LongView Wealth Management

LongView Wealth Management as of March 31, 2026

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