Castleview Partners
$228M 13F equity value
251 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Castleview Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | 988,999 | $25M | 11.2% |
| MBSX | ADVISOR MANAGED PORTFOLIOS | 330,184 | $9M | 4.0% |
| TSLA | TESLA INC | 17,372 | $7M | 3.2% |
| AAPL | APPLE INC | 23,991 | $7M | 3.1% |
| STAX | NOMURA ETF TR | 223,409 | $6M | 2.5% |
| HD | HOME DEPOT INC | 13,894 | $5M | 2.2% |
| COP | CONOCOPHILLIPS | 47,126 | $5M | 2.2% |
| LST | MANAGED PORTFOLIO SER | 104,523 | $5M | 2.1% |
| BMY | BRISTOL-MYERS SQUIBB CO | 83,526 | $5M | 2.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 6,348 | $5M | 2.1% |
Track Castleview Partners's 13F portfolio: $228M in reported holdings, 251 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}