DOSSIER · 13F-HR · Q3 2026

LongView Wealth Management

$415M in tracked AUM across 229 positions as of Q3 2026.

LW
CIK 0001990190 · last filed Sep 30, 2026
Total AUM
$415M
as of Q3 2026
Holdings
229
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LongView Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$22M668K5.2%
02
AAPL
APPLE INC
$17M50K4.1%
03
ILCG
ISHARES TR
$15M128K3.6%
04
FBND
FIDELITY MERRIMACK STR TR
$14M319K3.3%
05
CGGR
CAPITAL GROUP GROWTH ETF
$13M281K3.2%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$13M265K3.1%
07
SCHX
SCHWAB STRATEGIC TR
$12M415K3.0%
08
CGBL
CAPITAL GROUP CORE BALANCED
$11M305K2.7%
09
TSPA
T ROWE PRICE EXCHANGE-TRADED
$10M204K2.4%
10
HD
HOME DEPOT INC
$10M34K2.3%

Filing history

2026Q3Sep 30
$415M▲ 6.4%
229 positionsView →
2026Q2Jun 30
$390M▼ 2.1%
227 positionsView →
2026Q1Mar 31
$398M▼ 3.9%
247 positionsView →
2025Q4Dec 31
$414M▲ 12.2%
249 positionsView →
2025Q3Sep 30
$369M▲ 11.7%
225 positionsLocked
2025Q2Jun 30
$330M▼ 0.9%
215 positionsLocked
2025Q1Mar 31
$333M▲ 1.6%
201 positionsLocked
2024Q4Dec 31
$328M▲ 4.7%
203 positionsLocked
2024Q3Sep 30
$313M▲ 15.7%
194 positionsLocked
2024Q2Jun 30
$271M▲ 7.3%
182 positionsLocked
2024Q1Mar 31
$252M▲ 12.6%
176 positionsLocked
2023Q4Dec 31
$224M—
170 positionsLocked