CASTLE WEALTH MANAGEMENT LLC - Portfolio overview

CASTLE WEALTH MANAGEMENT LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TBLL - INVESCO EXCH TRADED FD TR II, 8.37%
2. PYLD - PIMCO ETF TR, 5.48%
3. JAAA - JANUS DETROIT STR TR, 4.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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