Latest LongView Wealth Management Stock Portfolio

LongView Wealth Management Performance:

2026 Q1: 0.82%YTD: 0.82%2025: 13.02%

Performance for 2026 Q1 is 0.82%, and YTD is 0.82%, and 2025 is 13.02%.

About LongView Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, LongView Wealth Management reported an equity portfolio of $398.1 Millions as of 31 Mar, 2026.

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 3.6% of portfolio in ISHARES TR.

The fund managers got completely rid off KEYSIGHT TECHNOLOGIES INC (KEYS), DOMINION ENERGY INC (D) and AGILENT TECHNOLOGIES INC (A) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), T ROWE PRICE ETF INC (TAGG) and BANK AMERICA CORP (BAC). LongView Wealth Management opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), SCHWAB STRATEGIC TR (FNDA) and CAPITAL GROUP CONSERVATIVE E. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), FIDELITY MERRIMACK STR TR (FBND) and SCHWAB STRATEGIC TR (FNDA).

LongView Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that LongView Wealth Management made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 15.69%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fidelity covington trust	1,033,050
schwab strategic tr	460,840
capital group conservative e	394,651
ishares tr	386,642
capital group international	364,766
invesco exch traded fd tr ii	279,862
intel corp	249,271
vaneck etf trust	237,752

New stocks bought by LongView Wealth Management

Additions

Ticker	% Inc.
ishares tr	323
fidelity merrimack str tr	165
schwab strategic tr	130
fidelity covington trust	109
invesco exch traded fd tr ii	87.26
ishares tr	86.64
wisdomtree tr	85.3
palantir technologies inc	61.27

Additions to existing portfolio by LongView Wealth Management

Reductions

Ticker	% Reduced
ishares tr	-79.36
t rowe price etf inc	-70.61
bank america corp	-69.12
dimensional etf trust	-68.09
vanguard index fds	-67.82
realty income corp	-62.36
pimco etf tr	-62.2
invesco exchange traded fd t	-62.07

LongView Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
dominion energy inc	-652,152
black stone minerals l p	-146,477
capital grp fixed incm etf t	-203,742
comcast corp new	-208,710
agilent technologies inc	-640,353
ameren corp	-372,028
ishares gold tr	-280,141
keysight technologies inc	-672,946

LongView Wealth Management got rid off the above stocks

Sector Distribution

LongView Wealth Management has about 75.2% of it's holdings in Others sector.

Sector	%
Others	75.2
Consumer Cyclical	6.3
Technology	6.2
Consumer Defensive	2.3
Utilities	2
Healthcare	1.7
Financial Services	1.7
Industrials	1.3
Communication Services	1.3
Energy	1.2

Market Cap. Distribution

LongView Wealth Management has about 23.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.2
MEGA-CAP	16.1
LARGE-CAP	7.4

Stocks belong to which Index?

About 24.2% of the stocks held by LongView Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.8
S&P 500	22.8
RUSSELL 2000	1.4

Top 5 Winners (%)		%
MU	micron technology inc	34.3 %
VLO	valero energy corp	29.8 %
CAT	caterpillar inc	24.1 %
DLR	digital rlty tr inc	23.9 %
COP	conocophillips	22.2 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	1.6 M
FNDA	schwab strategic tr	0.6 M
FNDA	schwab strategic tr	0.5 M
XOM	exxon mobil corp	0.4 M
JNJ	johnson & johnson	0.4 M

Top 5 Losers (%)		%
ADP	automatic data processing in	-25.6 %
BXC	bluelinx hldgs inc	-24.6 %
IBM	international business machs	-22.1 %
PLTR	palantir technologies inc	-20.7 %
ABT	abbott laboratories	-18.9 %

Top 5 Losers ($)		$
GPC	genuine parts co	-1.3 M
HD	home depot inc	-1.1 M
MSFT	microsoft corp	-0.8 M
CGGR	capital group growth etf	-0.5 M
VB	vanguard index fds	-0.2 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 246 stocks in it's portfolio. About 31.5% of the portfolio is in top 10 stocks. GPC 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: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	0.00	0.00	sold off	-100

AAPL	apple inc	3.48	53,463	13,837,800	reduced	-10.06

AAXJ	ishares tr	0.31	13,856	1,220,010	added	86.64

AAXJ	ishares tr	0.31	11,393	1,219,970	reduced	-24.39

AAXJ	ishares tr	0.24	9,887	943,812	added	11.88

AAXJ	ishares tr	0.21	11,422	840,878	added	35.91

AAXJ	ishares tr	0.18	22,495	702,980	reduced	-10.55

AAXJ	ishares tr	0.17	8,706	683,105	added	8.93

AAXJ	ishares tr	0.12	4,879	494,676	added	8.13

AAXJ	ishares tr	0.10	3,202	386,642	new

AAXJ	ishares tr	0.09	4,379	367,661	added	4.96

AAXJ	ishares tr	0.09	4,015	343,110	added	3.03

ABBV	abbvie inc	0.42	7,881	1,656,960	added	0.23

ABT	abbott laboratories	0.11	4,257	430,169	reduced	-0.26

ACES	alps etf tr	0.08	6,032	310,970	added	5.92

ACWF	ishares tr	1.43	115,064	5,677,280	reduced	-29.65

ACWF	ishares tr	1.05	82,505	4,170,650	reduced	-36.06

ACWF	ishares tr	0.34	29,271	1,360,220	added	2.38

ACWF	ishares tr	0.28	15,107	1,093,010	added	8.89

ACWF	ishares tr	0.10	5,108	384,858	added	31.11