LongView Wealth Management — 13F holdings
LongView Wealth Management reported 229 holdings worth $415M in its 13F filing for Q3 2026, filed October 19, 2026.
Largest positions
- SCHD SCHWAB STRATEGIC TR — $21.7M (5.2%)
- AAPL APPLE INC — $16.8M (4.1%)
- ILCG ISHARES TR — $15.0M (3.6%)
- FBND FIDELITY MERRIMACK STR TR — $13.8M (3.3%)
- CGGR CAPITAL GROUP GROWTH ETF — $13.3M (3.2%)
- CGDV CAPITAL GROUP DIVIDEND VALUE — $12.9M (3.1%)
- SCHX SCHWAB STRATEGIC TR — $12.5M (3.0%)
- CGBL CAPITAL GROUP CORE BALANCED — $11.2M (2.7%)
- TSPA T ROWE PRICE ETF INC — $9.86M (2.4%)
- HD HOME DEPOT INC — $9.57M (2.3%)