LongView Wealth Management

LongView Wealth Management as of June 30, 2026

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