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Kastel Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    wellesley, MA
  • Num holdings

    55

  • Value ($000)

    $162,914

  • Date Filed
    04/20/2026
  • Form type
    13F-HR
  • CIK
    0002111663
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$24.07M
15 %

35,140

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$20.08M
12 %

436,100

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$17.51M
11 %

206,903

I
IVOO

VANGUARD ADMIRAL FDS INC

MIDCP 400 IDX
921932885
$8.9M
6 %

79,651

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$7.32M
5 %

276,404

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$6.18M
4 %

18,445

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$5.97M
4 %

27,175

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.4M
3 %

8,608

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$5.29M
3 %

52,953

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.5M
3 %

71,993

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