You're signed outSign in or to get full access.
Castleview Partners, LLC
Castleview Partners, LLC is a Registered Investment Adviser based in Dallas, Texas, offering tailored investment advisory services to individuals, high-net-worth individuals, corporations, non-profits, and retirement plans. The firm focuses on providing objective investment planning advice to help clients achieve their financial goals.
Investment Strategy
Open architecture approach to investing, utilizing Advisor Directed Managed Accounts, Third Party Money Manager Accounts, and Combined Advisor Directed and Money Manager Model Accounts.
Latest 13F Filing Activity
Castleview Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 172 equity positions with a total 13F market value of $184M. The fund increased holdings in Valued Advisers TR, Home Depot Inc., Apple Inc. among other positions. Castleview Partners, LLC reduced exposure to Litman Gregory FDS TR, Vaneck Etf Trust, Fidelity Covington Trust among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MBSF | VALUED ADVISERS TR | 14.78% | $27.2M | 1,068,540 | $25.29 | $25.47 | +$4.9M |
A AAPL | APPLE INC | 5.12% | $9.4M | 37,051 | $194.43 | $254.63 | +$2.4M |
C COP | CONOCOPHILLIPS | 2.60% | $4.8M | 50,650 | $98.13 | $94.59 | +$640.1K |
H HD | HOME DEPOT INC | 2.41% | $4.4M | 10,938 | $376.39 | $405.19 | +$2.5M |
S SPY | SPDR S&P 500 ETF TR | 2.10% | $3.9M | 5,793 | $403.93 | $666.18 | +$301.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more