13F Filings History of Castleview Partners, LLC
- Latest 13F filing
- Q1 2026 - 01 May 2026
- Latest reported 13F value
- $193,459,205
- Form 13F summary
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- Castleview Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Castleview Partners, LLC reported 200 equity holdings with a total reported market value of $193,459,205 for Q1 2026. Top reported holdings included VALUED ADVISERS TR, ADVISOR MANAGED PORTFOLIOS, CONOCOPHILLIPS, APPLE INC, and TESLA INC.
- Largest 13F holdings
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VALUED ADVISERS TR ADVISOR MANAGED PORTFOLIOS CONOCOPHILLIPS APPLE INC TESLA INC MANAGED PORTFOLIO SERIES BRISTOL-MYERS SQUIBB CO STATE STR SPDR S&P 500 ETF T ADVISORS INNER CIRCLE FD II HOME DEPOT INC KKR &...
- Manager signature
- David Fajardo - SUPPORT
- Manager location
- Dallas, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$193,459,205
Quarter delta
n/a
Accepted
01 May 2026, 15:44
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 200 | $193,459,205 | $0 | $0 | $0 | VALUED ADVISERS TR, ADVISOR MANAGED PORTFOLIOS, CONOCOPHILLIPS, APPLE INC, TESLA INC | 13F-HR | 01 May 2026, 15:44 |