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 101–131 of 131
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 12K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 14K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 835 | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| IDEV | ISHARES TR | 3K | $100K–$500K | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 13K | $100K–$500K | SH |
| HIMU | BLACKROCK ETF TRUST II | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 837 | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| SBI | WESTERN ASSET INTER MUNI FD | 32K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 798 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 399 | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 17K | $100K–$500K | SH |
| CALF | PACER FDS TR | 5K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 338 | $100K–$500K | SH |
| MEMX | MATTHEWS ASIA FDS | 6K | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 919 | $100K–$500K | SH |
| CGTX | COGNITION THERAPEUTICS INC | 44K | $50K–$100K | SH |
| BTG | B2GOLD CORP | 11K | $15K–$50K | SH |