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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
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 57,434.0 $8.4M 3.38% -2K -3.5% $146.64 -0.1%
22 MCD MCDONALDS CORP Consumer Cyclical 29,526.0 $8.0M 3.21% +3K +10.8% $270.31 -5.4%
23 PEP PEPSICO INC Consumer Defensive 57,889.0 $7.8M 3.15% +6K +10.7% $135.40 +1.6%
24 T AT&T INC Communication Services 357,358.0 $7.4M 2.97% +34K +10.5% $20.70 +24.0%
25 AMZN AMAZON COM INC Consumer Cyclical 12,889.0 $3.1M 1.23% $238.34 +8.5%
26 PANW PALO ALTO NETWORKS INC Technology 5,338.0 $1.8M 0.73% $341.02 -2.3%
27 COIN COINBASE GLOBAL INC Financial Services 12,125.0 $1.8M 0.71% +3K +26.7% $146.19 +26.3%
28 MELI MERCADOLIBRE INC Consumer Cyclical 898.0 $1.5M 0.61% $1697.39 +16.6%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,400.0 $1.1M 0.46% +2K +166.7% $477.57 -10.2%
30 HD HOME DEPOT INC Consumer Cyclical 2,712.0 $956K 0.38% +41.0 +1.5% $352.68 -9.0%
31 TSLA TESLA INC Consumer Cyclical 1,776.0 $747K 0.30% +41.0 +2.4% $420.68 -15.8%
32 GOOGL ALPHABET INC Communication Services 1,674.0 $598K 0.24% $357.37 -5.3%
33 ETH GRAYSCALE ETHEREUM STAKING Financial Services 11,089.0 $167K 0.07% NEW $15.03 +55.9%
34 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 13,552.0 $75K 0.03% NEW $5.53 +38.9%
35 GLNK GRAYSCALE CHAINLINK TR ETF Financial Services 10,128.0 $65K 0.03% NEW $6.40 +62.5%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%