Castleview Partners, LLC - Portfolio overview

Castleview Partners, LLC has 229 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. MBSF - VALUED ADVISERS TR, 12.21%
2. MBSX - ADVISOR MANAGED PORTFOLIOS, 4.09%
3. COP - CONOCOPHILLIPS, 3.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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