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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 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 6,403.0 $1.1M 0.31% -163.0 -2.5% $165.76 +24.4%
62 WMT WALMART INC Consumer Defensive 9,197.0 $1.0M 0.31% +134.0 +1.5% $113.27 -7.4%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,111.0 $1.0M 0.31% $935.06 +0.9%
64 CSX CSX CORP Industrials 21,523.0 $1.0M 0.30% -143.0 -0.7% $47.53 +6.3%
65 CRM SALESFORCE INC Technology 6,046.0 $947K 0.28% -124.0 -2.0% $156.66 +64.4%
66 SCHG SCHWAB STRATEGIC TR 27,510.0 $931K 0.28% -941.0 -3.3% $33.84 +5.4%
67 IVW ISHARES TR 6,726.0 $925K 0.27% $137.53 +1.5%
68 FSMB FIRST TR EXCH TRADED FD III 46,210.0 $924K 0.27% -6K -11.0% $19.99 -0.7%
69 PG PROCTER & GAMBLE CO Consumer Defensive 6,196.0 $909K 0.27% -257.0 -4.0% $146.63 -1.0%
70 LMT LOCKHEED MARTIN CORP Industrials 1,739.0 $886K 0.26% +58.0 +3.5% $509.34 +10.2%
71 AMAT APPLIED MATLS INC Technology 1,188.0 $859K 0.25% $723.00 -36.6%
72 VIGI VANGUARD WHITEHALL FDS 8,892.0 $830K 0.25% -847.0 -8.7% $93.38 +5.1%
73 SYY SYSCO CORP Consumer Defensive 9,663.0 $808K 0.24% NEW $83.58 -3.0%
74 RSPT INVESCO EXCHANGE TRADED FD T 12,370.0 $798K 0.24% $64.50 +0.8%
75 ABBV ABBVIE INC Healthcare 3,127.0 $787K 0.23% +161.0 +5.4% $251.64 +1.9%
76 IVOO VANGUARD ADMIRAL FDS INC 5,812.0 $758K 0.23% -293.0 -4.8% $130.41 -2.2%
77 IWN ISHARES TR 2,989.0 $661K 0.20% $221.20 +0.3%
78 IWO ISHARES TR 1,672.0 $659K 0.20% $393.96 -4.3%
79 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,079.0 $622K 0.18% $576.47 -10.0%
80 SCHM SCHWAB STRATEGIC TR 16,485.0 $608K 0.18% $36.87 -3.7%
Page 4 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%