Longview Wealth Management Top Holdings and 13F Report (2026) About Longview Wealth ManagementInvestment ActivityLongview Wealth Management has $398.06 million in total holdings as of March 31, 2026.Longview Wealth Management owns shares of 247 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 6.81% of the portfolio was purchased this quarter.About 11.88% of the portfolio was sold this quarter.This quarter, Longview Wealth Management has purchased 249 new stocks and bought additional shares in 102 stocks.Longview Wealth Management sold shares of 112 stocks and completely divested from 20 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $20,373,071iShares Morningstar Growth ETF $14,330,145Apple $13,837,758Fidelity Total Bond ETF $13,786,400Capital Group Growth ETF $11,828,722 Largest New Holdings this Quarter 316092113 - FIDELITY COVINGTON TRUST $1,033,054 Holding808524839 - Schwab U.S. Aggregate Bond ETF $460,840 Holding14020U100 - CAPITAL GROUP CONSERVATIVE E $394,651 Holding464288885 - iShares MSCI EAFE Growth ETF $386,642 Holding14021T102 - CAPITAL GROUP INTERNATIONAL $364,766 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 48,640 shares (about $2.24M)Vanguard S&P 500 ETF 3,027 shares (about $1.93M)Schwab U.S. Large-Cap Growth ETF 47,187 shares (about $1.49M)iShares U.S. Treasury Bond ETF 47,888 shares (about $1.10M)WisdomTree U.S. LargeCap Fund 15,107 shares (about $1.10M) Largest Sales this Quarter Schwab US Dividend Equity ETF 122,474 shares (about $3.76M)Schwab Fundamental International Equity ETF 58,496 shares (about $3.03M)FIRST TR EXCHNG TRADED FD VI 109,831 shares (about $2.44M)iShares MSCI Intl Quality Factor ETF 48,484 shares (about $2.39M)iShares Ultra Short-Term Bond Active ETF 46,524 shares (about $2.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLongview Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$20,373,071$3,761,176 â–¼-15.6%663,4025.1%ETFILCGiShares Morningstar Growth ETF$14,330,145$1,154,607 â–¼-7.5%136,1023.6%ETFAAPLApple$13,837,758$1,547,019 â–¼-10.1%53,4633.5%Computer and TechnologyFBNDFidelity Total Bond ETF$13,786,400$2,238,414 â–²19.4%299,5743.5%ETFCGGRCapital Group Growth ETF$11,828,722$570,895 â–²5.1%271,8003.0%ETFCGDVCapital Group Dividend Value ETF$11,717,408$892,079 â–²8.2%258,0362.9%ETFSCHXSchwab US Large-Cap ETF$11,443,501$159,184 â–¼-1.4%418,1042.9%ETFHDHome Depot$10,747,388$897,215 â–¼-7.7%31,3602.7%Retail/WholesaleCAPITAL GROUP CORE BALANCED$9,619,093$702,110 â–²7.9%264,3332.4%SHSVOOVanguard S&P 500 ETF$7,621,604$1,932,211 â–²34.0%11,9401.9%ETFVUGVanguard Growth ETF$7,390,467$145,874 â–¼-1.9%15,5031.9%ETFQQQInvesco QQQ$7,255,913$150,235 â–¼-2.0%11,5431.8%FinanceGPCGenuine Parts$7,228,197$420,146 â–¼-5.5%65,7711.8%Retail/WholesaleSCHYSchwab International Dividend Equity ETF$6,553,539$611,939 â–²10.3%199,3781.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,677,279$2,392,210 â–¼-29.6%115,0641.4%ETFVTVanguard Total World Stock ETF$4,577,598$5,924 â–²0.1%30,9111.1%ETFVOVanguard Mid-Cap ETF$4,545,697$180,548 â–¼-3.8%15,0561.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,498,259$1,486,858 â–²49.4%142,7571.1%ETFVBVanguard Small-Cap ETF$4,435,063$631,593 â–¼-12.5%15,9401.1%ETFFNDFSchwab Fundamental International Equity ETF$4,430,559$3,025,990 â–¼-40.6%85,6481.1%ETFCAPITAL GROUP DIVIDEND GROWE$4,361,249$75,177 â–²1.8%116,9551.1%SHS ETFAMZNAmazon.com$4,201,963$345,142 â–¼-7.6%16,8741.1%Retail/WholesaleICSHiShares Ultra Short-Term Bond Active ETF$4,170,650$2,351,801 â–¼-36.1%82,5051.0%ETFCAPITAL GROUP GLOBAL EQUITY$4,127,982$123,078 â–²3.1%125,4711.0%SHSFIDELITY COVINGTON TRUST$4,094,571$1,303,954 â–¼-24.2%108,2651.0%ENHANCED MIDNVDANVIDIA$3,841,146$90,394 â–¼-2.3%19,5471.0%Computer and TechnologyCGMUCapital Group Municipal Income ETF$3,802,160$1,045,632 â–²37.9%138,6641.0%ETFKOCocaCola$3,725,469$129,257 â–¼-3.4%49,0840.9%Consumer StaplesCGMSCapital Group U.S. Multi-Sector Income ETF$3,692,136$164,940 â–²4.7%133,4350.9%ETFVTIVanguard Total Stock Market ETF$3,691,921$332,701 â–²9.9%10,7750.9%ETFJEPIJPMorgan Equity Premium Income ETF$3,538,334$985,007 â–²38.6%61,1750.9%ETFVTVVanguard Value ETF$3,502,530$128,881 â–¼-3.5%17,2570.9%ETFMSFTMicrosoft$3,478,671$99,065 â–¼-2.8%8,8490.9%Computer and TechnologyAFLAflac$3,324,339$334,247 â–¼-9.1%29,6980.8%FinanceCGGOCapital Group Global Growth Equity ETF$3,154,056$140,008 â–¼-4.3%85,2450.8%ETFJNJJohnson & Johnson$3,026,103$297,953 â–¼-9.0%12,6040.8%MedicalSOSouthern$2,998,784$335,480 â–¼-10.1%31,2500.8%UtilitiesCGUSCapital Group Core Equity ETF$2,879,223$75,196 â–¼-2.5%69,4960.7%ETFREAVES UTIL INCOME FD$2,819,162$2,720 â–²0.1%67,3800.7%COM SH BEN INTCGCPCapital Group Core Plus Income ETF$2,674,739$25,707 â–²1.0%118,5090.7%ETFIVViShares Core S&P 500 ETF$2,624,967$233,051 â–²9.7%3,7620.7%ETFBRK.BBerkshire Hathaway$2,562,002$903,983 â–¼-26.1%5,3650.6%FinanceIYWiShares U.S. Technology ETF$2,560,597$61,356 â–¼-2.3%12,6870.6%ManufacturingCAPITAL GRP FIXED INCM ETF T$2,542,146$86,828 â–²3.5%96,0020.6%CORE BOND ETFVEAVanguard FTSE Developed Markets ETF$2,529,887$25,213 â–²1.0%36,7240.6%ETFXOMExxonMobil$2,509,690$174,317 â–¼-6.5%16,8160.6%EnergyAGGiShares Core U.S. Aggregate Bond ETF$2,390,021$499 â–²0.0%23,9530.6%FinanceEPSWisdomTree U.S. LargeCap Fund$2,384,525$1,097,660 â–²85.3%32,8180.6%FinanceFIRST TR EXCHNG TRADED FD VI$2,368,625$2,440,440 â–¼-50.7%106,5990.6%FT ENERGY INCOMEWALMART INC$1,973,479$556,080 â–¼-22.0%15,7820.5%COMIVWiShares S&P 500 Growth ETF$1,876,796$211,595 â–²12.7%15,0520.5%ETFUPSUnited Parcel Service$1,721,813$2,581 â–²0.2%16,6810.4%TransportationFIDELITY COVINGTON TRUST$1,718,909$1,490,339 â–¼-46.4%43,1890.4%ENHANCED INTLIEFAiShares Core MSCI EAFE ETF$1,712,619$41,498 â–²2.5%17,7050.4%ETFVYMVanguard High Dividend Yield ETF$1,712,218$35,831 â–²2.1%11,1820.4%Financial ServicesABBVAbbVie$1,656,960$3,784 â–²0.2%7,8810.4%MedicalSTLGiShares Factors US Growth Style ETF$1,573,853$104,994 â–¼-6.3%22,3050.4%ManufacturingFDVVFidelity High Dividend ETF$1,447,225$500,840 â–²52.9%25,0210.4%ETFGOOGAlphabet$1,446,939$284,958 â–¼-16.5%4,3770.4%Computer and TechnologyGOOGLAlphabet$1,446,047$88,547 â–²6.5%4,3440.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,439,093$1,099,513 â–²323.8%62,6780.4%ETFINMUiShares Intermediate Muni Income Active ETF$1,420,031$21,651 â–²1.5%58,8980.4%ETFCAPITAL GROUP NEW GEOGRAPHY$1,405,359$353,102 â–¼-20.1%40,6760.4%SHSBLACKROCK ETF TRUST$1,400,110$322,105 â–²29.9%54,0170.4%DYNAMIC EQTY ACTCAPITAL GROUP EQUITY ETF TR$1,386,196$69,553 â–²5.3%44,2450.3%US SMALL AND MIDBNDXVanguard Total International Bond ETF$1,379,158$77,539 â–²6.0%28,6010.3%ETFFIDELITY COVINGTON TRUST$1,361,138$710,826 â–²109.3%33,1100.3%ENHANCED SMALLIUSBiShares Core Total USD Bond Market ETF$1,360,221$31,600 â–²2.4%29,2710.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,322,945$40,239 â–²3.1%22,8170.3%ETFIDMOInvesco S&P International Developed Momentum ETF$1,309,844$610,368 â–²87.3%21,7260.3%ETFBSVVanguard Short-Term Bond ETF$1,244,228$340,476 â–¼-21.5%15,8600.3%ETFIWFiShares Russell 1000 Growth ETF$1,222,894$133,114 â–²12.2%2,6550.3%ETFREZiShares Residential and Multisector Real Estate ETF$1,220,012$566,334 â–²86.6%13,8560.3%ETFMUBiShares National Muni Bond ETF$1,219,969$393,521 â–¼-24.4%11,3930.3%ETFMGCVanguard Mega Cap ETF$1,213,037$14,941 â–¼-1.2%4,7900.3%ETFXLIIndustrial Select Sector SPDR Fund$1,164,350$23,401 â–²2.1%6,7170.3%ETFMGKVanguard Mega Cap Growth ETF$1,154,396$72,225 â–¼-5.9%2,8770.3%ETFBLACKROCK ETF TRUST$1,097,296$215,214 â–²24.4%42,4970.3%DISCIPLINED VOLADGROiShares Core Dividend Growth ETF$1,093,010$89,209 â–²8.9%15,1070.3%ETFSCHPSchwab U.S. TIPS ETF$1,082,329$77,062 â–¼-6.6%40,2950.3%ETFORealty Income$1,080,793$1,790,729 â–¼-62.4%16,9380.3%FinanceCHDChurch & Dwight$1,073,336$195,352 â–¼-15.4%11,2360.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$1,059,977$75,665 â–²7.7%4,7350.3%ETFCAPITAL GRP FIXED INCM ETF T$1,049,133$212,018 â–¼-16.8%40,9820.3%MUNICIPAL HIGH IHDViShares Core High Dividend ETF$1,042,757$114,984 â–²12.4%7,7900.3%ETFFIDELITY COVINGTON TRUST$1,033,054$1,033,054 â–²New Holding26,6390.3%ENHANCED LARGEDUKDuke Energy$1,013,558$524,299 â–¼-34.1%7,8100.3%UtilitiesFLDRFidelity Low Duration Bond Factor ETF$1,012,956$631,454 â–²165.5%20,1900.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,009,119$101,770 â–²11.2%12,3450.3%ETFGMEDGlobus Medical$996,8700.0%10,5000.3%MedicalWELLWelltower$980,477$9,706 â–¼-1.0%4,6470.2%FinanceCGSDCapital Group Short Duration Income ETF$970,631$94,012 â–²10.7%37,4470.2%ETFMBBiShares MBS ETF$943,812$100,233 â–²11.9%9,8870.2%ETFRBB FUND TRUST$934,907$41,034 â–²4.6%19,0700.2%FIRST EAGLE GBLJPMJPMorgan Chase & Co.$921,199$6,844 â–¼-0.7%2,9610.2%FinanceIVEiShares S&P 500 Value ETF$908,684$4,786 â–¼-0.5%4,1770.2%ETFIWDiShares Russell 1000 Value ETF$904,606$13,485 â–¼-1.5%4,0250.2%ETFPGProcter & Gamble$902,767$433 â–¼0.0%6,2530.2%Consumer StaplesSCHVSchwab U.S. Large-Cap Value ETF$898,505$199,194 â–²28.5%28,2460.2%ETFMETAMeta Platforms$891,772$119,256 â–¼-11.8%1,3460.2%Computer and TechnologyShowing largest 100 holdings. 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