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LongView Wealth Management

hedge fundUpdated 17 days ago

Managed by Longview Wealth Management • Latest filing Q3 2026

Portfolio value
$414.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
0.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$414.1M
Q1 2026$398.1M
Q2 2026$389.8M
Q3 2026$414.8M

Top holdings

229 positions as of Q3 2026

View filing
S

SCHWAB STRATEGIC TR

+6.0%
Value
$21.7M
Shares
667.5K
% Port
5.23%
A

APPLE INC

-2.5%
Value
$16.8M
Shares
50.5K
% Port
4.05%
?
3.N/A

ISHARES TR

-0.4%
Value
$15M
Shares
128.1K
% Port
3.61%
F

FIDELITY MERRIMACK STR TR

+3.1%
Value
$13.8M
Shares
319.3K
% Port
3.33%
C

CAPITAL GROUP GROWTH ETF

+4.5%
Value
$13.3M
Shares
281.4K
% Port
3.22%
C

CAPITAL GROUP DIVIDEND VALUE

+8.7%
Value
$12.9M
Shares
264.7K
% Port
3.12%
S

SCHWAB STRATEGIC TR

-0.8%
Value
$12.5M
Shares
415.1K
% Port
3.00%
C

CAPITAL GROUP CORE BALANCED

+10.3%
Value
$11.2M
Shares
305.1K
% Port
2.70%
T

T ROWE PRICE EXCHANGE-TRADED

Value
$9.9M
Shares
204.2K
% Port
2.38%
H

HOME DEPOT INC

+2.5%
Value
$9.6M
Shares
33.6K
% Port
2.31%
Q

INVESCO QQQ TR

-0.1%
Value
$8.6M
Shares
11.7K
% Port
2.08%
V

VANGUARD INDEX FDS

+0.1%
Value
$8.3M
Shares
92.5K
% Port
2.01%
V

VANGUARD INDEX FDS

-9.0%
Value
$8.3M
Shares
11.9K
% Port
2.00%
?
14.N/A

AMERICAN CENTY ETF TR

Value
$8.2M
Shares
90.3K
% Port
1.97%
S

SCHWAB STRATEGIC TR

+12.2%
Value
$7.3M
Shares
232.7K
% Port
1.76%
S

SCHWAB STRATEGIC TR

+9.5%
Value
$6M
Shares
167.6K
% Port
1.45%
V

VANGUARD INTL EQUITY INDEX F

+7.9%
Value
$5.3M
Shares
33.5K
% Port
1.27%
V

VANGUARD INDEX FDS

+1.9%
Value
$4.9M
Shares
62.8K
% Port
1.19%
C

CAPITAL GROUP DIVIDEND GROWE

+7.4%
Value
$4.8M
Shares
129.8K
% Port
1.16%
C

CAPITAL GROUP GLOBAL EQUITY

+6.7%
Value
$4.6M
Shares
132.1K
% Port
1.11%

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