Institutions / Castle Rock Wealth Management, LLC
Castle Rock Wealth Management, LLC
CIK 1727605 · Institution · as of Dec 31, 2025
Portfolio value
$462.51M
Positions
261
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 261 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $19.55M | 4.2% |
| Coca Cola Co | $18.66M | 4.0% |
| Chevron Corp | $15.01M | 3.2% |
| Apple Inc. | $14.24M | 3.1% |
| iShares Tr | $14.19M | 3.1% |
| WisdomTree Tr | $12.49M | 2.7% |
| Microsoft Corp | $12.30M | 2.7% |
| Alphabet Inc. | $10.38M | 2.2% |
| iShares Tr | $8.80M | 1.9% |
| Amazon.com Inc | $8.60M | 1.9% |
| Goldman Sachs ETF Tr | $8.51M | 1.8% |
| Meta Platforms Inc | $6.09M | 1.3% |
| iShares Tr | $6.07M | 1.3% |
| SPDR S&P 500 ETF Tr | $5.85M | 1.3% |
| JPMorgan Chase & Co | $5.59M | 1.2% |
| Broadcom Inc. | $5.59M | 1.2% |
| VanEck ETF Trust | $5.23M | 1.1% |
| Invesco Qqq Tr | $5.05M | 1.1% |
| Palantir Technologies Inc | $4.87M | 1.1% |
| Walmart Inc. | $4.58M | 1.0% |
| International Business Machines Corp | $4.40M | 1.0% |
| Goldman Sachs ETF Tr | $4.25M | 0.9% |
| Innovator Etfs Trust | $4.06M | 0.9% |
| Palo Alto Networks Inc | $3.96M | 0.9% |
| Alphabet Inc. | $3.71M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.