We are live on
!
Find out more
LWM
LongView Wealth Management Portfolio holdings
AUM
$390M
1-Year Est. Return
19.29%
This Fund
S&P 500
This Quarter
Est. Return
-1.08%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$398M
AUM Growth
-$16M
(-3.9%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-5.03%
Top 10 Holdings %
Top 10 Hldgs %
31.48%
Holding
267
New
18
Increased
102
Reduced
112
Closed
20
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$2.24M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.89M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.47M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.1M |
| 5 |
WisdomTree US LargeCap Fund
EPS
|
+$1.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.72M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$2.87M |
| 3 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
+$2.36M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$2.36M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.24% |
| 2 | Technology | 6.16% |
| 3 | Financials | 2.63% |
| 4 | Consumer Staples | 2.32% |
| 5 | Healthcare | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.91T
| $3.84M | 0.97% |
19,547
-460
| -2% | -$84.4K |
|
27
Capital Group Municipal Income ETF
CGMU
$6.37B
| $3.8M | 0.96% |
138,664
+38,134
| +38% | +$1.05M |
|
28
Coca-Cola
KO
$351B
| $3.73M | 0.94% |
49,084
-1,703
| -3% | -$129K |
|
29
Capital Group US Multi-Sector Income ETF
CGMS
$5.2B
| $3.69M | 0.93% |
133,435
+5,961
| +5% | +$165K |
|
30
Vanguard Total Stock Market ETF
VTI
$658B
| $3.69M | 0.93% |
10,775
+971
| +10% | +$326K |
|
31
JPMorgan Equity Premium Income ETF
JEPI
$45B
| $3.54M | 0.89% |
61,175
+17,030
| +39% | +$991K |
|
32
Vanguard Value ETF
VTV
$186B
| $3.5M | 0.88% |
17,257
-635
| -4% | -$127K |
|
33
Microsoft
MSFT
$2.93T
| $3.48M | 0.87% |
8,849
-252
| -3% | -$105K |
|
34
Aflac
AFL
$63.5B
| $3.32M | 0.84% |
29,698
-2,986
| -9% | -$331K |
|
35
Capital Group Global Growth Equity ETF
CGGO
$11.1B
| $3.15M | 0.79% |
85,245
-3,784
| -4% | -$135K |
|
36
Johnson & Johnson
JNJ
$609B
| $3.03M | 0.76% |
12,604
-1,241
| -9% | -$289K |
|
37
Southern Company
SO
$107B
| $3M | 0.75% |
31,250
-3,496
| -10% | -$323K |
|
38
Capital Group Core Equity ETF
CGUS
$11.2B
| $2.88M | 0.72% |
69,496
-1,815
| -3% | -$73.1K |
|
39
Reaves Utility Income Fund
UTG
$3.65B
| $2.82M | 0.71% |
67,380
+65
| +0.1% | +$2.54K |
|
40
Capital Group Core Plus Income ETF
CGCP
$8.36B
| $2.67M | 0.67% |
118,509
+1,139
| +1% | +$25.8K |
|
41
iShares Core S&P 500 ETF
IVV
$881B
| $2.62M | 0.66% |
3,762
+334
| +10% | +$228K |
|
42
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.56M | 0.64% |
5,365
-1,893
| -26% | -$929K |
|
43
iShares US Technology ETF
IYW
$24B
| $2.56M | 0.64% |
12,687
-304
| -2% | -$58.7K |
|
44
Capital Group Core Bond ETF
CGCB
$5.6B
| $2.54M | 0.64% |
96,002
+3,279
| +4% | +$87.1K |
|
45
Vanguard FTSE Developed Markets ETF
VEA
$226B
| $2.53M | 0.64% |
36,724
+366
| +1% | +$24.2K |
|
46
ExxonMobil
XOM
$611B
| $2.51M | 0.63% |
16,816
-1,168
| -6% | -$170K |
|
47
iShares Core US Aggregate Bond ETF
AGG
$139B
| $2.39M | 0.6% |
23,953
+5
| +0% | +$500 |
|
|
48
WisdomTree US LargeCap Fund
EPS
$1.58B
| $2.38M | 0.6% |
32,818
+15,107
| +85% | +$1.07M |
|
|
EIPI
49
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
| $2.37M | 0.6% |
106,599
-109,831
| -51% | -$2.36M |
|
50
Walmart Inc
WMT
$909B
| $1.97M | 0.5% |
15,782
-4,447
| -22% | -$546K |
|
Similar funds
HP
WCM
CFA
SA
BWM
AIM
PG
S
LongView Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, LongView Wealth Management held 267 positions worth $398M, down 3.9% from $414M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
LongView Wealth Management withdrew a net $20M in Q1 2026, closing 20 positions and reducing 112 holdings. Its most notable exit was Keysight, an estimated $673K position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.2% of assets, down from 7.1% a quarter earlier, followed by Technology and Financials.
Against the trend, LongView Wealth Management opened a new position in Fidelity Enhanced Large Cap Core ETF worth $1.03M.
- LongView Wealth Management's largest Q1 2026 buy was Fidelity Enhanced Large Cap Core ETF: 26,639 shares worth $1.03M.
- LongView Wealth Management added most to Fidelity Total Bond ETF in Q1 2026, an estimated $2.24M increase.
- LongView Wealth Management's biggest Q1 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $3.72M.
- LongView Wealth Management fully exited Keysight in Q1 2026, selling an estimated $673K.
- LongView Wealth Management's ten largest holdings make up 31% of its $398M portfolio in Q1 2026.
- LongView Wealth Management opened 18 new positions and closed 20 in Q1 2026.
- LongView Wealth Management's portfolio value fell 3.9% quarter-over-quarter to $398M.
Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.