CASTLE WEALTH MANAGEMENT LLC
RIA/Wealth
CASTLE WEALTH MANAGEMENT LLC is a RIA/Wealth based in Boynton Beach, FL led by Christina L Worley, reporting $371.9M in AUM as of Q3 2025 with 77% ETF concentration.
Managing PartnerChristina L Worley
- Portfolio Value
- $296.0M
- Positions
- 128
- Top Holding
- TBLL at 10.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CASTLE WEALTH MANAGEMENT LLC's portfolio (39.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.8M | 10.07% | -$5.5M Sold | — 282.2K shares | |
ETF ETF | $15.2M | 5.14% | +$699.1K Bought | — 566.8K shares | |
ETF ETF | $12.7M | 4.28% | +$666.7K Bought | — 246.1K shares | |
ETF ETF | $11.0M | 3.73% | +$8.0M Bought | — 217.4K shares | |
ETF ETF | $9.0M | 3.03% | +$45.2K Bought | — 210.2K shares | |
ETF ETF | $8.7M | 2.95% | +$363.0K Bought | — 262.6K shares | |
ETF ETF | $8.6M | 2.89% | -$210.7K Sold | — 108.5K shares | |
ETF ETF | $8.4M | 2.82% | +$146.6K Bought | — 133.2K shares | |
ETF ETF | $8.1M | 2.73% | -$164.6K Sold | — 306.2K shares | |
ETF ETF | $6.4M | 2.18% | +$5.6K Bought | — 217.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CASTLE WEALTH MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-27.57% |
Analytics
Portfolio insights and performance metrics for CASTLE WEALTH MANAGEMENT LLC
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