Castleview Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages assets for 952,133 accounts.
The portfolio is diversified across various sectors, with a significant allocation to exchange-traded funds. The top individual stock holding is Regan Floating Rate MBS ETF, which comprises 337,738 shares. Other notable equity positions include Apple Inc. with 24,119 shares, Tesla Inc. with 19,424 shares, and KKR & Co Inc with 60,980 shares.
The filing also lists substantial positions in managed portfolios and other ETFs. These include Leuthold Select with 106,268 shares, FS Credit Opportunities Corp with 600,642 shares, and Vaneck Real Assets ETF with 75,106 shares. Additionally, the firm holds shares in Home Depot Inc, ConocoPhillips, UnitedHealth Group Inc, and Stryker Corporation.
The report details a total of 246 individual holdings, including various sector-specific ETFs such as the Vaneck Semiconductors ETF, ISHARES S&P 500 Growth ETF, and SPDR S&P 500 ETF Trust. The filing was signed by Chief Compliance Officer Doug W. Gill on October 9, 2026.
