LongView Wealth Management

LongView Wealth Management as of Dec. 31, 2025

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