Institutions / Castleview Partners, LLC
Castleview Partners, LLC
CIK 1737088 · Institution · as of Dec 31, 2025
Portfolio value
$201.81M
Positions
197
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 197 →
| Company | Value | % of portfolio |
|---|---|---|
| Valued Advisers Tr | $28.24M | 14.0% |
| Advisor Managed Portfolios | $7.70M | 3.8% |
| Apple Inc. | $6.62M | 3.3% |
| ConocoPhillips | $6.14M | 3.0% |
| Home Depot, Inc. | $4.88M | 2.4% |
| Bristol Myers Squibb Co | $4.61M | 2.3% |
| Managed Portfolio Series | $4.54M | 2.2% |
| Tesla Inc | $4.43M | 2.2% |
| SPDR S&P 500 ETF Tr | $4.27M | 2.1% |
| J P Morgan Exchange Traded F | $4.16M | 2.1% |
| Amgen Inc | $4.13M | 2.0% |
| Advisors Inner Circle Fd II | $3.54M | 1.8% |
| Fidelity Covington Trust | $3.49M | 1.7% |
| Unitedhealth Group Inc | $2.97M | 1.5% |
| VanEck ETF Trust | $2.61M | 1.3% |
| KKR & Co. Inc. | $2.54M | 1.3% |
| Fidelity Covington Trust | $2.43M | 1.2% |
| Microsoft Corp | $2.18M | 1.1% |
| SPDR Series Trust | $2.14M | 1.1% |
| Nuveen Cr Strategies Income | $2.07M | 1.0% |
| ProShares Tr | $2.01M | 1.0% |
| Vanguard Index Fds | $1.92M | 1.0% |
| Elevance Health Inc | $1.90M | 0.9% |
| Amazon.com Inc | $1.85M | 0.9% |
| FS Credit Opportunities Corp.FSCO | $1.85M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.