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LAMC

Longview Asset Management (California) Portfolio holdings

AUM $202M
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
+3.96%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$173M
AUM Growth
+$13.9M
Cap. Flow
+$7.72M
Cap. Flow %
4.45%
Top 10 Hldgs %
80.31%
Holding
143
New
18
Increased
18
Reduced
21
Closed
2

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.58M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.29M
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$985K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$940K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$602K

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.19M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$401K
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$223K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$53K
5
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$50.4K

Sector Composition

Rank Sector Weight
1 Technology 1.55%
2 Communication Services 0.81%
3 Financials 0.65%
4 Industrials 0.55%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REET icon
26
iShares Global REIT ETF
REET
$5.04B
$647K 0.37%
25,303
-204
-0.8% -$5.12K
XLK icon
27
State Street Technology Select Sector SPDR ETF
XLK
$122B
$580K 0.33%
4,112
– –
CAT icon
28
Caterpillar
CAT
$385B
$568K 0.33%
1,190
– –
DFAE icon
29
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
$516K 0.3%
16,350
-109
-0.7% -$3.28K
SUB icon
30
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$501K 0.29%
4,694
-496
-10% -$53K
AMZN icon
31
Amazon
AMZN
$3T
$377K 0.22%
1,717
+495
+41% +$112K
NVDA icon
32
NVIDIA
NVDA
$5.27T
$362K 0.21%
1,940
– –
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$351K 0.2%
527
– –
MSFT icon
34
Microsoft
MSFT
$3.76T
$336K 0.19%
649
– –
IEFA icon
35
iShares Core MSCI EAFE ETF
IEFA
$195B
$323K 0.19%
3,701
+2,906
+366% +$247K
JPM icon
36
JPMorgan Chase
JPM
$956B
$320K 0.18%
1,015
-25
-2% -$7.43K
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$320K 0.18%
5,899
+1,513
+34% +$78K
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$236B
$301K 0.17%
5,018
+3,399
+210% +$198K
QUAL icon
39
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$262K 0.15%
+1,347
New +$253K
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$4.37T
$234K 0.13%
962
– –
MS icon
41
Morgan Stanley
MS
$338B
$220K 0.13%
1,383
– –
SCHW
42
Charles Schwab
SCHW
$187B
$219K 0.13%
2,293
-529
-19% -$50.2K
AOA icon
43
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
$210K 0.12%
2,381
+7
+0.3% +$596
VTV icon
44
Vanguard Morningstar Value ETF
VTV
$192B
$198K 0.11%
+1,064
New +$193K
SUSA icon
45
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$182K 0.1%
1,339
-45
-3% -$5.88K
SPTM icon
46
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$181K 0.1%
+2,239
New +$174K
COST icon
47
Costco
COST
$423B
$169K 0.1%
183
– –
SCZ icon
48
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$156K 0.09%
2,036
– –
MDY icon
49
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$145K 0.08%
244
– –
WFC icon
50
Wells Fargo
WFC
$265B
$139K 0.08%
1,653
– –
1
2
3 4 5

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Longview Asset Management (California)'s Q3 2025 Portfolio in Review

As of Q3 2025, Longview Asset Management (California) held 143 positions worth $173M, up 8.7% from $160M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Longview Asset Management (California) deployed $7.72M of net new capital in Q3 2025, opening 18 new positions and adding to 18 existing holdings. Its largest new stake was iShares MSCI USA Quality Factor ETF: 1,347 shares worth $262K.

By sector, the portfolio is most concentrated in Technology at 1.6% of assets, up from 1.4% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $3.19M trimmed.

  • Longview Asset Management (California)'s largest Q3 2025 buy was iShares MSCI USA Quality Factor ETF: 1,347 shares worth $262K.
  • Longview Asset Management (California) added most to Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025, an estimated $4.58M increase.
  • Longview Asset Management (California)'s biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $3.19M.
  • Longview Asset Management (California) fully exited iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025, selling an estimated $50.4K.
  • Longview Asset Management (California)'s ten largest holdings make up 80% of its $173M portfolio in Q3 2025.
  • Longview Asset Management (California) opened 18 new positions and closed 2 in Q3 2025.
  • Longview Asset Management (California)'s portfolio value rose 8.7% quarter-over-quarter to $173M.

Based on Longview Asset Management (California)'s 13F filing for Q3 2025, filed 10 Nov 2025.