Holdings
Castle Wealth Management LLC
As of Jun 30, 2026, Castle Wealth Management LLC reported 52 positions worth US$61.2M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 22,134 | US$6.4M | +82 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 14,029 | US$5.01M | −47 | Jun 30, 2026 |
| Microsoft Corp. | 12,228 | US$4.56M | +323 | Jun 30, 2026 |
| Broadcom Inc. | 8,701 | US$3.29M | −610 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,093 | US$3.12M | −6 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,701 | US$2.52M | +52 | Jun 30, 2026 |
| Nvidia Corporation | 10,867 | US$2.17M | −115 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 1,723 | US$1.74M | −46 | Jun 30, 2026 |
| Visa Inc. | 4,839 | US$1.66M | +97 | Jun 30, 2026 |
| Nextera Energy, Inc. | 17,877 | US$1.57M | −565 | Jun 30, 2026 |