LongView Wealth Management
Sector Allocation
- Other74.6%$309.6M
- Technology8.0%$33.3M
- Consumer Discretionary4.6%$19.2M
- Financials4.1%$17.1M
- Industrials2.3%$9.5M
- Consumer Staples1.9%$7.9M
- Healthcare1.5%$6.2M
- Energy1.1%$4.4M
- Materials0.6%$2.6M
- Utilities0.6%$2.6M
AUM History
13fpro.ai/research/fund/longview-wealth-management-1990190
Conviction and streaks
Stable · top 10 = 33.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$21.7M
AAPL
$16.8M- ISHARES$15.0M
- FIDELITY$13.8M
- CAPITAL$13.3M
- CAPITAL$12.9M
- SCHWAB$12.5M
- CAPITAL$11.2M
- T$9.9M
HD
$9.6MQQQ
$8.6M- VANGUARD$8.3M
- VANGUARD$8.3M
- AMERICAN$8.2M
- SCHWAB$7.3M
- SCHWAB$6.0M
DOV
$5.3M- VANGUARD$4.9M
- CAPITAL$4.8M
- CAPITAL$4.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/longview-wealth-management-1990190
LongView Wealth Management 13F holdings — Q3 2026
$414.8M portfolio (+6.4% QoQ) · 229 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$21.7M
5.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $16.8M
4.0% of stocks
-2%This quarter+0.3%Since filed8+ qtrsHeld- 3
ISHARES TR - MORNINGSTAR GRWT
$15.0M
3.6% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$13.8M
3.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$13.3M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$12.9M
3.1% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US LRG CAP ETF
$12.5M
3.0% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
CAPITAL GROUP CORE BALANCED - SHS
$11.2M
2.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF
$9.9M
2.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $9.6M
2.3% of stocks
+2%This quarter+3.1%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $21.7M | 5.2% | +6% | — | — | — | — | |
| 2 | $16.8M | 4.0% | -2% | +0.3% | 8+ qtrsTrimmed 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - MORNINGSTAR GRWT | $15.0M | 3.6% | -0.4% | — | — | — | — | |
| 4 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $13.8M | 3.3% | +3% | — | — | — | — | |
| 5 | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $13.3M | 3.2% | +5% | — | — | — | — | |
| 6 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $12.9M | 3.1% | +9% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.5M | 3.0% | -0.8% | — | — | — | — | |
| 8 | CAPITAL GROUP CORE BALANCED - SHS | $11.2M | 2.7% | +10% | — | — | — | — | |
| 9 | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | $9.9M | 2.4% | New | — | New this quarter | — | — | |
| 10 | $9.6M | 2.3% | +2% | +3.1% | 8+ qtrsAdded 2 qtrs in a row | 62.9#657 | Estimated buy price is Pro: unlock with a free trial |
All holdings — LongView Wealth Management (Q3 2026)
229 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $8.6M | 2.1% | 12K | -0.1% | 8+ qtrs | — | 13F | |
| 12 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $8.3M | 2.0% | 92K | +0.1% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $8.3M | 2.0% | 12K | -9% | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $8.2M | 2.0% | 90K | New | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | — | $7.3M | 1.8% | 233K | +12% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $6.0M | 1.4% | 168K | +10% | — | — | 13F |
| 17 | DOVER Corpetf/fund | Industrials | $5.3M | 1.3% | 33K | +8% | 8+ qtrs | 59.5 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $4.9M | 1.2% | 63K | +2% | — | — | 13F |
| 19 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund | — | $4.8M | 1.2% | 130K | +7% | — | — | 13F |
| 20 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | — | $4.6M | 1.1% | 132K | +7% | — | — | 13F |
| 21 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund | — | $4.5M | 1.1% | 170K | +6% | — | — | 13F |
| 22 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $4.4M | 1.1% | 79K | +14% | — | — | 13F |
| 23 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $4.3M | 1.0% | 86K | -3% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $4.2M | 1.0% | 11K | +0.8% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $4.0M | 1.0% | 14K | -5% | — | — | 13F |
| 26 | $NVDA | NVIDIA CORP | Technology | $3.9M | 0.9% | 17K | -3% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.8M | 0.9% | 15K | +4% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $3.8M | 0.9% | 7,340 | -4% | |||
| 29 | $AFL | AFLAC INC | Financials | $3.6M | 0.9% | 33K | +12% | |||
| 30 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $3.6M | 0.9% | 17K | -1% | |||
| 31 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $3.5M | 0.9% | 137K | +0.3% | |||
| 32 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $3.4M | 0.8% | 27K | -59% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.3M | 0.8% | 13K | +0.1% | |||
| 34 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $3.3M | 0.8% | 62K | +11% | |||
| 35 | — | ISHARES TR - U.S. TECH ETF | — | $3.3M | 0.8% | 12K | -0.8% | |||
| 36 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $3.3M | 0.8% | 82K | -4% | |||
| 37 | — | ISHARES TR - CORE S&P500 ETF | — | $3.1M | 0.8% | 4,113 | +9% | |||
| 38 | $WT | WisdomTree, Inc. | Financials | $3.1M | 0.8% | 39K | +10% | |||
| 39 | $KO | COCA COLA CO | Consumer Staples | $3.0M | 0.7% | 34K | +0.6% | |||
| 40 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $2.9M | 0.7% | 115K | +7% | |||
| 41 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $2.6M | 0.6% | 59K | -3% | |||
| 42 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.4M | 0.6% | 35K | -3% | |||
| 43 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $2.4M | 0.6% | 114K | +4% | |||
| 44 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $2.4M | 0.6% | 60K | -4% | |||
| 45 | — | ISHARES TR - ULTRA SHORT DUR | — | $2.4M | 0.6% | 47K | +3% | |||
| 46 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.3M | 0.6% | 53K | +21% | |||
| 47 | $UTG | REAVES UTILITY INCOME FUND | Other | $2.3M | 0.6% | 67K | -1.0% | |||
| 48 | — | ISHARES TR - CORE US AGGBD ET | — | $2.2M | 0.5% | 23K | -10% | |||
| 49 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.2M | 0.5% | 15K | +0.8% | |||
| 50 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $2.0M | 0.5% | 45K | +28% | |||
| 51 | — | ISHARES TR - US TREAS BD ETF | — | $1.9M | 0.5% | 89K | +14% | |||
| 52 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.9M | 0.5% | 3,883 | — | |||
| 53 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.9M | 0.5% | 12K | +8% | |||
| 54 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $1.9M | 0.5% | 42K | +13% | |||
| 55 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $1.9M | 0.5% | 52K | +45% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.5% | 31K | +20% | |||
| 57 | — | ISHARES TR - CORE MSCI EAFE | — | $1.9M | 0.5% | 19K | +19% | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.4% | 6,708 | -1% | |||
| 59 | $SO | SOUTHERN CO | Utilities | $1.7M | 0.4% | 20K | -4% | |||
| 60 | — | ISHARES TR - RESIDENTIAL MULT | — | $1.7M | 0.4% | 19K | +15% | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.4% | 16K | +2% | |||
| 62 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $1.6M | 0.4% | 58K | +0.6% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.6M | 0.4% | 18K | +14% | |||
| 64 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $1.6M | 0.4% | 43K | +27% | |||
| 65 | — | ISHARES TR - MSCI ACWI EX US | — | $1.6M | 0.4% | 21K | +38% | |||
| 66 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | — | $1.5M | 0.4% | 50K | +9% | |||
| 67 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.5M | 0.4% | 16K | — | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.4% | 9,226 | -1% | |||
| 69 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | — | $1.4M | 0.3% | 57K | +43% | |||
| 70 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.4M | 0.3% | 24K | +5% | |||
| 71 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.3% | 3,996 | +0.9% | |||
| 72 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.4M | 0.3% | 29K | +5% | |||
| 73 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $1.3M | 0.3% | 58K | -2% | |||
| 74 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,845 | — | |||
| 75 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $1.3M | 0.3% | 49K | +1% | |||
| 76 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $1.2M | 0.3% | 4,365 | -9% | |||
| 77 | — | ISHARES TR - CORE DIV GRWTH | — | $1.2M | 0.3% | 15K | +6% | |||
| 78 | $BFLX | Cann American Corp. | Materials | $1.1M | 0.3% | 45K | +304% | |||
| 79 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $1.1M | 0.3% | 27K | +24% | |||
| 80 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.1M | 0.3% | 39K | +0.2% | |||
| 81 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $1.1M | 0.3% | 12K | -12% | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.3% | 14K | -6% | |||
| 83 | $WELL | WELLTOWER INC. | Real Estate | $1.0M | 0.3% | 4,457 | -2% | |||
| 84 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.0M | 0.2% | 4,332 | -2% | |||
| 85 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | — | $1.0M | 0.2% | 20K | +0.3% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.0M | 0.2% | 6,010 | -9% | |||
| 87 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $968K | 0.2% | 13K | +26% | |||
| 88 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $949K | 0.2% | 19K | +0.5% | |||
| 89 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $949K | 0.2% | 16K | -0.4% | |||
| 90 | — | ISHARES TR - RUS 1000 VAL ETF | — | $944K | 0.2% | 3,807 | -2% | |||
| 91 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $939K | 0.2% | 9,970 | -12% | |||
| 92 | — | ISHARES TR - NATIONAL MUN ETF | — | $925K | 0.2% | 9,152 | -11% | |||
| 93 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $909K | 0.2% | 6,256 | -0.3% | |||
| 94 | $DUK | Duke Energy CORP | Utilities | $899K | 0.2% | 7,889 | +0.8% | |||
| 95 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $899K | 0.2% | 36K | +18% | |||
| 96 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $833K | 0.2% | 915 | +4% | |||
| 97 | — | ISHARES TR - S&P 500 VAL ETF | — | $827K | 0.2% | 3,622 | -2% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $827K | 0.2% | 3,973 | +28% | |||
| 99 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $811K | 0.2% | 1,326 | +33% | |||
| 100 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $810K | 0.2% | 27K | +183% | |||
| 101 | — | ISHARES TR - MSCI USA MIN ETF | — | $809K | 0.2% | 8,306 | -4% | |||
| 102 | $META | Meta Platforms, Inc. | Technology | $798K | 0.2% | 1,100 | -16% | |||
| 103 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $795K | 0.2% | 4,530 | +4% | |||
| 104 | $AXP | AMERICAN EXPRESS CO | Financials | $790K | 0.2% | 2,598 | +0.2% | |||
| 105 | $JPM | JPMORGAN CHASE & CO | Financials | $751K | 0.2% | 2,270 | -0.3% | |||
| 106 | $MU | MICRON TECHNOLOGY INC | Technology | $750K | 0.2% | 704 | -16% | |||
| 107 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.2% | 1 | — | |||
| 108 | $VLO | VALERO ENERGY CORP/TX | Energy | $721K | 0.2% | 1,861 | -0.9% | |||
| 109 | $BXC | BlueLinx Holdings Inc. | Consumer Discretionary | $709K | 0.2% | 9,967 | — | |||
| 110 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | — | $701K | 0.2% | 8,444 | New | |||
| 111 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $696K | 0.2% | 5,906 | +102% | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $685K | 0.2% | 13K | +8% | |||
| 113 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $684K | 0.2% | 9,876 | -0.0% | |||
| 114 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $680K | 0.2% | 2,200 | +0.4% | |||
| 115 | $RIO | RIO TINTO PLC | Materials | $662K | 0.2% | 7,027 | +0.2% | |||
| 116 | $TSLA | Tesla, Inc. | Consumer Discretionary | $652K | 0.2% | 1,838 | +0.2% | |||
| 117 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $620K | 0.1% | 2,676 | — | |||
| 118 | $FAST | FASTENAL CO | Industrials | $617K | 0.1% | 12K | +0.5% | |||
| 119 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $604K | 0.1% | 6,688 | New | |||
| 120 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $597K | 0.1% | 18K | +0.3% | |||
| 121 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $590K | 0.1% | 1,677 | +0.1% | |||
| 122 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $588K | 0.1% | 12K | +38% | |||
| 123 | — | ISHARES TR - IBOXX INV CP ETF | — | $587K | 0.1% | 5,749 | -9% | |||
| 124 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $587K | 0.1% | 5,799 | +0.3% | |||
| 125 | — | ISHARES TR - MSCI USA MMENTM | — | $586K | 0.1% | 1,846 | -40% | |||
| 126 | $PKG | PACKAGING CORP OF AMERICA | Materials | $575K | 0.1% | 2,506 | — | |||
| 127 | — | ISHARES TR - S&P 100 ETF | — | $570K | 0.1% | 1,492 | -0.4% | |||
| 128 | $ET | Energy Transfer LP | Energy | $545K | 0.1% | 28K | +0.1% | |||
| 129 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $539K | 0.1% | 14K | +1.0% | |||
| 130 | — | ISHARES TR - PFD AND INCM SEC | — | $532K | 0.1% | 18K | -13% | |||
| 131 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $530K | 0.1% | 15K | +85% | |||
| 132 | $CSCO | CISCO SYSTEMS, INC. | Technology | $496K | 0.1% | 4,606 | +5% | |||
| 133 | — | ISHARES TR - GLOBAL 100 ETF | — | $489K | 0.1% | 3,394 | — | |||
| 134 | $PLTR | Palantir Technologies Inc. | Technology | $486K | 0.1% | 2,598 | -7% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $485K | 0.1% | 4,341 | +0.1% | |||
| 136 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $477K | 0.1% | 1,413 | +2% | |||
| 137 | $MCD | MCDONALDS CORP | Consumer Discretionary | $463K | 0.1% | 2,005 | +0.5% | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $442K | 0.1% | 2,258 | -20% | |||
| 139 | $INTC | INTEL CORP | Technology | $437K | 0.1% | 3,638 | +0.7% | |||
| 140 | — | PROSHARES TR - S&P 500 DV ARIST | — | $424K | 0.1% | 7,836 | — | |||
| 141 | — | CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND | — | $422K | 0.1% | 17K | +20% | |||
| 142 | — | ISHARES TR - RUS 1000 GRW ETF | — | $419K | 0.1% | 3,349 | -64% | |||
| 143 | $WT | WisdomTree, Inc. | Financials | $416K | 0.1% | 4,278 | -27% | |||
| 144 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $412K | 0.1% | 676 | +8% | |||
| 145 | $DAL | DELTA AIR LINES, INC. | Industrials | $406K | 0.1% | 4,859 | -10% | |||
| 146 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $405K | 0.1% | 5,019 | +0.2% | |||
| 147 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $397K | 0.1% | 8,406 | +9% | |||
| 148 | $V | VISA INC. | Financials | $396K | 0.1% | 1,103 | -2% | |||
| 149 | — | ISHARES TR - MRGSTR MD CP GRW | — | $396K | 0.1% | 4,213 | +3% | |||
| 150 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | — | $385K | 0.1% | 9,305 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 17 new, 119 added to, 70 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF$9.9M
first bought this quarter
- AMERICAN CENTY ETF TR - US LARGE CAP VLU$8.2M
first bought this quarter
- AMERICAN CENTY ETF TR - AVANTIS ALL INT$701K
first bought this quarter
- AMERICAN CENTY ETF TR - AVANTIS US LARG$604K
first bought this quarter
- VANGUARD MUN BD FDS - TAX EXEMPT BD$353K
first bought this quarter
$HPEHewlett Packard Enterprise Co$329K
first bought this quarter
+11 more in the Excel export
Added to (119)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+6%
now $21.7M
- CAPITAL GROUP CORE BALANCED - SHS+10%
now $11.2M
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+9%
now $12.9M
$BFLXCann American Corp.+304%
now $1.1M · held 2 qtrs, 2 adds in a row
- SCHWAB STRATEGIC TR - INTERNL DIVID+12%
now $7.3M
- CAPITAL GROUP INTERNATIONAL - SHS+45%
now $1.9M
+113 more in the Excel export
Trimmed (70)
$GPCGENUINE PARTS CO-59%
now $3.4M · held 8+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS-9%
now $8.3M
- ISHARES TR - RUS 1000 GRW ETF-64%
now $419K
- ISHARES TR - MBS ETF-66%
now $257K
now $16.8M · held 8+ qtrs, 3 trims in a row
- ISHARES TR - MSCI USA MMENTM-40%
now $586K
+64 more in the Excel export
Sold out (14)
- ISHARES TR - MSCI US GARP ETFwas $355K
- SPDR SERIES TRUST - ST STR SP DIVwas $276K
- ISHARES TR - 7-10 YR TRSY BDwas $258K
- VANGUARD INDEX FDS - SM CP VAL ETFwas $251K
- ISHARES TR - CORE MSCI EUROwas $241K
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $237K
+8 more in the Excel export
Holdings by quarter
Every 13F LongView Wealth Management has filed, 11 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LongView Wealth Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 19% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LongView Wealth Management disclosed 229 positions worth $414.8M in its Form 13F-HR for Q3 2026, followed by $AAPL. During the quarter the fund opened 17 new positions and exited 14. The portfolio is most concentrated in Other (74.6% of disclosed assets). All figures are sourced directly from LongView Wealth Management’s Form 13F-HR filing with the SEC under CIK 1990190.
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AI-Powered Hedge Fund Analysis: LongView Wealth Management
13F Pro is an AI hedge fund tracker and stock research platform. For LongView Wealth Management (SEC CIK: 1990190), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LongView Wealth Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.