Windle Wealth
Windle Wealth reported 35 stocks worth $249M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (6.6%), AAPL (5.1%) and WELL (4.9%). Compared with Q1 2026, the fund opened new positions in ETH, GSOL and GLNK, added to NVDA, AAPL and JNJ and trimmed WELL, AVGO and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $16.5M | 6.6% | 82K | +108 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $12.6M | 5.1% | 44K | +312 (+1%) | 8 of 8 | |
| 3 |  WELL Welltower Inc | $12.3M | 4.9% | 54K | −68 (−0%) | 8 of 8 | |
| 4 |  JNJ Johnson & Johnson | $11.6M | 4.7% | 46K | +534 (+1%) | 8 of 8 | |
| 5 |  ABBV Abbvie Inc | $11M | 4.4% | 44K | +1,056 (+2%) | 8 of 8 | |
| 6 |  MO Altria Group Inc | $10.4M | 4.2% | 145K | +2,603 (+2%) | 8 of 8 | |
| 7 |  KO Coca Cola Co | $10.2M | 4.1% | 126K | +2,643 (+2%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $10M | 4.0% | 27K | +1,412 (+6%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $9.9M | 4.0% | 26K | −3,700 (−12%) | 6 of 8 | |
| 10 |  XOM Exxon Mobil Corp | $9.8M | 4.0% | 72K | −401 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Windle Wealth 13F FAQ
What does Windle Wealth own?
Windle Wealth reported 35 stocks worth $249M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (6.6%), AAPL (5.1%) and WELL (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Windle Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 22 added to, 3 trimmed and 0 sold out. New positions include ETH, GSOL and GLNK.
When will Windle Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Windle Wealth's portfolio worth?
The Q2 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.