Windle Wealth, LLC has filed its latest 13F-HR report, revealing a total of approximately $270.5 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and portfolio management amidst a competitive investment landscape.

The report highlights Windle Wealth's investments in major companies, including Apple Inc., Microsoft Corp., and Amazon.com Inc. These companies are known for their strong market positions and growth potential, indicating Windle Wealth's focus on established leaders in the technology and consumer sectors.

Background

Windle Wealth, LLC is an investment management firm based in Oklahoma City, Oklahoma. The firm is categorized under the SEC as an 'other' entity type, and it has been actively filing various forms with the SEC, including multiple 13F-HR submissions throughout 2026. Its recent filings include a 13F-HR on November 9, 2026, and another on July 30, 2026.

What the Filing Says

The filing states, “The report type is 13F HOLDINGS REPORT,” and lists a total of 38 table entries. The total value of the holdings reported is $270,465,571. This figure reflects the firm's investment discretion over the reported shares.

Impact

This filing may affect various stakeholders, including investors looking for insights into Windle Wealth's investment strategies. Competitors in the investment management industry may also analyze this report to gauge Windle Wealth's positioning and investment choices.

What's Next

The filing does not say what happens next.