Q3 2026 13F · SEC CIK 1990190

LongView Wealth Management

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $414.8M
Reported positions: 229
Top holdings a year, 3 yrs: +10.9%
Assets under management: $1.2B

LongView Wealth Management is a wealth manager that reported 229 positions worth $414.8M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Schwab Strategic Tr (SCHD, 5.2%), Apple Inc (AAPL, 4.0%), Ishares Tr (JKE, 3.6%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 18.1% for the S&P 500.

LongView Wealth Management holdings largest 50 of 229 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LongView Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHDSchwab Strategic Tr	5.2%	5.1%	667,536	+6.0%	$21.7M
AAPLApple Inc	4.0%	3.8%	50,452	-2.5%	$16.8M
JKEIshares Tr	3.6%	3.9%	128,090	-0.4%	$15.0M
FBNDFidelity Merrimack Str Tr	3.3%	3.6%	319,331	+3.1%	$13.8M
CGGRCapital Group Growth ETF	3.2%	3.3%	281,380	+4.5%	$13.3M
CGDVCapital Group Dividend Value	3.1%	3.1%	264,674	+8.7%	$12.9M
SCHXSchwab Strategic Tr	3.0%	3.2%	415,064	-0.8%	$12.5M
CGBLCapital Group Core Balanced	2.7%	2.7%	305,085	+10.4%	$11.2M
TSPAT Rowe Price Exchange-Traded	2.4%	—	204,236	—	$9.9M
HDHome Depot Inc	2.3%	3.0%	33,629	+2.5%	$9.6M
QQQInvesco Qqq Tr	2.1%	2.2%	11,691	-0.1%	$8.6M
VUGVanguard Index Fds	2.0%	2.0%	92,487	+0.1%	$8.3M
VOOVanguard Index Fds	2.0%	2.3%	11,857	-9.0%	$8.3M
AVLVAmerican Centy ETF Tr	2.0%	—	90,276	—	$8.2M
SCHYSchwab Strategic Tr	1.8%	1.7%	232,683	+12.2%	$7.3M
SCHGSchwab Strategic Tr	1.5%	1.3%	167,566	+9.5%	$6.0M
VTVanguard Intl Equity Index F	1.3%	1.3%	33,491	+7.9%	$5.3M
VOVanguard Index Fds	1.2%	1.3%	62,846	+1.9%	$4.9M
CGDGCapital Group Divid Growers ETF	1.2%	1.2%	129,840	+7.4%	$4.8M
CGGECapital Group Global Equity	1.1%	1.1%	132,115	+6.7%	$4.6M
CGMSCapital Grp Fixed Incm ETF T	1.1%	1.1%	170,430	+6.4%	$4.5M
JEPIJ P Morgan Exchange Traded F	1.1%	1.0%	78,654	+13.8%	$4.4M
IQLTIshares Tr	1.0%	1.1%	85,984	-3.0%	$4.3M
VTIVanguard Index Fds	1.0%	1.0%	11,091	+0.8%	$4.2M
VBVanguard Index Fds	1.0%	1.2%	14,203	-4.5%	$4.0M
NVDANvidia Corporation	0.9%	0.9%	17,179	-3.3%	$3.9M
AMZNAmazon Com Inc	0.9%	0.9%	15,392	+4.3%	$3.8M
MSFTMicrosoft Corp	0.9%	0.7%	7,340	-4.0%	$3.8M
AFLAflac Inc	0.9%	0.9%	32,609	+12.3%	$3.6M
VTVVanguard Index Fds	0.9%	0.9%	16,726	-1.3%	$3.6M
CGMUCapital Grp Fixed Incm ETF T	0.9%	1.0%	136,772	+0.3%	$3.5M
GPCGenuine Parts Co	0.8%	2.0%	26,833	-59.2%	$3.4M
JNJJohnson & Johnson	0.8%	0.8%	12,578	+0.1%	$3.3M
FNDFSchwab Strategic Tr	0.8%	0.8%	61,591	+10.8%	$3.3M
IYWIshares Tr	0.8%	0.8%	12,410	-0.8%	$3.3M
CGGOCapital Group Gbl Growth Eqt	0.8%	0.9%	81,853	-3.6%	$3.3M
IVVIshares Tr	0.8%	0.7%	4,113	+9.4%	$3.1M
EPSWisdomtree Tr	0.7%	0.7%	38,870	+10.0%	$3.1M
KOCoca Cola Co	0.7%	0.7%	34,318	+0.6%	$3.0M
CGCBCapital Grp Fixed Incm ETF T	0.7%	0.7%	114,817	+7.0%	$2.9M
CGUSCapital Group Core Equity Et	0.6%	0.7%	59,042	-2.9%	$2.6M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.7%	34,652	-3.4%	$2.4M
CGCPCapital Grp Fixed Incm ETF T	0.6%	0.6%	114,466	+4.5%	$2.4M
FMDEFidelity Covington Trust	0.6%	0.6%	59,891	-4.0%	$2.4M
ICSHIshares Tr	0.6%	0.6%	47,139	+3.3%	$2.4M
IUSBIshares Tr	0.6%	0.5%	53,269	+21.2%	$2.3M
UTGReaves Util Income Fd	0.6%	0.7%	66,696	-1.0%	$2.3M
AGGIshares Tr	0.5%	0.7%	23,248	-10.0%	$2.2M
IVWIshares Tr	0.5%	0.5%	15,448	+0.8%	$2.2M
FELCFidelity Covington Trust	0.5%	—	45,271	—	$2.0M

What LongView Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.3% /yr; S&P 500 +11.7%
3 years: +10.9% /yr; S&P 500 +18.1%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$414.8M	229
Q2 2026	$389.8M	227
Q1 2026	$398.1M	247
Q4 2025	$414.1M	249
Q3 2025	$369.1M	225
Q2 2025	$330.3M	215
Q1 2025	$333.4M	201
Q4 2024	$328.1M	203
Q3 2024	$313.3M	194
Q2 2024	$270.8M	182
Q1 2024	$252.3M	176
Q4 2023	$224.0M	170

Questions about LongView Wealth Management's portfolio

What stocks does LongView Wealth Management own?

LongView Wealth Management's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 229 positions worth $414.8M. The largest are Schwab Strategic Tr (SCHD) at 5.2%, Apple Inc (AAPL) at 4.0%, Ishares Tr (JKE) at 3.6%, Fidelity Merrimack Str Tr (FBND) at 3.3% and Capital Group Growth ETF (CGGR) at 3.2%.

What did LongView Wealth Management buy last quarter?

In Q3 2026, LongView Wealth Management added Ishares Tr (IUSB) (+21.2% shares), J P Morgan Exchange Traded F (JEPI) (+13.8% shares) and Aflac Inc (AFL) (+12.3% shares), compared with its Q2 2026 filing.

What did LongView Wealth Management sell last quarter?

In Q3 2026, LongView Wealth Management cut from its top 50 Southern Co (SO), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Fidelity Covington Trust (FESM), Genuine Parts Co (GPC) (-59.2% shares), Ishares Tr (AGG) (-10.0% shares) and Vanguard Index Fds (VOO) (-9.0% shares), compared with its Q2 2026 filing.

How has LongView Wealth Management's portfolio performed?

A portfolio copying LongView Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +18.1% for the S&P 500. Over 1 year: +10.3% against +11.7%.

When is LongView Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. LongView Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does LongView Wealth Management manage?

LongView Wealth Management reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $414.8M.