Castle Rock Wealth Management
$509M 13F equity value
282 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Castle Rock Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 109,063 | $22M | 4.2% |
| KO | COCA COLA CO | 243,800 | $20M | 3.9% |
| AAPL | APPLE INC | 53,494 | $16M | 3.1% |
| TFLO | ISHARES TR | 304,025 | $15M | 3.0% |
| CVX | CHEVRON CORPORATION | 87,126 | $14M | 2.8% |
| USFR | WISDOMTREE TR | 226,840 | $11M | 2.2% |
| GOOG | ALPHABET INC | 30,585 | $11M | 2.1% |
| AMZN | AMAZON COM INC | 37,008 | $9M | 1.8% |
| PANW | PALO ALTO NETWORKS INC | 24,804 | $9M | 1.7% |
| MSFT | MICROSOFT CORP | 21,962 | $8M | 1.7% |
Track Castle Rock Wealth Management's 13F portfolio: $509M in reported holdings, 282 positions. Top holdings and quarterly changes on SentiSense.
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