13F Insight
DOSSIER · 13F-HR · Q3 2026

Castleview Partners, LLC

$228M in tracked AUM across 214 positions as of Q3 2026.

CP
CIK 0001737088 · last filed Sep 30, 2026
Total AUM
$228M
as of Q3 2026
Holdings
214
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Castleview Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MBSF
VALUED ADVISERS TR
$24M952K10.6%02
00777X520
ADVISOR MANAGED PORTFOLIOS
$9M338K3.8%03
AAPL
APPLE INC
$8M24K3.5%04
TSLA
TESLA INC
$7M19K3.0%05
KKR
KKR & CO INC
$6M61K2.4%06
BMY
BRISTOL-MYERS SQUIBB CO
$6M89K2.4%07
HD
HOME DEPOT INC
$5M18K2.3%08
COP
CONOCOPHILLIPS
$5M40K2.2%09
LST
MANAGED PORTFOLIO SER
$5M106K2.2%10
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K2.1%

Filing history

2026Q3Sep 30
$228M▲ 0.3%
214 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 21