Kastel Capital Advisors, LLC
Q4 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
55
- Value ($000)
$162,914
- Date Filed02/18/2026
- Form type13F-HR
- CIK0002111663
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $24.07M | 15 % | 35,140 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $20.08M | 12 % | 436,100 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $17.51M | 11 % | 206,903 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | $8.9M | 6 % | 79,651 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $7.32M | 5 % | 276,404 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.18M | 4 % | 18,445 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.97M | 4 % | 27,175 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.4M | 3 % | 8,608 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $5.29M | 3 % | 52,953 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.5M | 3 % | 71,993 |
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