13F Insight
DOSSIER · 13F-HR · Q2 2026

Castleview Partners, LLC

$228M in tracked AUM across 223 positions as of Q2 2026.

CP
CIK 0001737088 · last filed Jun 30, 2026
Total AUM
$228M
as of Q2 2026
Holdings
223
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Castleview Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MBSF
VALUED ADVISERS TR
$25M989K11.2%02
00777X520
ADVISOR MANAGED PORTFOLIOS
$9M330K4.0%03
TSLA
TESLA INC
$7M17K3.2%04
AAPL
APPLE INC
$7M24K3.1%05
STAX
NOMURA ETF TR
$6M223K2.5%06
HD
HOME DEPOT INC
$5M14K2.2%07
COP
CONOCOPHILLIPS
$5M47K2.2%08
LST
MANAGED PORTFOLIO SER
$5M105K2.1%09
BMY
BRISTOL-MYERS SQUIBB CO
$5M84K2.1%10
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K2.1%

Filing history

2026Q2Jun 30
$228M▲ 16.6%
223 positionsView →2026Q1Mar 31
$195M▼ 3.3%
200 positionsView →2025Q4Dec 31
$202M▲ 9.6%
197 positionsView →2025Q3Sep 30
$184M▲ 18.3%
176 positionsView →2025Q2Jun 30
$156M▲ 5.3%
172 positionsLocked2025Q1Mar 31
$148M▼ 20.5%
176 positionsLocked2024Q4Dec 31
$186M▲ 5.6%
581 positionsLocked2024Q3Sep 30
$176M— 0.0%
917 positionsLocked2024Q2Jun 30
$176M▼ 1.8%
917 positionsLocked2024Q1Mar 31
$179M▲ 25.5%
899 positionsLocked2023Q4Dec 31
$143M▲ 31.9%
863 positionsLocked2023Q3Sep 30
$108M▼ 2.5%
671 positionsLocked
Showing 12 of 20