account_balance
Investment manager · 13F filer · SEC CIK 2111663
Kastel Capital Advisors, LLC
Reported value$172Mas of Sep 30, 2026
Positions61 8 new, 4 sold out
Top 10 weight65.3%IVV alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
15.0%Trimmed −5%
FBNDFidelity Merrimack STR Tr
12.8%Added +5%
IXUSiShares Tr
9.8%Trimmed −4%
IVOOVanguard Admiral FDS Inc
6.2%Added +5%
SCHPSchwab Strategic Tr
5.9%Added +40%
VIGVanguard Specialized Funds
3.5%−5%
DYNFBlackRock ETF Trust
3.3%Added +83%
VOOVanguard Index FDS
3.3%
SGOViShares Tr
2.9%
VEAVanguard Tax-Managed FDS
2.5%
MUBiShares Tr
2.2%
SGOLabrdn Gold ETF Trust
2.1%
IVViShares Tr
15.0%Trimmed −5%
FBNDFidelity Merrimack STR Tr
12.8%Added +5%
IXUSiShares Tr
9.8%−4%
IVOOVanguard Admiral FDS Inc
6.2%+5%
SCHPSchwab Strategic Tr
5.9%+40%
VIG3.5%
DYNFBlackRock ETF Trust
3.3%
VOOVanguard Index FDS
3.3%
SGOV
VEA
MUB2.2%
SGOLBoxes 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
IVV iShares Tr 15.0% Trimmed −5%
FBND Fidelity Merrimack STR Tr 12.8% Added +5%
IXUS iShares Tr 9.8% Trimmed −4%
IVOO Vanguard Admiral FDS Inc 6.2% Added +5%
SCHP Schwab Strategic Tr 5.9% Added +40%
VIG Vanguard Specialized Funds 3.5% Trimmed −5%
DYNF BlackRock ETF Trust 3.3% Added +83%
VOO Vanguard Index FDS 3.3% Held
SGOV iShares Tr 2.9% Held
VEA Vanguard Tax-Managed FDS 2.5% Added +6%
MUB iShares Tr 2.2% Trimmed −3%
SGOL abrdn Gold ETF Trust 2.1% Added +10%What changed
Biggest moves since Jun 30, 2026
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