Castleview Partners, LLC: 13F holdings
CIK 17370882026Q2
| Positions | 223 |
|---|---|
| Reported value | $227.5m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VALUED ADVISERS TR | 988,999 | $25.4m | 11.2% |
| ADVISOR MANAGED PORTFOLIOS | 330,184 | $9.0m | 4.0% |
| TSLA TESLA INC | 17,372 | $7.3m | 3.2% |
| AAPL APPLE INC | 23,991 | $6.9m | 3.1% |
| NOMURA ETF TR | 223,409 | $5.7m | 2.5% |
| HD HOME DEPOT INC | 13,894 | $4.9m | 2.2% |
| COP CONOCOPHILLIPS | 47,126 | $4.9m | 2.2% |
| MANAGED PORTFOLIO SER | 104,523 | $4.9m | 2.1% |
| BMY BRISTOL-MYERS SQUIBB CO | 83,526 | $4.8m | 2.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,348 | $4.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737088")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.