Universe · entity
Castleview Partners, LLC
Institutional manager (13F) · CIK 1737088
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $136M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VALUED ADVISERS TR | $25M | 987,316 |
| 2 | ADVISOR MANAGED PORTFOLIOS | $8M | 299,717 |
| 3 | CONOCOPHILLIPS | $7M | 49,443 |
| 4 | APPLE INC | $6M | 25,446 |
| 5 | TESLA INC | $5M | 13,187 |
| 6 | MANAGED PORTFOLIO SERIES | $5M | 119,408 |
| 7 | BRISTOL-MYERS SQUIBB CO | $4M | 73,988 |
| 8 | STATE STR SPDR S&P 500 ETF T | $4M | 6,371 |
| 9 | ADVISORS INNER CIRCLE FD II | $4M | 118,161 |
| 10 | HOME DEPOT INC | $4M | 11,073 |
| 11 | KKR & CO INC | $3M | 36,761 |
| 12 | VANECK ETF TRUST | $3M | 77,570 |
| 13 | FIDELITY COVINGTON TRUST | $3M | 53,925 |
| 14 | AMGEN INC | $3M | 7,860 |
| 15 | UNITEDHEALTH GROUP INC | $3M | 9,971 |
| 16 | FIDELITY COVINGTON TRUST | $3M | 66,793 |
| 17 | J P MORGAN EXCHANGE TRADED F | $2M | 46,486 |
| 18 | FS CREDIT OPPORTUNITIES CORP | $2M | 431,855 |
| 19 | VANGUARD INDEX FDS | $2M | 3,570 |
| 20 | EXXON MOBIL CORP | $2M | 11,507 |
| 21 | VANECK MERK GOLD ETF | $2M | 39,318 |
| 22 | VANGUARD INSTL INDEX FD | $2M | 23,028 |
| 23 | NVIDIA CORPORATION | $2M | 9,897 |
| 24 | SPDR SERIES TRUST | $2M | 36,602 |
| 25 | ABRDN SILVER ETF TRUST | $2M | 22,781 |
| 26 | SIMPLIFY EXCHANGE TRADED FUN | $2M | 71,008 |
| 27 | MICROSOFT CORP | $1M | 4,014 |
| 28 | ELEVANCE HEALTH INC FORMERLY | $1M | 5,056 |
| 29 | I-80 GOLD CORP | $1M | 956,500 |
| 30 | FIRST TR EXCHNG TRADED FD VI | $1M | 32,848 |
| 31 | PROSHARES TR | $1M | 21,717 |
| 32 | ALBERTSONS COS INC | $1M | 76,900 |
| 33 | MAIN STR CAP CORP | $1M | 23,680 |
| 34 | AMAZON COM INC | $1M | 5,945 |
| 35 | FIRST TR EXCHNG TRADED FD VI | $1M | 25,526 |
| 36 | SPDR SERIES TRUST | $1M | 12,651 |
| 37 | BROADCOM INC | $1M | 3,737 |
| 38 | ALPHABET INC | $1M | 3,953 |
| 39 | VANECK ETF TRUST | $1M | 15,430 |
| 40 | FIRST TR EXCHNG TRADED FD VI | $1M | 32,663 |
| 41 | VISA INC | $1M | 3,627 |
| 42 | MASTERCARD INCORPORATED | $1M | 2,121 |
| 43 | ISHARES TR | $1M | 2,383 |
| 44 | CHEVRON CORPORATION | $964k | 4,660 |
| 45 | VANECK ETF TRUST | $958k | 18,171 |
| 46 | ANGEL OAK FUNDS TRUST | $947k | 18,552 |
| 47 | WALMART INC | $913k | 7,345 |
| 48 | AUTOZONE INC | $909k | 269 |
| 49 | PROCTER & GAMBLE CO | $898k | 6,220 |
| 50 | INNOVATOR ETFS TRUST | $886k | 25,016 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.