Castle Rock Wealth Management, LLC - Portfolio Stock Holdings
Castle Rock Wealth Management, LLC disclosed 280 stock positions in a recent SEC 13F filing. $506,052,041 of stock holdings were filed, with the largest holdings including NVDA, KO, and AAPL. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
280Est. Stock Holding Value:
$506,052,041Top Stock Holdings By Sector
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Portfolio Stock Holdings - Castle Rock Wealth Management, LLC
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% of Portfolio
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