LongView Wealth Management

CIK

1990190

Location

ATLANTA, GA

Portfolio Value

Small $102,579,063

Diversification

Diversified

Filing Date

Global Rank

#5,637 / 8,603 ▼ 183 · as of Mar 2026

Top Industry

Consumer Electronics 14.3%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+35.9%

SPY

+53.6%

Annualised alpha

-6.0%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.2%

−0.1 pts

Top 5

40.2%

+0.5 pts

Top 10

56.3%

+1.1 pts

HHI

478

Diversified+15

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	22.9%	$23,443,878	9
Technology	22.7%	$23,277,039	13
Financial Services	12.7%	$13,041,123	15
Consumer Defensive	9.0%	$9,216,210	7
Unclassified	7.4%	$7,541,964	4
Healthcare	6.5%	$6,697,713	6
Industrials	4.7%	$4,780,246	9
Utilities	4.5%	$4,601,008	4
Communication Services	3.5%	$3,546,813	5
Energy	2.7%	$2,755,408	8
Real Estate	2.7%	$2,740,018	3
Basic Materials	0.9%	$937,643	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+1,500	3,948	$577,513
GOOGL	Alphabet Inc.	+266	4,344	$1,249,160
GLDM	World Gold Trust	+210	3,734	$346,104
VLO	Valero Energy Corp/Tx	+132	1,899	$469,204
UTG	Reaves Utility Income Fund	+65	67,380	$2,646,686
FAST	Fastenal Co	+65	12,334	$572,297
BXC	BlueLinx Holdings Inc.	+30	7,893	$427,642
OKE	Oneok Inc /New/	+28	3,019	$272,887
UPS	United Parcel Service Inc	+25	16,681	$1,641,076
MSTR	Strategy Inc	+20	2,020	$252,096
ABBV	AbbVie Inc.	+18	7,881	$1,714,038
CSCO	Cisco Systems, Inc.	+12	4,652	$360,948
MU	Micron Technology Inc	+11	781	$263,853
NSC	Norfolk Southern Corp	+9	2,183	$626,521
MCD	Mcdonalds Corp	+8	2,037	$633,079
AJG	Arthur J. Gallagher & Co.	+4	967	$209,432
TMO	Thermo Fisher Scientific Inc.	+1	476	$233,968
DAL	Delta Air Lines, Inc.	+1	5,521	$367,036
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−38,741	30,776	$511,189
O	Realty Income Corp	−28,064	16,938	$1,036,266
BAC	Bank Of America Corp /De/	−11,660	5,208	$253,890
AAPL	Apple Inc.	−5,977	53,463	$13,568,374
WMT	Walmart Inc.	−4,447	15,782	$1,961,386
PCN	Pimco Corporate & Income Strategy Fund	−4,171	45,005	$535,559
DUK	Duke Energy CORP	−4,040	7,810	$1,022,641
GPC	Genuine Parts Co	−3,823	65,771	$6,955,283
SO	Southern Co	−3,496	31,250	$3,016,250
AFL	Aflac Inc	−2,986	29,698	$3,258,167
PFD	Flaherty & Crumrine Preferred & Income Fund Inc	−2,780	17,670	$197,550
HD	Home Depot, Inc.	−2,618	31,360	$10,313,990
CHD	Church & Dwight Co Inc /De/	−2,045	11,236	$1,048,543
BRK-B	Berkshire Hathaway Inc	−1,893	5,365	$2,570,908
PEP	Pepsico Inc	−1,866	2,673	$415,090
KO	Coca Cola Co	−1,703	49,084	$3,732,838
AMZN	Amazon Com Inc	−1,386	16,874	$3,514,347
BEPC	Brookfield Renewable Corp	−1,295	7,641	$304,341
JNJ	Johnson & Johnson	−1,241	12,604	$3,080,921
AVGO	Broadcom Inc.	−890	1,224	$378,840
VZ	Verizon Communications Inc	−589	6,742	$338,448
COP	Conocophillips	−491	2,195	$289,740
NGG	National Grid PLC	−485	3,047	$257,776
NVDA	Nvidia Corp	−460	19,547	$3,408,996
CVX	Chevron Corp	−380	1,757	$363,523
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BP	Bp PLC	4,694	$220,618
WMB	Williams Companies, Inc.	2,914	$212,080
RF	Regions Financial Corp	7,254	$189,474
AMD	Advanced Micro Devices Inc	912	$185,528
INTC	Intel Corp	3,906	$172,371
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
KEYS	Keysight Technologies, Inc.	3,224	$655,084
D	Dominion Energy, Inc	11,169	$654,391
A	Agilent Technologies, Inc.	4,327	$588,774
LLY	ELI LILLY & Co	461	$495,427
AEE	Ameren Corp	3,713	$370,780
ELV	Elevance Health, Inc.	930	$326,011
UNH	Unitedhealth Group Inc	956	$315,585
AZO	Autozone Inc	88	$298,452
ALLE	Allegion plc	1,700	$270,674
IAU	Ishares Gold Trust	3,239	$262,909
EOG	Eog Resources Inc	2,446	$256,854
NEE	Nextera Energy Inc	2,777	$222,937
FBTC	Fidelity Wise Origin Bitcoin Fund	2,821	$215,044
CMCSA	Comcast Corp	7,182	$201,190
GD	General Dynamics Corp	575	$193,579
BSM	Black Stone Minerals, L.P.	10,440	$138,747
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 positions · $102,579,063 total · as of Mar 31, 2026

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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,463	-5,977	$13,568,374	−16.0%	13.23%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	31,360	-2,618	$10,313,990	−11.8%	10.05%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	65,771	-3,823	$6,955,283	−18.7%	6.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,543	-239	$6,662,388	−8.0%	6.49%
KO	Coca Cola Co Consumer Defensive	Reduced	49,084	-1,703	$3,732,838	+5.1%	3.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,874	-1,386	$3,514,347	−16.6%	3.43%
NVDA	Nvidia Corp Technology	Reduced	19,547	-460	$3,408,996	−8.6%	3.32%
MSFT	Microsoft Corp Technology	Reduced	8,849	-252	$3,275,634	−25.6%	3.19%
AFL	Aflac Inc Financial Services	Reduced	29,698	-2,986	$3,258,167	−9.6%	3.18%
JNJ	Johnson & Johnson Healthcare	Reduced	12,604	-1,241	$3,080,921	+7.5%	3.00%
SO	Southern Co Utilities	Reduced	31,250	-3,496	$3,016,250	−0.4%	2.94%
UTG	Reaves Utility Income Fund Financial Services	Added	67,380	+65	$2,646,686	+7.5%	2.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,365	-1,893	$2,570,908	−29.5%	2.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,782	-4,447	$1,961,386	−13.0%	1.91%
ABBV	AbbVie Inc. Healthcare	Added	7,881	+18	$1,714,038	−4.6%	1.67%
UPS	United Parcel Service Inc Industrials	Added	16,681	+25	$1,641,076	−0.7%	1.60%
GOOGL	Alphabet Inc. Communication Services	Added	4,344	+266	$1,249,160	−2.1%	1.22%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	11,236	-2,045	$1,048,543	−5.8%	1.02%
O	Realty Income Corp Real Estate	Reduced	16,938	-28,064	$1,036,266	−59.2%	1.01%
DUK	Duke Energy CORP Utilities	Reduced	7,810	-4,040	$1,022,641	−26.4%	1.00%
T	At&T Inc. Communication Services	Reduced	32,248	-77	$934,869	+16.4%	0.91%
WELL	Welltower Inc. Real Estate	Reduced	4,647	-46	$918,758	+5.5%	0.90%
GMED	Globus Medical Inc Healthcare	Held	10,500	0	$904,680	−1.3%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,253	-3	$903,183	+0.7%	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,961	-22	$871,007	−9.4%	0.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	865	-160	$861,911	−2.5%	0.84%
AXP	American Express Co Financial Services	Reduced	2,720	-153	$822,745	−22.6%	0.80%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	4,356	-24	$784,994	+15.8%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	1,346	-180	$770,086	−23.5%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,846	-193	$686,250	−25.2%	0.67%
RIO	Rio Tinto PLC Basic Materials	Reduced	7,168	-254	$668,702	+12.6%	0.65%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,037	+8	$633,079	+2.1%	0.62%
NSC	Norfolk Southern Corp Industrials	Added	2,183	+9	$626,521	−0.2%	0.61%
PLTR	Palantir Technologies Inc. Technology	Added	3,948	+1,500	$577,513	+32.7%	0.56%
FAST	Fastenal Co Industrials	Added	12,334	+65	$572,297	+16.2%	0.56%
ET	Energy Transfer LP Energy	Reduced	28,212	-222	$544,491	+16.1%	0.53%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Reduced	45,005	-4,171	$535,559	−14.6%	0.52%
PKG	Packaging Corp Of America Consumer Cyclical	Held	2,506	0	$531,823	+2.9%	0.52%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	30,776	-38,741	$511,189	−51.0%	0.50%
VLO	Valero Energy Corp/Tx Energy	Added	1,899	+132	$469,204	+63.1%	0.46%
ABT	Abbott Laboratories Healthcare	Reduced	4,257	-11	$437,066	−18.3%	0.43%
BXC	BlueLinx Holdings Inc. Industrials	Added	7,893	+30	$427,642	−11.5%	0.42%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,673	-1,866	$415,090	−36.3%	0.40%
EPD	Enterprise Products Partners L.P. Energy	Reduced	10,118	-219	$382,865	+15.5%	0.37%
AVGO	Broadcom Inc. Technology	Reduced	1,224	-890	$378,840	−48.2%	0.37%
V	Visa Inc. Financial Services	Reduced	1,249	-118	$377,497	−21.3%	0.37%
DAL	Delta Air Lines, Inc. Industrials	Added	5,521	+1	$367,036	−4.2%	0.36%
CVX	Chevron Corp Energy	Reduced	1,757	-380	$363,523	+11.6%	0.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,071	-223	$361,944	−8.0%	0.35%
CSCO	Cisco Systems, Inc. Technology	Added	4,652	+12	$360,948	+1.0%	0.35%