Windle Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Oklahoma City, OK
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$270,466
Net value change ($000)
+21,582 (8.7%)
New positions
4
Sold out positions
1
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 11,460 NEW
MSFT 4,247 42.3%
BTC 2,667 NEW
ETH 2,480 1485.0%
NVDA 2,329 14.1%
CVX 2,032 23.1%
T 1,991 26.9%
AAPL 1,798 14.2%
GLNK 1,016 1563.1%
GSUI 1,006 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,823 -100.0%
O -1,011 -11.6%
SO -818 -8.7%
TROW -614 -6.4%
MCD -557 -7.0%
WELL -438 -3.6%
ED -404 -4.2%
MO -377 -3.6%
GOOG -321 -3.5%
ITW -181 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type