What does CASTLE WEALTH MANAGEMENT LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

CASTLE WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO EXCH TRADED FD TR II

$26M245K8.4%

PIMCO ETF TR

$17M647K5.5%

JANUS DETROIT STR TR

$14M277K4.5%

T ROWE PRICE ETF INC

$13M267K4.4%

PUTNAM ETF TRUST

$10M223K3.3%

PUTNAM ETF TRUST

$9M133K3.0%

AMERICAN CENTY ETF TR

$9M106K2.9%

WISDOMTREE TR

$9M276K2.9%

SCHWAB STRATEGIC TR

$7M263K2.2%

ETF SER SOLUTIONS

$6M220K2.1%

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