StockDriftsStockDriftsTop 50 Longview Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.12% | 663.4K | $20.4M | -15.58%(-122.47K) | $25.45(+24.52%) | 2026-03-31 | |
| ILCG | ISHARES TR | 3.6% | 136.1K | $14.3M | -7.46%(-10.97K) | $70.32(+58.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.48% | 53.5K | $13.8M | -10.06%(-5.98K) | $185.98(+52.80%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.46% | 299.6K | $13.8M | +19.38%(+48.64K) | $45.64(-0.20%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.97% | 271.8K | $11.8M | +5.07%(+13.12K) | $32.13(+40.52%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.94% | 258.0K | $11.7M | +8.24%(+19.64K) | $36.11(+29.22%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.87% | 418.1K | $11.4M | -1.37%(-5.82K) | $19.53(+45.90%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 2.7% | 31.4K | $10.7M | -7.70%(-2.62K) | $325.80(-3.19%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.42% | 264.3K | $9.6M | +7.87%(+19.29K) | $32.27(+13.82%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.91% | 11.9K | $7.6M | +33.96%(+3.03K) | $513.35(+29.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.89% | +36.37% |
| Top 20 Holdings Unweighted | +9.89% | +32.69% |
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