CASTLE WEALTH MANAGEMENT LLC

Position in HD — Home Depot, Inc.

CIK 1936420 BOYNTON BEACH, FL

Position in HD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$307,889

+$33,266 QoQ

Shares Held

873

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#3,472

of 4,086 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $1,625,757 across 2 Home Improvement Retail names. HD ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	5,977	$1,317,868
2	HD	Home Depot, Inc. This page	873	$307,889

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,889	873	+4.6%	Shares	Sole	2026-07-31
2026-03-31	$274,623	835	0.0%	Shares	Sole	2026-05-01
2025-12-31	$287,323	835	-0.1%	Shares	Sole	2026-01-22
2025-09-30	$338,738	836	-3.9%	Shares	Sole	2025-10-31
2025-06-30	$318,976	870	-1.9%	Shares	Sole	2025-07-30
2025-03-31	$325,076	887	+6.4%	Shares	Sole	2025-04-28
2024-12-31	$324,417	834	-1.3%	Shares	Sole	2025-01-29
2024-09-30	$342,394	845	+26.1%	Shares	Sole	2024-10-31
2024-06-30	$230,640	670	+3.1%	Shares	Sole	2024-07-22
2024-03-31	$249,340	650	0.0%	Shares	Sole	2024-04-29
2023-12-31	$225,257	650	-13.1%	Shares	Sole	2024-01-31
2023-09-30	$226,015	748	-4.0%	Shares	Sole	2023-11-06
2023-06-30	$241,988	779	+0.9%	Shares	Sole	2023-07-17
2023-03-31	$227,832	772	0.0%	Shares	Sole	2023-05-04
2022-12-31	$243,843	772	-3.1%	Shares	Sole	2023-02-09
2022-09-30	$219,924	797	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$218,318	796	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.