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Portfolio (Quarterly) Guide ↗

CASTLE WEALTH MANAGEMENT LLC

· CIK 0001936420
13F Portfolio $308.6B AUM 132 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 38 Added 43 Reduced 4 Exited
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE ISHARES TR 9,708.0 $2.0M 0.66% $211.16 +5.8%
42 NVDA NVIDIA CORPORATION Technology 10,982.0 $1.9M 0.62% -2K -12.8% $174.42 +35.2%
43 IWF ISHARES TR 4,308.0 $1.8M 0.59% -29.0 -0.7% $426.40 -70.8%
44 NEE NEXTERA ENERGY INC Utilities 18,442.0 $1.7M 0.56% -522.0 -2.8% $92.88 +3.0%
45 XLRE SELECT SECTOR SPDR TR 40,035.0 $1.6M 0.53% -3K -6.4% $40.83 +5.9%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,422.0 $1.6M 0.51% -24.0 -1.0% $652.15 +13.3%
47 GS GOLDMAN SACHS GROUP INC Financial Services 1,769.0 $1.5M 0.48% +56.0 +3.3% $846.18 +14.5%
48 META META PLATFORMS INC Communication Services 2,596.0 $1.5M 0.48% +61.0 +2.4% $572.15 +8.1%
49 GOOG ALPHABET INC Communication Services 5,061.0 $1.5M 0.47% $286.88 +38.4%
50 V VISA INC Financial Services 4,742.0 $1.4M 0.46% +491.0 +11.6% $302.23 +6.7%
51 ARCC ARES CAPITAL CORP Financial Services 78,794.0 $1.4M 0.46% +12K +17.6% $18.02 +4.9%
52 LOW LOWES COS INC Consumer Cyclical 5,835.0 $1.4M 0.45% +324.0 +5.9% $236.29 -5.4%
53 CVX CHEVRON CORPORATION Energy 6,566.0 $1.4M 0.44% -802.0 -10.9% $206.91 -9.8%
54 BERKSHIRE HATHAWAY INC DEL 2,762.0 $1.3M 0.43% NEW $479.20
55 VGT VANGUARD WORLD FD 1,893.0 $1.3M 0.43% -89.0 -4.5% $697.64 -83.8%
56 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,601.0 $1.3M 0.41% +188.0 +7.8% $492.04 -8.9%
57 ORCL ORACLE CORP Technology 8,301.0 $1.2M 0.40% +533.0 +6.9% $147.12 +33.0%
58 AMGN AMGEN INC Healthcare 3,413.0 $1.2M 0.39% -38.0 -1.1% $351.87 -7.3%
59 CRM SALESFORCE INC Technology 6,170.0 $1.2M 0.37% $186.66 -10.2%
60 ETN EATON CORP PLC Industrials 3,208.0 $1.1M 0.37% +192.0 +6.4% $357.67 +14.1%
Page 3 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.4%
Technology 25.7%
Communication Services 7.9%
Consumer Cyclical 7.8%
Healthcare 7.4%
Industrials 6.2%
Consumer Defensive 4.9%
Utilities 2.9%
Energy 2.7%
Basic Materials 1.0%