13F Filings History of Castleview Partners, LLC

Latest 13F filing: Q2 2026 - 20 Jul 2026
Latest reported 13F value: $227,523,963
Largest 13F holdings: MBSF MBSX TSLA AAPL STAX HD COP LST BMY SPY KKR AMGN
+8 more
ARP UNH QLD SYK VOO FSCO UYLD JPST
Form 13F summary: 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 223 equity holdings with a total reported market value of $227,523,963 for Q2 2026. Top reported holdings included MBSF, MBSX, TSLA, AAPL, and STAX.
Manager signature: Doug Gill - CCO
Manager location: Dallas, TX

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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

Q2 2026

Latest value

$227,523,963

Quarter delta

+$32,448,892

Accepted

20 Jul 2026, 10:58

Rows shown

1-21 of 21

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q2 2026	223	$227,523,963	+$46,378,317	-$21,887,769	+$24,490,548	MBSF, MBSX, TSLA, AAPL, STAX	13F-HR	20 Jul 2026, 10:58
Q1 2026	200	$195,075,071	+$22,044,885	-$28,879,094	-$6,834,209	MBSF, MBSX, COP, AAPL, TSLA	13F-HR	01 May 2026, 15:44
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