StockDriftsStockDriftsTop 50 Longview Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.23% | 667.5K | $21.7M | +6.00%(+37.77K) | $25.83(+32.58%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.05% | 50.5K | $16.8M | -2.48%(-1.28K) | $185.98(+84.39%) | 2026-09-30 | |
| ILCG | ISHARES TR | 3.61% | 128.1K | $15.0M | -0.37%(-472) | $70.32(+62.23%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.33% | 319.3K | $13.8M | +3.13%(+9.68K) | $45.60(-4.21%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.22% | 281.4K | $13.3M | +4.50%(+12.12K) | $32.79(+43.02%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.12% | 264.7K | $12.9M | +8.66%(+21.09K) | $37.14(+32.01%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3% | 415.1K | $12.5M | -0.76%(-3.18K) | $19.54(+54.28%) | 2026-09-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.7% | 305.1K | $11.2M | +10.35%(+28.61K) | $32.89(+12.04%) | 2026-09-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 2.38% | 204.2K | $9.9M | new | $47.51(+1.70%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 2.31% | 33.6K | $9.6M | +2.48%(+814) | $326.16(-4.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.04% |
Longview Wealth Management reports $414.82M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (5.2%), AAPL (4.0%) and ILCG (3.6%). The top 20 holdings account for 48.95% of reported assets. Its disclosed equity book has returned +35.93% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Longview Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990190). View Longview Wealth Management’s 13F filings on SEC