Windle Wealth, LLC holds a diversified book of 35 stocks worth $248.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Grayscale Ethereum Staking M and trimmed Welltower Inc. Their largest long position is Nvidia Corp at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Windle Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ken Griffin | 35 / 35 | $16.1B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 / 35 | $12.8B |
| JANE STREET GROUP, LLC | 35 / 35 | $5.3B |
| MORGAN STANLEY | 34 / 35 | $397.2B |
| ROYAL BANK OF CANADA | 34 / 35 | $112.9B |
| WELLS FARGO & COMPANY/MN | 34 / 35 | $95.7B |
| PNC FINANCIAL SERVICES GROUP, INC. | 34 / 35 | $27.1B |
| Mariner, LLC | 34 / 35 | $20.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Windle Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $16.5M | 82.3K | 6.6% | ▲+0.1% Added · +108 sh | |
| 2 | Apple Inc COM | $12.6M | 43.7K | 5.1% | ▲+0.7% Added · +312 sh | |
| 3 | Welltower Inc COM | $12.3M | 54.2K | 4.9% | ▼−0.1% Reduced · −68 sh | |
| 4 | Johnson & Johnson COM | $11.6M | 45.5K | 4.6% | ▲+1.2% Added · +534 sh | |
| 5 | Abbvie Inc COM | $11.0M | 43.8K | 4.4% | ▲+2.5% Added · +1K sh | |
| 6 | Altria Group Inc COM | $10.4M | 144.8K | 4.2% | ▲+1.8% Added · +3K sh | |
| 7 | Coca Cola Co COM | $10.2M | 126.1K | 4.1% | ▲+2.1% Added · +3K sh | |
| 8 | Microsoft Corp COM | $10.0M | 26.9K | 4.0% | ▲+5.5% Added · +1K sh | |
| 9 | Broadcom Inc COM | $9.9M | 26.3K | 4.0% | ▼−12% Reduced · −4K sh | |
| 10 | Exxon Mobil Corp COM | $9.8M | 71.8K | 3.9% | ▼−0.6% Reduced · −401 sh | |
| 11 | Consolidated Edison Inc COM | $9.7M | 87.4K | 3.9% | ▲+3.3% Added · +3K sh | |
| 12 | Price T Rowe Group Inc COM | $9.5M | 83.9K | 3.8% | ▲+1.4% Added · +1K sh | |
| 13 | Southern Co COM | $9.4M | 98.2K | 3.8% | ▲+3.0% Added · +3K sh | |
| 14 | 3M Co COM | $9.3M | 57.5K | 3.7% | ▲+5.2% Added · +3K sh | |
| 15 | Alphabet Inc CAP STK CL C | $9.2M | 26.0K | 3.7% | ▲+0.5% Added · +141 sh | |
| 16 | Illinois Tool WKS Inc COM | $9.2M | 33.9K | 3.7% | ▲+7.1% Added · +2K sh | |
| 17 | Chevron Corporation COM | $8.8M | 53.2K | 3.5% | ▲+0.1% Added · +77 sh | |
| 18 | Realty Income Corp COM | $8.7M | 140.7K | 3.5% | ▲+7.5% Added · +10K sh | |
| 19 | Verizon Communications Inc COM | $8.5M | 201.7K | 3.4% | ▲+3.2% Added · +6K sh | |
| 20 | Unilever PLC SPON ADR NEW | $8.5M | 141.4K | 3.4% | ▲+12% Added · +15K sh | |
| 21 | Procter & Gamble Co COM | $8.4M | 57.4K | 3.4% | ▲+3.3% Added · +2K sh | |
| 22 | McDonalds Corp COM | $8.0M | 29.5K | 3.2% | ▲+6.5% Added · +2K sh | |
| 23 | Pepsico Inc COM | $7.8M | 57.9K | 3.1% | ▲+9.8% Added · +5K sh | |
| 24 | AT&T Inc COM | $7.4M | 357.4K | 3.0% | ▲+5.1% Added · +17K sh | |
| 25 | Amazon Com Inc COM | $3.1M | 12.9K | 1.2% | ▼−0.1% Reduced · −12 sh | |
| 26 | Palo Alto Networks Inc COM | $1.8M | 5.3K | 0.7% | —Held | |
| 27 | Coinbase Global Inc COM CL A | $1.8M | 12.1K | 0.7% | ▲~0% Added · +5 sh | |
| 28 | Mercadolibre Inc COM | $1.5M | 898 | 0.6% | —Held | |
| 29 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.1M | 2.4K | 0.5% | —Held | |
| 30 | Home Depot Inc COM | $956K | 2.7K | 0.4% | ▲+0.6% Added · +15 sh | |
| 31 | Tesla Inc COM | $747K | 1.8K | 0.3% | —Held | |
| 32 | Alphabet Inc CAP STK CL A | $598K | 1.7K | 0.2% | ▲+0.1% Added · +1 sh | |
| 33 | Grayscale Ethereum Staking SHS NEW | $167K | 11.1K | 0.1% | ▲New New position | |
| 34 | Grayscale Solana Staking ETF SHS | $75K | 13.6K | 0.0% | ▲New New position | |
| 35 | Grayscale Chainlink TR ETF SHS | $65K | 10.1K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963452/holdings"
Use Arkolith to show Windle Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.