LongView Wealth Management

CIK

1990190

Location

ATLANTA, GA

Portfolio Value

Small $103,857,200

Diversification

Diversified

Filing Date

Global Rank

#1,878 / 3,203 ▲ 3740

Top Industry

Consumer Electronics 15.9%

3Y Alpha vs SPY

-5.3%

Period ended 30 days ago

Filed Jul 17, 2026 · 13d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.1%

SPY

+50.3%

Annualised alpha

-3.7%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

+1.5 pts

Top 5

44.7%

+5.6 pts

Top 10

59.9%

+5.1 pts

HHI

555

Diversified+95

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$25,603,907	13
Consumer Cyclical	24.4%	$25,365,910	8
Financial Services	10.7%	$11,156,091	10
Unclassified	9.4%	$9,731,357	5
Consumer Defensive	7.7%	$8,005,142	7
Healthcare	5.7%	$5,920,585	6
Industrials	5.3%	$5,536,907	9
Energy	3.5%	$3,614,204	8
Utilities	3.2%	$3,276,922	3
Communication Services	2.6%	$2,658,816	4
Real Estate	2.0%	$2,035,830	3
Basic Materials	0.9%	$951,529	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
BXC	BlueLinx Holdings Inc.	+2,074	9,967	$616,757
HD	Home Depot, Inc.	+1,455	32,815	$11,573,194
QQQ	Invesco Qqq Trust, Series 1	+157	11,700	$8,615,880
OKE	Oneok Inc /New/	+152	3,171	$275,686
AMD	Advanced Micro Devices Inc	+84	996	$578,586
FAST	Fastenal Co	+67	12,401	$595,620
GLDM	World Gold Trust	+66	3,800	$301,796
MU	Micron Technology Inc	+61	842	$971,912
CHD	Church & Dwight Co Inc /De/	+30	11,266	$1,091,450
PG	PROCTER & GAMBLE Co	+21	6,274	$920,019
DUK	Duke Energy CORP	+18	7,828	$990,868
COST	Costco Wholesale Corp /New	+11	876	$819,471
DLR	Digital Realty Trust, Inc.	+10	4,366	$784,046
WMT	Walmart Inc.	+10	15,792	$1,788,601
NSC	Norfolk Southern Corp	+9	2,192	$689,581
GLD	Spdr Gold Trust	+8	678	$249,761
SBUX	Starbucks Corp	+1	3,638	$371,767
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−18,680	13,568	$280,857
KO	Coca Cola Co	−14,955	34,129	$2,773,663
O	Realty Income Corp	−13,362	3,576	$221,568
PCN	Pimco Corporate & Income Strategy Fund	−10,246	34,759	$415,370
SO	Southern Co	−10,003	21,247	$2,033,550
XOM	ExxonMobil Holdings Corp	−7,474	9,342	$1,277,238
PFD	Flaherty & Crumrine Preferred & Income Fund Inc	−2,365	15,305	$177,997
AMZN	Amazon Com Inc	−2,118	14,756	$3,516,945
NVDA	Nvidia Corp	−1,780	17,767	$3,554,999
AAPL	Apple Inc.	−1,726	51,737	$14,970,618
BRK-B	Berkshire Hathaway Inc	−1,482	3,883	$1,943,014
MSFT	Microsoft Corp	−1,201	7,648	$2,852,856
PLTR	Palantir Technologies Inc.	−1,150	2,798	$326,442
EPD	Enterprise Products Partners L.P.	−1,140	8,978	$330,031
ABBV	AbbVie Inc.	−1,079	6,802	$1,711,655
JPM	Jpmorgan Chase & Co	−685	2,276	$745,003
ET	Energy Transfer LP	−684	27,528	$526,335
AFL	Aflac Inc	−654	29,044	$3,405,409
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−538	533	$254,544
PEP	Pepsico Inc	−515	2,158	$292,193
GOOGL	Alphabet Inc.	−499	3,845	$1,374,087
VZ	Verizon Communications Inc	−487	6,255	$264,836
ABT	Abbott Laboratories	−354	3,903	$354,158
UPS	United Parcel Service Inc	−325	16,356	$1,758,270
AVGO	Broadcom Inc.	−319	905	$341,863
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BFLX	Cann American Corp.	11,023	$282,388
LLY	ELI LILLY & Co	178	$213,498
GEV	GE Vernova Inc.	179	$210,299
KLAC	Kla Corp	692	$208,783
FBNC	First Bancorp /Nc/	3,211	$205,279
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
GMED	Globus Medical Inc	10,500	$904,680
BPRE	Bluerock Private Real Estate Fund	30,776	$511,189
BEPC	Brookfield Renewable Corp	7,641	$304,341
DIS	Walt Disney Co	2,638	$254,250
BAC	Bank Of America Corp /De/	5,208	$253,890
MSTR	Strategy Inc	2,020	$252,096
LMT	Lockheed Martin Corp	378	$228,459
TSCO	Tractor Supply Co /De/	4,962	$224,778
BP	Bp PLC	4,694	$220,618
AJG	Arthur J. Gallagher & Co.	967	$209,432
MA	Mastercard Inc	396	$197,865
RF	Regions Financial Corp	7,254	$189,474
DNP	Dnp Select Income Fund Inc	14,969	$154,180
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $103,857,200 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	51,737	-1,726	$14,970,618	+10.3%	14.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	32,815	+1,455	$11,573,194	+12.2%	11.14%
QQQ	Invesco Qqq Trust, Series 1	Added	11,700	+157	$8,615,880	+29.3%	8.30%
GPC	Genuine Parts Co Consumer Cyclical	Held	65,771	0	$7,759,662	+11.6%	7.47%
NVDA	Nvidia Corp Technology	Reduced	17,767	-1,780	$3,554,999	+4.3%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,756	-2,118	$3,516,945	+0.1%	3.39%
AFL	Aflac Inc Financial Services	Reduced	29,044	-654	$3,405,409	+4.5%	3.28%
JNJ	Johnson & Johnson Healthcare	Reduced	12,568	-36	$3,191,894	+3.6%	3.07%
MSFT	Microsoft Corp Technology	Reduced	7,648	-1,201	$2,852,856	−12.9%	2.75%
KO	Coca Cola Co Consumer Defensive	Reduced	34,129	-14,955	$2,773,663	−25.7%	2.67%
UTG	Reaves Utility Income Fund Financial Services	Reduced	67,338	-42	$2,742,003	+3.6%	2.64%
SO	Southern Co Utilities	Reduced	21,247	-10,003	$2,033,550	−32.6%	1.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,883	-1,482	$1,943,014	−24.4%	1.87%
WMT	Walmart Inc. Consumer Defensive	Added	15,792	+10	$1,788,601	−8.8%	1.72%
UPS	United Parcel Service Inc Industrials	Reduced	16,356	-325	$1,758,270	+7.1%	1.69%
ABBV	AbbVie Inc. Healthcare	Reduced	6,802	-1,079	$1,711,655	−0.1%	1.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,845	-499	$1,374,087	+10.0%	1.32%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,342	-7,474	$1,277,238	−55.2%	1.23%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	11,266	+30	$1,091,450	+4.1%	1.05%
WELL	Welltower Inc. Real Estate	Reduced	4,539	-108	$1,030,216	+12.1%	0.99%
DUK	Duke Energy CORP Utilities	Added	7,828	+18	$990,868	−3.1%	0.95%
MU	Micron Technology Inc Technology	Added	842	+61	$971,912	+268.4%	0.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,274	+21	$920,019	+1.9%	0.89%
AXP	American Express Co Financial Services	Reduced	2,593	-127	$877,082	+6.6%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	876	+11	$819,471	−4.9%	0.79%
DLR	Digital Realty Trust, Inc. Real Estate	Added	4,366	+10	$784,046	−0.1%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,835	-11	$771,801	+12.5%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,276	-685	$745,003	−14.5%	0.72%
META	Meta Platforms, Inc. Communication Services	Reduced	1,312	-34	$739,036	−4.0%	0.71%
NSC	Norfolk Southern Corp Industrials	Added	2,192	+9	$689,581	+10.1%	0.66%
RIO	Rio Tinto PLC Basic Materials	Reduced	7,013	-155	$665,744	−0.4%	0.64%
BXC	BlueLinx Holdings Inc. Industrials	Added	9,967	+2,074	$616,757	+44.2%	0.59%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,506	0	$597,129	+12.3%	0.57%
FAST	Fastenal Co Industrials	Added	12,401	+67	$595,620	+4.1%	0.57%
AMD	Advanced Micro Devices Inc Technology	Added	996	+84	$578,586	+211.9%	0.56%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,995	-42	$539,268	−14.8%	0.52%
ET	Energy Transfer LP Energy	Reduced	27,528	-684	$526,335	−3.3%	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,398	-254	$516,589	+43.1%	0.50%
DAL	Delta Air Lines, Inc. Industrials	Reduced	5,422	-99	$507,824	+38.4%	0.49%
INTC	Intel Corp Technology	Reduced	3,612	-294	$504,343	+192.6%	0.49%
CAT	Caterpillar Inc Industrials	Held	469	0	$499,438	+50.3%	0.48%
VLO	Valero Energy Corp/Tx Energy	Reduced	1,877	-22	$488,845	+4.2%	0.47%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Reduced	34,759	-10,246	$415,370	−22.4%	0.40%
V	Visa Inc. Financial Services	Reduced	1,126	-123	$386,319	+2.3%	0.37%
GE	General Electric Co Industrials	Reduced	1,027	-31	$383,820	+27.8%	0.37%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,638	+1	$371,767	+14.1%	0.36%
ABT	Abbott Laboratories Healthcare	Reduced	3,903	-354	$354,158	−19.0%	0.34%
AVGO	Broadcom Inc. Technology	Reduced	905	-319	$341,863	−9.8%	0.33%
EPD	Enterprise Products Partners L.P. Energy	Reduced	8,978	-1,140	$330,031	−13.8%	0.32%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,798	-1,150	$326,442	−43.5%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.