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CIK: 0001990190
Total reported value
$389.8M
$389.8M
247 檔
19.0%
In Q1 2026, LongView Wealth Management's U.S. equity holdings reached a combined market value of $389.8M, distributed across 247 disclosed stock positions.
LongView Wealth Management executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 20 holdings and trimming 78 positions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.12% | — | -15.58% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.60% | +0.26% | -7.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.36% | -10.06% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.46% | +0.15% | +19.38% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 2.97% | +0.29% | +5.07% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.94% | +0.14% | +8.24% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.87% | +0.29% | -1.37% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.70% | +0.27% | -7.71% | |
| 9 | CGBL | Cap Group Core Balanced | ETF-Other | 2.42% | +0.27% | +7.87% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.39% | +33.96% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.86% | +0.18% | -1.94% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.82% | +0.39% | -2.03% | |
| 13 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.82% | +0.17% | -5.49% | |
| 14 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.65% | +0.04% | +10.30% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.43% | -0.30% | -29.65% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.15% | +0.10% | +0.13% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.13% | -3.82% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.13% | +0.20% | +49.37% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.11% | +0.05% | -12.47% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.11% | -0.36% | -40.58% | |
| 21 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.10% | +0.06% | +1.75% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -0.16% | -7.59% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.05% | -0.46% | -36.06% | |
| 24 | CGGE | Cap Group Global Eq | ETF-Other | 1.04% | +0.08% | +3.07% | |
| 25 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.03% | -0.38% | -24.15% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.05% | -2.30% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 0.96% | — | +37.93% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.94% | -0.23% | -3.35% | |
| 29 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.93% | +0.19% | +4.68% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.11% | +9.90% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.89% | +0.11% | +38.58% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.07% | -3.55% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.14% | -2.77% | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.84% | +0.03% | -9.14% | |
| 35 | CGGO | Cap Group Global Growth | ETF-Other | 0.79% | +0.13% | -4.25% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | +0.06% | -8.96% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.23% | -10.06% | |
| 38 | CGUS | Cap Group Core Equity | ETF-Other | 0.72% | -0.03% | -2.55% | |
| 39 | UTG | Reaves Utility Income Fund | Stock-Other | 0.71% | -0.01% | +0.10% | |
| 40 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.67% | -0.04% | +0.97% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.06% | +9.74% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.14% | -26.08% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | +0.17% | -2.34% | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.64% | +0.08% | +3.54% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.02% | +1.01% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.30% | -6.49% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | +0.06% | +0.02% | |
| 48 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.60% | +0.11% | +85.30% | |
| 49 | EIPI | Ft Energy Income ETF | ETF-Other | 0.60% | -0.60% | EXIT | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.04% | -21.98% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 247 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, ILCG, AAPL) accounted for 19.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FELC
市值: $1.0M
Top Position Liquidated / Trimmed
KEYS
前期市值: $672.9K
During Q1 2026, LongView Wealth Management's top holdings by market value included SCHD (5.1%)、ILCG (3.6%)、AAPL (3.5%). The largest single position, SCHD, represented 5.1% of total portfolio value.
In Q1 2026, LongView Wealth Management made 198 total portfolio adjustments, initiating 18 new buys, adding to 82 positions, trimming 78 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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