Fund HoldingsCastle Rock Wealth Management, LLC

Total Portfolio Value
$509.44M
Total Bought
$107.57M
Total Sold
$88.92M
Net Transaction
+$18.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR078,845+78,84507,9161.55%+7,916
MICRON TECHNOLOGY INC(MU)5,1867,595+2,4091,8997,8401.54%+5,940
PALO ALTO NETWORKS INC(PANW)24,85424,804-504,0568,7321.71%+4,676
ROUNDHILL ETF TRUST054,828+54,82803,6110.71%+3,611
BLACKROCK ETF TRUST II066,359+66,35903,4590.68%+3,459
GOLDMAN SACHS ETF TR
NASDA 100 ETF
057,155+57,15503,3180.65%+3,318
JANUS DETROIT STR TR
HEND SECU IN ETF
063,191+63,19103,2300.63%+3,230
SELECT SECTOR SPDR TR
ST STR ENERG ETF
060,613+60,61303,2010.63%+3,201
ARM HOLDINGS PLC09,244+9,24403,1200.61%+3,120
INTEL CORP(INTC)15,20228,463+13,2617663,6150.71%+2,850
CORNING INC(GLW)011,558+11,55802,5500.50%+2,550
ADVANCED MICRO DEVICES INC(AMD)6,5317,263+7321,4203,9280.77%+2,508
WEDBUSH SER TR065,575+65,57502,4860.49%+2,486
SPACE EXPLORATION TECHN CORP014,661+14,66102,3100.45%+2,310
ISHARES U S ETF TR
SHOR DURA BD ETF
044,791+44,79102,2610.44%+2,261
ALPHABET INC(GOOG)030,585+30,585010,9462.15%+10,946
CROWDSTRIKE HLDGS INC(CRWD)5,4585,630+1722,1784,3510.85%+2,172
NVIDIA CORPORATION(NVDA)0109,063+109,063021,5494.23%+21,549
APPLE INC(AAPL)053,494+53,494015,7483.09%+15,748
JANUS DETROIT STR TR
HENDE INCOM ETF
039,111+39,11101,9470.38%+1,947
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
07,424+7,42401,9230.38%+1,923
THE ALGER ETF TRUST080,078+80,07803,2030.63%+3,203
GLOBAL X FDS
1 3 MO T BI ET
018,838+18,83801,8850.37%+1,885
THE ALGER ETF TRUST0118,358+118,35804,7960.94%+4,796
WESTERN DIGITAL CORP(WDC)03,327+3,32701,9900.39%+1,990
VANECK ETF TRUST
SEMICONDUCTR ETF
13,40810,877-2,5315,2606,7481.32%+1,488
AIM ETF PRODUCTS TRUST
ALLIA US AUG ETF
040,567+40,56701,3830.27%+1,383
AST SPACEMOBILE INC(ASTS)016,015+16,01501,3790.27%+1,379
INVESCO QQQ TR08,576+8,57606,2191.22%+6,219
AMAZON COM INC(AMZN)037,008+37,00808,9451.76%+8,945
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
031,422+31,42201,2150.24%+1,215
BROADCOM INC(AVGO)018,293+18,29306,7561.33%+6,756
COCA COLA CO(KO)243,954243,800-15418,71619,8183.89%+1,102
INNOVATOR ETFS TRUST
EQUI DU DI OCTO
045,848+45,84801,0300.20%+1,030
HEWLETT PACKARD ENTERPRISE C(HPE)022,516+22,51609900.19%+990
STATE STR SPDR S&P 500 ETF T(SPY)08,922+8,92206,6541.31%+6,654
EATON CORP PLC(ETN)9,82010,931+1,1113,5464,5070.88%+961
HONEYWELL AEROSPACE INC04,213+4,21309580.19%+958
HONEYWELL INTL INC04,258+4,25809440.19%+944
COHERENT CORP(COHR)6,7977,233+4361,7552,6660.52%+912
APPLOVIN CORP(APP)04,542+4,54202,5640.50%+2,564
AIM ETF PRODUCTS TRUST
ALLIA US MAY ETF
024,166+24,16608400.16%+840
QUALCOMM INC(QCOM)013,941+13,94102,5360.50%+2,536
AIM ETF PRODUCTS TRUST
ALLIA US OCT ETF
019,771+19,77108090.16%+809
VERTIV HOLDINGS CO(VRT)15,70115,760+594,1034,9080.96%+805
JPMORGAN CHASE & CO(JPM)018,714+18,71406,2521.23%+6,252
INTERNATIONAL BUSINESS MACHS(IBM)17,87818,208+3304,4375,2121.02%+775
INNOVATOR ETFS TRUST
EQUI DUAL 15 DEC
038,613+38,61307720.15%+772
THE ALGER ETF TRUST0133,065+133,06503,2230.63%+3,223
GE VERNOVA INC(GEV)2,2842,420+1362,0522,7450.54%+693
VISA INC(V)011,467+11,46704,0260.79%+4,026
ISHARES TR011,002+11,00202,7370.54%+2,737
ISHARES TR7,7409,641+1,9011,7182,3510.46%+633
ALPHABET INC(GOOG)010,729+10,72903,8760.76%+3,876
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
017,591+17,59106040.12%+604
SANDISK CORP(SNDK)416426+102928660.17%+574
AIM ETF PRODUCTS TRUST
ALL B20 ALL ETF
019,999+19,99905740.11%+574
MARVELL TECHNOLOGY INC(MRVL)3,2273,377+1503469190.18%+573
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,975+2,97505520.11%+552
ISHARES TR
MSCI USA MIN ETF
05,464+5,46405290.10%+529
GOLDMAN SACHS GROUP INC(GS)03,086+3,08603,1460.62%+3,146
ISHARES TR016,154+16,15402,1040.41%+2,104
ISHARES TR06,184+6,18402,6320.52%+2,632
LAM RESEARCH CORP(LRCX)02,859+2,85901,1190.22%+1,119
ELI LILLY & CO(LLY)02,763+2,76303,2920.65%+3,292
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
02,813+2,81304130.08%+413
ARGAN INC0537+53704110.08%+411
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
065,111+65,11103,5880.70%+3,588
BLOOM ENERGY CORP01,304+1,30403780.07%+378
EDWARDS LIFESCIENCES CORP03,769+3,76903470.07%+347
META PLATFORMS INC(META)08,905+8,90505,4581.07%+5,458
CATERPILLAR INC(CAT)836949+1135999410.18%+341
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,724+6,72403350.07%+335
HOME DEPOT INC(HD)08,377+8,37702,9390.58%+2,939
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
08,592+8,59203140.06%+314
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,689+3,68903070.06%+307
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
08,536+8,53603040.06%+304
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,885+1,88503010.06%+301
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
06,183+6,18302910.06%+291
SPDR INDEX SHS FDS
ST STR INFRA ETF
03,860+3,86002890.06%+289
REGIONS FINANCIAL CORP NEW(RF)055,889+55,88901,7210.34%+1,721
THERMO FISHER SCIENTIFIC INC(TMO)04,054+4,05402,0810.41%+2,081
FIRST TR EXCHANGE-TRADED FD02,951+2,95109620.19%+962
APPLIED MATLS INC0391+39102550.05%+255
INNOVATOR ETFS TRUST
US EQTY PWR BUF
082,532+82,53203,7870.74%+3,787
STATE STR SPDR S&P MIDCAP 40(MDY)1,9192,076+1571,1941,4470.28%+253
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,090+2,09009280.18%+928
VANGUARD INDEX FDS0349+34902390.05%+239
SOLSTICE ADVANCED MATLS INC(SOLS)02,884+2,88402390.05%+239
SPDR SERIES TRUST
ST STR SP500DIV
04,938+4,93802370.05%+237
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
03,428+3,42802320.05%+232
GE AEROSPACE(GE)0608+60802280.04%+228
AMGEN INC(AMGN)9,0929,380+2883,1633,3890.67%+226
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,898+1,89802240.04%+224
PAYCHEX INC(PAYX)12,33413,185+8511,1311,3540.27%+223
SCHWAB STRATEGIC TR06,389+6,38902180.04%+218
PACER FDS TR
TRENDP US LAR CP
03,739+3,73902170.04%+217
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,182+1,18202170.04%+217
D-WAVE QUANTUM INC(QBTS)09,072+9,07202130.04%+213
CIENA CORP(CIEN)5,6985,978+2802,5512,7640.54%+213
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