§ 13F · FUND PROFILE
LongView Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330.3T (13F)Positions · 215Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$414.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 786K | $22.4T | 5.4% | NEW |
| 2 | ILCG | ISHARES TR | 147K | $15.6T | 3.8% | NEW |
| 3 | AAPL | APPLE INC | 59K | $15.5T | 3.7% | NEW |
| 4 | HD | HOME DEPOT INC | 34K | $12.7T | 3.1% | NEW |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 259K | $11.8T | 2.8% | NEW |
| 6 | SCHX | SCHWAB STRATEGIC TR | 424K | $11.6T | 2.8% | NEW |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 251K | $11.6T | 2.8% | NEW |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 238K | $10.6T | 2.6% | NEW |
| 9 | GPC | GENUINE PARTS CO | 70K | $9.0T | 2.2% | NEW |
| 10 | CGBL | CAPITAL GROUP CORE BALANCED | 245K | $8.9T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONGVIEW SIGNAL
AC read
LongView Wealth Management is a Other fund managing $330299.6 trillion in assets. The fund runs a broad portfolio of 215 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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