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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
CVX icon
176
Chevron
CVX
$374B
$347K 0.08%
2,137
-328
-13% -$50K
BEPC icon
177
Brookfield Renewable
BEPC
$5.93B
$346K 0.08%
8,936
– –
CSCO icon
178
Cisco
CSCO
$456B
$343K 0.08%
4,640
+241
+5% +$17.9K
GOVT icon
179
iShares US Treasury Bond ETF
GOVT
$43.9B
$341K 0.08%
14,790
+2,166
+17% +$50.1K
SIHY icon
180
Harbor Ares Systematic High Yield ETF
SIHY
$149M
$340K 0.08%
7,410
+213
+3% +$9.79K
ADP icon
181
Automatic Data Processing
ADP
$106B
$340K 0.08%
1,292
+10
+0.8% +$2.66K
BND icon
182
Vanguard Total Bond Market
BND
$158B
$337K 0.08%
4,545
-81
-2% -$6.03K
SCZ icon
183
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$336K 0.08%
4,172
+155
+4% +$11.9K
INSM icon
184
Insmed
INSM
$22.6B
$335K 0.08%
2,000
– –
EPD icon
185
Enterprise Products Partners
EPD
$83.6B
$332K 0.08%
10,337
+45
+0.4% +$1.42K
GLD icon
186
SPDR Gold Trust
GLD
$131B
$331K 0.08%
785
-2
-0.3% -$764
IWB icon
187
iShares Russell 1000 ETF
IWB
$47.9B
$329K 0.08%
864
-239
-22% -$88.5K
BIV icon
188
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$329K 0.08%
4,220
-1,249
-23% -$97.7K
UNH icon
189
UnitedHealth
UNH
$389B
$326K 0.08%
956
+1
+0.1% +$339
MSTR icon
190
Strategy Inc
MSTR
$35.1B
$324K 0.08%
2,000
– –
IMCG icon
191
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.94B
$323K 0.08%
3,897
+111
+3% +$9.02K
GLDM icon
192
SPDR Gold MiniShares Trust
GLDM
$27.4B
$320K 0.08%
3,524
+85
+2% +$6.99K
VLO icon
193
Valero Energy
VLO
$88.7B
$317K 0.08%
1,767
-30
-2% -$5.08K
IUSV icon
194
iShares Core S&P US Value ETF
IUSV
$27.5B
$316K 0.08%
3,004
– –
CGXU icon
195
Capital Group International Focus Equity ETF
CGXU
$6.15B
$314K 0.08%
10,073
+21
+0.2% +$632
FSTA icon
196
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$313K 0.08%
6,157
+16
+0.3% +$794
AZO icon
197
AutoZone
AZO
$50.9B
$310K 0.07%
88
– –
VGT icon
198
Vanguard Information Technology ETF
VGT
$136B
$306K 0.07%
3,192
+200
+7% +$19K
RTX icon
199
RTX Corp
RTX
$295B
$305K 0.07%
1,575
+101
+7% +$17.5K
DIS icon
200
Walt Disney
DIS
$172B
$303K 0.07%
2,683
-161
-6% -$17.7K
6 7
8
9 10

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AIM
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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.