CASTLE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Boynton Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 301,868
- Description
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- Website
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- Founded
- —
- 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 | 1/22/2026 | 131 | 301,868 | 13F-HR | CASTLE WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/31/2025 | 129 | 296,216 | 13F-HR | CASTLE WEALTH MANAGEMENT LLC |
| Q2 2025 | 7/30/2025 | 122 | 275,336 | 13F-HR | CASTLE WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.9 K | 76.5% | 3.962 K | 0 | 3.962 K |
| ETFs | 70.98 K | 23.5% | 1.686 K | 0 | 1.686 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
301,868
Holdings
131
QoQ value change ($000)
5,652
(1.9%)
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.