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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
SHW icon
201
Sherwin-Williams
SHW
$87.4B
$300K 0.07%
839
+3
+0.4% +$1K
IBM icon
202
IBM
IBM
$214B
$296K 0.07%
950
+76
+9% +$22.8K
LMT icon
203
Lockheed Martin
LMT
$134B
$296K 0.07%
538
+1
+0.2% +$479
LOW icon
204
Lowe's Companies
LOW
$122B
$296K 0.07%
1,094
– –
FCOM icon
205
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$293K 0.07%
3,961
+143
+4% +$10.1K
TMO icon
206
Thermo Fisher Scientific
TMO
$214B
$292K 0.07%
475
-2
-0.4% -$1.13K
VZ icon
207
Verizon
VZ
$201B
$292K 0.07%
7,331
+130
+2% +$5.27K
FNDE icon
208
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.51B
$287K 0.07%
+7,637
New +$279K
IEUR icon
209
iShares Core MSCI Europe ETF
IEUR
$8.82B
$285K 0.07%
+3,896
New +$270K
NGG icon
210
National Grid
NGG
$81.3B
$282K 0.07%
3,532
-113
-3% -$8.5K
IAU icon
211
iShares Gold Trust
IAU
$62.5B
$280K 0.07%
+3,239
New +$253K
ESGV icon
212
Vanguard ESG US Stock ETF
ESGV
$13B
$279K 0.07%
2,268
– –
TFC icon
213
Truist Financial
TFC
$64.7B
$278K 0.07%
5,541
+702
+15% +$32.3K
AMLP icon
214
Alerian MLP ETF
AMLP
$12.9B
$276K 0.07%
+5,695
New +$267K
ALLE icon
215
Allegion
ALLE
$13.7B
$274K 0.07%
1,700
– –
VOOG icon
216
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
$274K 0.07%
3,648
– –
MO icon
217
Altria Group
MO
$125B
$271K 0.07%
4,634
+300
+7% +$18.1K
SDY icon
218
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$268K 0.06%
1,862
+384
+26% +$53.4K
MU icon
219
Micron Technology
MU
$927B
$266K 0.06%
+770
New +$177K
SPY icon
220
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$262K 0.06%
377
-41
-10% -$27.7K
EOG icon
221
EOG Resources
EOG
$74.4B
$258K 0.06%
+2,446
New +$263K
COP icon
222
ConocoPhillips
COP
$139B
$257K 0.06%
2,686
+1
+0% +$90
AJG icon
223
Arthur J. Gallagher & Co
AJG
$68.2B
$255K 0.06%
963
+2
+0.2% +$529
TSCO icon
224
Tractor Supply
TSCO
$16.5B
$253K 0.06%
4,985
– –
IJR icon
225
iShares Core S&P Small-Cap ETF
IJR
$110B
$251K 0.06%
1,981
– –
7 8
9
10 11

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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
Sicart Associates New York $389M AUM 42.46% 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
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.