Longview Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$398.1M
Q ending 2026-03-31
Prior quarter
$414.1M
Q ending 2025-12-31
Change
-3.9% QoQ · +19.4% YoY
Positions
247
reported holdings
Largest positions
Top 100 of 247 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHD | Shares | $20.4M | 663K |
| Ishares Tr | ILCG | Shares | $14.3M | 136K |
| Apple Inc | AAPL | Shares | $13.8M | 53K |
| Fidelity Merrimack Str Tr | FBND | Shares | $13.8M | 300K |
| Capital Group Growth Etf | CGGR | Shares | $11.8M | 272K |
| Capital Group Dividend Value | CGDV | Shares | $11.7M | 258K |
| Schwab Strategic Tr | SCHX | Shares | $11.4M | 418K |
| Home Depot Inc | HD | Shares | $10.7M | 31K |
| Capital Group Core Balanced | CGBL | Shares | $9.6M | 264K |
| Vanguard Index Fds | VOO | Shares | $7.6M | 12K |
| Vanguard Index Fds | VUG | Shares | $7.4M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $7.3M | 12K |
| Genuine Parts Co | GPC | Shares | $7.2M | 66K |
| Schwab Strategic Tr | SCHY | Shares | $6.6M | 199K |
| Ishares Tr | IQLT | Shares | $5.7M | 115K |
| Vanguard Intl Equity Index F | VT | Shares | $4.6M | 31K |
| Vanguard Index Fds | VO | Shares | $4.5M | 15K |
| Schwab Strategic Tr | SCHG | Shares | $4.5M | 143K |
| Vanguard Index Fds | VB | Shares | $4.4M | 16K |
| Schwab Strategic Tr | FNDF | Shares | $4.4M | 86K |
| Capital Group Dividend Growe | CGDG | Shares | $4.4M | 117K |
| Amazon Com Inc | AMZN | Shares | $4.2M | 17K |
| Ishares Tr | ICSH | Shares | $4.2M | 83K |
| Capital Group Global Equity | CGGE | Shares | $4.1M | 125K |
| Fidelity Covington Trust | FMDE | Shares | $4.1M | 108K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 20K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $3.8M | 139K |
| Coca Cola Co | KO | Shares | $3.7M | 49K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $3.7M | 133K |
| Vanguard Index Fds | VTI | Shares | $3.7M | 11K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.5M | 61K |
| Vanguard Index Fds | VTV | Shares | $3.5M | 17K |
| Microsoft Corp | MSFT | Shares | $3.5M | 9K |
| Aflac Inc | AFL | Shares | $3.3M | 30K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $3.2M | 85K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 13K |
| Southern Co | SO | Shares | $3.0M | 31K |
| Capital Group Core Equity Et | CGUS | Shares | $2.9M | 69K |
| Reaves Util Income Fd | UTG | Shares | $2.8M | 67K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $2.7M | 119K |
| Ishares Tr | IVV | Shares | $2.6M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 5K |
| Ishares Tr | IYW | Shares | $2.6M | 13K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $2.5M | 96K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.5M | 37K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 17K |
| Ishares Tr | AGG | Shares | $2.4M | 24K |
| Wisdomtree Tr | EPS | Shares | $2.4M | 33K |
| First Tr Exchng Traded Fd Vi | EIPI | Shares | $2.4M | 107K |
| Walmart Inc | WMT | Shares | $2.0M | 16K |
| Ishares Tr | IVW | Shares | $1.9M | 15K |
| United Parcel Svcs Inc | UPS | Shares | $1.7M | 17K |
| Fidelity Covington Trust | FENI | Shares | $1.7M | 43K |
| Ishares Tr | IEFA | Shares | $1.7M | 18K |
| Vanguard Whitehall Fds | VYM | Shares | $1.7M | 11K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Ishares Tr | GARP | Shares | $1.6M | 22K |
| Fidelity Covington Trust | FDVV | Shares | $1.4M | 25K |
| Alphabet Inc | GOOG | Shares | $1.4M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 4K |
| Ishares Tr | GOVT | Shares | $1.4M | 63K |
| Blackrock Etf Trust Ii | INMU | Shares | $1.4M | 59K |
| Capital Group New Geography | CGNG | Shares | $1.4M | 41K |
| Blackrock Etf Trust | BDYN | Shares | $1.4M | 54K |
| Capital Group Equity Etf Tr | CGMM | Shares | $1.4M | 44K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.4M | 29K |
| Fidelity Covington Trust | FESM | Shares | $1.4M | 33K |
| Ishares Tr | IUSB | Shares | $1.4M | 29K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 23K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $1.3M | 22K |
| Vanguard Bd Index Fds | BSV | Shares | $1.2M | 16K |
| Ishares Tr | IWF | Shares | $1.2M | 3K |
| Ishares Tr | REZ | Shares | $1.2M | 14K |
| Ishares Tr | MUB | Shares | $1.2M | 11K |
| Vanguard World Fd | MGC | Shares | $1.2M | 5K |
| Select Sector Spdr Tr | XLI | Shares | $1.2M | 7K |
| Vanguard World Fd | MGK | Shares | $1.2M | 3K |
| Blackrock Etf Trust | BDVL | Shares | $1.1M | 42K |
| Ishares Tr | DGRO | Shares | $1.1M | 15K |
| Schwab Strategic Tr | SCHP | Shares | $1.1M | 40K |
| Realty Income Corp | O | Shares | $1.1M | 17K |
| Church & Dwight Co Inc | CHD | Shares | $1.1M | 11K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| Capital Grp Fixed Incm Etf T | CGHM | Shares | $1.0M | 41K |
| Ishares Tr | HDV | Shares | $1.0M | 8K |
| Fidelity Covington Trust | FELC | Shares | $1.0M | 27K |
| Duke Energy Corp New | DUK | Shares | $1.0M | 8K |
| Fidelity Merrimack Str Tr | FLDR | Shares | $1.0M | 20K |
| Spdr Series Trust | SPYM | Shares | $1.0M | 12K |
| Globus Med Inc | GMED | Shares | $997K | 11K |
| Welltower Inc | WELL | Shares | $980K | 5K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $971K | 37K |
| Ishares Tr | MBB | Shares | $944K | 10K |
| Rbb Fund Trust | FEGE | Shares | $935K | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $921K | 3K |
| Ishares Tr | IVE | Shares | $909K | 4K |
| Ishares Tr | IWD | Shares | $905K | 4K |
| Procter & Gamble Co | PG | Shares | $903K | 6K |
| Schwab Strategic Tr | SCHV | Shares | $899K | 28K |
| Meta Platforms Inc | META | Shares | $892K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.