Castleview Partners, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 227,524
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 223 | 227,524 | 13F-HR | Castleview Partners, LLC |
| 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 | 159.3 K | 70.0% | 7.332 K | 0 | 7.332 K |
| ETFs | 67.94 K | 29.9% | 25.13 K | 0 | 25.13 K |
| Debt | 262 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
227,524
Holdings
223
QoQ value change ($000)
32,449
(16.6%)
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.