Advertisement
Screener

CASTLE WEALTH MANAGEMENT LLC Current Holdings: USA Stocks

CASTLE WEALTH MANAGEMENT LLC

CASTLE WEALTH MANAGEMENT LLC reported a Form 13F information table total of $308.55 million in 132 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1936420): holdings report, quarter ended 2026-03-31, filed 2026-05-01; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Financial Insights, Inc.United States$0.309B130
Alteri Wealth LLCUnited States$0.309B292
Bell & Brown Wealth Advisors, LLCUnited States$0.308B68
GENERAL ELECTRIC COUnited States$0.308B2
Pines Wealth Management, LLCUnited States$0.309B215
Advisor Resource CouncilUnited States$0.309B244
Elite Wealth Management, Inc.United States$0.308B49
Alfreton Capital LLPUnited Kingdom$0.308B5
CLOVERFIELDS CAPITAL GROUP, LPUnited States$0.309B91
PECAUT & CO.United States$0.308B66