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LongView Wealth Management Portfolio holdings
AUM
$415M
Turnover
13.11%
1-Year Est. Return
12.41%
This Fund
S&P 500
This Quarter Est. Return
+0.52%
1 Year Est. Return
+12.41%
3 Year Est. Return
+60.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$415M
AUM Growth
+$25M
(+6.4%)
Cap. Flow
+$25.4M
Cap. Flow % of AUM
Cap. Flow %
6.12%
Top 10 Holdings %
Top 10 Hldgs %
32.95%
Holding
244
New
17
Increased
119
Reduced
70
Closed
15
Avg Time Held
1.9
years
Top 10 Avg Time Held
2
years
Top 20 Avg Time Held
1.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
T. Rowe Price US Equity Research ETF
TSPA
|
+$9.8M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$8.38M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.27M |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
+$1.08M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Genuine Parts
GPC
|
+$5.07M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$822K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$718K |
| 4 |
iShares MBS ETF
MBB
|
+$506K |
| 5 |
Apple
AAPL
|
+$413K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 78.4% |
| 2 | Technology | 6.99% |
| 3 | Consumer Discretionary | 4.59% |
| 4 | Financials | 2.1% |
| 5 | Consumer Staples | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Sherwin-Williams
SHW
$83.1B
| $268K | 0.06% |
830
| – | – |
2023 Q4
11 quarters
|
|
202
Capital Group Municipal High-Income ETF
CGHM
$3.78B
| $265K | 0.06% |
11,022
+21
| +0.2% | +$531 |
2025 Q2
5 quarters
|
|
203
RTX Corp
RTX
$256B
| $263K | 0.06% |
1,416
-35
| -2% | -$7.16K |
2024 Q3
8 quarters
|
|
204
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.47B
| $261K | 0.06% |
5,634
+456
| +9% | +$21.3K |
2025 Q3
4 quarters
|
|
|
205
iShares MBS ETF
MBB
$35.8B
| $257K | 0.06% |
2,864
-5,460
| -66% | -$506K |
2023 Q4
11 quarters
|
|
206
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
| $254K | 0.06% |
3,066
-48
| -2% | -$4.03K |
2025 Q4
3 quarters
|
|
207
TSMC
TSM
$1.95T
| $250K | 0.06% |
549
+16
| +3% | +$6.78K |
2025 Q2
5 quarters
|
|
208
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
| $250K | 0.06% |
2,707
-830
| -23% | -$80.3K |
2025 Q4
3 quarters
|
|
209
Vanguard Energy ETF
VDE
$10.3B
| $249K | 0.06% |
1,444
| – | – |
2026 Q1
2 quarters
|
|
210
Avantis US Equity ETF
AVUS
$14.3B
| $246K | 0.06% |
+1,921
| New | +$248K |
2026 Q3
0 quarters
|
|
211
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $245K | 0.06% |
4,858
+27
| +0.6% | +$1.36K |
2025 Q2
5 quarters
|
|
212
Truist Financial
TFC
$59.2B
| $240K | 0.06% |
5,191
| – | – |
2023 Q4
11 quarters
|
|
213
Lowe's Companies
LOW
$126B
| $234K | 0.06% |
1,271
+200
| +19% | +$41.5K |
2023 Q4
11 quarters
|
|
214
SPDR Gold Trust
GLD
$136B
| $233K | 0.06% |
611
-67
| -10% | -$26.2K |
2025 Q3
4 quarters
|
|
215
State Street Health Care Select Sector SPDR ETF
XLV
$48.7B
| $231K | 0.06% |
+1,374
| New | +$229K |
2026 Q3
0 quarters
|
|
216
National Grid
NGG
$83.6B
| $231K | 0.06% |
3,047
| – | – |
2023 Q4
11 quarters
|
|
217
Insmed
INSM
$25.1B
| $228K | 0.06% |
2,000
| – | – |
2025 Q3
4 quarters
|
|
218
Vanguard Information Technology ETF
VGT
$133B
| $225K | 0.05% |
+1,790
| New | +$213K |
2026 Q3
0 quarters
|
|
219
Schwab Long-Term US Treasury ETF
SCHQ
$932M
| $223K | 0.05% |
+7,851
| New | +$236K |
2026 Q3
0 quarters
|
|
220
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $221K | 0.05% |
3,068
-5
| -0.2% | -$377 |
2023 Q4
11 quarters
|
|
221
Capital Group Conservative Equity ETF
CGCV
$2.17B
| $212K | 0.05% |
6,601
-3,644
| -36% | -$120K |
2026 Q1
2 quarters
|
|
222
Mastercard
MA
$569B
| $211K | 0.05% |
+383
| New | +$215K |
2026 Q3
0 quarters
|
|
223
iShares U.S. Thematic Rotation Active ETF
THRO
$7.04B
| $210K | 0.05% |
4,769
-251
| -5% | -$10.9K |
2025 Q4
3 quarters
|
|
224
BP
BP
$115B
| $209K | 0.05% |
+4,751
| New | +$204K |
2026 Q3
0 quarters
|
|
225
Avantis International Small Cap Value ETF
AVDV
$19.2B
| $208K | 0.05% |
+1,898
| New | +$206K |
2026 Q3
0 quarters
|
|
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LongView Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, LongView Wealth Management held 244 positions worth $415M, up 6.4% from $390M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
LongView Wealth Management deployed $25.4M of net new capital in Q3 2026, opening 17 new positions and adding to 119 existing holdings. Its largest new stake was T. Rowe Price US Equity Research ETF: 204,236 shares worth $9.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, up from 76% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Genuine Parts, an estimated $5.07M trimmed.
- LongView Wealth Management's largest Q3 2026 buy was T. Rowe Price US Equity Research ETF: 204,236 shares worth $9.9M.
- LongView Wealth Management added most to Schwab US Dividend Equity ETF in Q3 2026, an estimated $1.27M increase.
- LongView Wealth Management's biggest Q3 2026 reduction was Genuine Parts, cutting an estimated $5.07M.
- LongView Wealth Management fully exited iShares MSCI USA Quality GARP ETF in Q3 2026, selling an estimated $355K.
- LongView Wealth Management's ten largest holdings make up 33% of its $415M portfolio in Q3 2026.
- LongView Wealth Management opened 17 new positions and closed 15 in Q3 2026.
- LongView Wealth Management's portfolio value rose 6.4% quarter-over-quarter to $415M.
Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.