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LongView Wealth Management 13F holdings

Filed 2026-07-17 · LongView Wealth Management · 227 positions · $389.8M

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TickerCompanySharesValue% of portfolio
SCHDSCHWAB STRATEGIC TR629.8K$20.0M5.1%
ILCGISHARES TR128.6K$15.0M3.9%
AAPLAPPLE INC51.7K$15.0M3.8%
FBNDFIDELITY MERRIMACK STR TR309.6K$14.1M3.6%
CGGRCAPITAL GROUP GROWTH ETF269.3K$12.7M3.3%
SCHXSCHWAB STRATEGIC TR418.2K$12.3M3.2%
CGDVCAPITAL GROUP DIVIDEND VALUE243.6K$12.0M3.1%
HDHOME DEPOT INC32.8K$11.6M3.0%
CGBLCAPITAL GROUP CORE BALANCED276.5K$10.5M2.7%
VOOVANGUARD INDEX FDS13.0K$9.0M2.3%
QQQINVESCO QQQ TR11.7K$8.6M2.2%
VUGVANGUARD INDEX FDS92.4K$8.0M2.0%
GPCGENUINE PARTS CO65.8K$7.8M2.0%
SCHYSCHWAB STRATEGIC TR207.3K$6.6M1.7%
SCHGSCHWAB STRATEGIC TR153.0K$5.2M1.3%
VOVANGUARD INDEX FDS61.7K$5.0M1.3%
VTVANGUARD INTL EQUITY INDEX F31.0K$4.9M1.2%
CGDGCAPITAL GROUP DIVIDEND GROWE120.8K$4.5M1.2%
VBVANGUARD INDEX FDS14.9K$4.5M1.2%
IQLTISHARES TR88.6K$4.4M1.1%
CGMSCAPITAL GRP FIXED INCM ETF T160.2K$4.4M1.1%
CGGECAPITAL GROUP GLOBAL EQUITY123.8K$4.4M1.1%
VTIVANGUARD INDEX FDS11.0K$4.1M1.0%
JEPIJ P MORGAN EXCHANGE TRADED F69.1K$3.9M1.0%
CGMUCAPITAL GRP FIXED INCM ETF T136.3K$3.7M1.0%
VTVVANGUARD INDEX FDS16.9K$3.7M0.9%
CGGOCAPITAL GROUP GBL GROWTH EQT84.9K$3.6M0.9%
NVDANVIDIA CORPORATION17.8K$3.6M0.9%
AMZNAMAZON COM INC14.8K$3.5M0.9%
AFLAFLAC INC29.0K$3.4M0.9%
JNJJOHNSON & JOHNSON12.6K$3.2M0.8%
IYWISHARES TR12.5K$3.2M0.8%
FNDFSCHWAB STRATEGIC TR55.6K$2.9M0.8%
MSFTMICROSOFT CORP7.6K$2.9M0.7%
IVVISHARES TR3.8K$2.8M0.7%
CGCBCAPITAL GRP FIXED INCM ETF T107.3K$2.8M0.7%
KOCOCA COLA CO34.1K$2.8M0.7%
EPSWISDOMTREE TR35.4K$2.7M0.7%
UTGREAVES UTIL INCOME FD67.3K$2.7M0.7%
CGUSCAPITAL GROUP CORE EQUITY ET60.8K$2.7M0.7%
AGGISHARES TR25.8K$2.6M0.7%
VEAVANGUARD TAX-MANAGED FDS35.9K$2.6M0.7%
FMDEFIDELITY COVINGTON TRUST62.4K$2.5M0.6%
CGCPCAPITAL GRP FIXED INCM ETF T109.6K$2.4M0.6%
ICSHISHARES TR45.6K$2.3M0.6%
IVWISHARES TR15.3K$2.1M0.5%
SOSOUTHERN CO21.2K$2.0M0.5%
IUSBISHARES TR44.0K$2.0M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3.9K$1.9M0.5%
FESMFIDELITY COVINGTON TRUST37.1K$1.8M0.5%
WMTWALMART INC15.8K$1.8M0.5%
VYMVANGUARD WHITEHALL FDS11.3K$1.8M0.5%
GOVTISHARES TR77.8K$1.8M0.5%
UPSUNITED PARCEL SVCS INC16.4K$1.8M0.5%
ABBVABBVIE INC6.8K$1.7M0.4%
BDYNBLACKROCK ETF TRUST58.0K$1.6M0.4%
REZISHARES TR16.5K$1.6M0.4%
IEFAISHARES TR16.1K$1.6M0.4%
IDMOINVESCO EXCH TRADED FD TR II25.5K$1.5M0.4%
CGMMCAPITAL GROUP EQUITY ETF TR45.8K$1.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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