1y return+11.1%S&P 500 +20.9%
3y return+37.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $154 against $209 in the S&P 500.2
Castleview Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MBSFValued Advisers Tr | $25.4M | 11.2% | |
| MBSXAdvisor Managed Portfolios | $9.0M | 4.0% | +10.2% |
| TSLATesla Inc | $7.3M | 3.2% | +31.7% |
| AAPLApple Inc | $6.9M | 3.1% | −5.7% |
| STAXNomura Etf Tr | $5.7M | 2.5% | New |
| HDHome Depot Inc | $4.9M | 2.2% | +25.5% |
| COPConocophillips | $4.9M | 2.2% | −4.7% |
| LSTManaged Portfolio Ser | $4.9M | 2.1% | −12.5% |
| BMYBristol-myers Squibb Co | $4.8M | 2.1% | +12.9% |
| SPYState Str Spdr S&p 500 Etf T | $4.7M | 2.1% | |
| KKRKkr & Co Inc | $4.4M | 1.9% | +30.5% |
| AMGNAmgen Inc | $3.8M | 1.7% | +34.2% |
| ARPAdvisors Inner Circle Fd II | $3.8M | 1.7% | |
| UNHUnitedhealth Group Inc | $3.7M | 1.6% | −10.9% |
| QLDProshares Tr | $2.9M | 1.3% | +37.7% |
| SYKStryker Corporation | $2.6M | 1.2% | New |
| VOOVanguard Index Fds | $2.5M | 1.1% | +1.5% |
| FSCOFs Credit Opportunities Corp | $2.4M | 1.1% | +13.0% |
| UYLDAngel Oak Funds Trust | $2.3M | 1.0% | +145.2% |
| JPSTJ P Morgan Exchange Traded F | $2.2M | 1.0% | −4.9% |
| RAAXVaneck Etf Trust | $2.2M | 1.0% | −27.7% |
| ITOTIshares Tr | $2.0M | 0.9% | New |
| OUNZVaneck Merk Gold Etf | $1.9M | 0.8% | +25.1% |
| NVDANvidia Corporation | $1.8M | 0.8% | −7.6% |
| ELVElevance Health Inc Formerly | $1.8M | 0.8% | −7.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $1.8M |
| QLDProshares Tr | June 30, 2022 | +367.3% | $2.9M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $1.4M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $1.6M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $1.5M |
| OUNZVaneck Merk Gold Etf | December 31, 2021 | +117.0% | $1.9M |
| AAPLApple Inc | March 31, 2023 | +75.5% | $6.9M |
| VVisa Inc | December 31, 2021 | +58.3% | $1.2M |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $2.5M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $4.7M |
Sold off last quarter
- FDVVFidelity Covington Trust was $3.0M
- VBILVanguard Instl Index Fd was $1.7M
- SIVRAbrdn Silver Etf Trust was $1.6M
- VUGVanguard Index Fds was $631K
- ROSTRoss Stores Inc was $596K
- CMICummins Inc was $500K
- SGOLEtfs Gold Tr was $408K
- ZTSZoetis Inc was $366K
- Medtronic PLCCUSIP G5960L103 was $354K
- CATCaterpillar Inc was $322K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.9% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +3.6% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +3.7% | +7.1% |
| June 30, 2022 | −8.3% | −16.5% |
| March 31, 2022 | +17.0% | −4.9% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Castleview Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1737088&type=13F-HR&dateb=&owner=include&count=40CIK 1737088
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1737088/000173708826000007/Filed July 20, 2026 · accession 0001737088-26-000007