CASTLE WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
CASTLE WEALTH MANAGEMENT LLC disclosed 148 stock positions in a recent SEC 13F filing. $318,141,132 of stock holdings were filed, with the largest holdings including TBLL, PYLD, and JAAA. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $430,064,189 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
148Est. Stock Holding Value:
$318,141,132Top Stock Holdings By Sector
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Portfolio Stock Holdings - CASTLE WEALTH MANAGEMENT LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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