Stock Taper

CASTLE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO8.7K$3.29M
Alphabet Inc.GOOGL9.04K$3.23M
Walmart Inc.WMT9.2K$1.04M
Sysco CorporationSYY9.66K$807.63K
NVIDIA CorporationNVDA10.87K$2.17M
Microsoft CorporationMSFT12.23K$4.56M
Amazon.com, Inc.AMZN13.09K$3.12M
NextEra Energy, Inc.NEE17.88K$1.57M
CSX CorporationCSX21.52K$1.02M
Apple Inc.AAPL22.13K$6.4M
Golub Capital BDC, Inc.GBDC35.04K$451.36K
Blue Owl Capital CorporationOBDC37.68K$409.63K
Ares Capital CorporationARCC81.84K$1.52M