Windle Wealth, LLC
RIA/Wealth
Windle Wealth, LLC is a RIA/Wealth based in Oklahoma City, OK led by Donald Ray Windle, managing $223.5M across 33 long positions as of Q3 2025 with NVDA as the largest holding (7% allocation).
CCODonald Ray Windle
- Portfolio Value
- $223.5M
- Positions
- 33
- Top Holding
- NVDA at 6.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Windle Wealth, LLC's portfolio (46% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $15.3M | 6.86% | +$932.9 Bought | 0.00% 82.2K shares | |
Software - Infrastructure Technology | $11.6M | 5.20% | -$14.5K Sold | 0.00% 22.5K shares | |
Consumer Electronics Technology | $11.0M | 4.93% | +$67.2K Bought | 0.00% 43.3K shares | |
REIT - Healthcare Facilities Real Estate | $10.0M | 4.47% | -$178.1 Sold | 0.01% 56.0K shares | |
Drug Manufacturers - General Healthcare | $10.0M | 4.46% | +$89.4K Bought | 0.00% 43.1K shares | |
Semiconductors Technology | $9.8M | 4.40% | -$263.3K Sold | 0.00% 29.8K shares | |
Tobacco Consumer Defensive | $9.0M | 4.02% | -$792.7 Sold | 0.01% 135.9K shares | |
Drug Manufacturers - General Healthcare | $8.8M | 3.95% | -$42.3K Sold | 0.00% 47.6K shares | |
Telecommunications Services Communication Services | $8.7M | 3.88% | +$11.2K Bought | 0.00% 307.4K shares | |
Regulated Electric Utilities | $8.6M | 3.87% | +$125.8K Bought | 0.01% 91.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Windle Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+9.74% | |
+4.7% | |
+4.64% | |
+3.79% | |
+3.19% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-5.53% | |
-2.61% | |
-1.4% | |
-0.48% | |
-0.12% |
Analytics
Portfolio insights and performance metrics for Windle Wealth, LLC
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