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Latest LongView Wealth Management Stock Portfolio

$389Million | No. of Holdings #226

LongView Wealth Management Performance

2026 Q2-4.24%
YTD-3.45%
2025+13.02%

About LongView Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, LongView Wealth Management reported an equity portfolio of $389.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LongView Wealth Management are FNDA, IJR, AAPL. The fund has invested 5.1% of it's portfolio in SCHWAB STRATEGIC TR and 3.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), GLOBUS MED INC (GMED) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), REALTY INCOME CORP (O) and CAPITAL GRP FIXED INCM ETF T (CGCP). LongView Wealth Management opened new stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), INVESCO EXCHANGE TRADED FD T (CSD) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AMPS) and VANGUARD WORLD FD (EDV).
LongView Wealth Management Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$389Million
  as of Jul 17, 2026

LongView Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that LongView Wealth Management made a return of -4.24% in the last quarter. In trailing 12 months, it's portfolio return was 5.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital grp fixed incm etf t365,487
invesco exchange traded fd t354,273
blackrock etf trust288,701
select sector spdr tr283,803
blackrock etf trust282,388
spdr series trust276,207
fidelity covington trust270,551
blackrock etf trust269,084
New stocks bought by LongView Wealth Management

Additions

Ticker% Inc.
vanguard index fds496
ishares tr405
vanguard world fd361
vanguard index fds309
capital group international247
ishares tr247
proshares tr100
schwab strategic tr53.29
Additions to existing portfolio by LongView Wealth Management

Reductions

Ticker% Reduced
ishares tr-80.7
realty income corp-78.89
capital grp fixed incm etf t-73.16
fidelity covington trust-69.02
ishares tr-65.14
at&t inc-57.93
taiwan semiconductor manufac-50.23
ishares tr-49.59
LongView Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchng traded fd vi-2,368,620
bluerock pvt real estate fd-511,494
schwab strategic tr-460,840
invesco exch trd slf idx fd-368,016
dnp select income fd inc-156,875
pimco etf tr-613,655
globus med inc-996,870
capital group intl focus eqt-329,521
LongView Wealth Management got rid off the above stocks

Sector Distribution

LongView Wealth Management has about 76.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Healthcare
  • Financial Services
  • Industrials
Sector%
Others76.1
Technology6.6
Consumer Cyclical6.5
Consumer Defensive2.1
Utilities1.7
Healthcare1.5
Financial Services1.5
Industrials1.4

Market Cap. Distribution

LongView Wealth Management has about 22.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED76.1
MEGA-CAP15.9
LARGE-CAP6.8

Stocks belong to which Index?

About 23.7% of the stocks held by LongView Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others76.4
S&P 50022.3
RUSSELL 20001.4
Top 5 Winners (%)%
MU
micron technology inc
135.3 %
AMD
advanced micro devices inc
116.1 %
INTC
intel corp
114.3 %
CSCO
cisco sys inc
41.0 %
AFK
vaneck etf trust
40.1 %
Top 5 Winners ($)$
AAPL
apple inc
1.6 M
IJR
ishares tr
1.6 M
QQQ
invesco qqq tr
1.3 M
CGGR
capital group growth etf
1.0 M
CGDV
capital group dividend value
1.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-72.6 %
AMPS
ishares tr
-69.9 %
EDV
vanguard world fd
-68.4 %
IJR
ishares tr
-63.6 %
VB
vanguard index fds
-63.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-21.1 M
VB
vanguard index fds
-8.5 M
EDV
vanguard world fd
-2.5 M
AMPS
ishares tr
-2.5 M
IJR
ishares tr
-2.0 M

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 226 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for LongView Wealth Management last quarter.

$389.80MTotal Value
261Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LongView Wealth Management, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.4%16,532
$1.57M
0.4%
increased 19.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.29%14,876
$1.13M
0.29%
increased 30.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.28%10,307
$1.11M
0.28%
decreased 9.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.2%8,324
$786.7K
0.2%
decreased 15.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.16%20,697
$631.1K
0.16%
decreased 7.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.1%4,071
$400.2K
0.1%
increased 1.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.09%2,944
$366.3K
0.09%
decreased 8.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.09%4,414
$363.1K
0.09%
increased 0.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.09%3,537
$354.9K
0.09%
decreased 27.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LongView Wealth Management's holding in Ishares Tr over time
0.09%4,389
$336.0K
0.09%
decreased 49.59 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
LongView Wealth Management's holding in Alps Etf Tr over time
0.09%6,435
$333.6K
0.09%
increased 6.68 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
1.13%88,614
$4.39M
1.13%
decreased 22.99 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
0.59%45,641
$2.31M
0.59%
decreased 44.68 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
0.52%43,961
$2.03M
0.52%
increased 50.19 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
0.28%14,414
$1.09M
0.28%
decreased 4.59 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
0.06%5,178
$243.0K
0.06%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
LongView Wealth Management's holding in Ishares Tr over time
0.06%3,205
$240.9K
0.06%
decreased 37.26 percentreduced