Castle Rock Wealth Management, LLC - Portfolio Stock Holdings
Castle Rock Wealth Management, LLC disclosed 287 stock positions in a recent SEC 13F filing. $522,419,724 of stock holdings were filed, with the largest holdings including NVDA, SGOV, and KO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $587,078,190 and has 7 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:
287Est. Stock Holding Value:
$522,419,724Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Castle Rock Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...