Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Castleview Partners, LLC (CIK 1737088) reported $227.5M across 223 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MBSF ($25.4M, 11.16%), MBSX ($9.0M, 3.96%), TSLA ($7.3M, 3.21%), AAPL ($6.9M, 3.05%), STAX ($5.7M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBSF | VALUED ADVISERS TR | $25.4M | 11.16% | 988,999 | Added |
| 2 | MBSX | ADVISOR MANAGED PORTFOLIOS | $9.0M | 3.96% | 330,184 | Added |
| 3 | TSLA | TESLA INC | $7.3M | 3.21% | 17,372 | Added |
| 4 | AAPL | APPLE INC | $6.9M | 3.05% | 23,991 | Trimmed |
| 5 | STAX | NOMURA ETF TR | $5.7M | 2.50% | 223,409 | New |
| 6 | LST | MANAGED PORTFOLIO SER | $4.9M | 2.15% | 104,523 | Trimmed |
| 7 | COP | CONOCOPHILLIPS | $4.9M | 2.15% | 47,126 | Trimmed |
| 8 | HD | HOME DEPOT INC | $4.9M | 2.15% | 13,894 | Added |
| 9 | BMY | BRISTOL-MYERS SQUIBB CO | $4.8M | 2.12% | 83,526 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 2.08% | 6,348 | Trimmed |
| 11 | KKR | KKR & CO INC | $4.4M | 1.93% | 47,966 | Added |
| 12 | AMGN | AMGEN INC | $3.8M | 1.68% | 10,552 | Added |
| 13 | ARP | ADVISORS INNER CIRCLE FD II | $3.8M | 1.67% | 117,314 | Trimmed |
| 14 | UNH | UNITEDHEALTH GROUP INC | $3.7M | 1.62% | 8,888 | Trimmed |
| 15 | QLD | PROSHARES TR | $2.9M | 1.27% | 29,895 | Added |
| 16 | SYK | STRYKER CORPORATION | $2.6M | 1.15% | 8,332 | New |
| 17 | VOO | VANGUARD INDEX FDS | $2.5M | 1.09% | 3,622 | Added |
| 18 | FSCO | FS CREDIT OPPORTUNITIES CORP | $2.4M | 1.07% | 487,964 | Added |
| 19 | UYLD | ANGEL OAK FUNDS TRUST | $2.3M | 1.02% | 45,487 | Added |
| 20 | RAAX | VANECK ETF TRUST | $2.2M | 0.98% | 56,092 | Trimmed |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.98% | 44,186 | Trimmed |
| 22 | ITOT | ISHARES TR | $2.0M | 0.88% | 12,233 | New |
| 23 | OUNZ | VANECK MERK GOLD ETF | $1.9M | 0.83% | 49,205 | Added |
| 24 | ELV | ELEVANCE HEALTH INC FORMERLY | $1.8M | 0.80% | 4,703 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $1.8M | 0.80% | 9,147 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30