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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
-1.08%
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
BIV icon
176
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$356K 0.09%
4,590
+370
+9% +$28.8K
FENY icon
177
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$355K 0.09%
11,376
+2,120
+23% +$63K
IMCG icon
178
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.94B
$343K 0.09%
4,015
+118
+3% +$9.67K
SIHY icon
179
Harbor Ares Systematic High Yield ETF
SIHY
$149M
$342K 0.09%
7,524
+114
+2% +$5.18K
VBR icon
180
Vanguard Small-Cap Value ETF
VBR
$37.7B
$338K 0.08%
1,483
-3,125
-68% -$699K
GE icon
181
GE Aerospace
GE
$377B
$336K 0.08%
1,058
-36
-3% -$11.3K
VOE icon
182
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$334K 0.08%
1,751
-575
-25% -$107K
CGXU icon
183
Capital Group International Focus Equity ETF
CGXU
$6.15B
$330K 0.08%
10,285
+212
+2% +$6.54K
CVX icon
184
Chevron
CVX
$374B
$329K 0.08%
1,757
-380
-18% -$69.3K
BEPC icon
185
Brookfield Renewable
BEPC
$5.93B
$325K 0.08%
7,641
-1,295
-14% -$52.8K
VGT icon
186
Vanguard Information Technology ETF
VGT
$136B
$320K 0.08%
3,320
+128
+4% +$11.8K
IUSV icon
187
iShares Core S&P US Value ETF
IUSV
$27.5B
$317K 0.08%
3,004
– –
FSTA icon
188
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$316K 0.08%
6,054
-103
-2% -$5.5K
BND icon
189
Vanguard Total Bond Market
BND
$158B
$314K 0.08%
4,244
-301
-7% -$22.3K
AMLP icon
190
Alerian MLP ETF
AMLP
$12.9B
$311K 0.08%
6,032
+337
+6% +$17.2K
INSM icon
191
Insmed
INSM
$22.6B
$307K 0.08%
2,000
– –
VZ icon
192
Verizon
VZ
$201B
$307K 0.08%
6,742
-589
-8% -$27.3K
IWB icon
193
iShares Russell 1000 ETF
IWB
$47.9B
$300K 0.08%
788
-76
-9% -$28.3K
RTX icon
194
RTX Corp
RTX
$295B
$299K 0.08%
1,476
-99
-6% -$19.7K
GLD icon
195
SPDR Gold Trust
GLD
$131B
$298K 0.07%
670
-115
-15% -$51.5K
THRO
196
iShares U.S. Thematic Rotation Active ETF
THRO
$6.34B
$294K 0.07%
7,501
+1,512
+25% +$57.6K
DFAT icon
197
Dimensional US Targeted Value ETF
DFAT
$14.8B
$293K 0.07%
4,500
-9,600
-68% -$610K
FCOM icon
198
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$292K 0.07%
3,971
+10
+0.3% +$720
MO icon
199
Altria Group
MO
$125B
$292K 0.07%
4,444
-190
-4% -$12.2K
VIGI icon
200
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$286K 0.07%
3,097
-1,200
-28% -$111K
6 7
8
9 10

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HP
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WCM
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CFA
CWS Financial Advisors Kalamazoo, Michigan $390M AUM 9.49% 1-Year Est. Return
SA
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AIM
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
S
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PFPGI
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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.