§ 13F · FUND PROFILE
LongView Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330M (13F)Positions · 215Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 663K | $20M | 5.1% | −16% |
| 2 | ILCG | ISHARES TR | 136K | $14M | 3.6% | −7% |
| 3 | AAPL | APPLE INC | 53K | $14M | 3.5% | −10% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 300K | $14M | 3.5% | +19% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 272K | $12M | 3.0% | +5% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 258K | $12M | 2.9% | +8% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 418K | $11M | 2.9% | −1% |
| 8 | HD | HOME DEPOT INC | 31K | $11M | 2.7% | −8% |
| 9 | CGBL | CAPITAL GROUP CORE BALANCED | 264K | $10M | 2.4% | +8% |
| 10 | VOO | VANGUARD INDEX FDS | 12K | $8M | 1.9% | +34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONGVIEW SIGNAL
AC read
LongView Wealth Management is a Other fund managing $330 million in assets. The fund runs a broad portfolio of 215 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed