What does LongView Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

LongView Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$20M663K5.1%

ISHARES TR

$14M136K3.6%

APPLE INC

$14M53K3.5%

FIDELITY MERRIMACK STR TR

$14M300K3.5%

CAPITAL GROUP GROWTH ETF

$12M272K3.0%

CAPITAL GROUP DIVIDEND VALUE

$12M258K2.9%

SCHWAB STRATEGIC TR

$11M418K2.9%

HOME DEPOT INC

$11M31K2.7%

CAPITAL GROUP CORE BALANCED

$10M264K2.4%

VANGUARD INDEX FDS

$8M12K1.9%

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