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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 18.63% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FBND, VOO, SCHG, GOVT, EPS, CGMU, FELC, JEPI, CGDV, FESM.
Started 18 new stock positions in SCHZ, INTC, QQQM, AMD, VDE, RF, CGCV, BLCR, BP, FELC. WMB, AVUV, EFG, SMH, DXJ, CGIC, IAGG, SCHR.
Reduced shares in these 10 stocks: SCHD, FNDF, EIPI, IQLT, ICSH, STIP, O, AAPL, FENI, FMDE.
Sold out of its positions in A, AEE, ELV, AZO, BSM, CGSM, CMCSA, D, EOG, FBTC. GD, IAU, KEYS, LLY, NEE, XAR, SDY, UNH, VOOG, ALLE.
LongView Wealth Management was a net seller of stock by $-20M.
LongView Wealth Management has $398M in assets under management (AUM), dropping by -3.87%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 247 positions in its portfolio as reported in the March 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	-15%	663k	30.71	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.6	$14M	-7%	136k	105.29	View chart
Apple (AAPL)	3.5	$14M	-10%	54k	258.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.5	$14M	+19%	300k	46.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.0	$12M	+5%	272k	43.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.9	$12M	+8%	258k	45.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.9	$11M		418k	27.37	View chart
Home Depot (HD)	2.7	$11M	-7%	31k	342.71	View chart
Capital Group Core Balanced SHS (CGBL)	2.4	$9.6M	+7%	264k	36.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$7.6M	+33%	12k	638.33	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$7.4M		16k	476.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.3M	-2%	12k	628.60	View chart
Genuine Parts Company (GPC)	1.8	$7.2M	-5%	66k	109.90	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.6	$6.6M	+10%	199k	32.87	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.4	$5.7M	-29%	115k	49.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$4.6M		31k	148.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$4.5M	-3%	15k	301.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$4.5M	+49%	143k	31.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.4M	-12%	16k	278.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$4.4M	-40%	86k	51.73	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.1	$4.4M		117k	37.29	View chart
Amazon (AMZN)	1.1	$4.2M	-7%	17k	249.02	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.0	$4.2M	-36%	83k	50.55	View chart
Capital Group Global Equity SHS (CGGE)	1.0	$4.1M	+3%	126k	32.90	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.0	$4.1M	-24%	108k	37.82	View chart
NVIDIA Corporation (NVDA)	1.0	$3.8M	-2%	20k	196.51	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.0	$3.8M	+37%	139k	27.42	View chart
Coca-Cola Company (KO)	0.9	$3.7M	-3%	49k	75.90	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.9	$3.7M	+4%	133k	27.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.7M	+9%	11k	342.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$3.5M	+38%	61k	57.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.5M	-3%	17k	202.96	View chart
Microsoft Corporation (MSFT)	0.9	$3.5M	-2%	8.8k	393.11	View chart
AFLAC Incorporated (AFL)	0.8	$3.3M	-9%	30k	111.94	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$3.2M	-4%	85k	37.00	View chart
Johnson & Johnson (JNJ)	0.8	$3.0M	-8%	13k	240.09	View chart
Southern Company (SO)	0.8	$3.0M	-10%	31k	95.96	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$2.9M	-2%	70k	41.43	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$2.8M		67k	41.84	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.7	$2.7M		119k	22.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.6M	+9%	3.8k	697.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.6M	-26%	5.4k	477.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.6M	-2%	13k	201.83	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.6	$2.5M	+3%	96k	26.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.5M		37k	68.89	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.5M	-6%	17k	149.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.4M		24k	99.78	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.6	$2.4M	+85%	33k	72.66	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$2.4M	-50%	107k	22.22	View chart
Wal-Mart Stores (WMT)	0.5	$2.0M	-21%	16k	125.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.9M	+12%	15k	124.69	View chart
United Parcel Svcs CL B (UPS)	0.4	$1.7M		17k	103.22	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$1.7M	-46%	43k	39.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.7M	+2%	18k	96.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.7M	+2%	11k	153.12	View chart
Abbvie (ABBV)	0.4	$1.7M		7.9k	210.25	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$1.6M	-6%	22k	70.56	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.4M	+52%	25k	57.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	-16%	4.4k	330.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	+6%	4.3k	332.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$1.4M	+323%	63k	22.96	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.4	$1.4M		59k	24.11	View chart
Capital Group New Geography SHS (CGNG)	0.4	$1.4M	-20%	41k	34.55	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.4M	+29%	54k	25.92	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$1.4M	+5%	44k	31.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.4M	+5%	29k	48.22	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.3	$1.4M	+109%	33k	41.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.4M	+2%	29k	46.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M	+3%	23k	57.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$1.3M	+87%	22k	60.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.2M	-21%	16k	78.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.2M	+12%	2.7k	460.60	View chart
Ishares Tr Residential Mult (REZ)	0.3	$1.2M	+86%	14k	88.05	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	-24%	11k	107.08	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.2M		4.8k	253.24	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$1.2M	+2%	6.7k	173.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$1.2M	-5%	2.9k	401.25	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.3	$1.1M	+24%	43k	25.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.1M	+8%	15k	72.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.1M	-6%	40k	26.86	View chart
Realty Income (O)	0.3	$1.1M	-62%	17k	63.81	View chart
Church & Dwight (CHD)	0.3	$1.1M	-15%	11k	95.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	+7%	4.7k	223.86	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.3	$1.0M	-16%	41k	25.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.0M	+12%	7.8k	133.86	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.3	$1.0M	NEW	27k	38.78	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.0M	-34%	7.8k	129.78	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$1.0M	+165%	20k	50.17	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.0M	+11%	12k	81.74	View chart
Globus Med Cl A (GMED)	0.3	$997k		11k	94.94	View chart
Welltower Inc Com reit (WELL)	0.2	$981k		4.6k	210.99	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$971k	+10%	37k	25.92	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$944k	+11%	9.9k	95.46	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$935k	+4%	19k	49.02	View chart
JPMorgan Chase & Co. (JPM)	0.2	$921k		3.0k	311.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$909k		4.2k	217.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$905k		4.0k	224.75	View chart
Procter & Gamble Company (PG)	0.2	$903k		6.3k	144.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$899k	+28%	28k	31.81	View chart
Meta Platforms Cl A (META)	0.2	$892k	-11%	1.3k	662.53	View chart
American Express Company (AXP)	0.2	$889k	-5%	2.7k	326.91	View chart
Digital Realty Trust (DLR)	0.2	$853k		4.4k	195.78	View chart
Costco Wholesale Corporation (COST)	0.2	$844k	-15%	865.00	975.23	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$841k	+35%	11k	73.62	View chart
At&t (T)	0.2	$826k		32k	25.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$819k	+3%	8.7k	93.67	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$768k	+11%	15k	51.78	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$749k		10k	73.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$740k	+12%	3.7k	199.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$717k		1.00	716783.00	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$713k	+130%	18k	40.44	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$709k	-3%	7.2k	98.87	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$706k	-12%	13k	54.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$703k	-10%	23k	31.25	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$695k	+7%	9.1k	76.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$685k	+11%	11k	62.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$684k	-2%	2.5k	270.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$683k	+8%	8.7k	78.46	View chart
Tesla Motors (TSLA)	0.2	$672k	-9%	1.8k	364.20	View chart
Norfolk Southern (NSC)	0.2	$654k		2.2k	299.69	View chart
McDonald's Corporation (MCD)	0.2	$618k		2.0k	303.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$614k	-62%	12k	50.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$611k	+59%	5.6k	109.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$597k		1.9k	319.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$589k		2.7k	220.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$585k	-79%	5.6k	103.65	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$570k		5.8k	98.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$569k	+35%	11k	52.36	View chart
Fastenal Company (FAST)	0.1	$550k		12k	44.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$541k	+13%	3.5k	153.64	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$540k	-8%	45k	12.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$536k	+10%	2.6k	203.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$536k	+61%	3.9k	135.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$528k		28k	18.73	View chart
Packaging Corporation of America (PKG)	0.1	$526k		2.5k	209.93	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$514k	+42%	3.5k	147.92	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$512k	-55%	31k	16.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$498k	+10%	3.7k	134.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$495k	+8%	4.9k	101.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$492k	-3%	1.5k	326.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$466k	+9%	4.3k	107.70	View chart
Broadcom (AVGO)	0.1	$466k	-42%	1.2k	380.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$463k	-40%	1.4k	341.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$461k	NEW	20k	23.33	View chart
Valero Energy Corporation (VLO)	0.1	$447k	+7%	1.9k	235.58	View chart
Bluelinx Hldgs Com New (BXC)	0.1	$447k		7.9k	56.65	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$440k		3.4k	130.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$436k		5.3k	81.47	View chart
Abbott Laboratories (ABT)	0.1	$430k		4.3k	101.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$424k	+16%	8.4k	50.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$422k	-3%	3.9k	107.65	View chart
Pepsi (PEP)	0.1	$416k	-41%	2.7k	155.71	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$412k	+9%	9.6k	42.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$407k	-17%	1.1k	379.89	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$397k		4.3k	92.12	View chart
Delta Air Lines Com New (DAL)	0.1	$396k		5.5k	71.70	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$395k	NEW	13k	31.07	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$393k	-47%	9.1k	43.43	View chart
Visa Com Cl A (V)	0.1	$389k	-8%	1.2k	311.41	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$388k	+38%	9.8k	39.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$387k	NEW	3.2k	120.75	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$386k	-18%	4.3k	89.38	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$385k	+31%	5.1k	75.34	View chart
Cisco Systems (CSCO)	0.1	$384k		4.7k	82.62	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$384k	-35%	5.3k	71.80	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$381k		7.5k	50.83	View chart
Enterprise Products Partners (EPD)	0.1	$377k	-2%	10k	37.25	View chart
Caterpillar (CAT)	0.1	$373k	-16%	469.00	794.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$368k		19k	19.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$368k	+4%	4.4k	83.96	View chart
Capital Group International SHS (CGIC)	0.1	$365k	NEW	10k	35.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$365k		2.4k	152.20	View chart
Micron Technology (MU)	0.1	$364k		781.00	465.72	View chart
Starbucks Corporation (SBUX)	0.1	$358k	-7%	3.6k	98.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$358k	+5%	3.7k	95.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$356k	+8%	4.6k	77.56	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$355k	+22%	11k	31.20	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$343k	+3%	4.0k	85.46	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$342k		7.5k	45.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$338k	-67%	1.5k	227.92	View chart
Ge Aerospace Com New (GE)	0.1	$337k	-3%	1.1k	318.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$334k	-24%	1.8k	190.60	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$330k	+2%	10k	32.04	View chart
Chevron Corporation (CVX)	0.1	$329k	-17%	1.8k	186.99	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$325k	-14%	7.6k	42.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$320k	+4%	415.00	770.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$317k		3.0k	105.45	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$316k		6.1k	52.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$314k	-6%	4.2k	73.98	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$311k	+5%	6.0k	51.55	View chart
Insmed Com Par $.01 (INSM)	0.1	$307k		2.0k	153.40	View chart
Verizon Communications (VZ)	0.1	$307k	-8%	6.7k	45.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$300k	-8%	788.00	380.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$299k	-6%	1.5k	202.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$298k	-14%	670.00	445.09	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$294k	+25%	7.5k	39.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$293k	-68%	4.5k	65.10	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$292k		4.0k	73.50	View chart
Altria (MO)	0.1	$292k	-4%	4.4k	65.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$286k	-27%	3.1k	92.36	View chart
Sherwin-Williams Company (SHW)	0.1	$280k		839.00	333.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$280k	NEW	1.1k	258.89	View chart
Bank of America Corporation (BAC)	0.1	$278k	-69%	5.2k	53.35	View chart
Strategy Cl A New (MSTR)	0.1	$278k		2.0k	137.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$275k		2.3k	121.13	View chart
Lowe's Companies (LOW)	0.1	$272k		1.1k	248.44	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$271k	-13%	3.0k	88.95	View chart
Walt Disney Company (DIS)	0.1	$271k		2.6k	102.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$266k	+3%	3.2k	82.81	View chart
Truist Financial Corp equities (TFC)	0.1	$264k	-3%	5.3k	49.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$262k		377.00	694.84	View chart
ConocoPhillips (COP)	0.1	$261k	-18%	2.2k	118.82	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$256k	-70%	6.7k	38.25	View chart
Oneok (OKE)	0.1	$256k		3.0k	84.83	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$253k	+6%	2.6k	98.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$251k	-4%	1.9k	132.41	View chart
Thermo Fisher Scientific (TMO)	0.1	$251k		476.00	526.73	View chart
Intel Corporation (INTC)	0.1	$249k	NEW	3.9k	63.82	View chart
Automatic Data Processing (ADP)	0.1	$249k		1.3k	195.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$248k		4.9k	50.51	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$244k		4.8k	50.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$243k		3.0k	80.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$238k	NEW	526.00	452.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$236k	NEW	2.0k	115.45	View chart
Advanced Micro Devices (AMD)	0.1	$233k	NEW	912.00	255.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$232k	-9%	3.2k	71.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$232k		5.2k	44.71	View chart
Lockheed Martin Corporation (LMT)	0.1	$231k	-29%	378.00	611.35	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$231k	-57%	4.6k	50.23	View chart
Vanguard World Energy Etf (VDE)	0.1	$229k	NEW	1.4k	158.69	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$229k	NEW	5.1k	45.20	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$226k	NEW	1.4k	166.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$225k	-4%	2.2k	100.47	View chart
Tractor Supply Company (TSCO)	0.1	$223k		5.0k	45.02	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$220k	NEW	8.8k	24.97	View chart
BP Sponsored Adr (BP)	0.1	$217k	NEW	4.7k	46.17	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$215k	NEW	4.3k	50.05	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$213k		967.00	219.83	View chart
International Business Machines (IBM)	0.1	$210k	-7%	875.00	240.35	View chart
Williams Companies (WMB)	0.1	$208k	NEW	2.9k	71.43	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$206k	-62%	1.2k	177.65	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$204k		1.7k	119.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$203k	-2%	396.00	513.16	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$203k	-13%	18k	11.50	View chart
Regions Financial Corporation (RF)	0.1	$201k	NEW	7.3k	27.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$201k	-10%	4.3k	47.22	View chart
DNP Select Income Fund (DNP)	0.0	$157k		15k	10.48	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 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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