Castleview Partners, LLC — 13F holdings

Castleview Partners, LLC reported 214 holdings worth $228M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. MBSF VALUED ADVISERS TR — $24.2M (10.6%)
2. MBSX ADVISOR MANAGED PORTFOLIOS — $8.63M (3.8%)
3. AAPL APPLE INC — $8.03M (3.5%)
4. TSLA TESLA INC — $6.89M (3.0%)
5. KKR KKR & CO INC — $5.57M (2.4%)
6. BMY BRISTOL-MYERS SQUIBB CO — $5.55M (2.4%)
7. HD HOME DEPOT INC — $5.20M (2.3%)
8. COP CONOCOPHILLIPS — $4.99M (2.2%)
9. LST MANAGED PORTFOLIO SERIES — $4.97M (2.2%)
10. SPY SPDR S&P 500 ETF TR — $4.89M (2.1%)