CASTLE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 64K | $1.31M |
 | CGTX | 44K | $59.41K |
 | OBDC | 29K | $384.00K |
 | AAPL | 23K | $5.81M |
 | CSX | 22K | $785.05K |
 | GBDC | 22K | $300.38K |
 | NEE | 20K | $1.53M |
 | AMZN | 15K | $3.20M |
 | NVDA | 13K | $2.40M |
 | MSFT | 11K | $5.59M |
 | GOOGL | 10K | $2.52M |
 | WMT | 10K | $1.02M |
 | AVGO | 10K | $3.16M |
 | ORCL | 8K | $2.29M |
 | JPM | 8K | $2.46M |
 | CVX | 8K | $1.21M |
 | PG | 7K | $1.09M |
 | CRM | 7K | $1.55M |
 | LOW | 6K | $1.41M |
 | GOOG | 5K | $1.29M |
Ares Capital Corporation
ARCC
Shares Held
64K
Value
$1.31M
Cognition Therapeutics, Inc.
CGTX
Shares Held
44K
Value
$59.41K
Blue Owl Capital Corporation
OBDC
Shares Held
29K
Value
$384.00K
Apple Inc.
AAPL
Shares Held
23K
Value
$5.81M
CSX Corporation
CSX
Shares Held
22K
Value
$785.05K
Golub Capital BDC, Inc.
GBDC
Shares Held
22K
Value
$300.38K
NextEra Energy, Inc.
NEE
Shares Held
20K
Value
$1.53M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.20M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.40M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.59M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.52M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.02M
Broadcom Inc.
AVGO
Shares Held
10K
Value
$3.16M
Oracle Corporation
ORCL
Shares Held
8K
Value
$2.29M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.46M
Chevron Corporation
CVX
Shares Held
8K
Value
$1.21M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.09M
Salesforce, Inc.
CRM
Shares Held
7K
Value
$1.55M
Lowe's Companies, Inc.
LOW
Shares Held
6K
Value
$1.41M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.29M