13F Insight
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DOSSIER · 13F-HR · Q1 2026

CASTLE WEALTH MANAGEMENT LLC

$309M in tracked AUM across 132 positions as of Q1 2026.

CW
CIK 0001936420 · last filed Mar 31, 2026
Total AUM
$309M
as of Q1 2026
Holdings
132
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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