CASTLE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 67K | $1.36M |
 | CGTX | 44K | $59.41K |
 | OBDC | 37K | $478.18K |
 | AAPL | 22K | $6.01M |
 | CSX | 21K | $757.41K |
 | NEE | 19K | $1.52M |
 | GBDC | 17K | $225.24K |
 | AMZN | 14K | $3.21M |
 | NVDA | 13K | $2.35M |
 | MSFT | 11K | $5.14M |
 | WMT | 10K | $1.06M |
 | GOOGL | 9K | $2.90M |
 | AVGO | 9K | $3.10M |
 | ORCL | 8K | $1.51M |
 | JPM | 8K | $2.48M |
 | CVX | 7K | $1.12M |
 | PG | 6K | $926.36K |
 | CRM | 6K | $1.63M |
 | LOW | 6K | $1.33M |
 | GOOG | 5K | $1.59M |
Ares Capital Corporation
ARCC
Shares Held
67K
Value
$1.36M
Cognition Therapeutics, Inc.
CGTX
Shares Held
44K
Value
$59.41K
Blue Owl Capital Corporation
OBDC
Shares Held
37K
Value
$478.18K
Apple Inc.
AAPL
Shares Held
22K
Value
$6.01M
CSX Corporation
CSX
Shares Held
21K
Value
$757.41K
NextEra Energy, Inc.
NEE
Shares Held
19K
Value
$1.52M
Golub Capital BDC, Inc.
GBDC
Shares Held
17K
Value
$225.24K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.21M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.35M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.14M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.06M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.90M
Broadcom Inc.
AVGO
Shares Held
9K
Value
$3.10M
Oracle Corporation
ORCL
Shares Held
8K
Value
$1.51M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.48M
Chevron Corporation
CVX
Shares Held
7K
Value
$1.12M
The Procter & Gamble Company
PG
Shares Held
6K
Value
$926.36K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.63M
Lowe's Companies, Inc.
LOW
Shares Held
6K
Value
$1.33M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.59M