13F Filings History of Castleview Partners, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$201,808,184
Signature - Title
David Fajardo - COMPLIANCE SUPPORT
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Castleview Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Castleview Partners, LLC reported 197 stock holdings with total value $201,808,184 as of Q4 2025. Top holdings included MBSF, MBSX, AAPL, COP, and HD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 197 $201,808,184 +$35,511,195 -$17,103,128 +$18,408,067 MBSF, MBSX, AAPL, COP, HD 13F-HR 12 Jan 2026, 16:38
Q3 2025 176 $184,154,839 +$34,503,476 -$15,680,446 +$18,823,030 MBSF, AAPL, MBSX, COP, HD 13F-HR 10 Oct 2025, 08:43
Q2 2025 172 $155,623,455 +$29,663,936 -$24,922,286 +$4,741,650 MBSF, AAPL, MBSX, COP, SPY 13F-HR 15 Jul 2025, 19:19
Q1 2025 176 $147,747,658 +$26,902,849 -$65,125,443 -$38,222,594 MBSF, AAPL, BMY, AMGN, COP 13F-HR 21 Apr 2025, 19:52
Q4 2024 581 $185,735,138 +$29,404,434 -$16,962,831 +$12,441,603 MBSF, AAPL, SPY, GLD, BMY Restatement 21 Jan 2025, 10:56
Q3 2024 543 $173,408,457 +$21,093,561 -$32,448,269 -$11,354,708 MBSF, AAPL, AMGN, SPY, GLD Restatement 21 Oct 2024, 09:34
Q2 2024 915 $175,929,452 +$24,645,712 -$29,431,920 -$4,786,208 MBSF, BOXX, AAPL, SPY, GLD 13F-HR 31 Jul 2024, 12:58
Q1 2024 898 $179,107,839 +$69,733,639 -$43,683,810 +$26,049,829 MBSF, BOXX, AMZN, SPY, AAPL 13F-HR 09 May 2024, 17:59
Q4 2023 861 $142,752,545 +$39,196,612 -$12,939,488 +$26,257,124 XVOL, IHDG, SPY, AMZN, GLD 13F-HR 05 Feb 2024, 13:17
Q3 2023 671 $108,221,248 +$25,835,671 -$13,405,894 +$12,429,777 XVOL, IHDG, SPY, JPST, AMZN 13F-HR 26 Oct 2023, 10:42
Q2 2023 687 $98,749,585 +$8,626,439 -$26,747,385 -$18,120,946 XVOL, SPY, JPST, IHDG, AMZN 13F-HR 14 Aug 2023, 17:47
Q1 2023 670 $112,841,321 +$15,396,887 -$9,344,971 +$6,051,916 XVOL, SPY, IHDG, JPST, SPTS 13F-HR 15 May 2023, 20:14
Q4 2022 630 $102,696,035 +$11,213,573 -$17,976,350 -$6,762,777 XVOL, SPY, IHDG, JPST, SPTS 13F-HR 01 Feb 2023, 10:45
Q3 2022 608 $104,630,000 +$24,624,928 -$24,703,200 -$78,272 XVOL, SPY, IHDG, GCIG, JPST 13F-HR 10 Nov 2022, 10:36
Q2 2022 759 $35,369,036 $0 $0 $0 SBAC, JCPB, IRBT, BSCN, BKLN Restatement 17 Aug 2022, 15:55
Q1 2022 699 $160,685,000 +$10,712,011 -$7,349,240,410 -$7,338,528,399 LMT, SPY, XVOL, IHDG, GCIG 13F-HR 13 May 2022, 17:55
Q4 2021 962 $8,858,617,000 $0 $0 $0 92699I103, 4BW997103, 80599D100, 92699F109, CBTC 13F-HR 16 Feb 2022, 18:10
Q2 2021 895 $228,176,000 $0 $0 $0 SPY, LMT, BRKA, BRKB, IHDG 13F-HR 16 Aug 2021, 17:45
Q1 2018 113 $120,937,000 $0 $0 $0 VOO, IXUS, SCHA, SCHF, VYM 13F-HR 07 May 2018, 12:10