Castle Rock Wealth Management, LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$462.5M

Holdings

261

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (261 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$353K
NPOENPRO INC
$353K
CGWINVESCO EXCH TRADED FD TR II
$342K
BARGRANITESHARES GOLD TR
$337K
JXXJANUS DETROIT STR TR
$336K
DGROISHARES TR
$324K
CMICUMMINS INC
$321K
TJULINNOVATOR ETFS TRUST
$315K
XNCMXNUVEEN CALIFORNIA AMT QLT MU
$311K
QXOQXO INC
$309K
SCHDSCHWAB STRATEGIC TR
$306K
NNNNNN REIT INC
$300K
BUFRFIRST TR EXCHNG TRADED FD VI
$295K
UNPUNION PAC CORP
$295K
XLVSELECT SECTOR SPDR TR
$290K
AXONAXON ENTERPRISE INC
$289K
VSTVISTRA CORP
$289K
DYHTARGET CORP
$287K
XLFISELECT SECTOR SPDR TR
$283K
GIISPDR INDEX SHS FDS
$283K
NACNUVEEN CA QUALTY MUN INCOME
$278K
VGTVANGUARD WORLD FD
$278K
SEPWAIM ETF PRODUCTS TRUST
$277K
VOTVANGUARD INDEX FDS
$276K
NLRVANECK ETF TRUST
$274K
CSCOCISCO SYS INC
$273K
DISDISNEY WALT CO
$273K
IUSGISHARES TR
$271K
SNDKSANDISK CORP
$270K
CGGRCAPITAL GROUP GROWTH ETF
$267K
FEBWAIM ETF PRODUCTS TRUST
$264K
VHTVANGUARD WORLD FD
$260K
OIHVANECK ETF TRUST
$256K
ADBEADOBE INC
$253K
IBBISHARES TR
$251K
SPDWSPDR INDEX SHS FDS
$247K
SBUXSTARBUCKS CORP
$240K
PGRPROGRESSIVE CORP
$239K
WCNWASTE CONNECTIONS INC
$238K
FITBFIFTH THIRD BANCORP
$237K
TRVCCITIGROUP INC
$235K
APRWAIM ETF PRODUCTS TRUST
$234K
ORLYOREILLY AUTOMOTIVE INC
$233K
MRVLMARVELL TECHNOLOGY INC
$233K
HELOJ P MORGAN EXCHANGE TRADED F
$232K
DECWAIM ETF PRODUCTS TRUST
$229K
PSEPINNOVATOR ETFS TRUST
$227K
XLYSELECT SECTOR SPDR TR
$227K
DHRDANAHER CORPORATION
$226K
TRVTRAVELERS COMPANIES INC
$226K
IGMISHARES TR
$226K
TETH21SHARES ETHEREUM ETF
$224K
LMTLOCKHEED MARTIN CORP
$215K
EMREMERSON ELEC CO
$212K
KMBKIMBERLY-CLARK CORP
$211K
PTLCPACER FDS TR
$209K
ROPROPER TECHNOLOGIES INC
$207K
GJUNFIRST TR EXCHNG TRADED FD VI
$204K
AMTAMERICAN TOWER CORP NEW
$204K
FSKFS KKR CAP CORP
$165K
FTCAPUTNAM ETF TRUST
$101K
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