LongView Wealth Management

CIK

1990190

Location

ATLANTA, GA

Portfolio Value

Small $404,263,532

Diversification

Diversified

Filing Date

Global Rank

#4,490 / 8,827 ▼ 278 · as of Jun 2026

Top Industry

Consumer Electronics 18.2%

Period ended 38 days ago

Filed Oct 19, 2026 · 19d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.4%, 18.8 effective positions, active share 74.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.4%; sector active share 61.7% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

229 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

13.4%

+0.4 pts

Top 5

41.6%

−0.9 pts

Top 10

57.3%

−1.0 pts

HHI

517

Diversified−14

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.1%	$311,883,702	152
Technology	7.2%	$29,006,380	13
Consumer Cyclical	4.7%	$19,041,862	8
Financial Services	2.8%	$11,477,746	15
Consumer Defensive	2.0%	$7,883,311	7
Healthcare	1.5%	$6,201,403	6
Industrials	1.2%	$4,903,790	8
Energy	1.0%	$4,184,212	8
Communication Services	1.0%	$4,101,552	5
Utilities	0.7%	$2,828,199	3
Real Estate	0.5%	$1,821,329	2
Basic Materials	0.2%	$930,046	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+37,771	667,536	$21,714,946
BFLX	Cann American Corp.	+33,512	44,535	$1,143,658
CGBL	Capital Group Core Balanced ETF	+28,615	305,085	$11,211,873
SCHY	Schwab International Dividend Equity ETF	+25,371	232,683	$7,306,246
CGDV	Capital Group Dividend Value ETF	+21,086	264,674	$12,929,324
IALT		+17,518	27,111	$809,534
CGSD	Capital Group Short Duration Income ETF	+17,090	57,133	$1,442,608
CGIC	Capital Group International Core Equity ETF	+16,192	52,077	$1,873,730
SCHG	Schwab U.S. Large-Cap Growth ETF	+14,547	167,566	$6,020,646
CGGR	Capital Group Growth ETF	+12,122	281,380	$13,345,853
GOVT	iShares U.S. Treasury Bond ETF	+10,826	88,620	$1,938,119
CGMS	Capital Group U.S. Multi-Sector Income ETF	+10,195	170,430	$4,470,378
FELC	Fidelity Enhanced Large Cap Core ETF	+10,019	45,271	$1,961,139
FBND	Fidelity Total Bond ETF	+9,684	319,331	$13,827,032
JEPI	JPMorgan Equity Premium Income ETF	+9,522	78,654	$4,421,927
IUSB	iShares Core Universal USD Bond ETF	+9,308	53,269	$2,348,630
CGNG	Capital Group New Geography Equity ETF	+9,231	43,424	$1,582,804
CGDG	Capital Group Dividend Growers ETF	+8,991	129,840	$4,807,975
CGGE	Capital Group Global Equity ETF	+8,272	132,115	$4,598,923
CGCB	Capital Group Fixed Income ETF Trust	+7,510	114,817	$2,868,128
CORO		+6,704	14,592	$530,419
FNDF	Schwab Fundamental International Equity ETF	+6,007	61,591	$3,310,516
ACWX	iShares MSCI ACWI ex U.S. ETF	+5,721	20,597	$1,557,545
SCHP	Schwab U.S. TIPS ETF	+5,551	35,755	$898,523
FNDE	Schwab Fundamental Emerging Markets Equity ETF	+5,215	26,942	$1,128,061
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GPC	Genuine Parts Co	−38,938	26,833	$3,373,981
IWF	iShares Russell 1000 Growth ETF	−5,865	3,349	$419,495
MBB	iShares MBS ETF	−5,460	2,864	$256,671
PCN	Pimco Corporate & Income Strategy Fund	−3,927	30,832	$328,977
CGCV	Capital Group Conservative Equity ETF	−3,644	6,601	$211,760
SCHX	Schwab U.S. Large-Cap ETF	−3,178	415,064	$12,451,920
CGGO	Capital Group Global Growth Equity ETF	−3,075	81,853	$3,256,112
PFF	iShares Preferred and Income Securities ETF	−2,680	18,017	$531,501
IQLT	iShares MSCI Intl Quality Factor ETF	−2,630	85,984	$4,253,628
AGG	iShares Core U.S. Aggregate Bond ETF	−2,583	23,248	$2,197,865
FMDE	Fidelity Enhanced Mid Cap Core ETF	−2,475	59,891	$2,418,398
IEMG	iShares Trust	−2,256	3,652	$0
CGUS	Capital Group Core Equity ETF	−1,773	59,042	$2,627,369
AKRE	Professionally Managed Portfolios	−1,593	6,755	$355,785
IWS	iShares Russell Mid-Cap Value ETF	−1,582	2,092	$336,268
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−1,578	4,278	$415,992
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−1,565	11,705	$1,084,468
INMU		−1,325	58,311	$1,334,738
CHD	Church & Dwight Co Inc	−1,296	9,970	$939,373
AAPL	Apple Inc.	−1,285	50,452	$16,801,525
VEA	Vanguard FTSE Developed Markets ETF	−1,227	34,652	$2,446,777
MTUM	iShares MSCI USA Momentum Factor ETF	−1,216	1,846	$585,809
VOO	VANGUARD 500 INDEX FUND	−1,177	11,857	$8,310,097
MUB	iShares National Muni Bond ETF	−1,155	9,152	$925,267
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−985	14,181	$1,083,428
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
TSPA	T. Rowe Price U.S. Equity Research ETF	204,236	$9,856,429
AVLV	Avantis U.S. Large Cap Value ETF	90,276	$8,164,561
AVNM	Avantis All International Markets Equity ETF	8,444	$701,274
AVLC	Avantis U.S. Large Cap Equity ETF	6,688	$603,725
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	7,443	$352,500
HPE	Hewlett Packard Enterprise Co	5,142	$328,522
MSTR	Strategy Inc	2,020	$309,241
AVEM	Avantis Emerging Markets Equity ETF	2,895	$272,187
AVUS	Avantis U.S. Equity ETF	1,921	$246,060
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	1,374	$231,409
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,790	$224,949
SCHQ	Schwab Long-Term U.S. Treasury ETF	7,851	$223,439
MA	Mastercard Inc	383	$211,213
BP	Bp PLC	4,751	$208,996
AVDV	Avantis International Small Cap Value ETF	1,898	$207,603
AVMV	Avantis U.S. Mid Cap Value ETF	2,672	$203,953
DNP	Dnp Select Income Fund Inc	14,969	$143,253
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
GARP	iShares MSCI USA Quality GARP ETF	4,305	$355,377
SPHQ	Invesco S&P 500 Quality ETF	3,932	$354,273
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	1,815	$276,206
IEF	iShares 7-10 Year Treasury Bond ETF	2,728	$257,986
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	1,033	$251,008
IEUR	iShares Core MSCI Europe ETF	3,205	$240,919
IBM	International Business Machines Corp	843	$237,060
O	Realty Income Corp	3,576	$221,568
GEV	GE Vernova Inc.	179	$210,299
BIV	Vanguard Bond Index Funds	2,741	$210,234
WMB	Williams Companies, Inc.	2,812	$209,044
KLAC	Kla Corp	692	$208,783
FBNC	First Bancorp	3,211	$205,279
QUAL	iShares MSCI USA Quality Factor ETF	920	$201,875
PFD	Flaherty & Crumrine Preferred & Income Fund Inc	15,305	$177,997
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

229 tracked positions · $404,263,532 total · filing declares 229 positions · $414,817,704 · as of Sep 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 229 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHD	Schwab U.S. Dividend Equity ETF	Added	667,536	+37,771	$21,714,946	+8.7%	5.37%
AAPL	Apple Inc. Technology	Reduced	50,452	-1,285	$16,801,525	+12.2%	4.16%
ILCG	iShares Morningstar Growth ETF	Reduced	128,090	-472	$14,982,687	−0.4%	3.71%
FBND	Fidelity Total Bond ETF	Added	319,331	+9,684	$13,827,032	−1.8%	3.42%
CGGR	Capital Group Growth ETF	Added	281,380	+12,122	$13,345,853	+5.0%	3.30%
CGDV	Capital Group Dividend Value ETF	Added	264,674	+21,086	$12,929,324	+7.7%	3.20%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	415,064	-3,178	$12,451,920	+1.2%	3.08%
CGBL	Capital Group Core Balanced ETF	Added	305,085	+28,615	$11,211,873	+6.8%	2.77%
TSPA	T. Rowe Price U.S. Equity Research ETF	NEW	204,236	NEW	$9,856,429	NEW	2.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	33,629	+814	$9,567,114	−17.3%	2.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,691	-9	$8,648,651	+0.4%	2.14%
VUG	VANGUARD GROWTH INDEX FUND	Added	92,487	+52	$8,334,003	+4.7%	2.06%
VOO	VANGUARD 500 INDEX FUND	Reduced	11,857	-1,177	$8,310,097	−7.2%	2.06%
AVLV	Avantis U.S. Large Cap Value ETF	NEW	90,276	NEW	$8,164,561	NEW	2.02%
SCHY	Schwab International Dividend Equity ETF	Added	232,683	+25,371	$7,306,246	+11.1%	1.81%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	167,566	+14,547	$6,020,646	+16.3%	1.49%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	33,491	+2,448	$5,286,554	+8.5%	1.31%
VO	VANGUARD MID-CAP INDEX FUND	Added	62,846	+1,162	$4,928,383	−0.8%	1.22%
CGDG	Capital Group Dividend Growers ETF	Added	129,840	+8,991	$4,807,975	+6.1%	1.19%
CGGE	Capital Group Global Equity ETF	Added	132,115	+8,272	$4,598,923	+5.4%	1.14%
CGMS	Capital Group U.S. Multi-Sector Income ETF	Added	170,430	+10,195	$4,470,378	+2.1%	1.11%
JEPI	JPMorgan Equity Premium Income ETF	Added	78,654	+9,522	$4,421,927	+13.2%	1.09%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	85,984	-2,630	$4,253,628	−3.1%	1.05%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,091	+84	$4,150,695	+1.9%	1.03%
VB	Vanguard Index Funds	Reduced	14,203	-670	$4,040,611	−10.4%	1.00%
NVDA	Nvidia Corp Technology	Reduced	17,179	-588	$3,923,340	+10.4%	0.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,392	+636	$3,834,916	+9.0%	0.95%
MSFT	Microsoft Corp Technology	Reduced	7,340	-308	$3,764,686	+32.0%	0.93%
AFL	Aflac Inc Financial Services	Added	32,609	+3,565	$3,645,034	+7.0%	0.90%
VTV	VANGUARD VALUE INDEX FUND	Reduced	16,726	-213	$3,614,154	−2.1%	0.89%
CGMU	Capital Group Municipal Income ETF	Added	136,772	+464	$3,547,865	−5.2%	0.88%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	26,833	-38,938	$3,373,981	−56.5%	0.83%
JNJ	Johnson & Johnson Healthcare	Added	12,578	+10	$3,329,899	+4.3%	0.82%
FNDF	Schwab Fundamental International Equity ETF	Added	61,591	+6,007	$3,310,516	+12.9%	0.82%
CGGO	Capital Group Global Growth Equity ETF	Reduced	81,853	-3,075	$3,256,112	−9.4%	0.81%
IVV	iShares Core S&P 500 ETF	Added	4,113	+353	$3,149,941	+11.9%	0.78%
EPS	WisdomTree U.S. LargeCap Fund	Added	38,870	+3,520	$3,107,656	+13.0%	0.77%
KO	Coca Cola Co Consumer Defensive	Added	34,318	+189	$2,954,093	+6.5%	0.73%
CGCB	Capital Group Fixed Income ETF Trust	Added	114,817	+7,510	$2,868,128	+2.1%	0.71%
CGUS	Capital Group Core Equity ETF	Reduced	59,042	-1,773	$2,627,369	−2.9%	0.65%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	34,652	-1,227	$2,446,777	−4.3%	0.61%
CGCP	Capital Group Core Plus Income ETF	Added	114,466	+4,899	$2,423,245	−0.8%	0.60%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Reduced	59,891	-2,475	$2,418,398	−4.4%	0.60%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	47,139	+1,498	$2,375,805	+2.9%	0.59%
IUSB	iShares Core Universal USD Bond ETF	Added	53,269	+9,308	$2,348,630	+15.8%	0.58%
UTG	Reaves Utility Income Fund Financial Services	Reduced	66,696	-642	$2,291,007	−16.4%	0.57%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	23,248	-2,583	$2,197,865	−14.0%	0.54%
IVW	iShares S&P 500 Growth ETF	Added	15,448	+123	$2,197,632	+4.3%	0.54%
FELC	Fidelity Enhanced Large Cap Core ETF	Added	45,271	+10,019	$1,961,139	+32.7%	0.49%
GOVT	iShares U.S. Treasury Bond ETF	Added	88,620	+10,826	$1,938,119	+9.4%	0.48%

Showing the top 50 of 229 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.