Windle Wealth, LLC
•CIK: 1963452•Filing: Q4 2025
**Windle Wealth, LLC** manages $223M across a diversified portfolio of 34 positions. The fund exhibits a significant concentration in mega-cap technology and healthcare names, notably holding $15.3M in NVDA and $11.4M in AAPL. Core allocations also include substantial positions in MSFT ($10.8M), WELL ($9.9M), and AVGO ($9.6M). This structure suggests a conviction-driven, growth-oriented mandate targeting established industry leaders.
Total AUM
$223.2M
QoQ Performance
-0.1%
Positions
33
Top 10 Concentration
45.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
NVDA6.9%
AAPL5.1%
MSFT4.8%
WELL4.4%
AVGO4.3%
ABBV4.2%
JNJ4.2%
XOM4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology25.0%
Other24.6%
Consumer Staples10.7%
Healthcare8.6%
Utilities7.2%
Consumer5.7%
Energy4.0%
Industrial3.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023