Latest LongView Wealth Management Stock Portfolio
LongView Wealth Management Performance:
2025 Q3: 3.45%YTD: 26.08%2024: 7.65%
Performance for 2025 Q3 is 3.45%, and YTD is 26.08%, and 2024 is 7.65%.
About LongView Wealth Management and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LongView Wealth Management reported an equity portfolio of $369.1 Millions as of 30 Sep, 2025.
The top stock holdings of LongView Wealth Management are FNDA, IJR, AAPL. The fund has invested 6% of it's portfolio in SCHWAB STRATEGIC TR and 4.4% of portfolio in ISHARES TR.
The fund managers got completely rid off SCHWAB CHARLES CORP (SCHW) and GOLDMAN SACHS ETF TR (GBIL) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), PROSHARES TR (BZQ) and UNITED PARCEL SERVICE INC (UPS). LongView Wealth Management opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (IJR) and INSMED INC (INSM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), CAPITAL GROUP EQUITY ETF TR and ISHARES TR (IJR).
The top stock holdings of LongView Wealth Management are FNDA, IJR, AAPL. The fund has invested 6% of it's portfolio in SCHWAB STRATEGIC TR and 4.4% of portfolio in ISHARES TR.
The fund managers got completely rid off SCHWAB CHARLES CORP (SCHW) and GOLDMAN SACHS ETF TR (GBIL) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), PROSHARES TR (BZQ) and UNITED PARCEL SERVICE INC (UPS). LongView Wealth Management opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (IJR) and INSMED INC (INSM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), CAPITAL GROUP EQUITY ETF TR and ISHARES TR (IJR).
LongView Wealth Management Annual Return Estimates Vs S&P 500
Our best estimate is that LongView Wealth Management made a return of 3.45% in the last quarter. In trailing 12 months, it's portfolio return was 25.76%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 564,337 |
| ishares tr | 422,502 |
| blackrock etf trust | 360,525 |
| insmed inc | 288,020 |
| spdr gold tr | 279,755 |
| fidelity covington trust | 270,960 |
| thermo fisher scientific inc | 231,282 |
| invesco actively managed exc | 207,198 |
New stocks bought by LongView Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 138 |
| capital group equity etf tr | 114 |
| ishares tr | 89.52 |
| capital group global equity | 76.99 |
| ishares tr | 76.34 |
| capital group new geography | 62.94 |
| ishares tr | 58.27 |
| capital grp fixed incm etf t | 58.05 |
Additions to existing portfolio by LongView Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -56.98 |
| proshares tr | -39.53 |
| united parcel service inc | -37.02 |
| ishares tr | -31.96 |
| nextera energy inc | -28.13 |
| genuine parts co | -27.98 |
| invesco exchange traded fd t | -26.57 |
| ishares tr | -26.55 |
LongView Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab charles corp | -301,881 |
| goldman sachs etf tr | -246,401 |
LongView Wealth Management got rid off the above stocks
Sector Distribution
LongView Wealth Management has about 70.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.2 |
| Consumer Cyclical | 8 |
| Technology | 7.2 |
| Utilities | 2.9 |
| Consumer Defensive | 2.5 |
| Healthcare | 2 |
| Financial Services | 1.9 |
| Industrials | 1.4 |
| Communication Services | 1.3 |
| Real Estate | 1.1 |
| Energy | 1.1 |
Market Cap. Distribution
LongView Wealth Management has about 27.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.2 |
| MEGA-CAP | 17.3 |
| LARGE-CAP | 10.6 |
| SMALL-CAP | 1.4 |
Stocks belong to which Index?
About 29.3% of the stocks held by LongView Wealth Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.7 |
| S&P 500 | 27.4 |
| RUSSELL 2000 | 1.9 |
LongView Wealth Management Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LongView Wealth Management
LongView Wealth Management has 224 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for LongView Wealth Management last quarter.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.15 | 4,327 | 555,370 | unchanged | 0.00 | ||
| AAPL | apple inc | 3.89 | 56,436 | 14,370,300 | reduced | -2.24 | ||
| AAXJ | ishares tr | 0.32 | 11,117 | 1,183,840 | added | 10.93 | ||
| AAXJ | ishares tr | 0.22 | 25,374 | 802,323 | reduced | -4.52 | ||
| AAXJ | ishares tr | 0.14 | 7,987 | 519,229 | added | 1.46 | ||
| AAXJ | ishares tr | 0.10 | 3,869 | 368,091 | reduced | -3.54 | ||
| AAXJ | ishares tr | 0.09 | 3,786 | 313,194 | added | 2.77 | ||
| AAXJ | ishares tr | 0.08 | 4,017 | 308,184 | added | 5.82 | ||
| AAXJ | ishares tr | 0.07 | 3,990 | 270,660 | reduced | -8.09 | ||
| ABBV | abbvie inc | 0.40 | 6,389 | 1,479,250 | reduced | -2.31 | ||
| ABT | abbott labs | 0.15 | 4,209 | 563,691 | reduced | -4.19 | ||
| ACWF | ishares tr | 1.97 | 164,877 | 7,285,920 | added | 0.12 | ||
| ACWF | ishares tr | 1.71 | 124,200 | 6,303,150 | added | 4.18 | ||
| ACWF | ishares tr | 0.22 | 11,652 | 793,289 | added | 58.27 | ||
| ACWF | ishares tr | 0.12 | 9,770 | 456,353 | reduced | -4.34 | ||
| ACWF | ishares tr | 0.06 | 5,098 | 201,914 | new | |||
| ADP | automatic data processing in | 0.10 | 1,282 | 376,204 | added | 0.39 | ||
| AEE | ameren corp | 0.10 | 3,687 | 384,833 | added | 0.68 | ||
| AFL | aflac inc | 0.94 | 31,147 | 3,479,080 | reduced | -2.17 | ||
| AFLG | first tr exchng traded fd vi | 1.15 | 214,694 | 4,255,240 | reduced | -0.55 | ||