LongView Wealth Management

Est. AUM

$398.1M

13F long equity, this entity only

Positions

247

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.4M	663402	5.12%	SOLE
2	ISHARES TR	MORNINGSTAR GRWT	$14.3M	136102	3.60%	SOLE
3	APPLE INC	COM	$13.8M	53463	3.48%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$13.8M	299574	3.46%	SOLE
5	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$11.8M	271800	2.97%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.7M	258036	2.94%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.4M	418104	2.87%	SOLE
8	HOME DEPOT INC	COM	$10.7M	31360	2.70%	SOLE
9	CAPITAL GROUP CORE BALANCED	SHS	$9.6M	264333	2.42%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.6M	11940	1.91%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$7.4M	15503	1.86%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$7.3M	11543	1.82%	SOLE
13	GENUINE PARTS CO	COM	$7.2M	65771	1.82%	SOLE
14	SCHWAB STRATEGIC TR	INTERNL DIVID	$6.6M	199378	1.65%	SOLE
15	ISHARES TR	MSCI INTL QUALTY	$5.7M	115064	1.43%	SOLE
16	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.6M	30911	1.15%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$4.5M	15056	1.14%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.5M	142757	1.13%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$4.4M	15940	1.11%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.4M	85648	1.11%	SOLE
21	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$4.4M	116955	1.10%	SOLE
22	AMAZON COM INC	COM	$4.2M	16874	1.06%	SOLE
23	ISHARES TR	ULTRA SHORT DUR	$4.2M	82505	1.05%	SOLE
24	CAPITAL GROUP GLOBAL EQUITY	SHS	$4.1M	125471	1.04%	SOLE
25	FIDELITY COVINGTON TRUST	ENHANCED MID	$4.1M	108265	1.03%	SOLE
26	NVIDIA CORPORATION	COM	$3.8M	19547	0.96%	SOLE
27	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$3.8M	138664	0.96%	SOLE
28	COCA COLA CO	COM	$3.7M	49084	0.94%	SOLE
29	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$3.7M	133435	0.93%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	10775	0.93%	SOLE
31	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	61175	0.89%	SOLE
32	VANGUARD INDEX FDS	VALUE ETF	$3.5M	17257	0.88%	SOLE
33	MICROSOFT CORP	COM	$3.5M	8849	0.87%	SOLE
34	AFLAC INC	COM	$3.3M	29698	0.84%	SOLE
35	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.2M	85245	0.79%	SOLE
36	JOHNSON & JOHNSON	COM	$3.0M	12604	0.76%	SOLE
37	SOUTHERN CO	COM	$3.0M	31250	0.75%	SOLE
38	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.9M	69496	0.72%	SOLE
39	REAVES UTIL INCOME FD	COM SH BEN INT	$2.8M	67380	0.71%	SOLE
40	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$2.7M	118509	0.67%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$2.6M	3762	0.66%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5365	0.64%	SOLE
43	ISHARES TR	U.S. TECH ETF	$2.6M	12687	0.64%	SOLE
44	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.5M	96002	0.64%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	36724	0.64%	SOLE
46	EXXON MOBIL CORP	COM	$2.5M	16816	0.63%	SOLE
47	ISHARES TR	CORE US AGGBD ET	$2.4M	23953	0.60%	SOLE
48	WISDOMTREE TR	US LARGECAP FUND	$2.4M	32818	0.60%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$2.4M	106599	0.60%	SOLE
50	WALMART INC	COM	$2.0M	15782	0.50%	SOLE

1–50 of 247

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.