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Castle Rock Wealth Management, LLC
Castle Rock Wealth Management provides asset management and investment consulting services to help clients meet their financial goals while managing risk tolerance and time horizons.
Investment Strategy
Diversified portfolio management including stocks and financial planning services
Latest 13F Filing Activity
Castle Rock Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 248 equity positions with a total 13F market value of $452M. The fund increased holdings in Applovin Corp., Ishares TR, Apple Inc. among other positions. Castle Rock Wealth Management, LLC reduced exposure to Goldman Sachs Etf TR, Ishares TR, Iridium Communications Inc. among others.
Top Holdings
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.59% | $20.8M | 109,739 | $37.66 | $186.58 | +$1.3M |
T TFLO | ISHARES TR | 3.78% | $17.1M | 338,865 | $50.65 | $50.59 | +$2.0M |
K KO | COCA COLA CO | 3.54% | $16.0M | 243,112 | $62.90 | $66.32 | -$1.1M |
M MSFT | MICROSOFT CORP | 3.48% | $15.7M | 30,476 | $259.62 | $517.95 | +$303.7K |
A AAPL | APPLE INC | 3.13% | $14.1M | 54,941 | $93.90 | $254.63 | +$1.9M |
Industry Allocation
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