We are live on ! Find out more
LAMC

Longview Asset Management (California) Portfolio holdings

AUM $202M
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
+6.06%
1 Year Est. Return
+11.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$18.3M
Cap. Flow
+$7.81M
Cap. Flow %
3.86%
Top 10 Hldgs %
81.21%
Holding
165
New
8
Increased
15
Reduced
30
Closed
15

Top Buys

Rank Stock Value
1
JPIE icon
JPMorgan Income ETF
JPIE
+$2.37M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.96M
3
JTNY
JPMorgan New York Tax Free Bond ETF
JTNY
+$1.64M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.49M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$688K

Top Sells

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$340K
2
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$275K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$215K
4
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$160K
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$145K

Sector Composition

Rank Sector Weight
1 Technology 1.42%
2 Financials 0.59%
3 Industrials 0.57%
4 Communication Services 0.56%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
126
iShares Core S&P Mid-Cap ETF
IJH
$122B
$13.5K 0.01%
175
– –
HOLA
127
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$276M
$12.5K 0.01%
226
– –
SPGM icon
128
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
$12.3K 0.01%
143
-40
-22% -$3.34K
CVX icon
129
Chevron
CVX
$387B
$11.3K 0.01%
68
– –
HONA
130
Honeywell Aerospace
HONA
$62.1B
$10.8K 0.01%
+49
New +$10.8K
RTX icon
131
RTX Corp
RTX
$282B
$8.92K ﹤0.01%
47
– –
AMT icon
132
American Tower
AMT
$76.7B
$7.69K ﹤0.01%
47
– –
PINS icon
133
Pinterest
PINS
$12.3B
$5.89K ﹤0.01%
280
– –
IWN icon
134
iShares Russell 2000 Value ETF
IWN
$14.3B
$4.87K ﹤0.01%
22
– –
MGK icon
135
Vanguard Mega Cap Growth ETF
MGK
$32B
$4.4K ﹤0.01%
50
– –
RWO icon
136
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$4.03K ﹤0.01%
81
– –
PLD icon
137
Prologis
PLD
$135B
$3.52K ﹤0.01%
26
– –
DFAW icon
138
Dimensional World Equity ETF
DFAW
$1.54B
$3.4K ﹤0.01%
41
+2
+5% +$161
SOLS
139
Solstice Advanced Materials
SOLS
$9.67B
$2.13K ﹤0.01%
24
– –
UPRO icon
140
ProShares UltraPro S&P 500
UPRO
$5.09B
$1.42K ﹤0.01%
10
– –
MUB icon
141
iShares National Muni Bond ETF
MUB
$45B
$1.4K ﹤0.01%
13
– –
IEMG icon
142
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$995 ﹤0.01%
12
– –
VOE icon
143
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$988 ﹤0.01%
5
– –
TFI icon
144
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$962 ﹤0.01%
21
– –
EMB icon
145
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$579 ﹤0.01%
6
– –
IAGG icon
146
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$304 ﹤0.01%
6
– –
AGG icon
147
iShares Core US Aggregate Bond ETF
AGG
$137B
$297 ﹤0.01%
3
– –
SPYM
148
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$264 ﹤0.01%
3
– –
BNDX icon
149
Vanguard Total International Bond ETF
BNDX
$81.8B
$194 ﹤0.01%
4
– –
STIP icon
150
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$103 ﹤0.01%
1
– –
3 4 5
6
7

Similar funds

CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
AFWM
Arta Finance Wealth Management Mountain View, California $202M AUM
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
IFU
iSAM Funds (UK) London, United Kingdom $203M AUM 18.34% 1-Year Est. Return
BFA
Brendel Financial Advisors Hanover, New Hampshire $202M AUM 37.99% 1-Year Est. Return
TWM
Trevian Wealth Management Weston, Massachusetts $203M AUM 18.58% 1-Year Est. Return

Longview Asset Management (California)'s Q2 2026 Portfolio in Review

As of Q2 2026, Longview Asset Management (California) held 165 positions worth $202M, up 10% from $184M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Longview Asset Management (California) deployed $7.81M of net new capital in Q2 2026, opening 8 new positions and adding to 15 existing holdings. Its largest new stake was JPMorgan New York Tax Free Bond ETF: 32,567 shares worth $1.63M.

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

On the sell side, the largest reduction was Caterpillar, an estimated $340K trimmed.

  • Longview Asset Management (California)'s largest Q2 2026 buy was JPMorgan New York Tax Free Bond ETF: 32,567 shares worth $1.63M.
  • Longview Asset Management (California) added most to JPMorgan Income ETF in Q2 2026, an estimated $2.37M increase.
  • Longview Asset Management (California)'s biggest Q2 2026 reduction was Caterpillar, cutting an estimated $340K.
  • Longview Asset Management (California) fully exited Palantir in Q2 2026, selling an estimated $73.1K.
  • Longview Asset Management (California)'s ten largest holdings make up 81% of its $202M portfolio in Q2 2026.
  • Longview Asset Management (California) opened 8 new positions and closed 15 in Q2 2026.
  • Longview Asset Management (California)'s portfolio value rose 10% quarter-over-quarter to $202M.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.