Unchanged |
| 21 | COIN | Coinbase Global Inc -class A | -0.1% | +26.66% | Add |
| 22 | MELI | Mercadolibre Inc | -0.2% | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | -0.2% | +0.09% | Add |
| 24 | ABBV | Abbvie Inc | -0.3% | +3.54% | Add |
| 25 | MMM | 3m Co | -0.4% | +4.72% | Add |
| 26 | AVGO | Broadcom Inc | -0.4% | +7.85% | Add |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -6.52% | Trim |
| 28 | AAPL | Apple Inc | -0.5% | +3.28% | Add |
| 29 | GOOG | Alphabet Inc-cl C | -0.5% | +0.10% | Add |
| 30 | UL | Unilever Plc-sponsored Adr | -0.5% | +3.84% | Add |
| 31 | NVDA | Nvidia CORP | -0.8% | — | Unchanged |
| 32 | MSFT | Microsoft CORP | -0.9% | +14.23% | Add |
| 33 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 34 | MICC | The Magnum Ice Cream Company N. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 32 disclosed positions in Q1 2026.
During Q1 2026, Windle Wealth, LLC's top holdings by market value included NVDA (6.1%)、XOM (5.2%)、JNJ (4.7%). The largest single position, NVDA, represented 6.1% 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 terms of portfolio concentration, the top 5 core holdings (including NVDA, XOM, JNJ) accounted for 23.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
UNH
前期市值: $235.5K
In Q1 2026, Windle Wealth, LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 5 holdings, and fully liquidating 2 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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