LongView Wealth Management

CIK

1990190

Location

ATLANTA, GA

Portfolio Value

Small $103,857,200

Diversification

Diversified

Filing Date

Global Rank

#6,082 / 8,700 ▼ 1842

Top Industry

Consumer Electronics 15.9%

Period ended 2 months ago

Filed Jul 17, 2026 · 58d

11 quarters · since Dec 2023

Portfolio Concentration

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

Top Position

14.4%

+1.0 pts

Top 5

44.7%

+4.0 pts

Top 10

59.9%

+3.5 pts

HHI

555

Diversified+44

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
GOOGL	Alphabet Inc.	−4,876	3,845	$1,374,087
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	−1,483	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
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

25 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	1,624,031	$49,021,502
AAXJ	iShares MSCI All Country Asia ex Japan ETF	619,062	$48,192,300
VB	Vanguard Morningstar Small-Cap ETF	93,081	$22,020,730
FAAA	Fidelity AAA CLO ETF	319,764	$14,677,074
CGCB	Capital Group Core Bond ETF	565,039	$14,570,087
FBCG	Fidelity Blue Chip Growth ETF	273,114	$11,168,877
CGDV	Capital Group Dividend Value ETF	258,036	$10,976,851
CGGR	Capital Group Growth ETF	271,800	$10,923,642
CGBL	Capital Group Core Balanced ETF	264,333	$9,095,698
VEU	Vanguard FTSE All-World Ex-US ETF	56,734	$5,734,617
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	87,291	$4,419,723
CGDG	Capital Group Dividend Growers ETF	116,955	$4,198,684
CGGE	Capital Group Global Equity ETF	125,471	$3,826,865
BAI	iShares A.I. Innovation and Tech Active ETF	129,834	$3,800,539
CGGO	Capital Group Global Growth Equity ETF	85,245	$2,844,625
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	38,488	$2,829,279
CGUS	Capital Group Core Equity ETF	69,496	$2,670,036
AFGR	First Trust Active Factor Large Cap Growth ETF	106,599	$2,397,411
VEA	Vanguard FTSE Developed Markets ETF	36,724	$2,353,273
BKF	iShares MSCI BIC ETF	12,687	$2,301,675
BCLO	iShares BBB-B CLO Active ETF	69,762	$1,972,418
VIGI	Vanguard International Dividend Appreciation ETF	14,279	$1,930,014
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	19,241	$1,917,545
BIV	Vanguard Intermediate-Term Bond ETF	24,694	$1,910,366
EDV	Vanguard World Funds Extended Duration ETF	11,794	$1,884,231
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	-1,483	$1,943,014	−40.9%	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	-4,876	$1,374,087	−45.1%	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.