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LongView Wealth Management

Latest statistics and disclosures from LongView Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, ILCG, AAPL, HD, CGGR, and represent 18.83% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FBND, CGBL, CGDV, SCHG, INMU, EPS, GPC, Bluerock Pvt Real Estate, CGMU, Akre Focus Etf.
Started 26 new stock positions in REZ, TLH, FNDE, MU, IDMO, Akre Focus Etf, IEUR, RWL, INMU, OKE.
Reduced shares in these 10 stocks: ILCG, SCHD, MGK, XLI, BLV, MGC, VEA, BSV, GLW, CGSD.
Sold out of its positions in GLW, BLV.
LongView Wealth Management was a net buyer of stock by $35M.
LongView Wealth Management has $414M in assets under management (AUM), dropping by 12.19%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 249 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.4	$22M	-2%	786k	28.50	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.8	$16M	-4%	147k	105.90	View chart
Apple (AAPL)	3.7	$16M	+5%	59k	260.25	View chart
Home Depot (HD)	3.1	$13M		34k	374.94	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.8	$12M	+7%	259k	45.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.8	$12M		424k	27.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.8	$12M	+21%	251k	46.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.6	$11M	+20%	238k	44.55	View chart
Genuine Parts Company (GPC)	2.2	$9.0M	+15%	70k	129.21	View chart
Capital Group Core Balanced SHS (CGBL)	2.1	$8.9M	+27%	245k	36.26	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$7.8M		16k	492.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.9	$7.7M		164k	47.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.4M		12k	627.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$6.8M	+2%	144k	46.84	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.6	$6.5M	+3%	129k	50.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$5.7M	+4%	8.9k	639.35	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.3	$5.5M	-3%	181k	30.20	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.3	$5.4M		143k	37.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$5.0M	+9%	18k	272.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$4.7M	+9%	16k	299.17	View chart
Amazon (AMZN)	1.1	$4.5M		18k	246.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$4.5M	+17%	31k	145.24	View chart
Microsoft Corporation (MSFT)	1.0	$4.3M		9.1k	477.18	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	1.0	$4.3M		216k	19.93	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$4.2M	+16%	115k	36.63	View chart
Capital Group Global Equity SHS (CGGE)	1.0	$4.0M	+20%	122k	32.80	View chart
NVIDIA Corporation (NVDA)	0.9	$3.7M		20k	184.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.6M	+2%	7.3k	498.68	View chart
Coca-Cola Company (KO)	0.9	$3.6M	+3%	51k	70.50	View chart
AFLAC Incorporated (AFL)	0.9	$3.6M	+4%	33k	108.88	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.9	$3.5M	+18%	128k	27.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.5M	-3%	18k	196.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.4M		9.8k	343.02	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$3.2M	+6%	89k	36.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.1M	+115%	96k	32.91	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$3.1M	+6%	81k	38.01	View chart
Southern Company (SO)	0.7	$3.0M	-4%	35k	86.74	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$2.9M	+18%	71k	41.16	View chart
Johnson & Johnson (JNJ)	0.7	$2.9M		14k	209.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.8M	+10%	27k	102.52	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$2.8M	+62%	101k	27.55	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.6	$2.7M	+8%	117k	22.70	View chart
Realty Income (O)	0.6	$2.7M	+8%	45k	58.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.6M		13k	202.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.6M	+33%	44k	58.30	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$2.5M	-3%	67k	36.70	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.6	$2.5M	+18%	93k	26.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.4M	+9%	24k	100.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.4M	+33%	3.4k	698.22	View chart
Wal-Mart Stores (WMT)	0.6	$2.4M		20k	117.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.4M	-8%	36k	64.92	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.2M	-6%	18k	124.03	View chart
United Parcel Service CL B (UPS)	0.4	$1.8M		17k	108.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.7M	+2%	5.2k	332.70	View chart
Abbvie (ABBV)	0.4	$1.7M	+23%	7.9k	220.04	View chart
Capital Group New Geography SHS (CGNG)	0.4	$1.7M	+61%	51k	33.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.7M	+25%	13k	125.09	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$1.7M	+25%	24k	70.15	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$1.6M		32k	50.62	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.6M	+35%	15k	107.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.6M	+27%	11k	147.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.6M	-3%	17k	92.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.6M	-11%	20k	78.79	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.3	$1.4M	NEW	58k	24.20	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.4M		12k	116.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+6%	4.1k	331.83	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.3M	+192%	29k	46.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.3M	-3%	27k	48.58	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$1.3M	+16%	42k	30.48	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$1.3M	NEW	18k	72.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$1.3M	-26%	3.1k	415.62	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.3	$1.3M		49k	25.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M	-6%	22k	56.29	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.2M	-18%	4.8k	255.09	View chart
Church & Dwight (CHD)	0.3	$1.2M		13k	86.66	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.1M		43k	26.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M		2.4k	477.26	View chart
Bluerock Pvt Real Estate	0.3	$1.1M	NEW	70k	15.84	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.3	$1.1M	+86%	42k	26.31	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$1.1M	-26%	6.6k	163.17	View chart
American Express Company (AXP)	0.2	$1.0M		2.9k	359.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.0M	-2%	4.6k	221.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$992k	-5%	4.4k	225.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$986k	+19%	14k	71.07	View chart
Meta Platforms Cl A (META)	0.2	$980k	-6%	1.5k	641.99	View chart
Profesionally Managed Portfo Akre Focus Etf	0.2	$976k	NEW	15k	65.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$968k	-2%	3.0k	324.54	View chart
Costco Wholesale Corporation (COST)	0.2	$966k		1.0k	942.69	View chart
Globus Med Cl A (GMED)	0.2	$963k		11k	91.72	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$936k	-3%	16k	57.18	View chart
Bank of America Corporation (BAC)	0.2	$931k	+55%	17k	55.19	View chart
Tesla Motors (TSLA)	0.2	$915k		2.0k	448.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$912k	+125%	4.2k	217.23	View chart
Spdr Series Trust State Street Spd (SPLG)	0.2	$908k	+11%	11k	81.80	View chart
Procter & Gamble Company (PG)	0.2	$898k		6.3k	143.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$889k		4.1k	217.70	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$883k		23k	38.72	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$881k	+42%	18k	48.30	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$880k	-18%	34k	26.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$879k		14k	62.37	View chart
Welltower Inc Com reit (WELL)	0.2	$876k	-5%	4.7k	186.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$859k	+2%	6.9k	123.97	View chart
Blackrock Etf Trust Disciplined Vola	0.2	$858k	+136%	34k	25.13	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$845k	+128%	8.8k	95.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$800k	-16%	8.4k	94.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$795k		25k	31.62	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$794k		10k	78.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$791k	NEW	2.3k	346.61	View chart
At&t (T)	0.2	$767k		32k	23.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$748k		1.00	747860.00	View chart
Broadcom (AVGO)	0.2	$745k		2.1k	352.19	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$733k	+32%	13k	55.29	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$695k	-7%	17k	40.62	View chart
Digital Realty Trust (DLR)	0.2	$692k		4.4k	157.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$675k	-2%	2.6k	258.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$674k		22k	30.67	View chart
Keysight Technologies (KEYS)	0.2	$673k		3.2k	208.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$664k	NEW	12k	57.25	View chart
Dominion Resources (D)	0.2	$652k		11k	58.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$652k		3.3k	197.77	View chart
Pepsi (PEP)	0.2	$642k	-2%	4.5k	141.35	View chart
Agilent Technologies Inc C ommon (A)	0.2	$640k		4.3k	147.99	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$632k		49k	12.86	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$629k	NEW	16k	39.78	View chart
Norfolk Southern (NSC)	0.2	$628k		2.2k	288.76	View chart
McDonald's Corporation (MCD)	0.2	$622k	-3%	2.0k	306.72	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$622k	+2%	8.2k	75.50	View chart
Ishares Tr Residential Mult (REZ)	0.1	$621k	NEW	7.4k	83.60	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$615k		7.4k	82.88	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$605k	NEW	9.8k	61.66	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$604k	+167%	8.5k	70.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$602k		1.9k	320.68	View chart
Bluelinx Hldgs Com New (BXC)	0.1	$591k		7.9k	75.19	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$587k	+5%	8.4k	69.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$585k	+6%	2.7k	219.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$583k	+100%	8.0k	72.93	View chart
Packaging Corporation of America (PKG)	0.1	$544k		2.5k	217.22	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$536k		5.8k	93.12	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$534k		3.1k	174.59	View chart
Abbott Laboratories (ABT)	0.1	$532k		4.3k	124.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$528k	+20%	11k	48.57	View chart
Fastenal Company (FAST)	0.1	$512k		12k	41.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$502k	+3%	1.6k	321.86	View chart
Eli Lilly & Co. (LLY)	0.1	$498k	+6%	461.00	1080.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$490k	+44%	2.4k	204.23	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$488k	-4%	28k	17.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$472k		3.3k	141.34	View chart
Visa Com Cl A (V)	0.1	$469k	+4%	1.4k	343.11	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$466k		5.3k	88.52	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$461k	NEW	4.5k	102.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$457k	+2%	3.1k	146.96	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$444k	+2%	3.4k	128.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$439k	-16%	2.4k	179.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$436k		4.1k	107.61	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$429k	+23%	1.3k	331.77	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$428k		5.3k	80.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$426k		2.3k	183.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$424k	NEW	3.9k	107.40	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$423k	NEW	8.0k	52.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$403k		4.3k	93.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$402k	+2%	4.4k	91.39	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$392k		5.5k	71.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$386k	NEW	3.5k	110.49	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$382k		7.5k	50.98	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$382k	+33%	7.6k	50.25	View chart
Ameren Corporation (AEE)	0.1	$372k		3.7k	100.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$369k		19k	19.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$365k	+42%	7.2k	50.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$359k	+151%	2.4k	146.82	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$356k	+10%	8.8k	40.46	View chart
Ge Aerospace Com New (GE)	0.1	$355k		1.1k	324.14	View chart
Starbucks Corporation (SBUX)	0.1	$354k		3.9k	89.95	View chart
Caterpillar (CAT)	0.1	$352k		559.00	629.44	View chart
Anthem (ELV)	0.1	$349k		930.00	374.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$348k	-11%	2.4k	145.28	View chart
Chevron Corporation (CVX)	0.1	$347k	-13%	2.1k	162.36	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$346k		8.9k	38.74	View chart
Cisco Systems (CSCO)	0.1	$343k	+5%	4.6k	74.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$341k	+17%	15k	23.04	View chart
Harbor Etf Trust Scientific High (SIHY)	0.1	$340k	+2%	7.4k	45.92	View chart
Automatic Data Processing (ADP)	0.1	$340k		1.3k	262.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$337k		4.5k	74.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$336k	+3%	4.2k	80.60	View chart
Insmed Com Par $.01 (INSM)	0.1	$335k		2.0k	167.72	View chart
Enterprise Products Partners (EPD)	0.1	$332k		10k	32.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$332k		785.00	422.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$329k	-21%	864.00	381.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$329k	-22%	4.2k	77.88	View chart
UnitedHealth (UNH)	0.1	$326k		956.00	340.60	View chart
Strategy Cl A New (MSTR)	0.1	$325k		2.0k	162.23	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$323k	+2%	3.9k	82.87	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$320k	+2%	3.5k	90.90	View chart
Valero Energy Corporation (VLO)	0.1	$317k		1.8k	179.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$316k		3.0k	105.18	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$315k		10k	31.22	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$313k		6.2k	50.88	View chart
AutoZone (AZO)	0.1	$310k		88.00	3523.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$306k	+6%	399.00	765.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$305k	+6%	1.6k	193.86	View chart
Walt Disney Company (DIS)	0.1	$303k	-5%	2.7k	112.80	View chart
Sherwin-Williams Company (SHW)	0.1	$300k		839.00	357.63	View chart
International Business Machines (IBM)	0.1	$297k	+8%	950.00	312.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$296k		538.00	550.91	View chart
Lowe's Companies (LOW)	0.1	$296k		1.1k	270.89	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$293k	+3%	4.0k	73.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$293k		475.00	615.75	View chart
Verizon Communications (VZ)	0.1	$292k		7.3k	39.84	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$287k	NEW	7.6k	37.58	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$285k	NEW	3.9k	73.14	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$282k		3.5k	79.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$280k	NEW	3.2k	86.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$279k		2.3k	123.15	View chart
Truist Financial Corp equities (TFC)	0.1	$278k	+14%	5.5k	50.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$276k	NEW	5.7k	48.41	View chart
Allegion Ord Shs (ALLE)	0.1	$275k		1.7k	161.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$274k		608.00	451.29	View chart
Altria (MO)	0.1	$271k	+6%	4.6k	58.54	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$268k	+25%	1.9k	143.84	View chart
Micron Technology (MU)	0.1	$266k	NEW	770.00	345.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$262k	-9%	377.00	695.50	View chart
EOG Resources (EOG)	0.1	$258k	NEW	2.4k	105.46	View chart
ConocoPhillips (COP)	0.1	$257k		2.7k	95.52	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$255k		963.00	264.96	View chart
Tractor Supply Company (TSCO)	0.1	$253k		5.0k	50.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$251k		2.0k	126.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$249k		3.6k	69.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$247k	+2%	4.9k	50.65	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$246k	NEW	7.1k	34.81	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$245k	NEW	4.8k	51.12	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$243k		21k	11.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$242k		3.1k	78.55	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$237k	+5%	9.3k	25.65	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$236k	NEW	6.0k	39.35	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$235k		2.3k	100.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$233k	NEW	3.0k	76.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$231k	-4%	408.00	566.28	View chart
Nextera Energy (NEE)	0.1	$225k		2.8k	81.13	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$225k	+21%	2.8k	79.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$224k	-26%	4.7k	47.27	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$223k		5.2k	43.00	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$221k	+7%	2.4k	91.48	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$220k	-9%	783.00	280.78	View chart
Oneok (OKE)	0.1	$217k	NEW	3.0k	72.49	View chart
Comcast Corp Cl A (CMCSA)	0.1	$209k	-11%	7.2k	29.06	View chart
General Dynamics Corporation (GD)	0.1	$208k	NEW	575.00	360.94	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.0	$204k		7.7k	26.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$201k	NEW	1.7k	118.16	View chart
DNP Select Income Fund (DNP)	0.0	$150k		15k	10.02	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$147k	-8%	10k	14.03	View chart

Past Filings by LongView Wealth Management

SEC 13F filings are viewable for LongView Wealth Management going back to 2023

LongView Wealth Management 2025 Q4 filed Jan. 13, 2026
LongView Wealth Management 2025 Q3 filed Oct. 14, 2025
LongView Wealth Management 2025 Q2 filed July 11, 2025
LongView Wealth Management 2025 Q1 filed April 21, 2025
LongView Wealth Management 2024 Q4 filed Jan. 15, 2025
LongView Wealth Management 2024 Q3 filed Oct. 9, 2024
LongView Wealth Management 2024 Q2 filed July 22, 2024
LongView Wealth Management 2024 Q1 filed April 16, 2024
LongView Wealth Management 2023 Q4 filed Jan. 10, 2024

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