SEC Form 13F

Castleview Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$227,523,963
Positions223

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VALUED ADVISERS TRMBSFREGAN FLTG RATE$25,392,564988,999
ADVISOR MANAGED PORTFOLIOSMBSXREGA FIX MBS ETF$9,015,676330,184
TESLA INCTSLACOM$7,307,03417,372
APPLE INCAAPLCOM$6,942,17023,991
NOMURA ETF TRSTAXTAX FREE USA SRT$5,682,184223,409
HOME DEPOT INCHDCOM$4,900,31313,894
CONOCOPHILLIPSCOPCOM$4,899,26747,126
MANAGED PORTFOLIO SERLSTLEUTHOLD SELECT$4,884,381104,523
BRISTOL-MYERS SQUIBB COBMYCOM$4,812,81883,526
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$4,740,7566,348

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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