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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
IWS icon
151
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$457K 0.11%
3,112
+87
+3% +$12.2K
IOO icon
152
iShares Global 100 ETF
IOO
$8.73B
$444K 0.11%
3,442
+77
+2% +$9.57K
PLTR icon
153
Palantir
PLTR
$295B
$439K 0.11%
2,448
-500
-17% -$90.5K
NOBL icon
154
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$436K 0.11%
8,108
– –
TSM icon
155
TSMC
TSM
$2.04T
$429K 0.1%
1,294
+242
+23% +$71K
XLP icon
156
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$428K 0.1%
5,340
+10
+0.2% +$781
VOE icon
157
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$426K 0.1%
2,326
– –
XMHQ icon
158
Invesco S&P MidCap Quality ETF
XMHQ
$5.46B
$424K 0.1%
+3,945
New +$407K
BINC icon
159
BlackRock Flexible Income ETF
BINC
$16.1B
$423K 0.1%
+7,991
New +$424K
VIGI icon
160
Vanguard International Dividend Appreciation ETF
VIGI
$9.05B
$403K 0.1%
4,297
– –
DGRW icon
161
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$402K 0.1%
4,394
+126
+3% +$11.2K
DAL icon
162
Delta Air Lines
DAL
$58.8B
$392K 0.09%
5,520
+63
+1% +$3.94K
LQD icon
163
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$386K 0.09%
+3,494
New +$388K
IHDG icon
164
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$382K 0.09%
7,500
– –
FLDR icon
165
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$382K 0.09%
7,604
+1,917
+34% +$96.5K
AEE icon
166
Ameren
AEE
$31.3B
$372K 0.09%
3,713
+26
+0.7% +$2.67K
BSCR icon
167
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$369K 0.09%
18,700
– –
VTEB icon
168
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$365K 0.09%
7,221
+2,160
+43% +$109K
XLK icon
169
State Street Technology Select Sector SPDR ETF
XLK
$112B
$359K 0.09%
2,445
+497
+26% +$71.8K
LVHD icon
170
Franklin US Low Volatility High Dividend Index ETF
LVHD
$644M
$356K 0.09%
8,791
+821
+10% +$33.2K
GE icon
171
GE Aerospace
GE
$377B
$355K 0.09%
1,094
– –
SBUX icon
172
Starbucks
SBUX
$117B
$354K 0.09%
3,934
+4
+0.1% +$337
CAT icon
173
Caterpillar
CAT
$388B
$352K 0.09%
559
– –
ELV icon
174
Elevance Health
ELV
$83.5B
$349K 0.08%
930
+4
+0.4% +$1.35K
DVY icon
175
iShares Select Dividend ETF
DVY
$24.1B
$348K 0.08%
2,393
-297
-11% -$42K
5 6
7
8 9

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CFA
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SA
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AIM
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PG
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S
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PFPGI
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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.