LongView Wealth Management
CIK: 0001990190SEC EDGAR →
Portfolio Value
$414.1M
Holdings
249
As of
Q4 2025
New Positions
12
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 785,876 | $22.4M | 5.41% |
| 2 | ISHARES TR | 147,068 | $15.6M | 3.76% |
| 3 | APPLE INC | 59,440 | $15.5M | 3.74% |
| 4 | HOME DEPOT INC | 33,978 | $12.7M | 3.08% |
| 5 | CAPITAL GROUP GROWTH ETF | 258,682 | $11.8M | 2.85% |
| 6 | SCHWAB STRATEGIC TR | 423,920 | $11.6M | 2.81% |
| 7 | FIDELITY MERRIMACK STR TR | 250,934 | $11.6M | 2.80% |
| 8 | CAPITAL GROUP DIVIDEND VALUE | 238,391 | $10.6M | 2.56% |
| 9 | GENUINE PARTS CO | 69,594 | $9.0M | 2.17% |
| 10 | CAPITAL GROUP CORE BALANCED | 245,039 | $8.9M | 2.15% |
Quarterly Changes
Top Buys
New Positions (26)
$1.4M · 58K shares
$1.3M · 18K shares
$1.1M · 70K shares
$976K · 15K shares
$790K · 2K shares
$664K · 12K shares
$629K · 16K shares
$620K · 7K shares
$605K · 10K shares
$460K · 5K shares
$423K · 8K shares
$423K · 4K shares
$386K · 3K shares
$287K · 8K shares
$284K · 4K shares
$280K · 3K shares
$275K · 6K shares
$266K · 770 shares
$257K · 2K shares
$246K · 7K shares
$244K · 5K shares
$235K · 6K shares
$233K · 3K shares
$216K · 3K shares
$207K · 575 shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 158 | $291.7M | 70.5% |
| Technology | 15 | $31.5M | 7.6% |
| Consumer Cyclical | 10 | $29.5M | 7.1% |
| Unknown | 13 | $17.1M | 4.1% |
| Consumer Defensive | 7 | $9.9M | 2.4% |
| Healthcare | 8 | $7.6M | 1.8% |
| Utilities | 7 | $6.3M | 1.5% |
| Industrials | 12 | $6.0M | 1.5% |
| Communication Services | 6 | $5.4M | 1.3% |
| Energy | 9 | $4.6M | 1.1% |
| Real Estate | 2 | $3.5M | 0.9% |
| Basic Materials | 2 | $915K | 0.2% |