§ 13F · FUND PROFILE
Castleview Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.6T (13F)Positions · 172Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MBSF | VALUED ADVISERS TR | 1.10M | $28.2T | 14.0% | +3% |
| 2 | MBSX | ADVISOR MANAGED PORTFOLIOS | 292K | $7.7T | 3.8% | +6% |
| 3 | AAPL | APPLE INC | 24K | $6.6T | 3.3% | −34% |
| 4 | COP | CONOCOPHILLIPS | 66K | $6.1T | 3.0% | +30% |
| 5 | HD | HOME DEPOT INC | 14K | $4.9T | 2.4% | +30% |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | 86K | $4.6T | 2.3% | +16% |
| 7 | LST | MANAGED PORTFOLIO SERIES | 113K | $4.5T | 2.2% | +9% |
| 8 | TSLA | TESLA INC | 10K | $4.4T | 2.2% | +16% |
| 9 | SPY | SPDR S&P 500 ETF TR | 6K | $4.3T | 2.1% | +8% |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 82K | $4.2T | 2.1% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASTLEVIEW SIGNAL
AC read
Castleview Partners, LLC is a Other fund managing $155623.5 trillion in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed