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CIK: 0001990190
Total reported value
$414.8M
$414.8M
227 檔
18.5%
As reported in its official Q2 2026 Form 13F filing, LongView Wealth Management's tracked investment portfolio stood at $414.8M with 227 total positions.
In Q2 2026, LongView Wealth Management adopted a defensive or profit-taking posture, trimming 88 positions and completely liquidating 34 holdings to manage risk exposure.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.12% | +0.11% | -5.07% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.86% | -0.25% | -5.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.21% | -3.23% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.61% | -0.28% | +3.36% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.26% | -0.04% | -0.94% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.16% | -0.16% | +0.03% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 3.08% | +0.04% | -5.60% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.97% | -0.66% | +4.64% | |
| 9 | CGBL | Cap Group Core Balanced | ETF-Other | 2.69% | +0.01% | +4.59% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.30% | +9.16% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | -0.13% | +1.36% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | -0.03% | +496.24% | |
| 13 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.99% | -1.18% | — | |
| 14 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.69% | +0.07% | +3.98% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.33% | +0.12% | +7.19% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.27% | -0.08% | +309.70% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.25% | +0.02% | +0.43% | |
| 18 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.16% | — | +3.33% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | -0.19% | -6.69% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.13% | -0.10% | -22.99% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.12% | -0.04% | +20.08% | |
| 22 | CGGE | Cap Group Global Eq | ETF-Other | 1.12% | -0.01% | -1.30% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.04% | +2.15% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.00% | +0.07% | +13.01% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.96% | -0.10% | -1.70% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.08% | -1.84% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.92% | -0.14% | -0.37% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.04% | -9.11% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.02% | -12.55% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 0.87% | +0.01% | -2.20% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.02% | -0.29% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.81% | -0.02% | -1.40% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.75% | +0.05% | -35.10% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.18% | -13.57% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | -0.05% | |
| 36 | CGCB | Cap Group Core Bond | ETF-Other | 0.72% | -0.03% | +11.78% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | — | -30.47% | |
| 38 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.71% | +0.04% | +7.72% | |
| 39 | UTG | Reaves Utility Income Fund | Stock-Other | 0.70% | -0.15% | -0.06% | |
| 40 | CGUS | Cap Group Core Equity | ETF-Other | 0.69% | -0.06% | -12.49% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.13% | +7.84% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | -0.07% | -2.30% | |
| 43 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.65% | -0.07% | -42.40% | |
| 44 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.63% | -0.05% | -7.55% | |
| 45 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.59% | -0.02% | -44.68% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +1.81% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.11% | -32.01% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | +0.05% | +50.19% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.03% | -27.62% | |
| 50 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.46% | -0.01% | +12.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.36% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | +9.16% | Add |
| 3 | AAPL | Apple Inc | +0.4% | -3.23% | Trim |
| 4 | CGGR | Cap Group Growth Equity | +0.3% | -0.94% | Trim |
| 5 | SCHX | Schwab US Large-cap ETF | +0.3% | +0.03% | Add |
| 6 | CGBL | Cap Group Core Balanced | +0.3% | +4.59% | Add |
| 7 | HD | Home Depot Inc | +0.3% | +4.64% | Add |
| 8 | ILCG | Ishares Morningstar Growth E | +0.3% | -5.54% | Trim |
| 9 | CGIC | Cap Group Intl Core Eq | +0.3% | +247.18% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +7.19% | Add |
| 11 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +20.08% | Add |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +50.19% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +496.24% | Add |
| 14 | IYW | Ishares Ustechnology ETF | +0.2% | -1.40% | Trim |
| 15 | GPC | Genuine Parts Co | +0.2% | — | Unchanged |
| 16 | MU | Micron Technology Inc | +0.2% | +7.81% | Add |
| 17 | FBND | Fidelity Total Bond ETF | +0.2% | +3.36% | Add |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | -5.60% | Trim |
| 19 | CGGO | Cap Group Global Growth | +0.1% | -0.37% | Trim |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +309.70% | Add |
| 21 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +32.33% | Add |
| 22 | FESM | Fidelity Enhanced Small Cap | +0.1% | +12.03% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.15% | Add |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +13.01% | Add |
| 25 | EPS | Wisdomtree US Large Cap Fund | +0.1% | +7.72% | Add |
| 26 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +20.98% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +25.57% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | +0.1% | +0.43% | Add |
| 29 | CGHY | Cap Group High Yield Bond | +0.1% | NEW | New buy |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | NEW | New buy |
| 31 | AMD | Advanced Micro Devices | +0.1% | +9.21% | Add |
| 32 | REZ | Ishars Res And Multi Reales | +0.1% | +19.31% | Add |
| 33 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +24.12% | Add |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +30.24% | Add |
| 35 | CGCB | Cap Group Core Bond | +0.1% | +11.78% | Add |
| 36 | CGGE | Cap Group Global Eq | +0.1% | -1.30% | Trim |
| 37 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | New buy |
| 38 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 39 | ✓ | +0.1% | NEW | New buy | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | NEW | New buy |
| 41 | FELG | Fidelity Enh Lrg Cap Gwth | +0.1% | NEW | New buy |
| 42 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 43 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 44 | INTC | Intel CORP | +0.1% | -7.53% | Trim |
| 45 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 46 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1.81% | Add |
| 47 | VTV | Vanguard Value ETF | +0.1% | -1.84% | Trim |
| 48 | IDMO | Invesco S&p International De | +0.1% | +17.39% | Add |
| 49 | BDYN | Ishares Dyn Act ETF | +0.1% | +7.28% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.05% | Trim |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $414.8M across 227 disclosed positions in Q2 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 18.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
CGHY
市值: $365.5K
Top Position Liquidated / Trimmed
EIPI
前期市值: $2.4M
During Q2 2026, LongView Wealth Management's top holdings by market value included SCHD (5.1%)、ILCG (3.9%)、AAPL (3.8%). The largest single position, SCHD, represented 5.1% of total portfolio value.
In Q2 2026, LongView Wealth Management made 193 total portfolio adjustments, initiating 14 new buys, adding to 57 positions, trimming 88 holdings, and fully liquidating 34 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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