Castle Rock Wealth Management, LLC: 13F holdings
CIK 17276052026Q2
| Positions | 268 |
|---|
| Reported value | $509.4m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 268 (+6 vs prior quarter) |
|---|
| Reported value | $509.4m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 109,063 | $21.5m | 4.2% |
| KO COCA COLA CO | 243,800 | $19.8m | 3.9% |
| AAPL APPLE INC | 53,494 | $15.7m | 3.1% |
| TFLO ISHARES TR | 304,025 | $15.4m | 3.0% |
| CVX CHEVRON CORPORATION | 87,126 | $14.4m | 2.8% |
| USFR WISDOMTREE TR | 226,840 | $11.4m | 2.2% |
| GOOG ALPHABET INC | 30,585 | $10.9m | 2.1% |
| AMZN AMAZON COM INC | 37,008 | $8.9m | 1.8% |
| PANW PALO ALTO NETWORKS INC | 24,804 | $8.7m | 1.7% |
| MSFT MICROSOFT CORP | 21,962 | $8.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1727605")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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