Holders — by stockHoldings — by fund
LongView Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001990190
$389.8M
disclosed book value
227
positions
5.1%
largest position share
Positions, as of 2026-06-30
top 100 of 227 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 629,765 | $20.0M | 5.1% |
| 2 | ILCGISHARES TR | 128,562 | $15.0M | 3.9% |
| 3 | AAPLAPPLE INC | 51,737 | $15.0M | 3.8% |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 309,647 | $14.1M | 3.6% |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 269,258 | $12.7M | 3.3% |
| 6 | SCHXSCHWAB STRATEGIC TR | 418,242 | $12.3M | 3.2% |
| 7 | CGDVCAPITAL GROUP DIVIDEND VALUE | 243,588 | $12.0M | 3.1% |
| 8 | HDHOME DEPOT INC | 32,815 | $11.6M | 3% |
| 9 | CGBLCAPITAL GROUP CORE BALANCED | 276,470 | $10.5M | 2.7% |
| 10 | VOOVANGUARD INDEX FDS | 13,034 | $9.0M | 2.3% |
| 11 | QQQINVESCO QQQ TR | 11,700 | $8.6M | 2.2% |
| 12 | VUGVANGUARD INDEX FDS | 92,435 | $8.0M | 2% |
| 13 | GPCGENUINE PARTS CO | 65,771 | $7.8M | 2% |
| 14 | SCHYSCHWAB STRATEGIC TR | 207,312 | $6.6M | 1.7% |
| 15 | SCHGSCHWAB STRATEGIC TR | 153,019 | $5.2M | 1.3% |
| 16 | VOVANGUARD INDEX FDS | 61,684 | $5.0M | 1.3% |
| 17 | VTVANGUARD INTL EQUITY INDEX F | 31,043 | $4.9M | 1.2% |
| 18 | CGDGCAPITAL GROUP DIVIDEND GROWE | 120,849 | $4.5M | 1.2% |
| 19 | VBVANGUARD INDEX FDS | 14,873 | $4.5M | 1.2% |
| 20 | IQLTISHARES TR | 88,614 | $4.4M | 1.1% |
| 21 | CGMSCAPITAL GRP FIXED INCM ETF T | 160,235 | $4.4M | 1.1% |
| 22 | CGGECAPITAL GROUP GLOBAL EQUITY | 123,843 | $4.4M | 1.1% |
| 23 | VTIVANGUARD INDEX FDS | 11,007 | $4.1M | 1% |
| 24 | JEPIJ P MORGAN EXCHANGE TRADED F | 69,132 | $3.9M | 1% |
| 25 | CGMUCAPITAL GRP FIXED INCM ETF T | 136,308 | $3.7M | 1% |
| 26 | VTVVANGUARD INDEX FDS | 16,939 | $3.7M | 0.9% |
| 27 | CGGOCAPITAL GROUP GBL GROWTH EQT | 84,928 | $3.6M | 0.9% |
| 28 | NVDANVIDIA CORPORATION | 17,767 | $3.6M | 0.9% |
| 29 | AMZNAMAZON COM INC | 14,756 | $3.5M | 0.9% |
| 30 | AFLAFLAC INC | 29,044 | $3.4M | 0.9% |
| 31 | JNJJOHNSON & JOHNSON | 12,568 | $3.2M | 0.8% |
| 32 | IYWISHARES TR | 12,509 | $3.2M | 0.8% |
| 33 | FNDFSCHWAB STRATEGIC TR | 55,584 | $2.9M | 0.8% |
| 34 | MSFTMICROSOFT CORP | 7,648 | $2.9M | 0.7% |
| 35 | IVVISHARES TR | 3,760 | $2.8M | 0.7% |
| 36 | CGCBCAPITAL GRP FIXED INCM ETF T | 107,307 | $2.8M | 0.7% |
| 37 | KOCOCA COLA CO | 34,129 | $2.8M | 0.7% |
| 38 | EPSWISDOMTREE TR | 35,350 | $2.7M | 0.7% |
| 39 | UTGREAVES UTIL INCOME FD | 67,338 | $2.7M | 0.7% |
| 40 | CGUSCAPITAL GROUP CORE EQUITY ET | 60,815 | $2.7M | 0.7% |
| 41 | AGGISHARES TR | 25,831 | $2.6M | 0.7% |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 35,879 | $2.6M | 0.7% |
| 43 | FMDEFIDELITY COVINGTON TRUST | 62,366 | $2.5M | 0.6% |
| 44 | CGCPCAPITAL GRP FIXED INCM ETF T | 109,567 | $2.4M | 0.6% |
| 45 | ICSHISHARES TR | 45,641 | $2.3M | 0.6% |
| 46 | IVWISHARES TR | 15,325 | $2.1M | 0.5% |
| 47 | SOSOUTHERN CO | 21,247 | $2.0M | 0.5% |
| 48 | IUSBISHARES TR | 43,961 | $2.0M | 0.5% |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,883 | $1.9M | 0.5% |
| 50 | FESMFIDELITY COVINGTON TRUST | 37,093 | $1.8M | 0.5% |
| 51 | WMTWALMART INC | 15,792 | $1.8M | 0.5% |
| 52 | VYMVANGUARD WHITEHALL FDS | 11,298 | $1.8M | 0.5% |
| 53 | GOVTISHARES TR | 77,794 | $1.8M | 0.5% |
| 54 | UPSUNITED PARCEL SVCS INC | 16,356 | $1.8M | 0.5% |
| 55 | ABBVABBVIE INC | 6,802 | $1.7M | 0.4% |
| 56 | BDYNBLACKROCK ETF TRUST | 57,950 | $1.6M | 0.4% |
| 57 | REZISHARES TR | 16,532 | $1.6M | 0.4% |
| 58 | IEFAISHARES TR | 16,099 | $1.6M | 0.4% |
| 59 | IDMOINVESCO EXCH TRADED FD TR II | 25,504 | $1.5M | 0.4% |
| 60 | CGMMCAPITAL GROUP EQUITY ETF TR | 45,765 | $1.5M | 0.4% |
| 61 | FELCFIDELITY COVINGTON TRUST | 35,252 | $1.5M | 0.4% |
| 62 | INMUBLACKROCK ETF TRUST II | 59,636 | $1.4M | 0.4% |
| 63 | GOOGALPHABET INC | 3,961 | $1.4M | 0.4% |
| 64 | GOOGLALPHABET INC | 3,845 | $1.4M | 0.4% |
| 65 | SPYMSPDR SERIES TRUST | 15,502 | $1.4M | 0.3% |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 22,669 | $1.4M | 0.3% |
| 67 | BNDXVANGUARD CHARLOTTE FDS | 27,641 | $1.3M | 0.3% |
| 68 | MGCVANGUARD WORLD FD | 4,790 | $1.3M | 0.3% |
| 69 | CGICCAPITAL GROUP INTERNATIONAL | 35,885 | $1.3M | 0.3% |
| 70 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 34,193 | $1.3M | 0.3% |
| 71 | EXMOCEXXON MOBIL CORP | 9,342 | $1.3M | 0.3% |
| 72 | BDVLBLACKROCK ETF TRUST | 47,957 | $1.2M | 0.3% |
| 73 | XLISELECT SECTOR SPDR TR | 6,589 | $1.2M | 0.3% |
| 74 | BSVVANGUARD BD INDEX FDS | 15,166 | $1.2M | 0.3% |
| 75 | MGKVANGUARD WORLD FD | 13,270 | $1.2M | 0.3% |
| 76 | IWFISHARES TR | 9,214 | $1.1M | 0.3% |
| 77 | ACWXISHARES TR | 14,876 | $1.1M | 0.3% |
| 78 | MUBISHARES TR | 10,307 | $1.1M | 0.3% |
| 79 | DGROISHARES TR | 14,414 | $1.1M | 0.3% |
| 80 | CHDCHURCH & DWIGHT CO INC | 11,266 | $1.1M | 0.3% |
| 81 | HDVISHARES TR | 39,380 | $1.1M | 0.3% |
| 82 | MTUMISHARES TR | 3,062 | $1.0M | 0.3% |
| 83 | VIGVANGUARD SPECIALIZED FUNDS | 4,436 | $1.0M | 0.3% |
| 84 | CGSDCAPITAL GRP FIXED INCM ETF T | 40,043 | $1.0M | 0.3% |
| 85 | WELLWELLTOWER INC | 4,539 | $1.0M | 0.3% |
| 86 | FLDRFIDELITY MERRIMACK STR TR | 20,129 | $1.0M | 0.3% |
| 87 | DUKDUKE ENERGY CORP NEW | 7,828 | $990,860 | 0.3% |
| 88 | MUMICRON TECHNOLOGY INC | 842 | $972,045 | 0.2% |
| 89 | FDVVFIDELITY COVINGTON TRUST | 15,682 | $945,497 | 0.2% |
| 90 | IWDISHARES TR | 3,894 | $944,063 | 0.2% |
| 91 | FEGERBB FUND TRUST | 18,809 | $920,136 | 0.2% |
| 92 | PGPROCTER & GAMBLE CO | 6,274 | $920,034 | 0.2% |
| 93 | AXPAMERICAN EXPRESS CO | 2,593 | $877,153 | 0.2% |
| 94 | FNDESCHWAB STRATEGIC TR | 21,727 | $862,121 | 0.2% |
| 95 | IVEISHARES TR | 3,711 | $842,706 | 0.2% |
| 96 | USMVISHARES TR | 8,652 | $834,530 | 0.2% |
| 97 | COSTCOSTCO WHOLESALE CORPORATION | 876 | $819,717 | 0.2% |
| 98 | SCHPSCHWAB STRATEGIC TR | 30,204 | $800,408 | 0.2% |
| 99 | MBBISHARES TR | 8,324 | $786,743 | 0.2% |
| 100 | DLRDIGITAL RLTY TR INC | 4,366 | $784,041 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.