Castleview Partners, LLC - Portfolio Stock Holdings
Castleview Partners, LLC disclosed 252 stock positions in a recent SEC 13F filing. $227,534,431 of stock holdings were filed, with the largest holdings including MBSF, MBSX, and TSLA. This filing represented positions held on June 30, 2026, and was filed on July 20, 2026.We estimate the fund has a total AUM of $416,875,249 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
252Est. Stock Holding Value:
$227,534,431Top Stock Holdings By Sector
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Portfolio Stock Holdings - Castleview Partners, LLC
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