Castle Wealth Management LLC has filed its quarterly 13F-HR report for the period ending September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and portfolio allocations in the financial services sector.

Castle Wealth Management LLC, based in Boynton Beach, Florida, is an investment management firm that focuses on managing assets for clients. The firm operates under the SEC file number 028-22582 and has a fiscal year ending on December 31. Its recent filings include multiple 13F-HR reports, indicating a consistent reporting schedule.

The latest filing, accession number 0001936420-26-000010, reveals that Castle Wealth Management holds a total of 133 securities valued at approximately $318.14 million. The firm has made substantial investments in notable companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc., reflecting a diversified approach to asset management.

Among the highlights of the filing, Castle reported significant shares in Alphabet Inc., with a total value of $2,753,167 for 8,010 shares. Additionally, the firm holds 12,504 shares of Amazon.com Inc., valued at $3,115,372, and 21,634 shares of Apple Inc., valued at $7,204,716. These investments indicate a strong focus on technology and consumer services sectors.

This filing may impact various stakeholders, including clients of Castle Wealth Management who rely on the firm's expertise to manage their investments. Competitors in the wealth management sector may also analyze Castle's holdings to gauge market trends and client preferences.

Looking ahead, it remains to be seen how Castle Wealth Management will adjust its portfolio in response to market conditions and client demands. The filing does not specify any forthcoming actions or changes in strategy.