Castle Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 133 distinct positions held by the firm.
The report identifies Christina Laura Worley as the Managing Member and Chief Compliance Officer responsible for the filing. The firm’s address is listed as 1880 N Congress Ave Suite 302 in Boynton Beach, Florida.
The portfolio includes a mix of individual equities and exchange-traded funds. Major corporate holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Alphabet Inc., and Berkshire Hathaway Inc. The filing also details significant positions in various ETFs, such as the iShares Core S&P 500 ETF, the Vanguard Total Stock Market ETF, and the WisdomTree Equity Premium ETF.
