Latest LongView Wealth Management Stock Portfolio

LongView Wealth Management Performance:

2025 Q4: 2.54%YTD: 12.21%2024: -1.88%

Performance for 2025 Q4 is 2.54%, and YTD is 12.21%, and 2024 is -1.88%.

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 $414.1 Millions as of 31 Dec, 2025.

The top stock holdings of LongView Wealth Management are FNDA, IJR, AAPL. The fund has invested 5.4% of it's portfolio in SCHWAB STRATEGIC TR and 3.8% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) and CORNING INC (GLW) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD WORLD FD (EDV) and SELECT SECTOR SPDR TR (XLB). LongView Wealth Management opened new stock positions in BLACKROCK ETF TRUST II (HYMU), WISDOMTREE TR (AGZD) and BLUEROCK PVT REAL ESTATE FD. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), ISHARES INC (EMGF) and SELECT SECTOR SPDR TR (XLB).

LongView Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that LongView Wealth Management made a return of 2.54% in the last quarter. In trailing 12 months, it's portfolio return was 12.21%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust ii	1,403,890
wisdomtree tr	1,278,370
bluerock pvt real estate fd	1,101,150
profesionally managed portfo	976,288
ishares tr	790,958
invesco exch traded fd tr ii	664,187
fidelity covington trust	629,299
ishares tr	620,638

New stocks bought by LongView Wealth Management

Additions

Ticker	% Inc.
ishares tr	192
ishares inc	167
select sector spdr tr	151
blackrock etf trust	136
ishares tr	128
ishares tr	125
schwab strategic tr	115
ishares tr	100

Additions to existing portfolio by LongView Wealth Management

Reductions

Ticker	% Reduced
vanguard scottsdale fds	-26.64
vanguard world fd	-26.36
select sector spdr tr	-26.09
vanguard bd index fds	-22.84
ishares tr	-21.67
vanguard world fd	-18.67
capital grp fixed incm etf t	-18.19
palantir technologies inc	-16.96

LongView Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard bd index fds	-335,128
corning inc	-201,905

LongView Wealth Management got rid off the above stocks

Sector Distribution

LongView Wealth Management has about 72.4% of it's holdings in Others sector.

Sector	%
Others	72.4
Consumer Cyclical	7.1
Technology	6.6
Utilities	2.5
Consumer Defensive	2.4
Healthcare	2.1
Financial Services	1.9
Industrials	1.5
Communication Services	1.3
Energy	1.1

Market Cap. Distribution

LongView Wealth Management has about 25.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.4
MEGA-CAP	16.1
LARGE-CAP	9.8
SMALL-CAP	1.3

Stocks belong to which Index?

About 27.1% of the stocks held by LongView Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.9
S&P 500	25.4
RUSSELL 2000	1.7

Top 5 Winners (%)		%
GMED	globus med inc	60.1 %
LLY	eli lilly & co	39.9 %
GOOG	alphabet inc	36.0 %
GOOG	alphabet inc	34.9 %
CAT	caterpillar inc	32.0 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	1.0 M
FNDA	schwab strategic tr	0.6 M
CGDV	capital group dividend value	0.5 M
AMZN	amazon com inc	0.5 M
FNDA	schwab strategic tr	0.5 M

Top 5 Losers (%)		%
MSTR	strategy inc	-49.6 %
XLB	select sector spdr tr	-39.1 %
	fidelity wise origin bitcoin	-18.7 %
AZO	autozone inc	-17.9 %
T	at&t inc	-15.8 %

Top 5 Losers ($)		$
HD	home depot inc	-1.0 M
GPC	genuine parts co	-0.6 M
MSFT	microsoft corp	-0.4 M
MSTR	strategy inc	-0.3 M
SO	southern co	-0.3 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 248 stocks in it's portfolio. About 31.3% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for LongView Wealth Management last quarter.

Last Reported on: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.16	4,327	640,353	unchanged	0.00

AAPL	apple inc	3.74	59,440	15,469,300	added	5.32

AAXJ	ishares tr	0.39	15,068	1,620,590	added	35.54

AAXJ	ishares tr	0.20	8,837	845,293	added	128

AAXJ	ishares tr	0.19	25,147	795,149	reduced	-0.89

AAXJ	ishares tr	0.15	7,424	620,638	new

AAXJ	ishares tr	0.14	8,404	586,758	added	5.22

AAXJ	ishares tr	0.14	7,992	582,887	added	100

AAXJ	ishares tr	0.11	4,512	460,804	new

AAXJ	ishares tr	0.08	4,172	336,263	added	3.86

AAXJ	ishares tr	0.08	3,897	322,943	added	2.93

ABBV	abbvie inc	0.42	7,863	1,730,160	added	23.07

ABT	abbott labs	0.13	4,268	531,980	added	1.4

ACES	alps etf tr	0.07	5,695	275,682	new

ACWF	ishares tr	1.86	163,548	7,703,090	reduced	-0.81

ACWF	ishares tr	1.58	129,029	6,531,430	added	3.89

ACWF	ishares tr	0.32	28,591	1,333,500	added	192

ACWF	ishares tr	0.24	13,874	986,020	added	19.07

ACWF	ishares tr	0.07	3,896	284,935	new

ACWF	ishares tr	0.05	5,178	222,635	added	1.57