Windle Wealth, LLC - Portfolio overview

Windle Wealth, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.05%
2. XOM - EXXON MOBIL CORP, 5.17%
3. JNJ - JOHNSON & JOHNSON, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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