Long-term investor
Castle Wealth Management LLC @castlewealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001936420).
Record
- Tracked since 2025-06-30 (446 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46138G888 · 7.1% · long · since 2025-06-30
- 72201R585 · 5.2% · long · since 2025-06-30
- 47103U845 · 4.2% · long · since 2025-06-30
- 87283Q883 · 4.0% · long · since 2025-06-30
- 746729847 · 3.6% · long · since 2025-06-30
- 746729300 · 3.4% · long · since 2025-06-30
- 025072703 · 2.8% · long · since 2025-06-30
- 97717X560 · 2.8% · long · since 2025-06-30
- 808524201 · 2.2% · long · since 2025-06-30
- 46434V878 · 2.2% · long · since 2026-03-31
- 26922B832 · 2.1% · long · since 2025-06-30
- 025072877 · 2.0% · long · since 2025-06-30