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Portfolio (Quarterly) Guide ↗

CASTLE WEALTH MANAGEMENT LLC

· CIK 0001936420
13F Portfolio $309M AUM 132 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 38 Added 43 Reduced 4 Exited
Page 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 1,615.0 $502K 0.16% -60.0 -3.6% $310.82 -9.1%
82 IWR ISHARES TR 4,960.0 $482K 0.16% $97.23 +6.0%
83 EFA ISHARES TR 4,756.0 $462K 0.15% $97.13 +4.9%
84 MS MORGAN STANLEY Financial Services 2,793.0 $460K 0.15% -118.0 -4.0% $164.59 +17.1%
85 RTX RTX CORPORATION Industrials 2,354.0 $454K 0.15% -50.0 -2.1% $192.94 -8.8%
86 SCHF SCHWAB STRATEGIC TR 18,002.0 $446K 0.14% -600.0 -3.2% $24.75 +7.8%
87 POWA INVESCO EXCH TRD SLF IDX FD 5,137.0 $443K 0.14% $86.15 -0.1%
88 BLUE OWL CAPITAL CORPORATION 37,296.0 $426K 0.14% $11.43
89 AMAT APPLIED MATLS INC Technology 1,190.0 $407K 0.13% -67.0 -5.3% $341.79 +19.1%
90 GBDC GOLUB CAP BDC INC Financial Services 31,826.0 $403K 0.13% +15K +91.8% $12.66 +2.0%
91 IJR ISHARES TR 3,160.0 $393K 0.13% $124.29 +7.1%
92 VYM VANGUARD WHITEHALL FDS 2,649.0 $392K 0.13% -66.0 -2.4% $148.12 +5.3%
93 VYMI VANGUARD WHITEHALL FDS 4,161.0 $392K 0.13% +240.0 +6.1% $94.24 +4.7%
94 GE GE AEROSPACE Industrials 1,362.0 $387K 0.12% $284.17 +0.6%
95 SCHD SCHWAB STRATEGIC TR 12,469.0 $383K 0.12% $30.68 +4.6%
96 DGRO ISHARES TR 5,354.0 $376K 0.12% $70.18 +4.8%
97 IWM ISHARES TR 1,396.0 $346K 0.11% -287.0 -17.1% $248.09 +10.1%
98 XLV SELECT SECTOR SPDR TR 2,344.0 $344K 0.11% -763.0 -24.6% $146.63 +0.5%
99 IYR ISHARES TR 3,618.0 $342K 0.11% $94.57 +7.1%
100 VCR VANGUARD WORLD FD 950.0 $341K 0.11% -100.0 -9.5% $359.03 +5.8%
Page 5 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%