LongView Wealth Management Portfolio holdings
Top Buys
| 1 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$912K |
| 2 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$737K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$729K |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$677K |
| 5 |
Home Depot
HD
|
+$473K |
Top Sells
Sector Composition
| 1 | Technology | 6.57% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Financials | 2.2% |
| 4 | Consumer Staples | 2.05% |
| 5 | Healthcare | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| – | – |
-5,642
| Closed | -$585K |
|
252
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.16B
| – | – |
-6,700
| Closed | -$256K |
|
253
Tractor Supply
TSCO
$16B
| – | – |
-4,962
| Closed | -$223K |
|
254
Vanguard Information Technology ETF
VGT
$139B
| – | – |
-3,320
| Closed | -$320K |
|
255
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
| – | – |
-3,097
| Closed | -$286K |
|
256
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
| – | – |
-4,251
| Closed | -$201K |
|
257
Vanguard Mid-Cap Value ETF
VOE
$23.5B
| – | – |
-1,751
| Closed | -$334K |
|
258
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
| – | – |
-8,429
| Closed | -$424K |
|
259
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
| – | – |
-9,050
| Closed | -$393K |
|
|
EIPI
260
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
| – | – |
-106,599
| Closed | -$2.37M |
|
|
BPRE
261
Bluerock Private Real Estate Fund
BPRE
| – | – |
-30,776
| Closed | -$511K |
|
Similar funds
LongView Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, LongView Wealth Management held 261 positions worth $390M, down 2.1% from $398M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
LongView Wealth Management withdrew a net $28.1M in Q2 2026, closing 34 positions and reducing 119 holdings. Its most notable exit was FT Energy Income Partners Enhanced Income ETF, an estimated $2.37M position sold in full.
By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 6.2% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, LongView Wealth Management opened a new position in Capital Group High Yield Bond ETF worth $365K.
- LongView Wealth Management's largest Q2 2026 buy was Capital Group High Yield Bond ETF: 14,429 shares worth $365K.
- LongView Wealth Management added most to Capital Group International Core Equity ETF in Q2 2026, an estimated $912K increase.
- LongView Wealth Management's biggest Q2 2026 reduction was iShares Ultra Short Duration Bond Active ETF, cutting an estimated $1.86M.
- LongView Wealth Management fully exited FT Energy Income Partners Enhanced Income ETF in Q2 2026, selling an estimated $2.37M.
- LongView Wealth Management's ten largest holdings make up 34% of its $390M portfolio in Q2 2026.
- LongView Wealth Management opened 14 new positions and closed 34 in Q2 2026.
- LongView Wealth Management's portfolio value fell 2.1% quarter-over-quarter to $390M.
Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.