CIK 1936420
CASTLE WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
131
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 131
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 67K | $1M+ | SH |
| LOW | LOWES COS INC | 6K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 10K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 21K | $500K+ | SH |
| IVW | ISHARES TR | 7K | $500K+ | SH |
| CSX | CSX CORP | 21K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 26K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 37K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| POWA | INVESCO EXCH TRD SLF IDX FD | 5K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| IYR | ISHARES TR | 4K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |