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Portfolio (Quarterly) Guide ↗

CASTLE WEALTH MANAGEMENT LLC

· CIK 0001936420
13F Portfolio $338M AUM 143 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 41 Added 37 Reduced 5 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,555.0 $1.3M 0.38% -46.0 -1.8% $501.41 +23.1%
22 UNH UNITEDHEALTH GROUP INC Healthcare 2,721.0 $1.1M 0.34% -139.0 -4.9% $415.62 -6.3%
23 CVX CHEVRON CORPORATION Energy 6,403.0 $1.1M 0.31% -163.0 -2.5% $165.76 +24.4%
24 CSX CSX CORP Industrials 21,523.0 $1.0M 0.30% -143.0 -0.7% $47.53 +6.3%
25 CRM SALESFORCE INC Technology 6,046.0 $947K 0.28% -124.0 -2.0% $156.66 +64.4%
26 SCHG SCHWAB STRATEGIC TR 27,510.0 $931K 0.28% -941.0 -3.3% $33.84 +5.4%
27 FSMB FIRST TR EXCH TRADED FD III 46,210.0 $924K 0.27% -6K -11.0% $19.99 -0.7%
28 PG PROCTER & GAMBLE CO Consumer Defensive 6,196.0 $909K 0.27% -257.0 -4.0% $146.63 -1.0%
29 VIGI VANGUARD WHITEHALL FDS 8,892.0 $830K 0.25% -847.0 -8.7% $93.38 +5.1%
30 IVOO VANGUARD ADMIRAL FDS INC 5,812.0 $758K 0.23% -293.0 -4.8% $130.41 -2.2%
31 MS MORGAN STANLEY Financial Services 2,733.0 $571K 0.17% -60.0 -2.1% $209.06 +2.1%
32 EFA ISHARES TR 4,703.0 $489K 0.14% -53.0 -1.1% $103.88 +3.4%
33 POWA INVESCO EXCH TRD SLF IDX FD 5,024.0 $446K 0.13% -113.0 -2.2% $88.84 +1.7%
34 XOM EXXON MOBIL CORP Energy 3,184.0 $435K 0.13% -73.0 -2.2% $136.71 +17.8%
35 DGRO ISHARES TR 5,051.0 $383K 0.11% -303.0 -5.7% $75.78 +4.3%
36 FNDX SCHWAB STRATEGIC TR 8,785.0 $273K 0.08% -375.0 -4.1% $31.10 +4.1%
37 TSLA TESLA INC Consumer Cyclical 624.0 $262K 0.08% -955.0 -60.5% $420.60 -12.5%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.1%
Technology 28.4%
Healthcare 7.5%
Consumer Cyclical 7.4%
Industrials 6.4%
Communication Services 6.3%
Consumer Defensive 5.4%
Utilities 2.6%
Energy 2.0%
Basic Materials 0.9%