account_balance
Investment manager · 13F filer · SEC CIK 1737088
Castleview Partners, LLC
Reported value$228Mas of Sep 30, 2026
Positions214 17 new, 26 sold out
Top 10 weight34.6%MBSF alone is 11%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MBSFValued Advisers Tr
10.6%Trimmed −4%
MBSXAdvisor Managed Portfolios
3.8%Added +2%
AAPLApple Inc.
3.5%
TSLATesla, Inc.
3.0%Added +12%
KKRKKR & Co. Inc.
2.4%Added +27%
BMYBristol Myers Squibb Co
2.4%Added +6%
HDHome Depot, Inc.
2.3%Added +31%
COPConocoPhillips
2.2%Trimmed −15%
LSTManaged Portfolio Ser
2.2%
SPYSPDR S&P 500 ETF Trust
2.1%
AMGNAmgen Inc
2.1%Added +6%
ARPAdvisors Inner Circle Fd II
1.7%Trimmed −3%
MBSFValued Advisers Tr
10.6%Trimmed −4%
MBSXAdvisor Managed Portfolios
3.8%
AAPLApple Inc.
3.5%
TSLATesla, Inc.
3.0%
KKRKKR & Co. Inc.
2.4%
BMYBristol Myers Squibb Co
2.4%
HD2.3%COPConocoPhillips
2.2%
LSTManaged Portfolio Ser
2.2%
ARP1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MBSF Valued Advisers Tr 10.6% Trimmed −4%
MBSX Advisor Managed Portfolios 3.8% Added +2%
AAPL Apple Inc. 3.5% HeldTSLA Tesla, Inc. 3.0% Added +12%KKR KKR & Co. Inc. 2.4% Added +27%BMY Bristol Myers Squibb Co 2.4% Added +6%HD Home Depot, Inc. 2.3% Added +31%COP ConocoPhillips 2.2% Trimmed −15%LST Managed Portfolio Ser 2.2% Held
SPY SPDR S&P 500 ETF Trust 2.1% HeldAMGN Amgen Inc 2.1% Added +6%ARP Advisors Inner Circle Fd II 1.7% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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