Castle Wealth Management
$338M 13F equity value
148 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Castle 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 |
|---|---|---|---|---|
| TBLL | INVESCO EXCH TRADED FD TR II | 226,266 | $24M | 7.1% |
| PYLD | PIMCO ETF TR | 667,152 | $18M | 5.2% |
| JAAA | JANUS DETROIT STR TR | 277,549 | $14M | 4.2% |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 267,075 | $13M | 4.0% |
| PEMX | PUTNAM ETF TRUST | 131,176 | $12M | 3.6% |
| PVAL | PUTNAM ETF TRUST | 226,122 | $12M | 3.4% |
| AVDE | AMERICAN CENTY ETF TR | 104,669 | $9M | 2.8% |
| WTPI | WISDOMTREE TR | 284,265 | $9M | 2.8% |
| SCHX | SCHWAB STRATEGIC TR | 254,678 | $7M | 2.2% |
| ICSH | ISHARES TR | 143,581 | $7M | 2.2% |
Track Castle Wealth Management's 13F portfolio: $338M in reported holdings, 148 positions. Top holdings and quarterly changes on SentiSense.
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