CASTLE WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
CASTLE WEALTH MANAGEMENT LLC disclosed 147 stock positions in a recent SEC 13F filing. $337,130,491 of stock holdings were filed, with the largest holdings including TBLL, PYLD, and JAAA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $430,064,189 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
147Est. Stock Holding Value:
$337,130,491Top Stock Holdings By Sector
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Portfolio Stock Holdings - CASTLE WEALTH MANAGEMENT LLC
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% of Portfolio
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