Castleview Partners, LLC

OtherOther

AUM: $155.6B·172 positions·Q4 2025

Filed: Jan 12, 2026

CIK: 0001737088

Castleview Partners, LLC is a Other fund managing $155623.5 trillion in assets. The fund runs a portfolio of 172 positions.

Top 10 Holdings

#	Stock	Value	% Port.	Chg
1	MBSF VALUED ADVISERS TR	$28.2T	14.0%	+3.1%	▲
2	MBSX ADVISOR MANAGED PORTFOLIOS	$7.7T	3.8%	+6.5%	▲
3	AAPL APPLE INC	$6.6T	3.3%	-34.3%	▼
4	COP CONOCOPHILLIPS	$6.1T	3.0%	+29.6%	▲▲
5	HD HOME DEPOT INC	$4.9T	2.4%	+29.5%	▲▲
6	BMY BRISTOL-MYERS SQUIBB CO	$4.6T	2.3%	+15.5%	▲
7	LST MANAGED PORTFOLIO SERIES	$4.5T	2.2%	+9.2%	▲
8	TSLA TESLA INC	$4.4T	2.2%	+16.0%	▲
9	SPY SPDR S&P 500 ETF TR	$4.3T	2.1%	+8.2%	▲
10	JPST J P MORGAN EXCHANGE TRADED F	$4.2T	2.1%	+18.4%	▲

Notable Moves

New Positions

$2.6T (1.3%)

$2.5T (1.3%)

$1.4T (0.7%)

$1.2T (0.6%)

$1.2T (0.6%)

$1.2T (0.6%)

$1.1T (0.6%)

$1.1T (0.5%)

Exits & Heavy Cuts

-61% · $816.8B

-58% · $431.9B

-64% · $265.6B

-55% · $219.1B

Fund Analysis

Fund analysis is being prepared.

All Holdings

Sort:

#	Stock	Value	% Port.	Chg
1	MBSF VALUED ADVISERS TR	$28.2T	14.0%	+3.1%	▼
2	MBSX ADVISOR MANAGED PORTFOLIOS	$7.7T	3.8%	+6.5%	▼
3	AAPL APPLE INC	$6.6T	3.3%	-34.3%	▼
4	COP CONOCOPHILLIPS	$6.1T	3.0%	+29.6%	▼
5	HD HOME DEPOT INC	$4.9T	2.4%	+29.5%	▼
6	BMY BRISTOL-MYERS SQUIBB CO	$4.6T	2.3%	+15.5%	▼
7	LST MANAGED PORTFOLIO SERIES	$4.5T	2.2%	+9.2%	▼
8	TSLA TESLA INC	$4.4T	2.2%	+16.0%	▼
9	SPY SPDR S&P 500 ETF TR	$4.3T	2.1%	+8.2%	▼
10	JPST J P MORGAN EXCHANGE TRADED F	$4.2T	2.1%	+18.4%	▼
11	AMGN AMGEN INC	$4.1T	2.0%	+8.1%	▼
12	ARP ADVISORS INNER CIRCLE FD II	$3.5T	1.8%	-0.6%	▼
13	FDVV FIDELITY COVINGTON TRUST	$3.5T	1.7%	+4.5%	▼
14	UNH UNITEDHEALTH GROUP INC	$3.0T	1.5%	+17.0%	▼
15	RAAXNEW VANECK ETF TRUST	$2.6T	1.3%	—	▼
16	KKRNEW KKR & CO INC	$2.5T	1.3%	—	▼
17	FELG FIDELITY COVINGTON TRUST	$2.4T	1.2%	-9.6%	▼
18	MSFT MICROSOFT CORP	$2.2T	1.1%	+6.0%	▼
19	SPYD SPDR SERIES TRUST	$2.1T	1.1%	+0.4%	▼
20	XJQCX NUVEEN CR STRATEGIES INCOME	$2.1T	1.0%	+85.2%	▼
21	QLD PROSHARES TR	$2.0T	1.0%	+44.3%	▼
22	VOO VANGUARD INDEX FDS	$1.9T	1.0%	-22.5%	▼
23	ELV ELEVANCE HEALTH INC FORMERLY	$1.9T	0.9%	-18.6%	▼
24	AMZN AMAZON COM INC	$1.8T	0.9%	-3.4%	▼
25	FSCO FS CREDIT OPPORTUNITIES CORP	$1.8T	0.9%	+164.9%	▼
26	NVDA NVIDIA CORPORATION	$1.8T	0.9%	+5.3%	▼
27	CLOB VANECK ETF TRUST	$1.5T	0.7%	-27.9%	▼
28	OUNZ VANECK MERK GOLD ETF	$1.5T	0.7%	-49.5%	▼
29	DOCT FIRST TR EXCHNG TRADED FD VI	$1.5T	0.7%	+10.8%	▼
30	MAINNEW MAIN STR CAP CORP	$1.4T	0.7%	—	▼
31	V VISA INC	$1.4T	0.7%	+1.4%	▼
32	MA MASTERCARD INCORPORATED	$1.4T	0.7%	+4.3%	▼
33	GOOG ALPHABET INC	$1.4T	0.7%	-2.0%	▼
34	AVGO BROADCOM INC	$1.3T	0.7%	+67.5%	▼
35	DNOV FIRST TR EXCHNG TRADED FD VI	$1.3T	0.6%	-3.5%	▼
36	BIL SPDR SERIES TRUST	$1.2T	0.6%	-26.2%	▼
37	ACINEW ALBERTSONS COS INC	$1.2T	0.6%	—	▼
38	XVOLNEW TIDAL TRUST I	$1.2T	0.6%	—	▼
39	ORCL ORACLE CORP	$1.2T	0.6%	+2.2%	▼
40	IAUXNEW I-80 GOLD CORP	$1.2T	0.6%	—	▼
41	XXVNEW SIMPLIFY EXCHANGE TRADED FUN	$1.1T	0.6%	—	▼
42	IWF ISHARES TR	$1.1T	0.6%	-0.1%	▼
43	CLIPNEW GLOBAL X FDS	$1.1T	0.5%	—	▼
44	AZO AUTOZONE INC	$966.6B	0.5%	-1.7%	▼
45	SFLR INNOVATOR ETFS TRUST	$945.6B	0.5%	-6.5%	▼
46	BOTZNEW GLOBAL X FDS	$944.3B	0.5%	—	▼
47	XOM EXXON MOBIL CORP	$931.2B	0.5%	+45.3%	▼
48	PIT VANECK ETF TRUST	$918.3B	0.5%	-42.2%	▼
49	PSLV SPROTT ASSET MANAGEMENT LP	$868.8B	0.4%	-0.2%	▼
50	LLY ELI LILLY & CO	$861.9B	0.4%	-0.7%	▼
51	WMT WALMART INC	$856.0B	0.4%	-4.2%	▼
52	PCMM BONDBLOXX ETF TRUST	$816.8B	0.4%	-61.1%	▼
53	PG PROCTER AND GAMBLE CO	$816.4B	0.4%	+9.6%	▼
54	JPM JPMORGAN CHASE & CO.	$800.4B	0.4%	+29.4%	▼
55	PGR PROGRESSIVE CORP	$800.2B	0.4%	+64.0%	▼
56	GDX VANECK ETF TRUST	$798.4B	0.4%	-8.3%	▼
57	PM PHILIP MORRIS INTL INC	$788.2B	0.4%	+3.5%	▼
58	XIMR FIRST TR EXCHNG TRADED FD VI	$785.7B	0.4%	+6.8%	▼
59	CLOI VANECK ETF TRUST	$785.0B	0.4%	-10.8%	▼
60	ROST ROSS STORES INC	$714.3B	0.4%	-35.9%	▼
61	VUG VANGUARD INDEX FDS	$707.9B	0.4%	+3.0%	▼
62	CMI CUMMINS INC	$698.8B	0.3%	-28.3%	▼
63	SPYV SPDR SERIES TRUST	$692.8B	0.3%	+3.4%	▼
64	ABEQ UNIFIED SER TR	$690.3B	0.3%	+1.5%	▼
65	T AT&T INC	$686.0B	0.3%	+31.2%	▼
66	SHOP SHOPIFY INC	$665.9B	0.3%	-10.1%	▼
67	AHR AMERICAN HEALTHCARE REIT INC	$662.2B	0.3%	+46.3%	▼
68	TQQQ PROSHARES TR	$625.4B	0.3%	+54.8%	▼
69	CVX CHEVRON CORP NEW	$623.7B	0.3%	+46.6%	▼
70	EPD ENTERPRISE PRODS PARTNERS L	$620.6B	0.3%	+12.1%	▼
71	GILD GILEAD SCIENCES INC	$614.8B	0.3%	+10.9%	▼
72	TSMNEW TAIWAN SEMICONDUCTOR MFG LTD	$612.6B	0.3%	—	▼
73	GLD SPDR GOLD TR	$608.7B	0.3%	+4.0%	▼
74	SILA SILA REALTY TRUST INC	$602.4B	0.3%	+5.5%	▼
75	IVV ISHARES TR	$595.9B	0.3%	+1.0%	▼
76	BUFR FIRST TR EXCHNG TRADED FD VI	$594.8B	0.3%	-5.2%	▼
77	SGOLNEW ETFS GOLD TR	$580.5B	0.3%	—	▼
78	DDM PROSHARES TR	$578.8B	0.3%	+215.6%	▼
79	BUFD FIRST TR EXCHNG TRADED FD VI	$575.9B	0.3%	-6.6%	▼
80	QFLR INNOVATOR ETFS TRUST	$568.6B	0.3%	-12.2%	▼
81	PAVE GLOBAL X FDS	$567.0B	0.3%	-41.8%	▼
82	CAT CATERPILLAR INC	$565.4B	0.3%	+11.4%	▼
83	JNJ JOHNSON & JOHNSON	$561.0B	0.3%	+14.5%	▼
84	ORLY OREILLY AUTOMOTIVE INC	$556.5B	0.3%	-8.4%	▼
85	MS MORGAN STANLEY	$551.6B	0.3%	+15.9%	▼
86	NVR NVR INC	$539.7B	0.3%	+2.8%	▼
87	SHY ISHARES TR	$533.4B	0.3%	-8.0%	▼
88	FENY FIDELITY COVINGTON TRUST	$527.8B	0.3%	-4.5%	▼
89	CIBR FIRST TR EXCHANGE TRADED FD	$513.6B	0.3%	+2.6%	▼
90	FMAR FIRST TR EXCHNG TRADED FD VI	$503.6B	0.2%	0.0%	▼
91	IBM INTERNATIONAL BUSINESS MACHS	$500.9B	0.2%	+17.0%	▼
92	GS GOLDMAN SACHS GROUP INC	$487.8B	0.2%	0.0%	▼
93	EINC VANECK ETF TRUST	$486.6B	0.2%	-45.8%	▼
94	TFC TRUIST FINL CORP	$484.7B	0.2%	+42.7%	▼
95	SPEU SPDR INDEX SHS FDS	$475.5B	0.2%	+9.5%	▼
96	NOW SERVICENOW INC	$472.1B	0.2%	+572.9%	▼
97	EXPD EXPEDITORS INTL WASH INC	$470.9B	0.2%	+7.3%	▼
98	DPZ DOMINOS PIZZA INC	$467.7B	0.2%	+6.5%	▼
99	ACN ACCENTURE PLC IRELAND	$466.3B	0.2%	+5.7%	▼
100	RDVY FIRST TR EXCHANGE TRADED FD	$466.1B	0.2%	+4.8%	▼
101	ACGL ARCH CAP GROUP LTD	$463.7B	0.2%	+6.7%	▼
102	ZTS ZOETIS INC	$451.1B	0.2%	-4.0%	▼
103	MU MICRON TECHNOLOGY INC	$450.4B	0.2%	-4.1%	▼
104	SMA SMARTSTOP SELF STORAG REIT I	$447.1B	0.2%	-1.9%	▼
105	DXNEW DYNEX CAP INC	$434.3B	0.2%	—	▼
106	BBBS BONDBLOXX ETF TRUST	$431.9B	0.2%	-58.3%	▼
107	MCO MOODYS CORP	$430.6B	0.2%	+6.0%	▼
108	AGNC AGNC INVT CORP	$430.6B	0.2%	+17.4%	▼
109	XLE SELECT SECTOR SPDR TR	$420.3B	0.2%	-3.0%	▼
110	META META PLATFORMS INC	$414.5B	0.2%	+19.6%	▼
111	KO COCA COLA CO	$411.1B	0.2%	+22.3%	▼
112	SWK STANLEY BLACK & DECKER INC	$406.8B	0.2%	+31.1%	▼
113	MSCI MSCI INC	$393.0B	0.2%	+1.6%	▼
114	TMO THERMO FISHER SCIENTIFIC INC	$392.9B	0.2%	-0.6%	▼
115	RSP INVESCO EXCHANGE TRADED FD T	$380.8B	0.2%	+0.1%	▼
116	CCJ CAMECO CORP	$380.1B	0.2%	-2.3%	▼
117	DUK DUKE ENERGY CORP NEW	$378.0B	0.2%	+27.4%	▼
118	VZ VERIZON COMMUNICATIONS INC	$372.0B	0.2%	+13.3%	▼
119	GOOGL ALPHABET INC	$359.3B	0.2%	-0.7%	▼
120	AMLP ALPS ETF TR	$354.2B	0.2%	-1.5%	▼
121	DFEB FIRST TR EXCHNG TRADED FD VI	$351.7B	0.2%	0.0%	▼
122	SSO PROSHARES TR	$350.8B	0.2%	+121.3%	▼
123	ABT ABBOTT LABS	$347.7B	0.2%	-20.6%	▼
124	BSCQ INVESCO EXCH TRD SLF IDX FD	$344.0B	0.2%	+1.1%	▼
125	IDXX IDEXX LABS INC	$341.6B	0.2%	+0.8%	▼
126	ADBE ADOBE INC	$340.2B	0.2%	-0.7%	▼
127	XLSR SSGA ACTIVE TR	$338.5B	0.2%	-7.8%	▼
128	VUSB VANGUARD BD INDEX FDS	$337.0B	0.2%	+1.1%	▼
129	PFE PFIZER INC	$336.0B	0.2%	+20.8%	▼
130	FSTA FIDELITY COVINGTON TRUST	$331.0B	0.2%	+4.4%	▼
131	JMOM J P MORGAN EXCHANGE TRADED F	$326.1B	0.2%	+5.7%	▼
132	FBCG FIDELITY COVINGTON TRUST	$322.2B	0.2%	-28.3%	▼
133	AON AON PLC	$321.1B	0.2%	-4.4%	▼
134	SBUX STARBUCKS CORP	$318.4B	0.2%	-11.0%	▼
135	PEP PEPSICO INC	$313.7B	0.2%	+1.1%	▼
136	FITB FIFTH THIRD BANCORP	$311.3B	0.2%	+21.5%	▼
137	AMCR AMCOR PLC	$310.1B	0.2%	+25.1%	▼
138	UPS UNITED PARCEL SERVICE INC	$309.1B	0.2%	+28.1%	▼
139	DIS DISNEY WALT CO	$307.6B	0.2%	-0.1%	▼
140	XLB SELECT SECTOR SPDR TR	$296.5B	0.1%	-12.6%	▼
141	LNG CHENIERE ENERGY INC	$294.9B	0.1%	+4.8%	▼
142	ADM ARCHER DANIELS MIDLAND CO	$293.9B	0.1%	+26.0%	▼
143	NOCNEW NORTHROP GRUMMAN CORP	$292.5B	0.1%	—	▼
144	EQAL INVESCO EXCH TRADED FD TR II	$292.2B	0.1%	+0.5%	▼
145	WMB WILLIAMS COS INC	$289.0B	0.1%	+12.2%	▼
146	FTSL FIRST TR EXCHANGE-TRADED FD	$285.1B	0.1%	+10.7%	▼
147	PECO PHILLIPS EDISON & CO INC	$281.3B	0.1%	0.0%	▼
148	IWRNEW ISHARES TR	$279.8B	0.1%	—	▼
149	EPMNEW EVOLUTION PETE CORP	$277.2B	0.1%	—	▼
150	SPDW SPDR INDEX SHS FDS	$274.7B	0.1%	+19.5%	▼
151	ISRGNEW INTUITIVE SURGICAL INC	$273.6B	0.1%	—	▼
152	HRLNEW HORMEL FOODS CORP	$270.4B	0.1%	—	▼
153	UBER UBER TECHNOLOGIES INC	$269.5B	0.1%	-2.8%	▼
154	ETN EATON CORP PLC	$269.1B	0.1%	-0.8%	▼
155	SPEM SPDR INDEX SHS FDS	$266.5B	0.1%	+9.4%	▼
156	VBIL VANGUARD INSTL INDEX FD	$265.6B	0.1%	-64.3%	▼
157	TJX TJX COS INC NEW	$262.4B	0.1%	-19.9%	▼
158	SCHE SCHWAB STRATEGIC TR	$262.1B	0.1%	+2.6%	▼
159	ABNB AIRBNB INC	$261.3B	0.1%	+0.9%	▼
160	IREN IREN LIMITED	$260.8B	0.1%	-4.8%	▼
161	DFIV DIMENSIONAL ETF TRUST	$257.3B	0.1%	+0.4%	▼
162	SPYMNEW SPDR SERIES TRUST	$254.5B	0.1%	—	▼
163	CACI CACI INTL INC	$251.0B	0.1%	+1.3%	▼
164	ETNEW ENERGY TRANSFER L P	$249.4B	0.1%	—	▼
165	PDBA INVESCO ACTVELY MNGD ETC FD	$247.4B	0.1%	-8.2%	▼
166	PLTRNEW PALANTIR TECHNOLOGIES INC	$244.4B	0.1%	—	▼
167	BRK/B BERKSHIRE HATHAWAY INC DEL	$243.3B	0.1%	+3.0%	▼
168	AEMNEW AGNICO EAGLE MINES LTD	$237.3B	0.1%	—	▼
169	FAST FASTENAL CO	$237.3B	0.1%	+1.8%	▼
170	CMCNEW COMMERCIAL METALS CO	$235.3B	0.1%	—	▼
171	DJAN FIRST TR EXCHNG TRADED FD VI	$235.1B	0.1%	0.0%	▼
172	COPXNEW GLOBAL X FDS	$233.4B	0.1%	—	▼
173	ITWNEW ILLINOIS TOOL WKS INC	$232.3B	0.1%	—	▼
174	IBN ICICI BANK LIMITED	$231.8B	0.1%	+8.9%	▼
175	SNPS SYNOPSYS INC	$230.2B	0.1%	-0.2%	▼
176	MDT MEDTRONIC PLC	$225.8B	0.1%	+1.0%	▼
177	LYB LYONDELLBASELL INDUSTRIES N	$224.0B	0.1%	+26.7%	▼
178	SPYGNEW SPDR SERIES TRUST	$219.7B	0.1%	—	▼
179	BSX BOSTON SCIENTIFIC CORP	$219.3B	0.1%	-1.8%	▼
180	REZ ISHARES TR	$219.1B	0.1%	-54.5%	▼
181	DE DEERE & CO	$218.4B	0.1%	+0.4%	▼
182	COSTNEW COSTCO WHSL CORP NEW	$216.4B	0.1%	—	▼
183	SCHW SCHWAB CHARLES CORP	$213.1B	0.1%	+0.4%	▼
184	VEUNEW VANGUARD INTL EQUITY INDEX F	$212.7B	0.1%	—	▼
185	CNQNEW CANADIAN NAT RES LTD	$211.2B	0.1%	—	▼
186	OXLCNEW OXFORD LANE CAP CORP	$210.8B	0.1%	—	▼
187	ECCNEW EAGLE POINT CREDIT COMPANY I	$208.5B	0.1%	—	▼
188	QQQNEW INVESCO QQQ TR	$204.0B	0.1%	—	▼
189	CVENEW CENOVUS ENERGY INC	$174.3B	0.1%	—	▼
190	FSK FS KKR CAP CORP	$161.7B	0.1%	-33.4%	▼
191	BBDC BARINGS BDC INC	$124.5B	0.1%	+11.9%	▼
192	AVTR AVANTOR INC	$116.9B	0.1%	-18.4%	▼
193	BTGNEW B2GOLD CORP	$94.7B	0.0%	—	▼
194	XFLT XAI OCTAGN FLT RAT & ALT INM	$89.1B	0.0%	+2.2%	▼
195	AMBP ARDAGH METAL PACKAGING S A	$68.3B	0.0%	+4.6%	▼
196	BMBL BUMBLE INC	$41.1B	0.0%	+7.1%	▼
197	DSXNEW DIANA SHIPPING INC	$21.1B	0.0%	—	▼

Showing 197 of 197 positions

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Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.