Arkolith/Funds/Windle Wealth, LLC

Windle Wealth, LLC

CIK 1963452Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

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.

Added to
24
already held, bought more
Trimmed
4
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
46%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
25%
Health Care
13%
Consumer Staples
11%
Real Estate
8%
Utilities
8%
Energy
7%
Materials
7%
Communication Services
6%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Windle Wealth, LLC

Manager / fundShared namesTheir $ in those
Ken Griffin35 / 35$16.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLP35 / 35$12.8B
JANE STREET GROUP, LLC35 / 35$5.3B
MORGAN STANLEY34 / 35$397.2B
ROYAL BANK OF CANADA34 / 35$112.9B
WELLS FARGO & COMPANY/MN34 / 35$95.7B
PNC FINANCIAL SERVICES GROUP, INC.34 / 35$27.1B
Mariner, LLC34 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

35 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$16.5M82.3K
6.6%
+0.1%
Added · +108 sh
2Apple Inc
COM
$12.6M43.7K
5.1%
+0.7%
Added · +312 sh
3Welltower Inc
COM
$12.3M54.2K
4.9%
−0.1%
Reduced · −68 sh
4Johnson & Johnson
COM
$11.6M45.5K
4.6%
+1.2%
Added · +534 sh
5Abbvie Inc
COM
$11.0M43.8K
4.4%
+2.5%
Added · +1K sh
6Altria Group Inc
COM
$10.4M144.8K
4.2%
+1.8%
Added · +3K sh
7Coca Cola Co
COM
$10.2M126.1K
4.1%
+2.1%
Added · +3K sh
8Microsoft Corp
COM
$10.0M26.9K
4.0%
+5.5%
Added · +1K sh
9Broadcom Inc
COM
$9.9M26.3K
4.0%
−12%
Reduced · −4K sh
10Exxon Mobil Corp
COM
$9.8M71.8K
3.9%
−0.6%
Reduced · −401 sh
11Consolidated Edison Inc
COM
$9.7M87.4K
3.9%
+3.3%
Added · +3K sh
12Price T Rowe Group Inc
COM
$9.5M83.9K
3.8%
+1.4%
Added · +1K sh
13Southern Co
COM
$9.4M98.2K
3.8%
+3.0%
Added · +3K sh
143M Co
COM
$9.3M57.5K
3.7%
+5.2%
Added · +3K sh
15Alphabet Inc
CAP STK CL C
$9.2M26.0K
3.7%
+0.5%
Added · +141 sh
16Illinois Tool WKS Inc
COM
$9.2M33.9K
3.7%
+7.1%
Added · +2K sh
17Chevron Corporation
COM
$8.8M53.2K
3.5%
+0.1%
Added · +77 sh
18Realty Income Corp
COM
$8.7M140.7K
3.5%
+7.5%
Added · +10K sh
19Verizon Communications Inc
COM
$8.5M201.7K
3.4%
+3.2%
Added · +6K sh
20Unilever PLC
SPON ADR NEW
$8.5M141.4K
3.4%
+12%
Added · +15K sh
21Procter & Gamble Co
COM
$8.4M57.4K
3.4%
+3.3%
Added · +2K sh
22McDonalds Corp
COM
$8.0M29.5K
3.2%
+6.5%
Added · +2K sh
23Pepsico Inc
COM
$7.8M57.9K
3.1%
+9.8%
Added · +5K sh
24AT&T Inc
COM
$7.4M357.4K
3.0%
+5.1%
Added · +17K sh
25Amazon Com Inc
COM
$3.1M12.9K
1.2%
−0.1%
Reduced · −12 sh
26Palo Alto Networks Inc
COM
$1.8M5.3K
0.7%
Held
27Coinbase Global Inc
COM CL A
$1.8M12.1K
0.7%
~0%
Added · +5 sh
28Mercadolibre Inc
COM
$1.5M898
0.6%
Held
29Taiwan Semiconductor Manufac
SPONSORED ADS
$1.1M2.4K
0.5%
Held
30Home Depot Inc
COM
$956K2.7K
0.4%
+0.6%
Added · +15 sh
31Tesla Inc
COM
$747K1.8K
0.3%
Held
32Alphabet Inc
CAP STK CL A
$598K1.7K
0.2%
+0.1%
Added · +1 sh
33Grayscale Ethereum Staking
SHS NEW
$167K11.1K
0.1%
New
New position
34Grayscale Solana Staking ETF
SHS
$75K13.6K
0.0%
New
New position
35Grayscale Chainlink TR ETF
SHS
$65K10.1K
0.0%
New
New position
Showing all 35 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202635$248.9M13F-HR
Q1 2026Mar 31, 2026May 11, 202632$236.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202634$223.2M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202533$223.5M13F-HR

Data source

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.