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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
+6.68%
1 Year Est. Return
+19.29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
+$17.5M
Cap. Flow %
4.73%
Top 10 Hldgs %
33.09%
Holding
227
New
12
Increased
115
Reduced
76
Closed
2

Top Buys

Rank Stock Value
1
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$2.45M
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.48M
3
CGGE
Capital Group Global Equity ETF
CGGE
+$1.31M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

Rank Stock Value
1
GPC icon
Genuine Parts
GPC
+$3.14M
2
UPS icon
United Parcel Service
UPS
+$889K
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW
Charles Schwab
SCHW
+$302K

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.15%
2 Consumer Discretionary 8.01%
3 Technology 7.21%
4 Financials 3.12%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IUSV icon
176
iShares Core S&P US Value ETF
IUSV
$28B
$300K 0.08%
3,004
– –
ELV icon
177
Elevance Health
ELV
$85.5B
$299K 0.08%
926
+99
+12% +$30.8K
CGXU icon
178
Capital Group International Focus Equity ETF
CGXU
$6.65B
$298K 0.08%
10,052
-20
-0.2% -$559
AJG icon
179
Arthur J. Gallagher & Co
AJG
$68.6B
$298K 0.08%
961
+2
+0.2% +$603
TSM icon
180
TSMC
TSM
$2.17T
$294K 0.08%
1,052
+73
+7% +$17.9K
GOVT icon
181
iShares US Treasury Bond ETF
GOVT
$44.3B
$292K 0.08%
12,624
-16,719
-57% -$383K
SHW icon
182
Sherwin-Williams
SHW
$83.7B
$289K 0.08%
836
-3
-0.4% -$1.06K
INSM icon
183
Insmed
INSM
$25.9B
$288K 0.08%
+2,000
New +$245K
MO icon
184
Altria Group
MO
$115B
$286K 0.08%
4,334
– –
FLDR icon
185
Fidelity Low Duration Bond Factor ETF
FLDR
$1.99B
$285K 0.08%
5,687
+1,491
+36% +$74.9K
TSCO icon
186
Tractor Supply
TSCO
$18.1B
$283K 0.08%
4,985
– –
GLD icon
187
SPDR Gold Trust
GLD
$149B
$280K 0.08%
+787
New +$251K
VGT icon
188
Vanguard Information Technology ETF
VGT
$147B
$279K 0.08%
2,992
+112
+4% +$9.79K
SPY icon
189
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$278K 0.08%
418
+1
+0.2% +$641
LOW icon
190
Lowe's Companies
LOW
$117B
$275K 0.07%
1,094
+183
+20% +$45K
XLK icon
191
State Street Technology Select Sector SPDR ETF
XLK
$121B
$275K 0.07%
1,948
+272
+16% +$36K
FCOM icon
192
Fidelity MSCI Communication Services Index ETF
FCOM
$1.79B
$271K 0.07%
+3,818
New +$258K
EFV icon
193
iShares MSCI EAFE Value ETF
EFV
$31.6B
$271K 0.07%
3,990
-351
-8% -$23.1K
ESGV icon
194
Vanguard ESG US Stock ETF
ESGV
$13.6B
$269K 0.07%
2,268
+336
+17% +$38.3K
LMT icon
195
Lockheed Martin
LMT
$130B
$268K 0.07%
537
– –
CAT icon
196
Caterpillar
CAT
$368B
$266K 0.07%
559
-43
-7% -$18.4K
VOOG icon
197
Vanguard S&P 500 Growth ETF
VOOG
$26.9B
$265K 0.07%
3,648
– –
GLDM icon
198
SPDR Gold MiniShares Trust
GLDM
$31B
$263K 0.07%
3,439
+172
+5% +$11.8K
NGG icon
199
National Grid
NGG
$79.8B
$261K 0.07%
3,645
-993
-21% -$69.6K
CMCSA icon
200
Comcast
CMCSA
$96B
$256K 0.07%
8,146
-110
-1% -$3.69K
6 7
8
9 10

Similar funds

AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $390M AUM 96.52% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
HIA
HTG Investment Advisors New Canaan, Connecticut $390M AUM 17.95% 1-Year Est. Return
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey $389M AUM 49.94% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

LongView Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, LongView Wealth Management held 227 positions worth $369M, up 12% from $330M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

LongView Wealth Management deployed $17.5M of net new capital in Q3 2025, opening 12 new positions and adding to 115 existing holdings. Its largest new stake was iShares Dynamic Equity Active ETF: 22,297 shares worth $564K.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, up from 68% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Genuine Parts, an estimated $3.14M trimmed.

  • LongView Wealth Management's largest Q3 2025 buy was iShares Dynamic Equity Active ETF: 22,297 shares worth $564K.
  • LongView Wealth Management added most to Capital Group Dividend Value ETF in Q3 2025, an estimated $2.45M increase.
  • LongView Wealth Management's biggest Q3 2025 reduction was Genuine Parts, cutting an estimated $3.14M.
  • LongView Wealth Management fully exited Charles Schwab in Q3 2025, selling an estimated $302K.
  • LongView Wealth Management's ten largest holdings make up 33% of its $369M portfolio in Q3 2025.
  • LongView Wealth Management opened 12 new positions and closed 2 in Q3 2025.
  • LongView Wealth Management's portfolio value rose 12% quarter-over-quarter to $369M.

Based on LongView Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.