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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, FBND, CGGR, and represent 19.70% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.6M), VO, CGIC, MGK, HDV, IWF, VOO, CGMS, IUSB, HD.
Started 14 new stock positions in SPHQ, Blackrock Etf Trust, IALT, XLE, IEF, KLAC, CGHY, GGOV, FELG, LLY. FBNC, CORO, SDY, GEV.
Reduced shares in these 10 stocks: EIPI, ICSH, FMDE, FNDF, GARP, IQLT, KO, FENI, SCHD, XOM.
Sold out of its positions in BP, BAC, BPRE, BEPC, CGXU, DNP, DFAT, DIS, EIPI, AJG.
LongView Wealth Management was a net seller of stock by $-15M.
LongView Wealth Management has $390M in assets under management (AUM), dropping by -2.08%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.1	$20M	-5%	630k	31.71	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.9	$15M	-5%	129k	117.02	View chart
Apple (AAPL)	3.8	$15M	-3%	52k	289.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$14M	+3%	310k	45.49	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	3.3	$13M		269k	47.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.2	$12M		418k	29.43	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	3.1	$12M	-5%	244k	49.28	View chart
Home Depot (HD)	3.0	$12M	+4%	33k	352.68	View chart
Capital Group Core Balanced SHS (CGBL)	2.7	$11M	+4%	277k	37.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$9.0M	+9%	13k	686.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$8.6M		12k	736.42	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$8.0M	+496%	92k	86.14	View chart
Genuine Parts Company (GPC)	2.0	$7.8M		66k	117.98	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.7	$6.6M	+3%	207k	31.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$5.2M	+7%	153k	33.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$5.0M	+309%	62k	80.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.2	$4.9M		31k	156.95	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$4.5M	+3%	121k	37.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.5M	-6%	15k	303.11	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.1	$4.4M	-22%	89k	49.55	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.1	$4.4M	+20%	160k	27.33	View chart
Capital Group Global Equity SHS (CGGE)	1.1	$4.4M		124k	35.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.1M	+2%	11k	370.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$3.9M	+13%	69k	56.48	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.0	$3.7M		136k	27.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.7M		17k	217.93	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$3.6M		85k	42.33	View chart
NVIDIA Corporation (NVDA)	0.9	$3.6M	-9%	18k	200.09	View chart
Amazon (AMZN)	0.9	$3.5M	-12%	15k	238.34	View chart
AFLAC Incorporated (AFL)	0.9	$3.4M	-2%	29k	117.25	View chart
Johnson & Johnson (JNJ)	0.8	$3.2M		13k	253.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$3.2M		13k	252.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.8	$2.9M	-35%	56k	52.76	View chart
Microsoft Corporation (MSFT)	0.7	$2.9M	-13%	7.6k	373.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.8M		3.8k	748.81	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.7	$2.8M	+11%	107k	26.18	View chart
Coca-Cola Company (KO)	0.7	$2.8M	-30%	34k	81.27	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.7	$2.7M	+7%	35k	77.79	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$2.7M		67k	40.72	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.7	$2.7M	-12%	61k	44.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.6M	+7%	26k	98.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.6M	-2%	36k	71.25	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.6	$2.5M	-42%	62k	40.58	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.6	$2.4M	-7%	110k	22.29	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$2.3M	-44%	46k	50.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.1M		15k	137.53	View chart
Southern Company (SO)	0.5	$2.0M	-32%	21k	95.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$2.0M	+50%	44k	46.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.9M	-27%	3.9k	500.39	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.5	$1.8M	+12%	37k	48.29	View chart
Wal-Mart Stores (WMT)	0.5	$1.8M		16k	113.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.8M		11k	158.03	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$1.8M	+24%	78k	22.78	View chart
United Parcel Svcs CL B (UPS)	0.5	$1.8M		16k	107.50	View chart
Abbvie (ABBV)	0.4	$1.7M	-13%	6.8k	251.63	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.6M	+7%	58k	27.74	View chart
Ishares Tr Residential Mult (REZ)	0.4	$1.6M	+19%	17k	94.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.6M	-9%	16k	96.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.4	$1.5M	+17%	26k	60.29	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.4	$1.5M	+3%	46k	32.97	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.4	$1.5M	+32%	35k	41.91	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.4	$1.4M		60k	24.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	-9%	4.0k	353.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	-11%	3.8k	357.33	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.4M	+25%	16k	87.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M		23k	59.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.3M	-3%	28k	48.43	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.3M		4.8k	273.64	View chart
Capital Group International SHS (CGIC)	0.3	$1.3M	+247%	36k	36.39	View chart
Capital Group New Geography SHS (CGNG)	0.3	$1.3M	-15%	34k	37.46	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.3M	-44%	9.3k	136.72	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.3	$1.2M	+12%	48k	25.98	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$1.2M		6.6k	185.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.2M	-4%	15k	77.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$1.2M	+361%	13k	87.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M	+247%	9.2k	124.16	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$1.1M	+30%	15k	76.11	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.1M	-9%	10k	107.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.1M	-4%	14k	75.79	View chart
Church & Dwight (CHD)	0.3	$1.1M		11k	96.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.1M	+405%	39k	27.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.0M	+20%	3.1k	342.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.0M	-6%	4.4k	236.62	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$1.0M	+6%	40k	25.73	View chart
Welltower Inc Com reit (WELL)	0.3	$1.0M	-2%	4.5k	226.98	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$1.0M		20k	50.11	View chart
Duke Energy Corp Com New (DUK)	0.3	$991k		7.8k	126.58	View chart
Micron Technology (MU)	0.2	$972k	+7%	842.00	1154.45	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$946k	-37%	16k	60.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$944k	-3%	3.9k	242.44	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$920k		19k	48.92	View chart
Procter & Gamble Company (PG)	0.2	$920k		6.3k	146.64	View chart
American Express Company (AXP)	0.2	$877k	-4%	2.6k	338.28	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$862k	+23%	22k	39.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$843k	-11%	3.7k	227.08	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$835k		8.7k	96.46	View chart
Costco Wholesale Corporation (COST)	0.2	$820k		876.00	935.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$800k	-25%	30k	26.50	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$787k	-15%	8.3k	94.52	View chart
Digital Realty Trust (DLR)	0.2	$784k		4.4k	179.58	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$779k		10k	76.56	View chart
Tesla Motors (TSLA)	0.2	$772k		1.8k	420.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$745k	-23%	2.3k	327.38	View chart
Meta Platforms Cl A (META)	0.2	$739k	-2%	1.3k	563.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$691k	+13%	6.3k	109.08	View chart
Norfolk Southern (NSC)	0.2	$690k		2.2k	314.55	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$672k	-9%	9.9k	68.01	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$666k	-2%	7.0k	94.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$662k	-16%	3.1k	212.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$659k		2.7k	246.21	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$636k	-20%	12k	53.61	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$631k	-7%	21k	30.49	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$623k		5.8k	107.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$622k	-36%	18k	34.81	View chart
Bluelinx Hldgs Com New (BXC)	0.2	$617k	+26%	10k	61.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$605k	+4%	3.7k	164.60	View chart
Packaging Corporation of America (PKG)	0.2	$597k		2.5k	238.28	View chart
Fastenal Company (FAST)	0.2	$596k		12k	48.03	View chart
Advanced Micro Devices (AMD)	0.1	$579k	+9%	996.00	580.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$577k	-10%	1.7k	344.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$560k	+35%	5.9k	95.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$548k	+10%	1.5k	365.98	View chart
McDonald's Corporation (MCD)	0.1	$539k	-2%	2.0k	270.29	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$537k	-69%	13k	40.13	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$536k	-19%	2.8k	190.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$526k	-2%	28k	19.12	View chart
Cisco Systems (CSCO)	0.1	$517k	-5%	4.4k	117.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$509k	-7%	1.4k	365.65	View chart
Delta Air Lines Com New (DAL)	0.1	$508k		5.4k	93.66	View chart
Intel Corporation (INTC)	0.1	$504k	-7%	3.6k	139.63	View chart
Caterpillar (CAT)	0.1	$499k		469.00	1064.90	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$489k	-35%	5.9k	82.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$489k		4.3k	112.89	View chart
Valero Energy Corporation (VLO)	0.1	$489k		1.9k	260.44	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$464k		3.4k	136.59	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$444k	-36%	8.3k	53.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$440k	+100%	7.8k	56.16	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$439k	-22%	8.4k	52.34	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$425k		9.7k	44.00	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$416k	-6%	5.0k	83.06	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$415k	-22%	35k	11.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$410k	+18%	625.00	655.89	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$408k	-21%	7.7k	52.72	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$400k		4.1k	98.31	View chart
Visa Com Cl A (V)	0.1	$386k	-9%	1.1k	342.98	View chart
Ge Aerospace Com New (GE)	0.1	$384k	-2%	1.0k	373.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$375k		2.4k	156.33	View chart
Starbucks Corporation (SBUX)	0.1	$372k		3.6k	102.18	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$366k	-8%	2.9k	124.42	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.1	$366k	NEW	14k	25.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$365k	+43%	2.9k	124.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$363k		4.4k	82.27	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.1	$355k	-80%	4.3k	82.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$355k	-27%	3.5k	100.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$354k	NEW	3.9k	90.10	View chart
Abbott Laboratories (ABT)	0.1	$354k	-8%	3.9k	90.75	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$346k		7.6k	45.56	View chart
Broadcom (AVGO)	0.1	$342k	-26%	905.00	377.86	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$336k	-19%	10k	32.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$336k	-49%	4.4k	76.55	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$334k	+6%	6.4k	51.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$333k	+53%	14k	24.66	View chart
Enterprise Products Partners (EPD)	0.1	$330k	-11%	9.0k	36.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$328k		1.1k	302.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$326k	-29%	2.8k	116.67	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$321k	-22%	4.2k	77.26	View chart
Altria (MO)	0.1	$320k		4.4k	71.95	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$319k		6.1k	52.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$312k		4.2k	73.41	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$312k	+22%	6.2k	50.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$302k		3.8k	79.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$301k		2.3k	132.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$298k	+5%	2.0k	148.30	View chart
Pepsi (PEP)	0.1	$292k	-19%	2.2k	135.40	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$289k	NEW	7.9k	36.60	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$287k	-14%	9.7k	29.56	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$287k	-30%	3.0k	94.84	View chart
Sherwin-Williams Company (SHW)	0.1	$286k		830.00	344.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$286k	+4%	3.3k	85.50	View chart
Automatic Data Processing (ADP)	0.1	$285k		1.3k	223.91	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$284k	-73%	11k	25.85	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$284k	NEW	5.3k	53.11	View chart
Chevron Corporation (CVX)	0.1	$284k	-2%	1.7k	165.72	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.1	$282k	NEW	11k	25.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$282k		377.00	747.49	View chart
At&t (T)	0.1	$281k	-57%	14k	20.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$280k	-13%	682.00	409.77	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$277k		4.0k	69.49	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$276k	NEW	1.8k	152.18	View chart
Oneok (OKE)	0.1	$276k	+5%	3.2k	86.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$275k		1.5k	189.75	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$275k	+4%	2.7k	102.57	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$271k	NEW	6.2k	43.75	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$269k	NEW	9.6k	28.05	View chart
Verizon Communications (VZ)	0.1	$265k	-7%	6.3k	42.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$261k	+3%	3.1k	83.75	View chart
Truist Financial Corp equities (TFC)	0.1	$259k	-2%	5.2k	49.82	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$258k	NEW	2.7k	94.57	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$257k	+9%	1.5k	173.57	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$255k	NEW	5.1k	50.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$255k	-50%	533.00	477.57	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$253k		3.0k	82.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$251k	-30%	1.0k	242.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$250k		678.00	368.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$244k		4.8k	50.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$243k		5.2k	46.92	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$241k	-37%	3.2k	75.16	View chart
International Business Machines (IBM)	0.1	$237k	-3%	843.00	281.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$237k	-5%	3.1k	77.11	View chart
Lowe's Companies (LOW)	0.1	$236k	-2%	1.1k	220.49	View chart
Thermo Fisher Scientific (TMO)	0.1	$236k		471.00	501.33	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$227k		2.3k	100.79	View chart
ConocoPhillips (COP)	0.1	$223k	-2%	2.1k	103.94	View chart
Realty Income (O)	0.1	$222k	-78%	3.6k	61.96	View chart
Vanguard World Energy Etf (VDE)	0.1	$217k		1.4k	150.13	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$216k	-33%	5.0k	43.11	View chart
Insmed Com Par $.01 (INSM)	0.1	$213k		2.0k	106.62	View chart
Eli Lilly & Co. (LLY)	0.1	$213k	NEW	178.00	1197.83	View chart
Ge Vernova (GEV)	0.1	$211k	NEW	179.00	1176.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$210k	-40%	2.7k	76.71	View chart
Williams Companies (WMB)	0.1	$209k	-3%	2.8k	74.33	View chart
Kla Corp Com New (KLAC)	0.1	$209k	NEW	692.00	301.85	View chart
First Ban (FBNC)	0.1	$205k	NEW	3.2k	63.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$204k	-5%	1.6k	127.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$202k	-65%	920.00	219.47	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.0	$178k	-13%	15k	11.63	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 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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