Castleview Partners, LLC

Est. AUM

$194.2M

13F long equity, this entity only

Positions

199

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VALUED ADVISERS TR	REGAN FLTG RATE	$25.2M	987316	12.97%	SOLE
2	ADVISOR MANAGED PORTFOLIOS	REGAN FIXED RATE	$8.4M	299717	4.35%	SOLE
3	CONOCOPHILLIPS	COM	$6.5M	49443	3.36%	SOLE
4	APPLE INC	COM	$6.5M	25446	3.32%	SOLE
5	TESLA INC	COM	$4.9M	13187	2.52%	SOLE
6	MANAGED PORTFOLIO SERIES	LEUTHOLD SELECT	$4.8M	119408	2.49%	SOLE
7	BRISTOL-MYERS SQUIBB CO	COM	$4.5M	73988	2.31%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.1M	6371	2.13%	SOLE
9	ADVISORS INNER CIRCLE FD II	PMV ADAPTIVE RSK	$3.7M	118161	1.91%	SOLE
10	HOME DEPOT INC	COM	$3.6M	11073	1.87%	SOLE
11	KKR & CO INC	COM	$3.4M	36761	1.75%	SOLE
12	VANECK ETF TRUST	REAL ASSETS ETF	$3.2M	77570	1.63%	SOLE
13	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$3.0M	53925	1.53%	SOLE
14	AMGEN INC	COM	$2.8M	7860	1.42%	SOLE
15	UNITEDHEALTH GROUP INC	COM	$2.7M	9971	1.39%	SOLE
16	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$2.5M	66793	1.29%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.4M	46486	1.21%	SOLE
18	FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$2.2M	431855	1.13%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3570	1.10%	SOLE
20	EXXON MOBIL CORP	COM	$2.0M	11507	1.00%	SOLE
21	VANECK MERK GOLD ETF	GOLD SHS	$1.8M	39318	0.91%	SOLE
22	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.7M	23028	0.90%	SOLE
23	NVIDIA CORPORATION	COM	$1.7M	9897	0.89%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	36602	0.86%	SOLE
25	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.6M	22781	0.84%	SOLE
26	SIMPLIFY EXCHANGE TRADED FUN	ANCORATO TARGET	$1.6M	71008	0.83%	SOLE
27	MICROSOFT CORP	COM	$1.5M	4014	0.77%	SOLE
28	ELEVANCE HEALTH INC FORMERLY	COM	$1.5M	5056	0.76%	SOLE
29	I-80 GOLD CORP	COM	$1.5M	956500	0.75%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$1.4M	32848	0.73%	SOLE
31	PROSHARES TR	PSHS ULTRA QQQ	$1.3M	21717	0.68%	SOLE
32	ALBERTSONS COS INC	COMMON STOCK	$1.3M	76900	0.67%	SOLE
33	MAIN STR CAP CORP	COM	$1.3M	23680	0.65%	SOLE
34	AMAZON COM INC	COM	$1.2M	5945	0.64%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	25526	0.63%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	12651	0.60%	SOLE
37	BROADCOM INC	COM	$1.2M	3737	0.60%	SOLE
38	ALPHABET INC	CAP STK CL C	$1.1M	3953	0.58%	SOLE
39	VANECK ETF TRUST	COMMODITY STGY	$1.1M	15430	0.58%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	32663	0.57%	SOLE
41	VISA INC	COM CL A	$1.1M	3627	0.56%	SOLE
42	MASTERCARD INCORPORATED	CL A	$1.1M	2121	0.55%	SOLE
43	ISHARES TR	RUS 1000 GRW ETF	$1.0M	2383	0.52%	SOLE
44	CHEVRON CORPORATION	COM	$964K	4660	0.50%	SOLE
45	VANECK ETF TRUST	CLO ETF	$958K	18171	0.49%	SOLE
46	ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$947K	18552	0.49%	SOLE
47	WALMART INC	COM	$913K	7345	0.47%	SOLE
48	AUTOZONE INC	COM	$909K	269	0.47%	SOLE
49	PROCTER & GAMBLE CO	COM	$898K	6220	0.46%	SOLE
50	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$886K	25016	0.46%	SOLE

1–50 of 199

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.