DOSSIER · 13F-HR · Q2 2026

LongView Wealth Management

$390M in tracked AUM across 227 positions as of Q2 2026.

LW
CIK 0001990190 · last filed Jun 30, 2026
Total AUM
$390M
as of Q2 2026
Holdings
227
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LongView Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$20M630K5.1%
02
ILCG
ISHARES TR
$15M129K3.9%
03
AAPL
APPLE INC
$15M52K3.8%
04
FBND
FIDELITY MERRIMACK STR TR
$14M310K3.6%
05
CGGR
CAPITAL GROUP GROWTH ETF
$13M269K3.3%
06
SCHX
SCHWAB STRATEGIC TR
$12M418K3.2%
07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M244K3.1%
08
HD
HOME DEPOT INC
$12M33K3.0%
09
CGBL
CAPITAL GROUP CORE BALANCED
$10M276K2.7%
10
VOO
VANGUARD INDEX FDS
$9M13K2.3%

Filing history

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 positionsView →
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