Institutions / LongView Wealth Management
LongView Wealth Management
CIK 1990190 · Institution · as of Dec 31, 2025
Portfolio value
$414.09M
Positions
249
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 249 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $22.40M | 5.4% |
| iShares Tr | $15.57M | 3.8% |
| Apple Inc. | $15.47M | 3.7% |
| Home Depot, Inc. | $12.74M | 3.1% |
| Capital Group Growth ETF | $11.79M | 2.8% |
| Schwab Strategic Tr | $11.65M | 2.8% |
| Fidelity Merrimack Str Tr | $11.58M | 2.8% |
| Capital Group Dividend Value | $10.62M | 2.6% |
| Genuine Parts Co | $8.99M | 2.2% |
| Capital Group Core Balanced | $8.89M | 2.1% |
| Vanguard Index Fds | $7.79M | 1.9% |
| iShares Tr | $7.70M | 1.9% |
| Invesco Qqq Tr | $7.39M | 1.8% |
| Schwab Strategic Tr | $6.75M | 1.6% |
| iShares Tr | $6.53M | 1.6% |
| Vanguard Index Fds | $5.70M | 1.4% |
| Schwab Strategic Tr | $5.46M | 1.3% |
| Fidelity Covington Trust | $5.35M | 1.3% |
| Vanguard Index Fds | $4.96M | 1.2% |
| Vanguard Index Fds | $4.68M | 1.1% |
| Amazon.com Inc | $4.50M | 1.1% |
| Vanguard Intl Equity Index F | $4.48M | 1.1% |
| Microsoft Corp | $4.34M | 1.0% |
| First Tr Exchng Traded Fd VI | $4.31M | 1.0% |
| Capital Group Dividend Growe | $4.21M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.