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LWM

LongView Wealth Management Portfolio holdings

AUM $390M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
+1.03%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$414M
AUM Growth
+$45M
Cap. Flow
+$33.8M
Cap. Flow %
8.17%
Top 10 Hldgs %
31.32%
Holding
251
New
26
Increased
134
Reduced
59
Closed
2

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$2.05M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.85M
3
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.74M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.67M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.39M

Top Sells

Rank Stock Value
1
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$753K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$658K
3
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$449K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$357K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 3.19%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
251
Corning
GLW
$107B
– –
-2,461
Closed -$202K
7 8 9 10
11

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SA
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AIM
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PG
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PFPGI
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LongView Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, LongView Wealth Management held 251 positions worth $414M, up 12% from $369M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

LongView Wealth Management deployed $33.8M of net new capital in Q4 2025, opening 26 new positions and adding to 134 existing holdings. Its largest new stake was BlackRock Intermediate Muni Income Bond ETF: 58,000 shares worth $1.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 7.1% of assets, down from 8% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Morningstar Growth ETF, an estimated $753K trimmed.

  • LongView Wealth Management's largest Q4 2025 buy was BlackRock Intermediate Muni Income Bond ETF: 58,000 shares worth $1.4M.
  • LongView Wealth Management added most to Fidelity Total Bond ETF in Q4 2025, an estimated $2.05M increase.
  • LongView Wealth Management's biggest Q4 2025 reduction was iShares Morningstar Growth ETF, cutting an estimated $753K.
  • LongView Wealth Management fully exited Vanguard Long-Term Bond ETF in Q4 2025, selling an estimated $335K.
  • LongView Wealth Management's ten largest holdings make up 31% of its $414M portfolio in Q4 2025.
  • LongView Wealth Management opened 26 new positions and closed 2 in Q4 2025.
  • LongView Wealth Management's portfolio value rose 12% quarter-over-quarter to $414M.

Based on LongView Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.