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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
-1.08%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$398M
AUM Growth
-$16M
Cap. Flow
-$20M
Cap. Flow %
-5.03%
Top 10 Hldgs %
31.48%
Holding
267
New
18
Increased
102
Reduced
112
Closed
20

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$2.24M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.89M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.47M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.1M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.07M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.72M
2
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.87M
3
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
+$2.36M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.36M
5
IQLT icon
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
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$72.2B
$1.88M 0.47%
15,052
+1,697
+13% +$204K
UPS icon
52
United Parcel Service
UPS
$96B
$1.72M 0.43%
16,681
+25
+0.2% +$2.68K
FENI icon
53
Fidelity Enhanced International ETF
FENI
$10.7B
$1.72M 0.43%
43,189
-37,446
-46% -$1.44M
IEFA icon
54
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.71M 0.43%
17,705
+429
+2% +$40K
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$81.3B
$1.71M 0.43%
11,182
+234
+2% +$35.2K
ABBV icon
56
AbbVie
ABBV
$454B
$1.66M 0.42%
7,881
+18
+0.2% +$3.99K
GARP
57
iShares MSCI USA Quality GARP ETF
GARP
$2.54B
$1.57M 0.4%
22,305
-1,488
-6% -$101K
FDVV icon
58
Fidelity High Dividend ETF
FDVV
$10.1B
$1.45M 0.36%
25,021
+8,659
+53% +$498K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$3.99T
$1.45M 0.36%
4,377
-862
-16% -$271K
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$3.99T
$1.45M 0.36%
4,344
+266
+7% +$83.6K
GOVT icon
61
iShares US Treasury Bond ETF
GOVT
$43.8B
$1.44M 0.36%
62,678
+47,888
+324% +$1.1M
INMU icon
62
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
$1.42M 0.36%
58,898
+898
+2% +$21.8K
CGNG
63
Capital Group New Geography Equity ETF
CGNG
$2.64B
$1.41M 0.35%
40,676
-10,220
-20% -$339K
BDYN
64
iShares Dynamic Equity Active ETF
BDYN
$2.98B
$1.4M 0.35%
54,017
+12,427
+30% +$318K
CGMM
65
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.12B
$1.39M 0.35%
44,245
+2,220
+5% +$67.3K
BNDX icon
66
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.38M 0.35%
28,601
+1,608
+6% +$78K
FESM icon
67
Fidelity Enhanced Small Cap Core ETF
FESM
$6B
$1.36M 0.34%
33,110
+17,291
+109% +$681K
IUSB icon
68
iShares Core Universal USD Bond ETF
IUSB
$43B
$1.36M 0.34%
29,271
+680
+2% +$31.7K
VWO icon
69
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$1.32M 0.33%
22,817
+694
+3% +$38.9K
IDMO icon
70
Invesco S&P International Developed Momentum ETF
IDMO
$4.02B
$1.31M 0.33%
21,726
+10,124
+87% +$579K
BSV icon
71
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.24M 0.31%
15,860
-4,340
-21% -$342K
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$120B
$1.22M 0.31%
10,620
+1,156
+12% +$131K
REZ icon
73
iShares Residential and Multisector Real Estate ETF
REZ
$904M
$1.22M 0.31%
13,856
+6,432
+87% +$552K
MUB icon
74
iShares National Muni Bond ETF
MUB
$45.2B
$1.22M 0.31%
11,393
-3,675
-24% -$395K
MGC icon
75
Vanguard Mega Cap 300 Index ETF
MGC
$9.86B
$1.21M 0.3%
4,790
-59
-1% -$14.6K
1 2
3
4 5

Similar funds

HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
CFA
CWS Financial Advisors Kalamazoo, Michigan $390M AUM 9.49% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
AIM
Aigen Investment Management New York $389M AUM 16.77% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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.