Arkolith/Funds/Castleview Partners, LLC

Castleview Partners, LLC

CIK 1737088
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Castleview Partners, LLC holds a diversified book of 223 stocks worth $227.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Nomura ETF TR and trimmed Apple Inc. Their largest long position is Regan Floating Rate MBS ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Castleview Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
488
new positions
Added to
111
existing
Trimmed
50
reduced
Sold out
28
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.7%
+12.2%/yr · since Jan '25
Their reported book
+17.2%
held from quarter-end
S&P 500
+26.3%
same window
$8K$9K$11K$12K$13KJan '25May '25Aug '25Dec '25Apr '26Jul '26
Castleview Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.5 points over this window.

Growth of $10,000 cloning Castleview Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
35%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

47% mapped to company sectors

ETF / fund or unclassified
53%
Information Technology
10%
Health Care
9%
Consumer Discretionary
8%
Financials
7%
Energy
4%
Materials
2%
Industrials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

223 positions
#SecurityValueShares% PortLast moveHistory
1Valued Advisers TR
REGAN FLTG RATE
$25.4M989.0K
11.2%
+0.2%
Added · +2K sh
2Advisor Managed Portfolios
REGA FIX MBS ETF
$9.0M330.2K
4.0%
+10%
Added · +30K sh
3Tesla Inc
COM
$7.3M17.4K
3.2%
+32%
Added · +4K sh
4Apple Inc
COM
$6.9M24.0K
3.1%
−5.7%
Reduced · −1K sh
5Nomura ETF TR
TAX FREE USA SRT
$5.7M223.4K
2.5%
New
New position
6Home Depot Inc
COM
$4.9M13.9K
2.2%
+25%
Added · +3K sh
7ConocoPhillips
COM
$4.9M47.1K
2.2%
−4.7%
Reduced · −2K sh
8Managed Portfolio Ser
LEUTHOLD SELECT
$4.9M104.5K
2.1%
−12%
Reduced · −15K sh
9Bristol-Myers Squibb Co
COM
$4.8M83.5K
2.1%
+13%
Added · +10K sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$4.7M6.3K
2.1%
−0.4%
Reduced · −23 sh
11KKR & Co Inc
COM
$4.4M48.0K
1.9%
+30%
Added · +11K sh
12Amgen Inc
COM
$3.8M10.6K
1.7%
+34%
Added · +3K sh
13Advisors Inner Circle FD II
PMV ADAPTIVE RSK
$3.8M117.3K
1.7%
−0.7%
Reduced · −847 sh
14Unitedhealth Group Inc
COM
$3.7M8.9K
1.6%
−11%
Reduced · −1K sh
15Proshares TR
PSHS ULTRA QQQ
$2.9M29.9K
1.3%
+38%
Added · +8K sh
16Stryker Corporation
COM
$2.6M8.3K
1.2%
New
New position
17Vanguard Index FDS
S&P 500 ETF SHS
$2.5M3.6K
1.1%
+1.4%
Added · +52 sh
18FS Credit Opportunities Corp
COMMON STOCK
$2.4M488.0K
1.1%
+13%
Added · +56K sh
19Angel Oak Funds Trust
OAK ULTRASHORT
$2.3M45.5K
1.0%
+145%
Added · +27K sh
20J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.2M44.2K
1.0%
−4.9%
Reduced · −2K sh
21Vaneck ETF Trust
REAL ASSETS ETF
$2.2M56.1K
1.0%
−28%
Reduced · −21K sh
22Ishares TR
CORE S&P TTL STK
$2.0M12.2K
0.9%
New
New position
23Vaneck Merk Gold ETF
GOLD SHS
$1.9M49.2K
0.8%
+25%
Added · +10K sh
24Nvidia Corporation
COM
$1.8M9.1K
0.8%
−7.6%
Reduced · −750 sh
25Elevance Health Inc Formerly
COM
$1.8M4.7K
0.8%
−7.0%
Reduced · −353 sh
26SPDR Series Trust
ST STR SP500DIV
$1.7M34.7K
0.7%
−5.3%
Reduced · −2K sh
27Microsoft Corp
COM
$1.6M4.3K
0.7%
+6.6%
Added · +266 sh
28I-80 Gold Corp
COM
$1.6M1.11M
0.7%
+16%
Added · +151K sh
29Amazon Com Inc
COM
$1.6M6.5K
0.7%
+9.4%
Added · +562 sh
30Exxon Mobil Corp
COM
$1.5M11.1K
0.7%
−3.3%
Reduced · −378 sh
31First TR Exchng Traded FD VI
FT VEST UQ EQT
$1.5M32.3K
0.7%
−1.7%
Reduced · −558 sh
32SPDR Series Trust
ST STR BLO 1 ETF
$1.5M16.0K
0.6%
+26%
Added · +3K sh
33Alphabet Inc
CAP STK CL C
$1.4M4.0K
0.6%
+1.7%
Added · +69 sh
34Broadcom Inc
COM
$1.4M3.8K
0.6%
+0.6%
Added · +22 sh
35Simplify Exchange Traded Fun
ANCORATO TARGET
$1.4M59.7K
0.6%
−16%
Reduced · −11K sh
36First TR Exchng Traded FD VI
FT VEST US EQT
$1.3M25.5K
0.6%
Held
37First TR Exchng Traded FD VI
FT LADD BUFF ETF
$1.3M34.9K
0.6%
+7.0%
Added · +2K sh
38Visa Inc
COM CL A
$1.2M3.6K
0.5%
−0.5%
Reduced · −18 sh
39Main STR Cap Corp
COM
$1.2M23.7K
0.5%
Held
40Taiwan Semiconductor Manufac
SPONSORED ADS
$1.2M2.5K
0.5%
+19%
Added · +405 sh
41First TR Exchange-Traded FD
VEST LADDERED
$1.2M56.5K
0.5%
+40%
Added · +16K sh
42BlackRock ETF Trust
ISHA IN CTRY ETF
$1.2M31.7K
0.5%
New
New position
43Trust For Professional Manag
CONVERGENCE LNG
$1.2M33.8K
0.5%
New
New position
44Ishares TR
RUS 1000 GRW ETF
$1.1M9.2K
0.5%
+286%
Added · +7K sh
45Vaneck ETF Trust
COMMODITY STGY
$1.1M17.3K
0.5%
+12%
Added · +2K sh
46Mastercard Incorporated
CL A
$1.1M2.1K
0.5%
+0.8%
Added · +17 sh
47Eli Lilly & Co
COM
$1.1M909
0.5%
+31%
Added · +214 sh
48Procter & Gamble Co
COM
$1.1M7.2K
0.5%
+16%
Added · +987 sh
49Johnson & Johnson
COM
$1.0M4.0K
0.5%
+39%
Added · +1K sh
50JPMorgan Chase & Co
COM
$1.0M3.1K
0.4%
+11%
Added · +298 sh
Showing 50 of 223 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026223$227.5M13F-HR
Q1 2026Mar 31, 2026May 1, 2026200$195.1M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026197$201.8M13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025176$184.2M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025172$155.6M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025176$147.7M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025581$185.7M13F-HR/A
Amended / restated
  • Q4 2024 · filed Jan 21, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.