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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
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$227B
$2.36M 0.57%
36,358
-3,295
-8% -$202K
XOM icon
52
ExxonMobil
XOM
$642B
$2.23M 0.54%
17,984
-1,242
-6% -$144K
UPS icon
53
United Parcel Service
UPS
$96B
$1.8M 0.43%
16,656
-40
-0.2% -$3.74K
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.99T
$1.74M 0.42%
5,239
+118
+2% +$33.8K
ABBV icon
55
AbbVie
ABBV
$454B
$1.73M 0.42%
7,863
+1,474
+23% +$336K
CGNG
56
Capital Group New Geography Equity ETF
CGNG
$2.64B
$1.71M 0.41%
50,896
+19,368
+61% +$611K
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$72.2B
$1.67M 0.4%
13,355
+2,700
+25% +$330K
GARP
58
iShares MSCI USA Quality GARP ETF
GARP
$2.54B
$1.67M 0.4%
23,793
+4,840
+26% +$326K
SMMU icon
59
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$1.63M 0.39%
32,154
– –
MUB icon
60
iShares National Muni Bond ETF
MUB
$45.2B
$1.62M 0.39%
15,068
+3,951
+36% +$423K
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$81.3B
$1.62M 0.39%
10,948
+2,333
+27% +$332K
IEFA icon
62
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.6M 0.39%
17,276
-602
-3% -$53.2K
BSV icon
63
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.59M 0.38%
20,200
-2,664
-12% -$210K
INMU icon
64
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
$1.4M 0.34%
+58,000
New +$1.39M
DUK icon
65
Duke Energy
DUK
$100B
$1.38M 0.33%
11,850
+26
+0.2% +$3.17K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.99T
$1.35M 0.33%
4,078
+261
+7% +$74.6K
IUSB icon
67
iShares Core Universal USD Bond ETF
IUSB
$43B
$1.33M 0.32%
28,591
+18,821
+193% +$880K
BNDX icon
68
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.31M 0.32%
26,993
-1,075
-4% -$53.1K
CGMM
69
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.12B
$1.28M 0.31%
42,025
+5,832
+16% +$166K
EPS icon
70
WisdomTree US LargeCap Fund
EPS
$1.57B
$1.28M 0.31%
+17,711
New +$1.24M
MGK icon
71
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$1.27M 0.31%
15,285
-5,470
-26% -$449K
CGHM
72
Capital Group Municipal High-Income ETF
CGHM
$3.22B
$1.26M 0.3%
49,264
+22
+0% +$561
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$1.25M 0.3%
22,123
-1,515
-6% -$82.3K
MGC icon
74
Vanguard Mega Cap 300 Index ETF
MGC
$9.86B
$1.24M 0.3%
4,849
-1,113
-19% -$277K
CHD icon
75
Church & Dwight Co
CHD
$23.4B
$1.15M 0.28%
13,281
+32
+0.2% +$2.73K
1 2
3
4 5

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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.