LongView Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1990190
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$389.8M
Holdings
227
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LongView Wealth Management disclosed 227 positions worth $389.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 31. The portfolio is most concentrated in Other (72.6% of disclosed assets). All figures are sourced directly from LongView Wealth Management’s Form 13F-HR filing with the SEC under CIK 1990190.
AI Fund Analysis
ConcentratingSCHWAB STRATEGIC TR - US D
5.1% weight
Held 7 quarters
ISHARES TR - MORNINGSTAR G
3.9% weight
Held 7 quarters
$AAPL3.8% weight
Held 7 quarters
FIDELITY MERRIMACK STR TR
3.6% weight
Held 7 quarters
CAPITAL GROUP GROWTH ETF -
3.3% weight
Held 7 quarters
FIDELITY MERRIMACK STR TR
7 quarters accumulating
CAPITAL GROUP CORE BALANCE
7 quarters accumulating
VANGUARD INDEX FDS - S&P 5
7 quarters accumulating
CAPITAL GRP FIXED INCM ETF
7 quarters accumulating
ISHARES TR - CORE US AGGBD
7 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$20.0M629,765 shISHARES TR - MORNINGSTAR GRWT
—Quality
$15.0M128,562 sh- 76.4#84
Quality
$15.0M51,737 sh FIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$14.1M309,647 shCAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$12.7M269,258 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$12.3M418,242 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$12.0M243,588 sh- 60.3
Quality
$11.6M32,815 sh CAPITAL GROUP CORE BALANCED - SHS
—Quality
$10.5M276,470 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$9.0M13,034 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $20.0M | 629,765 |
| ISHARES TR - MORNINGSTAR GRWT | — | $15.0M | 128,562 |
| Apple Inc.$AAPL | 76.4#84 | $15.0M | 51,737 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $14.1M | 309,647 |
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $12.7M | 269,258 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $12.3M | 418,242 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $12.0M | 243,588 |
 HOME DEPOT, INC.$HD | 60.3 | $11.6M | 32,815 |
| CAPITAL GROUP CORE BALANCED - SHS | — | $10.5M | 276,470 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $9.0M | 13,034 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LongView Wealth Management's 227 positions.
Showing top 10 of 227 holdings.
Sector Allocation
Other
$282.8M
Technology
$30.9M
Consumer Discretionary
$28.1M
Financials
$16.3M
Industrials
$9.6M
Healthcare
$5.7M
Consumer Staples
$5.4M
Energy
$3.9M
Top Holdings — LongView Wealth Management (Q2 2026)
Top 150 of 227 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $20.0M | 5.1% | -5% | — |
| 2 | — | ISHARES TR - MORNINGSTAR GRWT | $15.0M | 3.9% | -6% | — |
| 3 | $AAPL | Apple Inc. | $15.0M | 3.8% | -3% | 76.4 |
| 4 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $14.1M | 3.6% | +3% | — |
| 5 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $12.7M | 3.3% | -1% | — |
| 6 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.3M | 3.2% | +0% | — |
| 7 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $12.0M | 3.1% | -6% | — |
| 8 | $HD | HOME DEPOT, INC. | $11.6M | 3.0% | +5% | 60.3 |
| 9 | — | CAPITAL GROUP CORE BALANCED - SHS | $10.5M | 2.7% | +5% | — |
| 10 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.0M | 2.3% | +9% | — |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.6M | 2.2% | +1% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.0M | 2.0% | +496% | — |
| 13 |  $GPC | GENUINE PARTS CO | $7.8M | 2.0% | +0% | 52.7 |
| 14 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | $6.6M | 1.7% | +4% | — |
| 15 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $5.2M | 1.3% | +7% | — |
| 16 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.0M | 1.3% | +310% | — |
| 17 |  $DOV | DOVER Corp | $4.9M | 1.3% | +0% | 58.1 |
| 18 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $4.5M | 1.2% | +3% | — |
| 19 | — | VANGUARD INDEX FDS - SMALL CP ETF | $4.5M | 1.2% | -7% | — |
| 20 | — | ISHARES TR - MSCI INTL QUALTY | $4.4M | 1.1% | -23% | — |
| 21 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $4.4M | 1.1% | +20% | — |
| 22 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $4.4M | 1.1% | -1% | — |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.1M | 1.0% | +2% | — |
| 24 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.9M | 1.0% | +13% | — |
| 25 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $3.7M | 1.0% | -2% | — |
| 26 | — | VANGUARD INDEX FDS - VALUE ETF | $3.7M | 0.9% | -2% | — |
| 27 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $3.6M | 0.9% | -0% | — |
| 28 |  $NVDA | NVIDIA CORP | $3.6M | 0.9% | -9% | 85.9 |
| 29 |  $AMZN | AMAZON COM INC | $3.5M | 0.9% | -13% | 68.7 |
| 30 |  $AFL | AFLAC INC | $3.4M | 0.9% | -2% | 61.3 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.8% | -0% | 69 |
| 32 | — | ISHARES TR - U.S. TECH ETF | $3.2M | 0.8% | -1% | — |
| 33 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.9M | 0.8% | -35% | — |
| 34 |  $MSFT | MICROSOFT CORP | $2.9M | 0.7% | -14% | 79.8 |
| 35 | — | ISHARES TR - CORE S&P500 ETF | $2.8M | 0.7% | -0% | — |
| 36 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $2.8M | 0.7% | +12% | — |
| 37 |  $KO | COCA COLA CO | $2.8M | 0.7% | -30% | 69.5 |
| 38 |  $WT | WisdomTree, Inc. | $2.7M | 0.7% | +8% | 59.9 |
| 39 |  $UTG | REAVES UTILITY INCOME FUND | $2.7M | 0.7% | -0% | — |
| 40 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $2.7M | 0.7% | -12% | — |
| 41 | — | ISHARES TR - CORE US AGGBD ET | $2.6M | 0.7% | +8% | — |
| 42 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.6M | 0.7% | -2% | — |
| 43 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $2.5M | 0.7% | -42% | — |
| 44 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $2.4M | 0.6% | -8% | — |
| 45 | — | ISHARES TR - ULTRA SHORT DUR | $2.3M | 0.6% | -45% | — |
| 46 | — | ISHARES TR - S&P 500 GRWT ETF | $2.1M | 0.5% | +2% | — |
| 47 |  $SO | SOUTHERN CO | $2.0M | 0.5% | -32% | 62 |
| 48 | — | ISHARES TR - CORE UNIVRSL USD | $2.0M | 0.5% | +50% | — |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.5% | -28% | 73.8 |
| 50 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $1.8M | 0.5% | +12% | — |
| 51 |  $WMT | Walmart Inc. | $1.8M | 0.5% | +0% | 60.2 |
| 52 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.8M | 0.5% | +1% | — |
| 53 | — | ISHARES TR - US TREAS BD ETF | $1.8M | 0.5% | +24% | — |
| 54 |  $UPS | UNITED PARCEL SERVICE INC | $1.8M | 0.5% | -2% | 58.6 |
| 55 |  $ABBV | AbbVie Inc. | $1.7M | 0.4% | -14% | 72.6 |
| 56 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $1.6M | 0.4% | +7% | — |
| 57 | — | ISHARES TR - RESIDENTIAL MULT | $1.6M | 0.4% | +19% | — |
| 58 | — | ISHARES TR - CORE MSCI EAFE | $1.6M | 0.4% | -9% | — |
| 59 |  $IVZ | Invesco Ltd. | $1.5M | 0.4% | +17% | — |
| 60 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $1.5M | 0.4% | +3% | — |
| 61 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.5M | 0.4% | +32% | — |
| 62 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | $1.4M | 0.4% | +1% | — |
| 63 |  $GOOGL | Alphabet Inc. | $1.4M | 0.4% | -10% | 78.2 |
| 64 |  $GOOG | Alphabet Inc. | $1.4M | 0.3% | -11% | 78.2 |
| 65 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.4M | 0.3% | +26% | — |
| 66 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.4M | 0.3% | -1% | — |
| 67 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.3M | 0.3% | -3% | — |
| 68 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $1.3M | 0.3% | +0% | — |
| 69 | — | CAPITAL GROUP INTERNATIONAL - SHS | $1.3M | 0.3% | +247% | — |
| 70 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $1.3M | 0.3% | -16% | — |
| 71 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.3% | -44% | 57.9 |
| 72 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $1.2M | 0.3% | +13% | — |
| 73 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.2M | 0.3% | -2% | — |
| 74 |  $META | Meta Platforms, Inc. | $1.2M | 0.3% | -4% | 79.6 |
| 75 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.2M | 0.3% | +361% | — |
| 76 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.3% | +247% | — |
| 77 | — | ISHARES TR - MSCI ACWI EX US | $1.1M | 0.3% | +30% | — |
| 78 | — | ISHARES TR - NATIONAL MUN ETF | $1.1M | 0.3% | -10% | — |
| 79 | — | ISHARES TR - CORE DIV GRWTH | $1.1M | 0.3% | -5% | — |
| 80 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $1.1M | 0.3% | +0% | 58.1 |
| 81 | — | ISHARES TR - CORE HIGH DV ETF | $1.1M | 0.3% | +406% | — |
| 82 | — | ISHARES TR - MSCI USA MMENTM | $1.0M | 0.3% | +21% | — |
| 83 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.0M | 0.3% | -6% | — |
| 84 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $1.0M | 0.3% | +7% | — |
| 85 |  $WELL | WELLTOWER INC. | $1.0M | 0.3% | -2% | 59.8 |
| 86 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | $1.0M | 0.3% | -0% | — |
| 87 |  $DUK | Duke Energy CORP | $990,860 | 0.3% | +0% | 56.4 |
| 88 |  $MU | MICRON TECHNOLOGY INC | $972,045 | 0.3% | +8% | 86.2 |
| 89 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $945,497 | 0.2% | -37% | — |
| 90 | — | ISHARES TR - RUS 1000 VAL ETF | $944,063 | 0.2% | -3% | — |
| 91 | — | RBB FUND TRUST - FIRST EAGLE GBL | $920,136 | 0.2% | -1% | — |
| 92 |  $PG | PROCTER & GAMBLE Co | $920,034 | 0.2% | +0% | 64.6 |
| 93 |  $AXP | AMERICAN EXPRESS CO | $877,153 | 0.2% | -5% | 69.4 |
| 94 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $862,121 | 0.2% | +23% | — |
| 95 | — | ISHARES TR - S&P 500 VAL ETF | $842,706 | 0.2% | -11% | — |
| 96 | — | ISHARES TR - MSCI USA MIN ETF | $834,530 | 0.2% | -1% | — |
| 97 |  $COST | COSTCO WHOLESALE CORP /NEW | $819,717 | 0.2% | +1% | 66.2 |
| 98 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $800,408 | 0.2% | -25% | — |
| 99 | — | ISHARES TR - MBS ETF | $786,743 | 0.2% | -16% | — |
| 100 |  $DLR | DIGITAL REALTY TRUST, INC. | $784,041 | 0.2% | +0% | 72.8 |
| 101 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $779,352 | 0.2% | +0% | — |
| 102 |  $TSLA | Tesla, Inc. | $771,801 | 0.2% | -1% | 53.9 |
| 103 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 73.8 |
| 104 |  $JPM | JPMORGAN CHASE & CO | $745,118 | 0.2% | -23% | 70.7 |
| 105 | $META | Meta Platforms, Inc. | $739,136 | 0.2% | -3% | 79.6 |
| 106 | — | ISHARES TR - IBOXX INV CP ETF | $691,007 | 0.2% | +14% | — |
| 107 |  $NSC | NORFOLK SOUTHERN CORP | $689,488 | 0.2% | +0% | 63.2 |
| 108 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $671,833 | 0.2% | -10% | — |
| 109 |  $RIO | RIO TINTO PLC | $665,744 | 0.2% | -2% | — |
| 110 | $IVZ | Invesco Ltd. | $662,379 | 0.2% | -16% | — |
| 111 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $658,858 | 0.2% | +0% | — |
| 112 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $635,759 | 0.2% | -20% | — |
| 113 | — | ISHARES TR - PFD AND INCM SEC | $631,053 | 0.2% | -8% | — |
| 114 | — | SPDR SERIES TRUST - ST STR CONV ETF | $623,204 | 0.2% | +0% | — |
| 115 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $622,437 | 0.2% | -37% | — |
| 116 |  $BXC | BlueLinx Holdings Inc. | $616,758 | 0.2% | +26% | 43.2 |
| 117 | — | ISHARES TR - RUS MDCP VAL ETF | $604,740 | 0.2% | +4% | — |
| 118 |  $PKG | PACKAGING CORP OF AMERICA | $597,130 | 0.1% | +0% | 63 |
| 119 |  $FAST | FASTENAL CO | $595,612 | 0.1% | +1% | 66.9 |
| 120 |  $AMD | ADVANCED MICRO DEVICES INC | $578,586 | 0.1% | +9% | 79.8 |
| 121 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $576,554 | 0.1% | -10% | — |
| 122 | $WT | WisdomTree, Inc. | $559,915 | 0.1% | +36% | 59.9 |
| 123 | — | ISHARES TR - S&P 100 ETF | $548,240 | 0.1% | +10% | — |
| 124 |  $MCD | MCDONALDS CORP | $539,227 | 0.1% | -2% | 69 |
| 125 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $536,962 | 0.1% | -69% | — |
| 126 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $535,697 | 0.1% | -19% | — |
| 127 |  $ET | Energy Transfer LP | $526,328 | 0.1% | -2% | 64.4 |
| 128 |  $CSCO | CISCO SYSTEMS, INC. | $516,556 | 0.1% | -5% | 70.3 |
| 129 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $508,983 | 0.1% | -8% | — |
| 130 |  $DAL | DELTA AIR LINES, INC. | $507,815 | 0.1% | -2% | 57.5 |
| 131 |  $INTC | INTEL CORP | $504,326 | 0.1% | -8% | 45.6 |
| 132 |  $CAT | CATERPILLAR INC | $499,439 | 0.1% | +0% | 66.5 |
| 133 | — | ISHARES INC - CORE MSCI EMKT | $489,384 | 0.1% | -35% | — |
| 134 | $IVZ | Invesco Ltd. | $489,371 | 0.1% | +0% | — |
| 135 |  $VLO | VALERO ENERGY CORP/TX | $488,846 | 0.1% | -1% | 57.8 |
| 136 | — | ISHARES TR - GLOBAL 100 ETF | $463,580 | 0.1% | +0% | — |
| 137 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $444,030 | 0.1% | -36% | — |
| 138 | — | PROSHARES TR - S&P 500 DV ARIST | $440,070 | 0.1% | +100% | — |
| 139 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $438,852 | 0.1% | -23% | — |
| 140 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | $425,141 | 0.1% | +1% | — |
| 141 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $416,226 | 0.1% | -6% | — |
| 142 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $415,374 | 0.1% | -23% | — |
| 143 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $409,931 | 0.1% | +19% | — |
| 144 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $408,369 | 0.1% | -21% | — |
| 145 | — | ISHARES TR - MRGSTR MD CP GRW | $400,209 | 0.1% | +1% | — |
| 146 |  $V | VISA INC. | $386,195 | 0.1% | -10% | 82.9 |
| 147 |  $GE | GENERAL ELECTRIC CO | $383,637 | 0.1% | -3% | 73.8 |
| 148 | — | ISHARES TR - SELECT DIVID ETF | $374,722 | 0.1% | +0% | — |
| 149 |  $SBUX | STARBUCKS CORP | $371,744 | 0.1% | +0% | 58.2 |
| 150 | — | ISHARES TR - EAFE GRWTH ETF | $366,292 | 0.1% | -8% | — |
New Positions (13)
CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND$365,487
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$288,701
SELECT SECTOR SPDR TR - ST STR ENERG ETF$283,803
$BFLX Cann American Corp.$282,388 SPDR SERIES TRUST - ST STR SP DIV$276,207
FIDELITY COVINGTON TRUST - ENHANCED LARGE$270,551
BLACKROCK ETF TRUST - ISHA SYST AL ETF$269,084
ISHARES TR - 7-10 YR TRSY BD$257,987
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$254,669
$LLY ELI LILLY & Co$213,213
$GEV GE Vernova Inc.$210,545
$KLAC KLA CORP$208,877
$FBNC FIRST BANCORP /NC/$205,303Exited Positions (31)
FIRST TR EXCHNG TRADED FD VI
$GMED GLOBUS MEDICAL INC PIMCO ETF TR
ISHARES TR
$BPRE Bluerock Private Real Estate Fund ISHARES TR
SCHWAB STRATEGIC TR
VANGUARD MUN BD FDS
$STT STATE STREET CORP VANGUARD INDEX FDS
CAPITAL GROUP INTL FOCUS EQT
$BEPC Brookfield Renewable Corp VANGUARD WORLD FD
ISHARES TR
DIMENSIONAL ETF TRUST
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