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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, SCHX, and represent 21.04% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGDV, STIP, CGGE, VO, CGBL, FBND, CGGR, CGDG, VT, CGCB.
Started 12 new stock positions in Blackrock Etf Trust, XAR, PSR, FCOM, HEFA, GLW, INSM, IWS, TMO, GLD. CGSM, Blackrock Etf Trust.
Reduced shares in these 10 stocks: GPC, UPS, BSV, GOVT, AAPL, VUG, IEFA, SCHW, VTV, NOBL.
Sold out of its positions in GSLC, SCHW.
LongView Wealth Management was a net buyer of stock by $18M.
LongView Wealth Management has $369M in assets under management (AUM), dropping by 11.75%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.0	$22M		810k	27.30	View chart
Ishares Tr Morningstar Grwt (ILCG)	4.4	$16M	+2%	154k	104.30	View chart
Apple (AAPL)	3.9	$14M	-2%	56k	254.63	View chart
Home Depot (HD)	3.8	$14M		34k	405.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$11M		427k	26.34	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$11M	+10%	240k	43.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.6	$9.6M	+13%	207k	46.24	View chart
Genuine Parts Company (GPC)	2.3	$8.4M	-27%	60k	138.60	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.3	$8.3M	+43%	198k	42.03	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$7.7M	-3%	16k	479.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.0	$7.3M		165k	44.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$6.9M	+2%	12k	600.35	View chart
Capital Group Core Balanced SHS (CGBL)	1.8	$6.7M	+21%	192k	34.72	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.7	$6.3M	+4%	124k	50.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$6.0M		141k	42.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$5.2M	+11%	8.5k	612.39	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.4	$5.2M	+12%	187k	27.94	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.4	$5.2M	+3%	143k	36.15	View chart
Microsoft Corporation (MSFT)	1.3	$4.7M		9.0k	517.97	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	1.2	$4.3M		215k	19.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.2M	+13%	17k	254.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$4.2M	+42%	14k	293.74	View chart
Amazon (AMZN)	1.1	$4.0M		18k	219.57	View chart
NVIDIA Corporation (NVDA)	1.0	$3.7M	-4%	20k	186.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$3.6M	+25%	26k	137.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$3.6M	+9%	7.1k	502.75	View chart
AFLAC Incorporated (AFL)	0.9	$3.5M	-2%	31k	111.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.5M	-7%	19k	186.49	View chart
Southern Company (SO)	0.9	$3.4M		36k	94.77	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.9	$3.4M	+39%	99k	34.65	View chart
Coca-Cola Company (KO)	0.9	$3.3M		49k	66.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.2M	+3%	9.8k	328.17	View chart
Capital Group Global Equity SHS (CGGE)	0.8	$3.1M	+76%	101k	30.79	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.8	$3.0M	+27%	108k	27.75	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$2.9M	+17%	84k	34.17	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$2.8M		70k	39.62	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$2.7M		76k	35.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.6M		13k	195.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.6M	+138%	25k	103.36	View chart
Johnson & Johnson (JNJ)	0.7	$2.5M		14k	185.42	View chart
Realty Income (O)	0.7	$2.5M	+10%	42k	60.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.7	$2.4M	+15%	108k	22.72	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$2.4M	+12%	60k	39.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.4M		40k	59.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.2M	+41%	22k	100.25	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.2M		19k	112.75	View chart
Wal-Mart Stores (WMT)	0.6	$2.1M		20k	103.06	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.6	$2.1M	+47%	78k	26.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.9M	+29%	33k	57.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.8M	-22%	23k	78.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.7M	+23%	2.6k	669.34	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.5	$1.7M	+42%	62k	27.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$1.7M	-3%	4.2k	402.42	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$1.6M	+10%	32k	50.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.6M	-16%	18k	87.31	View chart
Abbvie (ABBV)	0.4	$1.5M	-2%	6.4k	231.53	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.5M		12k	123.75	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$1.5M	-9%	6.0k	244.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.4M	+8%	44k	31.91	View chart
United Parcel Service CL B (UPS)	0.4	$1.4M	-37%	17k	83.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.4M	+14%	28k	49.46	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$1.4M	+4%	8.9k	154.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.3M		11k	120.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M		24k	54.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M		5.1k	243.54	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.3	$1.2M	+34%	49k	25.29	View chart
Ishares Tr Msci Usa Quality (GARP)	0.3	$1.2M		19k	65.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.2M	+19%	8.6k	140.96	View chart
Meta Platforms Cl A (META)	0.3	$1.2M	+5%	1.6k	734.39	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.2M	-10%	44k	26.95	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	+10%	11k	106.49	View chart
Church & Dwight (CHD)	0.3	$1.2M		13k	87.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M	+89%	2.3k	468.40	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$1.1M	+58%	41k	25.98	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$1.0M	+114%	36k	28.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.0M	-2%	4.7k	215.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$987k		4.7k	208.71	View chart
Capital Group New Geography SHS (CGNG)	0.3	$974k	+62%	32k	30.90	View chart
Procter & Gamble Company (PG)	0.3	$969k	+7%	6.3k	153.66	View chart
JPMorgan Chase & Co. (JPM)	0.3	$967k		3.1k	315.43	View chart
American Express Company (AXP)	0.3	$965k		2.9k	332.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$963k	-8%	10k	95.14	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$944k	-4%	17k	55.71	View chart
Costco Wholesale Corporation (COST)	0.3	$938k		1.0k	925.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$928k		3.8k	243.08	View chart
Tesla Motors (TSLA)	0.2	$916k	+3%	2.1k	444.72	View chart
At&t (T)	0.2	$896k	-7%	32k	28.24	View chart
Welltower Inc Com reit (WELL)	0.2	$882k		5.0k	178.14	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$860k		23k	37.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$832k	+76%	4.1k	203.59	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$829k	+13%	6.8k	122.45	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$821k	+9%	14k	58.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$802k	-4%	25k	31.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$793k	+58%	12k	68.08	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$779k	+2%	19k	42.13	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$777k	-9%	9.9k	78.34	View chart
Digital Realty Trust (DLR)	0.2	$765k		4.4k	172.88	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$761k	+31%	10k	76.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
Broadcom (AVGO)	0.2	$697k	-5%	2.1k	329.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$683k	+4%	2.7k	256.41	View chart
Dominion Resources (D)	0.2	$679k		11k	61.17	View chart
Pepsi (PEP)	0.2	$656k	+2%	4.7k	140.43	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$652k		49k	13.38	View chart
Norfolk Southern (NSC)	0.2	$650k	+6%	2.2k	300.34	View chart
Strategy Cl A New (MSTR)	0.2	$644k		2.0k	322.21	View chart
McDonald's Corporation (MCD)	0.2	$639k		2.1k	303.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$638k		22k	29.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$624k	-26%	3.3k	189.69	View chart
Globus Med Cl A (GMED)	0.2	$601k		11k	57.27	View chart
Fastenal Company (FAST)	0.2	$598k		12k	49.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$581k		1.9k	307.79	View chart
Bluelinx Hldgs Com New (BXC)	0.2	$571k	+20%	7.8k	73.08	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$565k	+28%	13k	44.23	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.2	$564k	NEW	22k	25.31	View chart
Keysight Technologies (KEYS)	0.2	$564k		3.2k	174.92	View chart
Abbott Laboratories (ABT)	0.2	$564k	-4%	4.2k	133.93	View chart
Bank of America Corporation (BAC)	0.2	$561k		11k	51.59	View chart
Agilent Technologies Inc C ommon (A)	0.2	$555k		4.3k	128.35	View chart
Packaging Corporation of America (PKG)	0.1	$546k	+4%	2.5k	217.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$541k	+5%	10k	53.87	View chart
Palantir Technologies Cl A (PLTR)	0.1	$538k		2.9k	182.42	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$535k	-9%	8.0k	66.87	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$526k	-8%	2.5k	209.34	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$519k		8.0k	65.01	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$519k		5.7k	90.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$508k	-8%	30k	17.16	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$489k		7.4k	66.01	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$476k		3.1k	155.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$466k		3.3k	142.41	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$456k	-4%	9.8k	46.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$449k	-2%	1.5k	297.61	View chart
Visa Com Cl A (V)	0.1	$447k		1.3k	341.45	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$438k		5.2k	83.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$427k	-5%	5.5k	78.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$423k	NEW	3.0k	139.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$418k	-39%	4.1k	103.07	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$418k		5.3k	78.37	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$408k		9.1k	45.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$406k	+3%	2.3k	174.58	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$404k	+5%	3.4k	120.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$403k	-11%	1.1k	365.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$385k		1.9k	206.46	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$385k		4.3k	89.57	View chart
Ameren Corporation (AEE)	0.1	$385k		3.7k	104.38	View chart
Chevron Corporation (CVX)	0.1	$383k	-2%	2.5k	155.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$382k		2.7k	142.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$380k	+25%	4.3k	88.97	View chart
AutoZone (AZO)	0.1	$378k		88.00	4290.24	View chart
Automatic Data Processing (ADP)	0.1	$376k		1.3k	293.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$369k		19k	19.71	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$368k	-3%	3.9k	95.14	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$361k	NEW	14k	25.00	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$346k		7.5k	46.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$344k	+6%	4.6k	74.37	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$335k	-12%	4.7k	70.85	View chart
Harbor Etf Trust Scientific High (SIHY)	0.1	$334k		7.2k	46.37	View chart
Starbucks Corporation (SBUX)	0.1	$333k	+15%	3.9k	84.61	View chart
UnitedHealth (UNH)	0.1	$330k	-7%	955.00	345.30	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$330k	+53%	8.0k	41.34	View chart
Eli Lilly & Co. (LLY)	0.1	$329k		432.00	762.61	View chart
Ge Aerospace Com New (GE)	0.1	$329k		1.1k	300.70	View chart
Walt Disney Company (DIS)	0.1	$326k	-2%	2.8k	114.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$322k	-31%	1.7k	194.48	View chart
Enterprise Products Partners (EPD)	0.1	$322k		10k	31.27	View chart
Verizon Communications (VZ)	0.1	$317k	+24%	7.2k	43.95	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$313k	+2%	3.8k	82.72	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$310k		5.5k	56.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$308k	+5%	4.0k	76.72	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$308k		8.9k	34.42	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$306k		6.1k	49.84	View chart
Valero Energy Corporation (VLO)	0.1	$306k		1.8k	170.26	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$304k	-19%	6.5k	46.96	View chart
Allegion Ord Shs (ALLE)	0.1	$302k		1.7k	177.35	View chart
Cisco Systems (CSCO)	0.1	$301k		4.4k	68.42	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$300k		3.0k	99.95	View chart
Anthem (ELV)	0.1	$299k	+11%	926.00	323.01	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$298k		10k	29.62	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$298k		961.00	309.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$294k	+7%	1.1k	279.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$292k	-56%	13k	23.12	View chart
Sherwin-Williams Company (SHW)	0.1	$290k		836.00	346.26	View chart
Insmed Com Par $.01 (INSM)	0.1	$288k	NEW	2.0k	144.01	View chart
Altria (MO)	0.1	$286k		4.3k	66.06	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$286k	+35%	5.7k	50.20	View chart
Tractor Supply Company (TSCO)	0.1	$284k		5.0k	56.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$280k	NEW	787.00	355.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$279k	+3%	374.00	746.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$278k		418.00	665.42	View chart
Lowe's Companies (LOW)	0.1	$275k	+20%	1.1k	251.31	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$275k	+16%	974.00	281.84	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$271k	NEW	3.8k	70.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$271k	-8%	4.0k	67.83	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$269k	+17%	2.3k	118.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$268k		537.00	499.63	View chart
Caterpillar (CAT)	0.1	$267k	-7%	559.00	476.74	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$265k		608.00	435.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$263k	+5%	3.4k	76.45	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$261k	-21%	3.6k	72.67	View chart
Comcast Corp Cl A (CMCSA)	0.1	$256k		8.1k	31.42	View chart
ConocoPhillips (COP)	0.1	$254k		2.7k	94.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$253k	-11%	5.1k	50.07	View chart
International Business Machines (IBM)	0.1	$247k		874.00	282.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$247k		1.5k	167.32	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$246k	-10%	21k	12.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$243k	-5%	427.00	568.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$241k		4.7k	50.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$236k	-26%	3.6k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$235k	-5%	2.0k	118.80	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$234k		2.3k	100.68	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$232k	-9%	2.3k	99.81	View chart
Thermo Fisher Scientific (TMO)	0.1	$231k	NEW	477.00	484.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$225k		3.1k	73.46	View chart
Truist Financial Corp equities (TFC)	0.1	$221k	-2%	4.8k	45.72	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$218k		8.8k	24.72	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$210k	-13%	3.2k	65.93	View chart
Nextera Energy (NEE)	0.1	$210k	-28%	2.8k	75.49	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$207k	NEW	2.2k	92.66	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$207k		1.5k	140.04	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$203k	NEW	7.7k	26.36	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$203k	NEW	863.00	235.04	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$202k	NEW	5.1k	39.61	View chart
Corning Incorporated (GLW)	0.1	$202k	NEW	2.5k	82.04	View chart
DNP Select Income Fund (DNP)	0.0	$150k		15k	10.01	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$150k	-10%	11k	13.14	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 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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