account_balance
Investment manager · 13F filer · SEC CIK 1936420
Castle Wealth Management LLC
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Reported value$318Mas of Sep 30, 2026
Positions133 5 new, 15 sold out
Top 10 weight38.2%TBLL alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TBLLInvesco Exch Traded Fd Tr II
6.9%Trimmed −7%
PYLDPimco ETF Tr
5.2%Trimmed −3%
JAAAJanus Detroit STR Tr
4.3%Trimmed −3%
TFLRT Rowe Price Exchange-Traded
4.2%
PVALPutnam ETF Trust
3.6%Trimmed −4%
PEMXPutnam ETF Trust
3.4%Trimmed −5%
WTPIWisdomtree Tr
2.8%Trimmed −3%
AVDEAmerican Centy ETF Tr
2.8%Trimmed −4%
ICSHiShares Tr
2.6%Added +16%
SCHXSchwab Strategic Tr
2.3%Trimmed −4%
AAPLApple Inc.
2.3%Trimmed −2%
SMIGETF Ser Solutions
2.0%Trimmed −3%
TBLLInvesco Exch Traded Fd Tr II
6.9%Trimmed −7%
PYLDPimco ETF Tr
5.2%Trimmed −3%
JAAAJanus Detroit STR Tr
4.3%−3%
TFLRT Rowe Price Exchange-Traded
4.2%
PVALPutnam ETF Trust
3.6%−4%
PEMXPutnam ETF Trust
3.4%
WTPIWisdomtree Tr
2.8%
AVDEAmerican Centy ETF Tr
2.8%
ICSHiShares Tr
2.6%
SCHX2.3%
AAPLSMIG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TBLL Invesco Exch Traded Fd Tr II 6.9% Trimmed −7%
PYLD Pimco ETF Tr 5.2% Trimmed −3%
JAAA Janus Detroit STR Tr 4.3% Trimmed −3%
TFLR T Rowe Price Exchange-Traded 4.2% Held
PVAL Putnam ETF Trust 3.6% Trimmed −4%
PEMX Putnam ETF Trust 3.4% Trimmed −5%
WTPI Wisdomtree Tr 2.8% Trimmed −3%
AVDE American Centy ETF Tr 2.8% Trimmed −4%
ICSH iShares Tr 2.6% Added +16%
SCHX Schwab Strategic Tr 2.3% Trimmed −4%
AAPL Apple Inc. 2.3% Trimmed −2%SMIG ETF Ser Solutions 2.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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