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Portfolio (Quarterly) Guide ↗

Kastel Capital Advisors, LLC

· CIK 0002111663
13F Portfolio $158M AUM 57 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 17 Added 19 Reduced 3 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 35,362.0 $23.1M 14.61% +222.0 +0.6% $653.21 +18.3%
2 FBND FIDELITY MERRIMACK STR TR 483,888.0 $22.1M 13.96% +48K +11.0% $45.62 -1.9%
3 IXUS ISHARES TR 184,076.0 $15.9M 10.09% -23K -11.0% $86.64 +12.8%
4 IVOO VANGUARD ADMIRAL FDS INC 83,696.0 $9.6M 6.05% +4K +5.1% $114.32 +12.1%
5 SCHP SCHWAB STRATEGIC TR 289,935.0 $7.7M 4.88% +14K +4.9% $26.61 -2.6%
6 VIG VANGUARD SPECIALIZED FUNDS 27,602.0 $5.9M 3.75% +427.0 +1.6% $215.06 +13.0%
7 SGOV ISHARES TR 50,044.0 $5.0M 3.19% +10K +24.1% $100.66 +0.0%
8 VOO VANGUARD INDEX FDS 8,095.0 $4.8M 3.06% -513.0 -6.0% $597.53 +18.4%
9 MUB ISHARES TR 38,536.0 $4.1M 2.59% +9K +28.8% $106.15 -0.9%
10 VYMI VANGUARD WHITEHALL FDS 41,178.0 $3.9M 2.45% NEW $94.24 +11.5%
11 SGOL ETFS GOLD TR Financial Services 83,754.0 $3.7M 2.36% -20K -19.0% $44.62 -4.9%
12 VEA VANGUARD TAX-MANAGED FDS 57,114.0 $3.7M 2.31% -15K -20.7% $64.08 +14.0%
13 AGG ISHARES TR 32,266.0 $3.2M 2.03% -21K -39.1% $99.27 -1.8%
14 VCSH VANGUARD SCOTTSDALE FDS 38,679.0 $3.1M 1.94% $79.27 -1.0%
15 VXUS VANGUARD STAR FDS 38,400.0 $3.0M 1.87% -610.0 -1.6% $77.11 +13.5%
16 VIOO VANGUARD ADMIRAL FDS INC 24,136.0 $2.8M 1.75% +288.0 +1.2% $114.83 +17.5%
17 QUAL ISHARES TR 13,814.0 $2.6M 1.68% -7K -33.9% $191.81 +16.6%
18 DYNF BLACKROCK ETF TRUST 44,692.0 $2.6M 1.64% NEW $58.18 +19.6%
19 SCHB SCHWAB STRATEGIC TR 102,003.0 $2.6M 1.62% -7K -6.6% $25.10 +18.3%
20 EMGF ISHARES INC 41,526.0 $2.5M 1.59% -15K -27.1% $60.43 +19.2%
Page 1 of 3  ·  57 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 90.5%
Technology 5.3%
Industrials 4.3%