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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
+6.47%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$330M
AUM Growth
-$3.11M
(-0.93%)
Cap. Flow
-$20.5M
Cap. Flow
% of AUM
-6.2%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
223
New
22
Increased
88
Reduced
86
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$989K |
| 2 |
CGGE
Capital Group Global Equity ETF
CGGE
|
+$959K |
| 3 |
CGHM
Capital Group Municipal High-Income ETF
CGHM
|
+$897K |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$823K |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
+$772K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.58M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.97M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.74M |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$3.74M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$3.54M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 68.29% |
| 2 | Consumer Discretionary | 8.94% |
| 3 | Technology | 7.03% |
| 4 | Financials | 3.36% |
| 5 | Consumer Staples | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Aflac
AFL
$58.4B
| $3.36M | 1.02% |
31,837
+5,483
| +21% | +$576K |
|
27
NVIDIA
NVDA
$5.25T
| $3.28M | 0.99% |
20,744
-870
| -4% | -$109K |
|
28
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.15M | 0.95% |
6,478
-604
| -9% | -$307K |
|
29
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
| $2.87M | 0.87% |
9,433
+632
| +7% | +$178K |
|
30
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $2.82M | 0.85% |
40,272
+10,496
| +35% | +$689K |
|
31
Vanguard Total World Stock ETF
VT
$81.2B
| $2.7M | 0.82% |
21,034
+4,387
| +26% | +$525K |
|
32
United Parcel Service
UPS
$89.6B
| $2.68M | 0.81% |
26,508
-265
| -1% | -$26.1K |
|
33
Fidelity Enhanced International ETF
FENI
$11.4B
| $2.52M | 0.76% |
75,845
+17,795
| +31% | +$556K |
|
34
Reaves Utility Income Fund
UTG
$3.47B
| $2.52M | 0.76% |
69,680
+68
| +0.1% | +$2.27K |
|
35
Capital Group Dividend Growers ETF
CGDG
$5.61B
| $2.37M | 0.72% |
70,579
+17,487
| +33% | +$556K |
|
36
Capital Group US Multi-Sector Income ETF
CGMS
$5.46B
| $2.33M | 0.71% |
84,352
+17,646
| +26% | +$478K |
|
|
37
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $2.32M | 0.7% |
29,436
-50,791
| -63% | -$3.97M |
|
38
Capital Group Global Growth Equity ETF
CGGO
$11.8B
| $2.28M | 0.69% |
71,473
+4,527
| +7% | +$134K |
|
39
Vanguard FTSE Developed Markets ETF
VEA
$238B
| $2.27M | 0.69% |
39,787
-4,171
| -9% | -$223K |
|
40
iShares US Technology ETF
IYW
$25.3B
| $2.26M | 0.68% |
13,039
-53
| -0.4% | -$8.03K |
|
41
Realty Income
O
$58.6B
| $2.18M | 0.66% |
37,876
+1,272
| +3% | +$71.9K |
|
42
ExxonMobil
XOM
$644B
| $2.11M | 0.64% |
19,565
-642
| -3% | -$68.6K |
|
43
Capital Group Core Plus Income ETF
CGCP
$8.56B
| $2.09M | 0.63% |
92,896
+5,881
| +7% | +$131K |
|
44
Johnson & Johnson
JNJ
$646B
| $2.07M | 0.63% |
13,559
-405
| -3% | -$62.3K |
|
45
Capital Group Core Equity ETF
CGUS
$11.8B
| $1.98M | 0.6% |
53,631
+6,164
| +13% | +$210K |
|
46
Walmart Inc
WMT
$820B
| $1.98M | 0.6% |
20,237
-1,189
| -6% | -$113K |
|
|
47
iShares Core MSCI EAFE ETF
IEFA
$195B
| $1.78M | 0.54% |
21,382
-70,284
| -77% | -$5.58M |
|
|
CGGE
48
Capital Group Global Equity ETF
CGGE
$3.1B
| $1.66M | 0.5% |
57,025
+35,513
| +165% | +$959K |
|
49
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
| $1.58M | 0.48% |
21,525
+550
| +3% | +$36.2K |
|
50
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.54M | 0.47% |
15,497
+2,802
| +22% | +$275K |
|
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LongView Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, LongView Wealth Management held 223 positions worth $330M, down 0.93% from $333M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
LongView Wealth Management withdrew a net $20.5M in Q2 2025, closing 8 positions and reducing 86 holdings. Its most notable exit was iShares Short-Term National Muni Bond ETF, an estimated $1.65M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, up from 68% a quarter earlier, followed by Consumer Discretionary and Technology.
Against the trend, LongView Wealth Management opened a new position in Capital Group Municipal High-Income ETF worth $899K.
- LongView Wealth Management's largest Q2 2025 buy was Capital Group Municipal High-Income ETF: 36,502 shares worth $899K.
- LongView Wealth Management added most to Schwab Fundamental International Large Company Index ETF in Q2 2025, an estimated $989K increase.
- LongView Wealth Management's biggest Q2 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $5.58M.
- LongView Wealth Management fully exited iShares Short-Term National Muni Bond ETF in Q2 2025, selling an estimated $1.65M.
- LongView Wealth Management's ten largest holdings make up 34% of its $330M portfolio in Q2 2025.
- LongView Wealth Management opened 22 new positions and closed 8 in Q2 2025.
- LongView Wealth Management's portfolio value fell 0.93% quarter-over-quarter to $330M.
Based on LongView Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.