CASTLE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 79K | $1.42M |
 | OBDC | 37K | $426.29K |
 | GBDC | 32K | $402.92K |
 | AAPL | 22K | $5.60M |
 | CSX | 22K | $889.40K |
 | NEE | 18K | $1.71M |
 | AMZN | 13K | $2.73M |
 | MSFT | 12K | $4.41M |
 | NVDA | 11K | $1.92M |
 | AVGO | 9K | $2.88M |
 | WMT | 9K | $1.13M |
 | GOOGL | 9K | $2.60M |
 | ORCL | 8K | $1.22M |
 | JPM | 8K | $2.25M |
 | PFE | 7K | $200.27K |
 | CVX | 7K | $1.36M |
 | PG | 6K | $932.08K |
 | CRM | 6K | $1.15M |
 | LOW | 6K | $1.38M |
 | GOOG | 5K | $1.45M |
Ares Capital Corporation
ARCC
Shares Held
79K
Value
$1.42M
Blue Owl Capital Corporation
OBDC
Shares Held
37K
Value
$426.29K
Golub Capital BDC, Inc.
GBDC
Shares Held
32K
Value
$402.92K
Apple Inc.
AAPL
Shares Held
22K
Value
$5.60M
CSX Corporation
CSX
Shares Held
22K
Value
$889.40K
NextEra Energy, Inc.
NEE
Shares Held
18K
Value
$1.71M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.73M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.41M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.92M
Broadcom Inc.
AVGO
Shares Held
9K
Value
$2.88M
Walmart Inc.
WMT
Shares Held
9K
Value
$1.13M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.60M
Oracle Corporation
ORCL
Shares Held
8K
Value
$1.22M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.25M
Pfizer Inc.
PFE
Shares Held
7K
Value
$200.27K
Chevron Corporation
CVX
Shares Held
7K
Value
$1.36M
The Procter & Gamble Company
PG
Shares Held
6K
Value
$932.08K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.15M
Lowe's Companies, Inc.
LOW
Shares Held
6K
Value
$1.38M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.45M