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Kastel Capital Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    wellesley, MA
  • CIK
    0002111663
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

55

$162.92M
IVV, FBND, IXUS, IVOO
13F-HR
Apr 20, 2026
000195175726000651

55

$162.92M
IVV, FBND, IXUS, IVOO
13F-HR
Feb 18, 2026
000195175726000479
Kastel Capital Advisors, Llc 13F Filings