Castle Rock Wealth Management, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 462,511
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 261 | 462,511 | 13F-HR | Castle Rock Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 254 | 452,399 | 13F-HR | Castle Rock Wealth Management, LLC |
| Q2 2025 | 7/23/2025 | 246 | 427,941 | 13F-HR | Castle Rock Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411.3 K | 91.8% | 11.02 K | 0 | 11.02 K |
| ETFs | 30.61 K | 6.8% | 3.496 K | 0 | 3.496 K |
| Debt | 6.066 K | 1.4% | 0 | 1.516 K | -1.516 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
462,511
Holdings
261
QoQ value change ($000)
10,112
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.