Portfolio (Quarterly) Guide ↗

Windle Wealth, LLC

· CIK 0001963452

13F Portfolio $249M AUM 35 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 3 New 22 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	713	$235K	0.10%	SOLD
2	MICC	MAGNUM ICE CREAM CO NV	Consumer Defensive	14,296	$227K	0.10%	SOLD

Sector Allocation

Technology 22.5%

Consumer Defensive 16.0%

Healthcare 9.8%

Real Estate 9.1%

Utilities 8.2%

Energy 8.1%

Industrials 8.0%

Communication Services 7.2%

Consumer Cyclical 6.2%

Financial Services 5.0%