CASTLE WEALTH MANAGEMENT LLC
CIK
1936420
City
BOYNTON BEACH
State / Country
FL
Top Portfolio Positions
56 positions ·
$70,443,947 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
126,968 | $5,929,405 | 8.42% | |
| AAPL |
Apple Inc.
Technology
|
22,052 | $5,596,577 | 7.94% | |
| MSFT |
Microsoft Corp
Technology
|
11,905 | $4,406,873 | 6.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,991 | $4,035,065 | 5.73% | |
| RQI |
Cohen & Steers Quality Income Realty Fund Inc
Financial Services
|
280,789 | $3,383,507 | 4.80% | |
| AVGO |
Broadcom Inc.
Technology
|
9,311 | $2,881,847 | 4.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,099 | $2,728,128 | 3.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,027 | $2,595,804 | 3.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,649 | $2,250,029 | 3.19% | |
| NVDA |
Nvidia Corp
Technology
|
10,982 | $1,915,260 | 2.72% |
Portfolio Trend
16 quarters · across all stocks
Holdings in SBI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,223 | 32,451 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,223 | 32,451 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $256,687 | 32,451 | Shares | Sole | 2025-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||