Windle Wealth, LLC filed its Form 13F-HR with the U.S. Securities and Exchange Commission on November 9, 2026, disclosing equity securities held as of September 30, 2026. The filing lists 38 distinct positions, with a total value of approximately $270.5 million.
The largest position in the portfolio is 3M Company, held in 58,893 shares. Other major holdings include AbbVie Inc. with 43,582 shares, Alphabet Inc. Class A shares with 1,675 shares, and Alphabet Inc. Class C shares with 26,060 shares.
The portfolio features a significant allocation to Grayscale Bitcoin Mini Trust, with 72,175 shares, followed by Grayscale Ethereum Staking Shares with 103,850 shares. Other notable equity positions include ExxonMobil Holdings Corp. with 70,416 shares, Coca-Cola Co. with 124,985 shares, and Home Depot Inc. with 2,733 shares.
Technology and consumer staples dominate the list, with holdings in NVIDIA Corporation (82,319 shares), Microsoft Corporation (27,854 shares), and Procter & Gamble Co. (59,966 shares). The filing also lists positions in Realty Income Corp., Taiwan Semiconductor Manufacturing, and Unilever PLC Sponsored ADR New.
Donald Windle, Chief Compliance Officer, signed the filing on behalf of the firm located in Oklahoma City, Oklahoma.
