Castleview Partners, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 195,075
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 200 | 195,075 | 13F-HR | Castleview Partners, LLC |
| Q4 2025 | 1/12/2026 | 197 | 201,808 | 13F-HR | Castleview Partners, LLC |
| Q3 2025 | 10/10/2025 | 176 | 184,155 | 13F-HR | Castleview Partners, LLC |
| Q2 2025 | 7/16/2025 | 172 | 155,623 | 13F-HR | Castleview Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152 K | 77.9% | 0 | 28.33 K | -28.33 K |
| ETFs | 42.81 K | 21.9% | 22.43 K | 0 | 22.43 K |
| Debt | 263 | 0.1% | 0 | 839 | -839 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
195,075
Holdings
200
QoQ value change ($000)
-6,733
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.