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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
+11.89%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$390M
AUM Growth
-$8.26M
Cap. Flow
-$28.1M
Cap. Flow %
-7.22%
Top 10 Hldgs %
33.89%
Holding
261
New
14
Increased
79
Reduced
119
Closed
34

Top Buys

1
CGIC
Capital Group International Core Equity ETF
CGIC
+$912K
2
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$737K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$729K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$677K
5
HD icon
Home Depot
HD
+$473K

Top Sells

1
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
+$2.37M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.86M
3
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$1.78M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.58M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$1.37M

Sector Composition

1 Technology 6.57%
2 Consumer Discretionary 6.51%
3 Financials 2.2%
4 Consumer Staples 2.05%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CORO
176
iShares International Country Rotation Active ETF
CORO
$7.53B
$289K 0.07%
+7,888
New +$279K
FENY icon
177
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$287K 0.07%
9,713
-1,663
-15% -$53K
MDYV icon
178
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.75B
$287K 0.07%
3,021
-1,297
-30% -$118K
SHW icon
179
Sherwin-Williams
SHW
$81.7B
$286K 0.07%
830
-9
-1% -$2.88K
VXUS icon
180
Vanguard Total International Stock ETF
VXUS
$153B
$286K 0.07%
3,340
+134
+4% +$11.2K
ADP icon
181
Automatic Data Processing
ADP
$102B
$285K 0.07%
1,274
– –
CGHM
182
Capital Group Municipal High-Income ETF
CGHM
$3.21B
$284K 0.07%
11,001
-29,981
-73% -$769K
XLE icon
183
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$284K 0.07%
+5,344
New +$306K
CVX icon
184
Chevron
CVX
$373B
$284K 0.07%
1,711
-46
-3% -$8.56K
BFLX
185
iShares Flexible Equity Active ETF
BFLX
$727M
$282K 0.07%
+11,023
New +$281K
SPY icon
186
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$282K 0.07%
377
– –
T icon
187
AT&T
T
$152B
$281K 0.07%
13,568
-18,680
-58% -$464K
IWB icon
188
iShares Russell 1000 ETF
IWB
$48B
$279K 0.07%
682
-106
-13% -$42K
FCOM icon
189
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$277K 0.07%
3,981
+10
+0.3% +$725
SDY icon
190
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$276K 0.07%
+1,815
New +$270K
OKE icon
191
Oneok
OKE
$58.9B
$276K 0.07%
3,171
+152
+5% +$13.4K
RTX icon
192
RTX Corp
RTX
$261B
$275K 0.07%
1,451
-25
-2% -$4.58K
PSR icon
193
Invesco Active US Real Estate Fund
PSR
$59.9M
$275K 0.07%
2,683
+118
+5% +$11.9K
FELG icon
194
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.5B
$271K 0.07%
+6,184
New +$264K
IALT
195
iShares Systematic Alternatives Active ETF
IALT
$4.99B
$269K 0.07%
+9,593
New +$269K
VZ icon
196
Verizon
VZ
$182B
$265K 0.07%
6,255
-487
-7% -$22.8K
VEU icon
197
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$261K 0.07%
3,114
+108
+4% +$8.83K
TFC icon
198
Truist Financial
TFC
$65.4B
$259K 0.07%
5,191
-138
-3% -$6.79K
IEF icon
199
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$258K 0.07%
+2,728
New +$258K
DXJ icon
200
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$257K 0.07%
1,481
+124
+9% +$20.8K
6 7
8
9 10

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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
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 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

LongView Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, LongView Wealth Management held 261 positions worth $390M, down 2.1% from $398M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

LongView Wealth Management withdrew a net $28.1M in Q2 2026, closing 34 positions and reducing 119 holdings. Its most notable exit was FT Energy Income Partners Enhanced Income ETF, an estimated $2.37M position sold in full.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 6.2% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, LongView Wealth Management opened a new position in Capital Group High Yield Bond ETF worth $365K.

  • LongView Wealth Management's largest Q2 2026 buy was Capital Group High Yield Bond ETF: 14,429 shares worth $365K.
  • LongView Wealth Management added most to Capital Group International Core Equity ETF in Q2 2026, an estimated $912K increase.
  • LongView Wealth Management's biggest Q2 2026 reduction was iShares Ultra Short Duration Bond Active ETF, cutting an estimated $1.86M.
  • LongView Wealth Management fully exited FT Energy Income Partners Enhanced Income ETF in Q2 2026, selling an estimated $2.37M.
  • LongView Wealth Management's ten largest holdings make up 34% of its $390M portfolio in Q2 2026.
  • LongView Wealth Management opened 14 new positions and closed 34 in Q2 2026.
  • LongView Wealth Management's portfolio value fell 2.1% quarter-over-quarter to $390M.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.