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LongView Wealth Management

CIK 1990190 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

LongView Wealth Management reported 229 US-listed holdings worth $414.8 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: Schwab Strategic Trust (5.2%), Apple Inc. (4.1%) and iShares Trust (3.6%). Against the quarter before, it opened 18 positions, added to 113, trimmed 68 and sold out of 16.

Reported holdings$414.8M+6.4% on Q2 2026
Positions229+2 on Q2 2026
The largest ten33.0%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
OpenedAdded toHeldTrimmed
SCHD5.2%AAPL4.1%ILCG3.6%FBND3.3%CGGR3.2%CGDV3.1%SCHX3.0%CGBL2.7%TSPA2.4%HD2.3%QQQ2.1%VUG2.0%VOO2.0%215 more59.0%

The 14 largest of its 229 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $313.3 million in 194 positions$313MQ3 24Q4 2024: $328.1 million in 203 positions$328MQ4 24Q1 2025: $333.4 million in 201 positions$333MQ1 25Q2 2025: $330.3 million in 215 positions$330MQ2 25Q3 2025: $369.1 million in 225 positions$369MQ3 25Q4 2025: $414.1 million in 249 positions$414MQ4 25Q1 2026: $398.1 million in 247 positions$398MQ1 26Q2 2026: $389.8 million in 227 positions$390MQ2 26Q3 2026: $414.8 million in 229 positions$415MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +19.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +19.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 18Added 113Held 30Trimmed 68Sold out 16
Opened: 18Added: 113Held: 30Trimmed: 68Sold out: 16

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 18

  1. T Rowe Price ETF Inc. TSPA$9.9 million
  2. American Centy ETF Trust AVLV$8.2 million
  3. American Centy ETF Trust AVNM$701,290
  4. American Centy ETF Trust AVLC$603,736
  5. Vanguard Mun BD FDS VTEB$352,500
  6. Hewlett Packard Enterprise Co. HPE$328,551
  7. Strategy Inc. MSTR$309,242
  8. ONEOK Inc. OKE$278,161

and 10 more in the table below

Added to 113

  1. Schwab Strategic Trust SCHD+37,771 shares · +6%
  2. Capital Group Core Balanced CGBL+28,615 shares · +10%
  3. Capital Group Dividend Value CGDV+21,086 shares · +9%
  4. BlackRock ETF Trust BFLX+33,512 shares · +304%
  5. Schwab Strategic Trust SCHY+25,371 shares · +12%
  6. Capital Group International CGIC+16,192 shares · +45%
  7. Capital Group Growth ETF CGGR+12,122 shares · +5%
  8. J P Morgan Exchange Traded F JEPI+9,522 shares · +14%

and 105 more in the table below

Trimmed 68

  1. Genuine Parts Co. GPC-38,938 shares · -59%
  2. Vanguard S&P 500 VOO-1,177 shares · -9%
  3. iShares Trust IWF-5,865 shares · -64%
  4. iShares Trust MBB-5,460 shares · -66%
  5. Apple Inc. AAPL-1,285 shares · -2%
  6. iShares Trust MTUM-1,216 shares · -40%
  7. iShares Trust IWS-1,582 shares · -43%
  8. iShares Trust AGG-2,583 shares · -10%

and 60 more in the table below

Sold out of 16

  1. iShares Trust GARP$355,399 last quarter
  2. Invesco Exchange Traded FD T SPHQ$354,273 last quarter
  3. SPDR S&P Dividend ETF SDY$276,207 last quarter
  4. ONEOK Inc. OKE$275,683 last quarter
  5. iShares Trust IEF$257,987 last quarter
  6. Vanguard Small Cap Value ETF VBR$251,009 last quarter
  7. iShares Trust IEUR$240,895 last quarter
  8. International Business Machines Corp. IBM$237,001 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Schwab Strategic Trust SCHD667.5K$21.7 million5.23%+37.8K
Apple Inc. AAPL50.5K$16.8 million4.05%-1.3K
iShares Trust ILCG128.1K$15.0 million3.61%-472
Fidelity Merrimack STR Trust FBND319.3K$13.8 million3.33%+9.7K
Capital Group Growth ETF CGGR281.4K$13.3 million3.22%+12.1K
Capital Group Dividend Value CGDV264.7K$12.9 million3.12%+21.1K
Schwab US Large Cap SCHX415.1K$12.5 million3.00%-3.2K
Capital Group Core Balanced CGBL305.1K$11.2 million2.70%+28.6K
T Rowe Price ETF Inc. TSPA204.2K$9.9 million2.38%new
Home Depot, Inc. HD33.6K$9.6 million2.31%+814
Invesco QQQ Trust QQQ11.7K$8.6 million2.08%-9
Vanguard Growth ETF VUG92.5K$8.3 million2.01%+52
Vanguard S&P 500 VOO11.9K$8.3 million2.00%-1.2K
American Centy ETF Trust AVLV90.3K$8.2 million1.97%new
Schwab Strategic Trust SCHY232.7K$7.3 million1.76%+25.4K
Schwab Strategic Trust SCHG167.6K$6.0 million1.45%+14.5K
Vanguard Intl Equity Index F VT33.5K$5.3 million1.27%+2.4K
Vanguard Mid Cap Index ETF VO62.8K$4.9 million1.19%+1.2K
Capital Group Dividend Growe CGDG129.8K$4.8 million1.16%+9.0K
Capital Group Global Equity CGGE132.1K$4.6 million1.11%+8.3K
Capital GRP Fixed Incm ETF T CGMS170.4K$4.5 million1.08%+10.2K
J P Morgan Exchange Traded F JEPI78.7K$4.4 million1.07%+9.5K
iShares Trust IQLT86.0K$4.3 million1.03%-2.6K
VG Totl STK Vprs VTI11.1K$4.2 million1.00%+84
Vanguard Small Cap ETF VB14.2K$4.0 million0.97%-670
NVIDIA Corp. NVDA17.2K$3.9 million0.95%-588
Amazon.com Inc. AMZN15.4K$3.8 million0.92%+636
Microsoft Corp. MSFT7.3K$3.8 million0.91%-308
Aflac Inc. AFL32.6K$3.6 million0.88%+3.6K
Vanguard Value ETF VTV16.7K$3.6 million0.87%-213
Capital GRP Fixed Incm ETF T CGMU136.8K$3.5 million0.86%+464
Genuine Parts Co. GPC26.8K$3.4 million0.81%-38.9K
Johnson & Johnson JNJ12.6K$3.3 million0.80%+10
Schwab Fundamental Internationa FNDF61.6K$3.3 million0.80%+6.0K
iShares Trust IYW12.4K$3.3 million0.79%-99
Capital Group GBL Growth Eqt CGGO81.9K$3.3 million0.78%-3.1K
iShares Core S&P 500 ETF IVV4.1K$3.1 million0.76%+353
Wisdomtree Trust EPS38.9K$3.1 million0.75%+3.5K
Coca-Cola Co. KO34.3K$3.0 million0.71%+189
Capital Group Core Bond ETF CGCB114.8K$2.9 million0.69%+7.5K
Capital Group Core Equity Et CGUS59.0K$2.6 million0.63%-1.8K
Vanguard Ftse Developed Markets VEA34.7K$2.4 million0.59%-1.2K
Capital GRP Fixed Incm ETF T CGCP114.5K$2.4 million0.58%+4.9K
Fidelity Covington Trust FMDE59.9K$2.4 million0.58%-2.5K
iShares Trust ICSH47.1K$2.4 million0.57%+1.5K
iShares Core Total USD Bond Market ETF IUSB53.3K$2.3 million0.57%+9.3K
Reaves Util Income FD UTG66.7K$2.3 million0.55%-642
iShares Trust AGG23.2K$2.2 million0.53%-2.6K
iShares S&P Growth Index FD IVW15.4K$2.2 million0.53%+123
Fidelity Enhanced Large Cap Core ETF FELC45.3K$2.0 million0.47%+10.0K
iShares Trust GOVT88.6K$1.9 million0.47%+10.8K
Berkshire Hathaway Inc. Class B BRKB3.9K$1.9 million0.47%no change
Vanguard Whitehall FDS VYM12.2K$1.9 million0.46%+907
Fidelity Enhanced Small Cap ETF FESM41.8K$1.9 million0.45%+4.7K
Capital Group International CGIC52.1K$1.9 million0.45%+16.2K
Invesco Exch Traded FD Trust II IDMO30.6K$1.9 million0.45%+5.1K
iShares Core MSCI Eafe ETF IEFA19.1K$1.9 million0.45%+3.0K
AbbVie Inc. ABBV6.7K$1.8 million0.42%-94
Southern Co. SO20.5K$1.7 million0.41%-765
iShares Trust REZ19.1K$1.7 million0.41%+2.6K
Walmart Inc. WMT16.1K$1.7 million0.40%+329
iShares Dyn Act ETF BDYN58.3K$1.6 million0.39%+364
SPDR Ser Trust SPYM17.6K$1.6 million0.38%+2.1K
Capital Group New Geography CGNG43.4K$1.6 million0.38%+9.2K
iShares Trust ACWX20.6K$1.6 million0.38%+5.7K
Capital Group Equity ETF Trust CGMM49.7K$1.5 million0.37%+3.9K
United Parcel Service Inc. UPS16.4K$1.5 million0.37%no change
ExxonMobil Holdings Corp. XOM9.2K$1.5 million0.36%-116
Capital GRP Fixed Incm ETF T CGSD57.1K$1.4 million0.35%+17.1K
Vanguard Ftse Emerging Markets VWO23.7K$1.4 million0.34%+1.1K
Alphabet Inc. GOOG4.0K$1.4 million0.33%+35
Vanguard Charlotte FDS BNDX28.9K$1.4 million0.33%+1.3K
BlackRock ETF Trust II INMU58.3K$1.3 million0.32%-1.3K
Alphabet Inc. GOOGL3.8K$1.3 million0.32%no change
iShares DV Equity Active ETF BDVL48.7K$1.3 million0.31%+718
Vanguard World FD MGC4.4K$1.2 million0.30%-425
iShares Core Dividend Growth DGRO15.3K$1.2 million0.28%+903
BlackRock ETF Trust BFLX44.5K$1.1 million0.28%+33.5K
Schwab Strategic Trust FNDE26.9K$1.1 million0.27%+5.2K
iShares Trust HDV39.5K$1.1 million0.27%+82
Vanguard Mega Cap Growth ETF MGK11.7K$1.1 million0.26%-1.6K
Vanguard BD Index FDS BSV14.2K$1.1 million0.26%-985
Welltower Inc. WELL4.5K$1.0 million0.25%-82
Vanguard Specialized Funds VIG4.3K$1.0 million0.24%-104
Fidelity Merrimack STR Trust FLDR20.2K$1.0 million0.24%+56
Select Sector SPDR Trust XLI6.0K$1.0 million0.24%-579
Fidelity Covington Trust FNCL12.8K$968,4640.23%+2.6K
First Eagle Global A FEGE18.9K$948,9930.23%+99
Fidelity Covington Trust FDVV15.6K$948,8570.23%-58
iShares Russell 1000 Value Inde IWD3.8K$943,7760.23%-87
Church & Dwight Co. Inc. CHD10.0K$939,3580.23%-1.3K
iShares Trust MUB9.2K$925,2330.22%-1.2K
Procter & Gamble Co. PG6.3K$908,8000.22%-18
Duke Energy Corp. DUK7.9K$899,3820.22%+61
Schwab Strategic Trust SCHP35.8K$898,5160.22%+5.6K
Costco Wholesale Corp. COST915$833,1800.20%+39
iShares S&P 500 Value ETF IVE3.6K$826,9230.20%-89
Invesco Exchange Traded FD T RSP4.0K$826,5440.20%+860
Advanced Micro Devices Inc. AMD1.3K$811,1940.20%+330
BlackRock ETF Trust IALT27.1K$809,5270.20%+17.5K
iShares Edge MSCI Min Vol USA ETF USMV8.3K$809,2900.20%-346
Meta Platforms, Inc. META1.1K$797,8740.19%-212
Digital Realty Trust, Inc. DLR4.5K$795,1700.19%+164
American Express Co. AXP2.6K$789,9090.19%+5
JPMorgan Chase & Co. JPM2.3K$751,0890.18%-6
Micron Technology Inc. MU704$749,9690.18%-138
Berkshire Hathaway Inc. Del1$747,0050.18%no change
Valero Energy Corp. VLO1.9K$721,3420.17%-16
BlueLinx Holdings Inc. BXC10.0K$708,9530.17%no change
American Centy ETF Trust AVNM8.4K$701,2900.17%new
American Centy ETF Trust AVUV5.9K$695,5230.17%+3.0K
Financial Select Sector SPDR ETF XLF12.8K$685,1840.17%+972
BlackRock ETF Trust DYNF9.9K$684,0320.16%-2
Norfolk Southern Corp. NSC2.2K$679,7010.16%+8
Rio Tinto plc RIO7.0K$661,7740.16%+14
Tesla, Inc. TSLA1.8K$652,1410.16%+3
Vanguard Index FDS VXF2.7K$619,8420.15%no change
Fastenal Co. FAST12.5K$617,3540.15%+63
American Centy ETF Trust AVLC6.7K$603,7360.15%new
Schwab Strategic Trust SCHV17.9K$597,4390.14%+55
Vanguard Large Cap ETF VV1.7K$590,1050.14%+1
BlackRock ETF Trust II BINC11.6K$588,3510.14%+3.2K
iShares Trust LQD5.7K$587,4440.14%-586
SPDR Blmbg Barclays Convert Secs ETF CWB5.8K$586,7360.14%+19
iShares Trust MTUM1.8K$585,9030.14%-1.2K
Packaging Corp. of America PKG2.5K$574,5260.14%no change
iShares Trust OEF1.5K$569,9410.14%-6
Energy Transfer LP ET27.5K$544,5240.13%+15
Fidelity Covington Trust FENI13.5K$539,2890.13%+132
iShares Trust PFF18.0K$531,5030.13%-2.7K
BlackRock ETF Trust CORO14.6K$530,4190.13%+6.7K
Cisco Systems, Inc. CSCO4.6K$495,7190.12%+208
iShares Trust IOO3.4K$488,7270.12%no change
Palantir Technologies Inc. PLTR2.6K$485,9560.12%-200
Invesco Exchange Traded FD T XMHQ4.3K$484,7010.12%+6
Vanguard Small Cap Growth ETF VBK1.4K$477,3740.12%+21
McDonald's Corp. MCD2.0K$463,1420.11%+10
Technology Select Sector SPDR ETF XLK2.3K$441,9530.11%-554
Intel Corp. INTC3.6K$437,3820.11%+26
ProShares Trust NOBL7.8K$423,9280.10%no change
Capital GRP Fixed Incm ETF T CGHY17.3K$422,2130.10%+2.9K
iShares Trust IWF3.3K$419,4980.10%-5.9K
Wisdomtree Trust DGRW4.3K$416,0060.10%-1.6K
Vaneck ETF Trust SMH676$411,6840.10%+51
Delta Air Lines, Inc. DAL4.9K$405,5160.10%-563
Select Sector SPDR Trust XLP5.0K$404,5140.10%+8
iShares A.i. Innovation and Tech Active ETF BAI8.4K$396,6940.10%+660
Visa Inc. V1.1K$396,3600.10%-23
iShares Trust IMCG4.2K$395,5560.10%+142
Legg Mason ETF Invt LVHD9.3K$385,0490.09%-357
PIMCO ETF Trust MINT3.8K$383,3020.09%+1.6K
iShares Trust SCZ4.5K$382,8450.09%+121
Caterpillar Inc. CAT469$380,3180.09%no change
BlackRock ETF Trust II GGOV7.4K$370,4390.09%+2.3K
Abbott Laboratories ABT3.7K$368,0620.09%-179
iShares Select Dividend ETF DVY2.4K$364,9520.09%+3
Akre Focus ETF AKRE6.8K$355,7860.09%-1.6K
BlackRock ETF Trust BLCR7.2K$353,2460.09%+1.0K
Vanguard Mun BD FDS VTEB7.4K$352,5000.08%new
Fidelity Covington Trust FHLC4.3K$351,3060.08%+141
Chevron Corp. CVX1.7K$349,7870.08%+2
Invesco Exch Traded FD Trust II QQQM1.1K$348,1810.08%+60
Fidelity Covington Trust FENY10.2K$346,5400.08%+509
Starbucks Corp. SBUX3.6K$341,9010.08%+1
Harbor ETF Trust SIHY7.7K$340,4760.08%+117
Schwab Strategic Trust SCHR14.2K$337,2510.08%+710
Alps ETF Trust AMLP6.5K$336,4980.08%+52
iShares Trust IWS2.1K$336,2680.08%-1.6K
AT&T Inc. T13.6K$331,6250.08%+23
Automatic Data Processing Inc. ADP1.3K$330,3910.08%+6
PIMCO Corporate & Incm Strg PCN30.8K$328,9750.08%-3.9K
Hewlett Packard Enterprise Co. HPE5.1K$328,5510.08%new
General Electric Co. GE1.0K$320,6840.08%no change
Broadcom Inc. AVGO906$318,2940.08%+1
Thermo Fisher Scientific Inc. TMO471$318,2100.08%no change
iShares Trust EFV4.0K$314,2650.08%-418
SPDR Gold MiniShares GLDM3.8K$311,0510.07%-15
Enterprise Products Partners L.P. EPD8.7K$310,9110.07%-247
Select Sector SPDR Trust XLE5.0K$309,8420.07%-306
Fidelity Covington Trust FSTA6.1K$309,2670.07%+14
Strategy Inc. MSTR2.0K$309,2420.07%new
Vanguard World FD ESGV2.3K$308,5330.07%+4
Altria Group, Inc. MO4.4K$299,2590.07%no change
Fidelity Covington Trust FELG6.6K$299,2340.07%+452
Vanguard Total Bond Market ETF BND4.2K$297,7170.07%no change
iShares Core MSCI Emerging Mark IEMG3.7K$296,3630.07%-2.3K
SPDR S&P 500 SPY378$287,9030.07%+1
Verizon Communications Inc. VZ6.3K$287,6440.07%+16
Fidelity Covington Trust FCOM4.0K$287,3660.07%+10
iShares Trust EFG2.4K$286,5140.07%-553
iShares Core S&P Small-Cap ETF IJR2.1K$285,4870.07%+93
Wisdomtree Trust DXJ1.6K$284,2130.07%+93
iShares Trust IWB683$284,0870.07%+1
Vanguard Star FDS VXUS3.3K$283,7860.07%no change
Invesco Actively Managed Exc PSR2.9K$280,3120.07%+222
ONEOK Inc. OKE3.3K$278,1610.07%new
PepsiCo Inc. PEP2.2K$273,4620.07%no change
American Century ETF Trust AVEM2.9K$272,1470.07%new
ConocoPhillips COP2.1K$269,0010.06%no change
SSgA Funds Management Inc MDYV3.0K$268,4960.06%+13
Sherwin Williams Co. SHW830$268,3140.06%no change
Capital GRP Fixed Incm ETF T CGHM11.0K$265,3070.06%+21
RTX Corp. RTX1.4K$262,9000.06%-35
iShares Trust HEFA5.6K$261,3840.06%+456
iShares Trust MBB2.9K$256,7150.06%-5.5K
Vanguard FTSE All-World ex-US ETF VEU3.1K$254,3860.06%-48
Taiwan Semiconductor Manufacturing Company Limited TSM549$250,4480.06%+16
iShares Trust TLH2.7K$249,5040.06%-830
Vanguard World FD VDE1.4K$248,5990.06%no change
American Centy ETF Trust AVUS1.9K$246,0070.06%new
JP Morgan Ultra Short Income Et JPST4.9K$244,6890.06%+27
Truist Financial Corp. TFC5.2K$240,3430.06%no change
Lowe's Companies Inc. LOW1.3K$234,2330.06%+200
SPDR Gold Trust GLD611$232,6930.06%-67
Select Sector SPDR Trust XLV1.4K$231,4860.06%new
National Grid plc NGG3.0K$231,0240.06%no change
Insmed Inc. INSM2.0K$228,2800.06%no change
Vanguard World FD VGT1.8K$224,9850.05%new
Schwab Strategic Trust SCHQ7.9K$223,4410.05%new
iShares Core S&P Mid-Cap ETF IJH3.1K$220,7460.05%-5
Capital Group Conservative E CGCV6.6K$211,7600.05%-3.6K
Mastercard Inc. MA383$211,2130.05%new
BlackRock ETF Trust THRO4.8K$209,7600.05%-251
BP plc BP4.8K$209,0040.05%new
American Century ETF Trust AVDV1.9K$207,6190.05%new
Invesco Exch Traded FD Trust II RWL1.6K$205,8880.05%no change
American Centy ETF Trust AVMV2.7K$203,9380.05%new
Eli Lilly & Co. LLY175$202,3430.05%-3
DNP Select Income FD Inc. DNP15.0K$143,2530.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 16 it sold out of are in the box above.