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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
+11.89%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$390M
AUM Growth
-$8.26M
(-2.1%)
Cap. Flow
-$28.1M
Cap. Flow
% of AUM
-7.22%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
261
New
14
Increased
79
Reduced
119
Closed
34
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 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
| Rank | Stock | Value |
|---|---|---|
| 1 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
+$2.37M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.86M |
| 3 |
Fidelity Enhanced Mid Cap Core ETF
FMDE
|
+$1.78M |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.58M |
| 5 |
GARP
iShares MSCI USA Quality GARP ETF
GARP
|
+$1.37M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.16% |
| 2 | Technology | 6.57% |
| 3 | Consumer Discretionary | 6.51% |
| 4 | Financials | 2.2% |
| 5 | Consumer Staples | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Morningstar Value ETF
VTV
$193B
| $3.69M | 0.95% |
16,939
-318
| -2% | -$66.4K |
|
27
Capital Group Global Growth Equity ETF
CGGO
$11.9B
| $3.59M | 0.92% |
84,928
-317
| -0.4% | -$12.3K |
|
28
NVIDIA
NVDA
$5.56T
| $3.56M | 0.91% |
17,767
-1,780
| -9% | -$366K |
|
29
Amazon
AMZN
$2.78T
| $3.52M | 0.9% |
14,756
-2,118
| -13% | -$532K |
|
30
Aflac
AFL
$58.9B
| $3.41M | 0.87% |
29,044
-654
| -2% | -$75.3K |
|
31
Johnson & Johnson
JNJ
$664B
| $3.19M | 0.82% |
12,568
-36
| -0.3% | -$8.39K |
|
32
iShares US Technology ETF
IYW
$25.4B
| $3.16M | 0.81% |
12,509
-178
| -1% | -$40.9K |
|
|
33
Schwab Fundamental International Large Company Index ETF
FNDF
$26.4B
| $2.93M | 0.75% |
55,584
-30,064
| -35% | -$1.58M |
|
34
Microsoft
MSFT
$3.71T
| $2.85M | 0.73% |
7,648
-1,201
| -14% | -$486K |
|
35
iShares Core S&P 500 ETF
IVV
$888B
| $2.82M | 0.72% |
3,760
-2
| -0.1% | -$1.46K |
|
36
Capital Group Core Bond ETF
CGCB
$6.5B
| $2.81M | 0.72% |
107,307
+11,305
| +12% | +$297K |
|
37
Coca-Cola
KO
$379B
| $2.77M | 0.71% |
34,129
-14,955
| -30% | -$1.18M |
|
38
WisdomTree US LargeCap Fund
EPS
$1.67B
| $2.75M | 0.71% |
35,350
+2,532
| +8% | +$192K |
|
39
Reaves Utility Income Fund
UTG
$3.52B
| $2.74M | 0.7% |
67,338
-42
| -0.1% | -$1.75K |
|
40
Capital Group Core Equity ETF
CGUS
$11.8B
| $2.71M | 0.69% |
60,815
-8,681
| -12% | -$371K |
|
41
iShares Core US Aggregate Bond ETF
AGG
$138B
| $2.56M | 0.66% |
25,831
+1,878
| +8% | +$186K |
|
42
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $2.56M | 0.66% |
35,879
-845
| -2% | -$58.9K |
|
|
43
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.22B
| $2.53M | 0.65% |
62,366
-45,899
| -42% | -$1.78M |
|
44
Capital Group Core Plus Income ETF
CGCP
$8.55B
| $2.44M | 0.63% |
109,567
-8,942
| -8% | -$200K |
|
|
45
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.56B
| $2.31M | 0.59% |
45,641
-36,864
| -45% | -$1.86M |
|
46
iShares S&P 500 Growth ETF
IVW
$76.9B
| $2.11M | 0.54% |
15,325
+273
| +2% | +$36K |
|
47
Southern Company
SO
$101B
| $2.03M | 0.52% |
21,247
-10,003
| -32% | -$942K |
|
|
48
iShares Core Universal USD Bond ETF
IUSB
$43.6B
| $2.03M | 0.52% |
43,961
+14,690
| +50% | +$677K |
|
49
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.94M | 0.5% |
3,883
-1,482
| -28% | -$712K |
|
50
Fidelity Enhanced Small Cap Core ETF
FESM
$6.48B
| $1.79M | 0.46% |
37,093
+3,983
| +12% | +$175K |
|
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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 Miscellaneous at 76% of assets, up from 75% a quarter earlier, followed by Technology and Consumer Discretionary.
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.