§ 13F · FUND PROFILE
LongView Wealth Management.
AUM · $390M (13F)Positions · 227Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 630K | $20M | 5.1% | −5% |
| 2 | ILCG | ISHARES TR | 129K | $15M | 3.9% | −6% |
| 3 | AAPL | APPLE INC | 52K | $15M | 3.8% | −3% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 310K | $14M | 3.6% | +3% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 269K | $13M | 3.3% | −1% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 418K | $12M | 3.2% | ±0% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 244K | $12M | 3.1% | −6% |
| 8 | HD | HOME DEPOT INC | 33K | $12M | 3.0% | +5% |
| 9 | CGBL | CAPITAL GROUP CORE BALANCED | 276K | $10M | 2.7% | +5% |
| 10 | VOO | VANGUARD INDEX FDS | 13K | $9M | 2.3% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONGVIEW SIGNAL
AC read
LongView Wealth Management is a Other fund managing $390 million in assets. The fund runs a broad portfolio of 227 positions.
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