Windle Wealth, LLC
All 13F Filings
- Location
- Oklahoma City, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 236,661
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 32 | 236,661 | 13F-HR | Windle Wealth, LLC |
| Q4 2025 | 1/23/2026 | 34 | 223,228 | 13F-HR | Windle Wealth, LLC |
| Q3 2025 | 11/6/2025 | 33 | 223,512 | 13F-HR | Windle Wealth, LLC |
| Q2 2025 | 7/23/2025 | 33 | 204,551 | 13F-HR | Windle Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 236.7 K | 100.0% | 13.43 K | 0 | 13.43 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
236,661
Holdings
32
QoQ value change ($000)
13,433
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.