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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 9,063.0 $1.1M 0.37% -487.0 -5.1% $124.52 +5.6%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,109.0 $1.1M 0.36% -44.0 -3.8% $996.87 +5.2%
63 JNJ JOHNSON & JOHNSON Healthcare 4,327.0 $1.1M 0.34% -91.0 -2.1% $244.46 -7.3%
64 FSMB FIRST TR EXCH TRADED FD III 51,942.0 $1.0M 0.34% +26K +98.2% $19.96 -0.0%
65 LMT LOCKHEED MARTIN CORP Industrials 1,681.0 $1.0M 0.33% -167.0 -9.0% $604.42 -14.6%
66 PG PROCTER & GAMBLE CO Consumer Defensive 6,453.0 $932K 0.30% $144.44 -2.0%
67 CSX CSX CORP Industrials 21,666.0 $889K 0.29% +772.0 +3.7% $41.05 +11.2%
68 VIGI VANGUARD WHITEHALL FDS 9,739.0 $861K 0.28% -360.0 -3.6% $88.46 +5.0%
69 SCHG SCHWAB STRATEGIC TR 28,451.0 $829K 0.27% -600.0 -2.1% $29.13 +17.4%
70 UNH UNITEDHEALTH GROUP INC Healthcare 2,860.0 $774K 0.25% +230.0 +8.8% $270.56 +45.6%
71 IVW ISHARES TR 6,726.0 $761K 0.25% -42.0 -0.6% $113.11 +20.1%
72 IVOO VANGUARD ADMIRAL FDS INC 6,105.0 $698K 0.23% -149.0 -2.4% $114.31 +6.8%
73 ABBV ABBVIE INC Healthcare 2,966.0 $645K 0.21% +2K +130.5% $217.49 -3.7%
74 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,082.0 $637K 0.21% +23.0 +2.2% $588.90 -5.1%
75 TSLA TESLA INC Consumer Cyclical 1,579.0 $587K 0.19% $371.75 +13.6%
76 IWN ISHARES TR 2,988.0 $567K 0.18% $189.62 +8.7%
77 RSPT INVESCO EXCHANGE TRADED FD T 12,370.0 $560K 0.18% $45.26 +27.5%
78 XOM EXXON MOBIL CORP Energy 3,257.0 $553K 0.18% -34.0 -1.0% $169.65 -6.9%
79 IWO ISHARES TR 1,672.0 $525K 0.17% -20.0 -1.2% $313.81 +13.9%
80 SCHM SCHWAB STRATEGIC TR 16,485.0 $510K 0.17% $30.96 +9.1%
Page 4 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%