LongView Wealth Management
CIK: 0001990190Latest portfolio: $414.1M · Q4 2025
Holdings
249
Total Value
$414.1M
New Positions
26
Closed Positions
2
Top Holdings
View All 249 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 785,876 | $22.4M | 5.41% | -24,194 | |
| 2 | ILCGISHARES TR | 147,068 | $15.6M | 3.76% | -7,207 | |
| 3 | AAPLAPPLE INC | 59,440 | $15.5M | 3.74% | +3K | |
| 4 | HDHOME DEPOT INC | 33,978 | $12.7M | 3.08% | -182 | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 258,682 | $11.8M | 2.85% | +19K | |
| 6 | SCHXSCHWAB STRATEGIC TR | 423,920 | $11.6M | 2.81% | -2,952 | |
| 7 | FBNDFIDELITY MERRIMACK STR TR | 250,934 | $11.6M | 2.80% | +44K | |
| 8 | CGDGCAPITAL GROUP DIVIDEND VALUE | 238,391 | $10.6M | 2.56% | +40K | |
| 9 | GPCGENUINE PARTS CO | 69,594 | $9.0M | 2.17% | +9K | |
| 10 | CGBLCAPITAL GROUP CORE BALANCED | 245,039 | $8.9M | 2.15% | +53K | |
| 11 | VUGVANGUARD INDEX FDS | 15,809 | $7.8M | 1.88% | -304 | |
| 12 | IQLTISHARES TR | 163,548 | $7.7M | 1.86% | -1,329 | |
| 13 | NDQINVESCO QQQ TR | 11,782 | $7.4M | 1.78% | +216 | |
| 14 | FNDFSCHWAB STRATEGIC TR | 144,144 | $6.8M | 1.63% | +3K | |
| 15 | ICSHISHARES TR | 129,029 | $6.5M | 1.58% | +5K | |
| 16 | VOOVANGUARD INDEX FDS | 8,913 | $5.7M | 1.38% | +387 | |
| 17 | SCHYSCHWAB STRATEGIC TR | 180,761 | $5.5M | 1.32% | -5,891 | |
| 18 | FMDEFIDELITY COVINGTON TRUST | 142,743 | $5.4M | 1.29% | +32 | |
| 19 | VBVANGUARD INDEX FDS | 18,210 | $5.0M | 1.20% | +2K | |
| 20 | VOVANGUARD INDEX FDS | 15,654 | $4.7M | 1.13% | +1K | |
| 21 | AMZNAMAZON COM INC | 18,260 | $4.5M | 1.09% | +140 | |
| 22 | VTVANGUARD INTL EQUITY INDEX F | 30,871 | $4.5M | 1.08% | +5K | |
| 23 | MSFTMICROSOFT CORP | 9,101 | $4.3M | 1.05% | +63 | |
| 24 | EIPIFIRST TR EXCHNG TRADED FD VI | 216,430 | $4.3M | 1.04% | +2K | |
| 25 | CGDGCAPITAL GROUP DIVIDEND GROWE | 114,939 | $4.2M | 1.02% | +16K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.5469434237002468e+41T)
Unknown0.0% ($7.389361916007476e+32T)
Industrials0.0% ($1.7996275915113925e+27T)
Consumer Cyclical0.0% ($1.2739899245009158e+24T)
Energy0.0% ($2230487346331317248.0T)
Healthcare0.0% ($29031730963531496.0T)
Consumer Defensive0.0% ($358023861150966.9T)
Utilities0.0% ($30131383652372.3T)
Communication Services0.0% ($17431353979.8T)
Real Estate0.0% ($2.7B)
Basic Materials0.0% ($615.3M)
Filing History
Fund Information
LongView Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $414.1M across 249 holdings. The largest position is SCHWAB STRATEGIC TR (SCHD), representing 5.4% of the portfolio. Compared to the previous quarter, the fund opened 26 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.