What does Castleview Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Castleview Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VALUED ADVISERS TR

$25M987K12.9%

ADVISOR MANAGED PORTFOLIOS

$8M300K4.3%

CONOCOPHILLIPS

$7M49K3.3%

APPLE INC

$6M25K3.3%

TESLA INC

$5M13K2.5%

MANAGED PORTFOLIO SERIES

$5M119K2.5%

BRISTOL-MYERS SQUIBB CO

$4M74K2.3%

STATE STR SPDR S&P 500 ETF T

$4M6K2.1%

ADVISORS INNER CIRCLE FD II

$4M118K1.9%

HOME DEPOT INC

$4M11K1.9%

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