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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MS MORGAN STANLEY Financial Services 2,733.0 $571K 0.17% -60.0 -2.1% $209.06 +2.1%
82 IWR ISHARES TR 4,960.0 $547K 0.16% $110.32 +1.2%
83 GE GE AEROSPACE Industrials 1,400.0 $523K 0.15% +38.0 +2.8% $373.73 -10.2%
84 IJR ISHARES TR 3,468.0 $514K 0.15% +308.0 +9.8% $148.32 -2.6%
85 MCD MCDONALDS CORP Consumer Cyclical 1,846.0 $499K 0.15% +231.0 +14.3% $270.35 -2.5%
86 SCHF SCHWAB STRATEGIC TR 18,002.0 $499K 0.15% $27.70 +1.9%
87 EFA ISHARES TR 4,703.0 $489K 0.14% -53.0 -1.1% $103.88 +3.4%
88 GBDC GOLUB CAP BDC INC Financial Services 35,043.0 $451K 0.13% +3K +10.1% $12.88 +2.2%
89 RTX RTX CORPORATION Industrials 2,355.0 $447K 0.13% $189.76 +9.5%
90 POWA INVESCO EXCH TRD SLF IDX FD 5,024.0 $446K 0.13% -113.0 -2.2% $88.84 +1.7%
91 XOM EXXON MOBIL CORP Energy 3,184.0 $435K 0.13% -73.0 -2.2% $136.71 +17.8%
92 IWM ISHARES TR 1,397.0 $420K 0.12% $300.40 -2.1%
93 VYM VANGUARD WHITEHALL FDS 2,651.0 $419K 0.12% $158.02 +3.7%
94 BLUE OWL CAPITAL CORPORATION 37,684.0 $410K 0.12% +388.0 +1.0% $10.87
95 VYMI VANGUARD WHITEHALL FDS 4,161.0 $409K 0.12% $98.20 +7.1%
96 IEMG ISHARES INC 4,824.0 $400K 0.12% +2K +51.7% $82.84 -1.3%
97 SCHD SCHWAB STRATEGIC TR 12,565.0 $398K 0.12% +96.0 +0.8% $31.71 +10.0%
98 GEV GE VERNOVA INC Utilities 338.0 $397K 0.12% $1175.40 -23.6%
99 XLV SELECT SECTOR SPDR TR 2,495.0 $396K 0.12% +151.0 +6.4% $158.64 +7.5%
100 DGRO ISHARES TR 5,051.0 $383K 0.11% -303.0 -5.7% $75.78 +4.3%
Page 5 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%