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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, AAPL, ILCG, FBND, CGGR, and represent 19.45% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TSPA (+$9.9M), AVLV (+$8.2M), XOM, SCHD, CGBL, CGDV, BFLX, SCHY, AVNM, AVLC.
Started 19 new stock positions in VTEB, BP, VGT, AVLC, DNP, XOM, AVMV, MSTR, XLV, MA. TSPA, HPE, OKE, AVEM, AVDV, AVNM, SCHQ, AVLV, AVUS.
Reduced shares in these 10 stocks: GPC, , VOO, IWF, MBB, AAPL, MTUM, GARP, SPHQ, .
Sold out of its positions in Exxon Mobil Corporation, FBNC, PFD, GEV, IBM, SPHQ, IEF, QUAL, IEUR, GARP. KLAC, Oneok, O, SDY, BIV, VBR, WMB.
LongView Wealth Management was a net buyer of stock by $25M.
LongView Wealth Management has $415M in assets under management (AUM), dropping by 6.42%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 229 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$22M	+5%	668k	32.53	View chart
Apple (AAPL)	4.1	$17M	-2%	51k	333.02	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.6	$15M		128k	116.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.3	$14M	+3%	319k	43.30	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	3.2	$13M	+4%	281k	47.43	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	3.1	$13M	+8%	265k	48.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$13M		415k	30.00	View chart
Capital Group Core Balanced SHS (CGBL)	2.7	$11M	+10%	305k	36.75	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	2.4	$9.9M	NEW	204k	48.26	View chart
Home Depot (HD)	2.3	$9.6M	+2%	34k	284.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$8.6M		12k	739.78	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	2.0	$8.3M		93k	90.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$8.3M	-9%	12k	700.89	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.0	$8.2M	NEW	90k	90.44	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.8	$7.3M	+12%	233k	31.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$6.0M	+9%	168k	35.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.3	$5.3M	+7%	34k	157.85	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.2	$4.9M		63k	78.42	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$4.8M	+7%	130k	37.03	View chart
Capital Group Global Equity SHS (CGGE)	1.1	$4.6M	+6%	132k	34.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.1	$4.5M	+6%	170k	26.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$4.4M	+13%	79k	56.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$4.3M	-2%	86k	49.47	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$4.2M		11k	374.24	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.0	$4.0M	-4%	14k	284.49	View chart
NVIDIA Corporation (NVDA)	0.9	$3.9M	-3%	17k	228.38	View chart
Amazon (AMZN)	0.9	$3.8M	+4%	15k	249.15	View chart
Microsoft Corporation (MSFT)	0.9	$3.8M	-4%	7.3k	512.93	View chart
AFLAC Incorporated (AFL)	0.9	$3.6M	+12%	33k	111.78	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.9	$3.6M		17k	216.09	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.9	$3.5M		137k	25.94	View chart
Genuine Parts Company (GPC)	0.8	$3.4M	-59%	27k	125.74	View chart
Johnson & Johnson (JNJ)	0.8	$3.3M		13k	264.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.8	$3.3M	+10%	62k	53.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$3.3M		12k	264.90	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.8	$3.3M	-3%	82k	39.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$3.1M	+9%	4.1k	765.81	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.7	$3.1M	+9%	39k	79.95	View chart
Coca-Cola Company (KO)	0.7	$3.0M		34k	86.08	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.7	$2.9M	+6%	115k	24.98	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.6	$2.6M	-2%	59k	44.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.4M	-3%	35k	70.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.6	$2.4M	+4%	115k	21.17	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.6	$2.4M	-3%	60k	40.38	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$2.4M	+3%	47k	50.40	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$2.3M	+21%	53k	44.09	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$2.3M		67k	34.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.2M	-9%	23k	94.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.2M		15k	142.26	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$2.0M	+28%	45k	43.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$1.9M	+13%	89k	21.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.9M		3.9k	497.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.9M	+8%	12k	155.20	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.5	$1.9M	+12%	42k	44.95	View chart
Capital Group International SHS (CGIC)	0.5	$1.9M	+45%	52k	35.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$1.9M	+19%	31k	61.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.9M	+18%	19k	96.88	View chart
Abbvie (ABBV)	0.4	$1.8M		6.7k	261.58	View chart
Southern Company (SO)	0.4	$1.7M	-3%	21k	82.89	View chart
Ishares Tr Residential Mult (REZ)	0.4	$1.7M	+15%	19k	88.34	View chart
Wal-Mart Stores (WMT)	0.4	$1.7M	+2%	16k	103.92	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.6M		58k	27.84	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$1.6M	+13%	18k	89.76	View chart
Capital Group New Geography SHS (CGNG)	0.4	$1.6M	+26%	43k	36.45	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$1.6M	+38%	21k	75.62	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.4	$1.5M	+8%	50k	30.96	View chart
United Parcel Svcs CL B (UPS)	0.4	$1.5M		16k	93.44	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.4	$1.5M	NEW	9.2k	162.75	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$1.4M	+42%	57k	25.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	+4%	24k	59.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.4M		4.0k	340.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.4M	+4%	29k	46.87	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.3	$1.3M	-2%	58k	22.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		3.8k	344.12	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.3	$1.3M		49k	26.12	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.3	$1.2M	-8%	4.4k	282.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	+6%	15k	75.39	View chart
Blackrock Etf Trust Isha Flex Eq Etf (BFLX)	0.3	$1.1M	+304%	45k	25.68	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$1.1M	+24%	27k	41.87	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.1M		40k	27.96	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.3	$1.1M	-11%	12k	92.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.1M	-6%	14k	76.40	View chart
Welltower Inc Com reit (WELL)	0.2	$1.0M		4.5k	230.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.0M	-2%	4.3k	233.31	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.2	$1.0M		20k	49.75	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.0M	-8%	6.0k	166.98	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$969k	+25%	13k	75.72	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$949k		19k	50.19	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$949k		16k	60.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$944k	-2%	3.8k	247.91	View chart
Church & Dwight (CHD)	0.2	$939k	-11%	10k	94.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$925k	-11%	9.2k	101.10	View chart
Procter & Gamble Company (PG)	0.2	$909k		6.3k	145.27	View chart
Duke Energy Corp Com New (DUK)	0.2	$899k		7.9k	114.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$899k	+18%	36k	25.13	View chart
Costco Wholesale Corporation (COST)	0.2	$833k	+4%	915.00	910.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$827k	-2%	3.6k	228.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$827k	+27%	4.0k	208.04	View chart
Advanced Micro Devices (AMD)	0.2	$811k	+33%	1.3k	611.76	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$810k	+182%	27k	29.86	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$809k	-3%	8.3k	97.43	View chart
Meta Platforms Cl A (META)	0.2	$798k	-16%	1.1k	725.34	View chart
Digital Realty Trust (DLR)	0.2	$795k	+3%	4.5k	175.53	View chart
American Express Company (AXP)	0.2	$790k		2.6k	304.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$751k		2.3k	330.88	View chart
Micron Technology (MU)	0.2	$750k	-16%	704.00	1065.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$747k		1.00	747005.00	View chart
Valero Energy Corporation (VLO)	0.2	$721k		1.9k	387.61	View chart
Bluelinx Hldgs Com New (BXC)	0.2	$709k		10k	71.13	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.2	$701k	NEW	8.4k	83.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$696k	+101%	5.9k	117.77	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$685k	+8%	13k	53.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$684k		9.9k	69.26	View chart
Norfolk Southern (NSC)	0.2	$680k		2.2k	308.95	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$662k		7.0k	94.18	View chart
Tesla Motors (TSLA)	0.2	$652k		1.8k	354.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$620k		2.7k	231.63	View chart
Fastenal Company (FAST)	0.1	$617k		13k	49.53	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$604k	NEW	6.7k	90.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$597k		18k	33.31	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$590k		1.7k	351.88	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$588k	+38%	12k	50.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$587k	-9%	5.7k	102.18	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$587k		5.8k	101.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$586k	-39%	1.8k	317.39	View chart
Packaging Corporation of America (PKG)	0.1	$575k		2.5k	229.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$570k		1.5k	382.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$545k		28k	19.77	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$539k		14k	39.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$532k	-12%	18k	29.50	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$530k	+84%	15k	36.35	View chart
Cisco Systems (CSCO)	0.1	$496k	+4%	4.6k	107.62	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$489k		3.4k	144.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$486k	-7%	2.6k	187.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$485k		4.3k	111.66	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$477k		1.4k	337.84	View chart
McDonald's Corporation (MCD)	0.1	$463k		2.0k	230.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$442k	-19%	2.3k	195.73	View chart
Intel Corporation (INTC)	0.1	$437k		3.6k	120.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$424k		7.8k	54.10	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.1	$422k	+20%	17k	24.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$420k	-63%	3.3k	125.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$416k	-26%	4.3k	97.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$412k	+8%	676.00	609.00	View chart
Delta Air Lines Com New (DAL)	0.1	$406k	-10%	4.9k	83.46	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$405k		5.0k	80.60	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$397k	+8%	8.4k	47.19	View chart
Visa Com Cl A (V)	0.1	$396k	-2%	1.1k	359.35	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$396k	+3%	4.2k	93.89	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$385k	-3%	9.3k	41.38	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$383k	+69%	3.8k	100.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$383k	+2%	4.5k	84.42	View chart
Caterpillar (CAT)	0.1	$380k		469.00	810.91	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$370k	+46%	7.4k	50.10	View chart
Abbott Laboratories (ABT)	0.1	$368k	-4%	3.7k	98.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$365k		2.4k	152.06	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$356k	-19%	6.8k	52.67	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$353k	+16%	7.2k	48.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$353k	NEW	7.4k	47.36	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$351k	+3%	4.3k	81.70	View chart
Chevron Corporation (CVX)	0.1	$350k		1.7k	204.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$348k	+5%	1.1k	304.62	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$347k	+5%	10k	33.90	View chart
Starbucks Corporation (SBUX)	0.1	$342k		3.6k	93.95	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$341k		7.7k	44.14	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$337k	+5%	14k	23.70	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$337k		6.5k	51.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$336k	-43%	2.1k	160.74	View chart
At&t (T)	0.1	$332k		14k	24.40	View chart
Automatic Data Processing (ADP)	0.1	$330k		1.3k	258.12	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$329k	-11%	31k	10.67	View chart
Hewlett Packard Enterprise (HPE)	0.1	$329k	NEW	5.1k	63.90	View chart
Ge Aerospace Com New (GE)	0.1	$321k		1.0k	312.25	View chart
Broadcom (AVGO)	0.1	$318k		906.00	351.32	View chart
Thermo Fisher Scientific (TMO)	0.1	$318k		471.00	675.61	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$314k	-9%	4.0k	79.14	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$311k		3.8k	82.18	View chart
Enterprise Products Partners (EPD)	0.1	$311k	-2%	8.7k	35.61	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$310k	-5%	5.0k	61.50	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$309k		6.1k	50.84	View chart
Strategy Cl A New (MSTR)	0.1	$309k	NEW	2.0k	153.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$309k		2.3k	135.56	View chart
Altria (MO)	0.1	$299k		4.4k	67.34	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$299k	+7%	6.6k	45.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$298k		4.2k	70.15	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$296k	-38%	3.7k	81.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$288k		378.00	761.65	View chart
Verizon Communications (VZ)	0.1	$288k		6.3k	45.87	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$287k		4.0k	72.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$287k	-18%	2.4k	119.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$286k	+4%	2.1k	136.01	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$284k	+6%	1.6k	180.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$284k		683.00	415.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$284k		3.3k	84.97	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$280k	+8%	2.9k	96.49	View chart
Oneok (OKE)	0.1	$278k	NEW	3.3k	85.27	View chart
Pepsi (PEP)	0.1	$274k		2.2k	126.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$272k	NEW	2.9k	94.01	View chart
ConocoPhillips (COP)	0.1	$269k		2.1k	125.17	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$269k		3.0k	88.50	View chart
Sherwin-Williams Company (SHW)	0.1	$268k		830.00	323.27	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$265k		11k	24.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$263k	-2%	1.4k	185.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$261k	+8%	5.6k	46.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$257k	-65%	2.9k	89.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$254k		3.1k	82.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$250k	+3%	549.00	456.19	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$250k	-23%	2.7k	92.17	View chart
Vanguard World Energy Etf (VDE)	0.1	$249k		1.4k	172.16	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$246k	NEW	1.9k	128.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$245k		4.9k	50.37	View chart
Truist Financial Corp equities (TFC)	0.1	$240k		5.2k	46.30	View chart
Lowe's Companies (LOW)	0.1	$234k	+18%	1.3k	184.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$233k	-9%	611.00	380.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$232k	NEW	1.4k	168.48	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$231k		3.0k	75.82	View chart
Insmed Com Par $.01 (INSM)	0.1	$228k		2.0k	114.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$225k	NEW	1.8k	125.69	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$223k	NEW	7.9k	28.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$221k		3.1k	71.95	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$212k	-35%	6.6k	32.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$211k	NEW	383.00	551.47	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$210k	-5%	4.8k	43.98	View chart
BP Sponsored Adr (BP)	0.1	$209k	NEW	4.8k	43.99	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$208k	NEW	1.9k	109.39	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$206k		1.6k	128.68	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.0	$204k	NEW	2.7k	76.32	View chart
Eli Lilly & Co. (LLY)	0.0	$202k		175.00	1156.25	View chart
DNP Select Income Fund (DNP)	0.0	$143k	NEW	15k	9.57	View chart

Past Filings by LongView Wealth Management

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

LongView Wealth Management 2026 Q3 filed Oct. 19, 2026
LongView Wealth Management 2026 Q2 filed July 17, 2026
LongView Wealth Management 2026 Q1 filed April 15, 2026
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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