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

  1. SCHD SCHWAB STRATEGIC TR — $21.7M (5.2%)
  2. AAPL APPLE INC — $16.8M (4.1%)
  3. ILCG ISHARES TR — $15.0M (3.6%)
  4. FBND FIDELITY MERRIMACK STR TR — $13.8M (3.3%)
  5. CGGR CAPITAL GROUP GROWTH ETF — $13.3M (3.2%)
  6. CGDV CAPITAL GROUP DIVIDEND VALUE — $12.9M (3.1%)
  7. SCHX SCHWAB STRATEGIC TR — $12.5M (3.0%)
  8. CGBL CAPITAL GROUP CORE BALANCED — $11.2M (2.7%)
  9. TSPA T ROWE PRICE ETF INC — $9.86M (2.4%)
  10. HD HOME DEPOT INC — $9.57M (2.3%)