CASTLE WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
West Palm Beach, FL
CIK
0001936420
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 121 250,420 CLTL, PYLD, TFLR, SCHX 13F-HR 10/31/2024 000193642024000005
Q2 2024 117 208,755 CLTL, TFLR, SCHX, AVDE 13F-HR 7/22/2024 000193642024000003
Q1 2024 119 191,286 SCHX, TFLR, AVDE, COWZ 13F-HR 4/29/2024 000193642024000002
Q4 2023 116 166,813 SCHX, AVDE, COWZ, ICOW 13F-HR 1/31/2024 000193642024000001
Q3 2023 102 140,303 SCHX, COWZ, AVDE, DGRO 13F-HR 11/6/2023 000193642023000004
Q2 2023 111 143,390 SCHX, COWZ, AVDE, DGRO 13F-HR 7/17/2023 000193642023000003
Q1 2023 107 129,168 SCHX, AVDE, ICOW, SDVY 13F-HR 5/4/2023 000193642023000002
Q4 2022 110 158,987 USFR, IJH, SCHX, IVV 13F-HR 2/9/2023 000193642023000001
Q3 2022 729 164,819 USFR, IJH, SCHX, IVV 13F-HR 11/7/2022 000193642022000005
Q2 2022 732 171,860 IJH, SCHX, IVV, USFR 13F-HR 8/1/2022 000193642022000003