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 $195.1M across 199 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MBSF ($25.2M, 12.91%), MBSX ($8.4M, 4.33%), COP ($6.5M, 3.35%), AAPL ($6.5M, 3.31%), TSLA ($4.9M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MBSF | VALUED ADVISERS TR | $25.2M | 12.91% | 987,316 | Trimmed |
| 2 | MBSX | ADVISOR MANAGED PORTFOLIOS | $8.4M | 4.33% | 299,717 | Added |
| 3 | COP | CONOCOPHILLIPS | $6.5M | 3.35% | 49,443 | Trimmed |
| 4 | AAPL | APPLE INC | $6.5M | 3.31% | 25,446 | Added |
| 5 | TSLA | TESLA INC | $4.9M | 2.51% | 13,187 | Added |
| 6 | LST | MANAGED PORTFOLIO SERIES | $4.8M | 2.48% | 119,408 | Added |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | $4.5M | 2.30% | 73,988 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 2.12% | 6,371 | Added |
| 9 | ARP | ADVISORS INNER CIRCLE FD II | $3.7M | 1.90% | 118,161 | Added |
| 10 | HD | HOME DEPOT INC | $3.6M | 1.87% | 11,073 | Trimmed |
| 11 | KKR | KKR & CO INC | $3.4M | 1.74% | 36,761 | Added |
| 12 | RAAX | VANECK ETF TRUST | $3.2M | 1.62% | 77,570 | Added |
| 13 | FDVV | FIDELITY COVINGTON TRUST | $3.0M | 1.53% | 53,925 | Trimmed |
| 14 | AMGN | AMGEN INC | $2.8M | 1.42% | 7,860 | Trimmed |
| 15 | UNH | UNITEDHEALTH GROUP INC | $2.7M | 1.38% | 9,971 | Added |
| 16 | FELG | FIDELITY COVINGTON TRUST | $2.5M | 1.28% | 66,793 | Added |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.21% | 46,486 | Trimmed |
| 18 | FSCO | FS CREDIT OPPORTUNITIES CORP | $2.2M | 1.13% | 431,855 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $2.1M | 1.09% | 3,570 | Added |
| 20 | XOM | EXXON MOBIL CORP | $2.0M | 1.00% | 11,507 | Added |
| 21 | OUNZ | VANECK MERK GOLD ETF | $1.8M | 0.91% | 39,318 | Added |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $1.7M | 0.89% | 23,028 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.7M | 0.88% | 9,897 | Added |
| 24 | SPYD | SPDR SERIES TRUST | $1.7M | 0.85% | 36,602 | Trimmed |
| 25 | SIVR | ABRDN SILVER ETF TRUST | $1.6M | 0.84% | 22,781 | New |
Source: SEC Form 13F filings · as of 2026-03-31