StockDriftsStockDriftsTop 50 LongView Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.12% | 629.8K | $20.0M | -5.07%(-33.64K) | $25.45(+34.72%) | 2026-06-30 | |
| ILCG | ISHARES TR | 3.86% | 128.6K | $15.0M | -5.54%(-7.54K) | $70.32(+67.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.84% | 51.7K | $15.0M | -3.23%(-1.73K) | $185.98(+64.89%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.61% | 309.6K | $14.1M | +3.36%(+10.07K) | $45.64(-1.56%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.26% | 269.3K | $12.7M | -0.94%(-2.54K) | $32.13(+46.42%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.16% | 418.2K | $12.3M | +0.03%(+138) | $19.54(+56.30%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.08% | 243.6K | $12.0M | -5.60%(-14.45K) | $36.11(+42.08%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.97% | 32.8K | $11.6M | +4.64%(+1.46K) | $326.35(+8.73%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.69% | 276.5K | $10.5M | +4.59%(+12.14K) | $32.43(+18.38%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.3% | 13.0K | $9.0M | +9.16%(+1.09K) | $522.34(+36.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.97% |
LongView Wealth Management reports $389.80M in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (5.1%), ILCG (3.9%) and AAPL (3.8%). The top 20 holdings account for 49.12% of reported assets. Its disclosed equity book has returned +35.49% cumulatively over 10 quarters. Figures reflect the Q2 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