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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 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 10,867.0 $2.2M 0.64% -115.0 -1.1% $200.10 +10.3%
42 IWF ISHARES TR 17,232.0 $2.1M 0.63% +13K +300.0% $124.17 -1.2%
43 IVE ISHARES TR 9,310.0 $2.1M 0.63% -398.0 -4.1% $227.05 +4.2%
44 VGT VANGUARD WORLD FD 15,142.0 $1.8M 0.54% +13K +699.9% $119.52 +0.8%
45 GOOG ALPHABET INC 5,047.0 $1.8M 0.53% $353.36
46 XLRE SELECT SECTOR SPDR TR 40,082.0 $1.8M 0.52% $44.03 +0.2%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,335.0 $1.7M 0.52% -87.0 -3.6% $746.82 +2.7%
48 GS GOLDMAN SACHS GROUP INC Financial Services 1,723.0 $1.7M 0.52% -46.0 -2.6% $1011.18 +1.5%
49 V VISA INC Financial Services 4,839.0 $1.7M 0.49% +97.0 +2.0% $343.12 +10.6%
50 NEE NEXTERA ENERGY INC Utilities 17,877.0 $1.6M 0.47% -565.0 -3.1% $87.77 -6.2%
51 META META PLATFORMS INC Communication Services 2,692.0 $1.5M 0.45% +96.0 +3.7% $563.39 +1.6%
52 ARCC ARES CAPITAL CORP Financial Services 81,837.0 $1.5M 0.45% +3K +3.9% $18.53 +8.3%
53 BERKSHIRE HATHAWAY INC DEL 2,752.0 $1.4M 0.41% $500.39
54 ETN EATON CORP PLC Industrials 3,169.0 $1.4M 0.40% -39.0 -1.2% $426.12 -5.7%
55 LOW LOWES COS INC Consumer Cyclical 5,977.0 $1.3M 0.39% +142.0 +2.4% $220.50 -7.2%
56 AMGN AMGEN INC Healthcare 3,594.0 $1.3M 0.39% +181.0 +5.3% $362.09 +18.7%
57 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,555.0 $1.3M 0.38% -46.0 -1.8% $501.41 +23.1%
58 ORCL ORACLE CORP Technology 8,318.0 $1.2M 0.36% $146.54 +1.8%
59 UNH UNITEDHEALTH GROUP INC Healthcare 2,721.0 $1.1M 0.34% -139.0 -4.9% $415.62 -6.3%
60 JNJ JOHNSON & JOHNSON Healthcare 4,417.0 $1.1M 0.33% +90.0 +2.1% $253.95 +4.7%
Page 3 of 8  ·  143 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%