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
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
XLI icon
76
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$1.16M 0.29%
6,717
+135
+2% +$22.7K
MGK icon
77
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$1.15M 0.29%
14,385
-900
-6% -$70.7K
BDVL
78
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.71B
$1.1M 0.28%
42,497
+8,335
+24% +$210K
DGRO icon
79
iShares Core Dividend Growth ETF
DGRO
$43.4B
$1.09M 0.27%
15,107
+1,233
+9% +$88.4K
SCHP icon
80
Schwab US TIPS ETF
SCHP
$16.4B
$1.08M 0.27%
40,295
-2,869
-7% -$76.5K
O icon
81
Realty Income
O
$61.7B
$1.08M 0.27%
16,938
-28,064
-62% -$1.76M
CHD icon
82
Church & Dwight Co
CHD
$23.9B
$1.07M 0.27%
11,236
-2,045
-15% -$197K
VIG icon
83
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.06M 0.27%
4,735
+338
+8% +$75.3K
CGHM
84
Capital Group Municipal High-Income ETF
CGHM
$3.22B
$1.05M 0.26%
40,982
-8,282
-17% -$212K
HDV
85
iShares Core High Dividend ETF
HDV
$14.9B
$1.04M 0.26%
38,950
+4,295
+12% +$114K
FELC icon
86
Fidelity Enhanced Large Cap Core ETF
FELC
$7.88B
$1.03M 0.26%
+26,639
New +$1.01M
DUK icon
87
Duke Energy
DUK
$103B
$1.01M 0.25%
7,810
-4,040
-34% -$505K
FLDR icon
88
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$1.01M 0.25%
20,190
+12,586
+166% +$633K
SPYM
89
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$1.01M 0.25%
12,345
+1,245
+11% +$99.6K
GMED icon
90
Globus Medical
GMED
$10.8B
$997K 0.25%
10,500
– –
WELL icon
91
Welltower
WELL
$173B
$980K 0.25%
4,647
-46
-1% -$9.09K
CGSD icon
92
Capital Group Short Duration Income ETF
CGSD
$2.39B
$971K 0.24%
37,447
+3,627
+11% +$94.3K
MBB icon
93
iShares MBS ETF
MBB
$39.3B
$944K 0.24%
9,887
+1,050
+12% +$100K
FEGE
94
First Eagle Global Equity ETF
FEGE
$2.2B
$935K 0.23%
19,070
+837
+5% +$40.8K
JPM icon
95
JPMorgan Chase
JPM
$945B
$921K 0.23%
2,961
-22
-0.7% -$6.68K
IVE icon
96
iShares S&P 500 Value ETF
IVE
$49.6B
$909K 0.23%
4,177
-22
-0.5% -$4.76K
IWD icon
97
iShares Russell 1000 Value ETF
IWD
$82.3B
$905K 0.23%
4,025
-60
-1% -$13.1K
PG icon
98
Procter & Gamble
PG
$355B
$903K 0.23%
6,253
-3
-0% -$455
SCHV
99
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$899K 0.23%
28,246
+6,262
+28% +$195K
META icon
100
Meta Platforms (Facebook)
META
$1.5T
$892K 0.22%
1,346
-180
-12% -$115K
2 3
4
5 6

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.