Longview Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Longview Wealth Management disclosed 228 stock positions valued at approximately $414.82M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 228
- Portfolio Value
- $414.82M
Holdings by Sector
Longview Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 5.23% | 667,536 | +37,771 | +6.00% | $21,714,937 |
| APPLE INC | AAPL | Technology | 4.05% | 50,452 | -1,285 | -2.48% | $16,801,466 |
| ISHARES TR | ILCG | Other | 3.61% | 128,090 | -472 | -0.37% | $14,982,633 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.33% | 319,331 | +9,684 | +3.13% | $13,827,053 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 3.22% | 281,380 | +12,122 | +4.50% | $13,345,845 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 3.12% | 264,674 | +21,086 | +8.66% | $12,929,307 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.00% | 415,064 | -3,178 | -0.76% | $12,451,921 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 2.70% | 305,085 | +28,615 | +10.35% | $11,211,855 |
| T ROWE PRICE EXCHANGE-TRADED | TSPA | Other | 2.38% | 204,236 | +204,236 | +100.00% | $9,856,445 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.31% | 33,629 | +814 | +2.48% | $9,567,211 |
| INVESCO QQQ TR | QQQ | Other | 2.08% | 11,691 | -9 | -0.08% | $8,648,744 |
| VANGUARD INDEX FDS | VUG | Other | 2.01% | 92,487 | +52 | +0.06% | $8,333,994 |
| VANGUARD INDEX FDS | VOO | Other | 2.00% | 11,857 | -1,177 | -9.03% | $8,310,424 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.97% | 90,276 | +90,276 | +100.00% | $8,164,605 |
| SCHWAB STRATEGIC TR | SCHY | Other | 1.76% | 232,683 | +25,371 | +12.24% | $7,306,243 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.45% | 167,566 | +14,547 | +9.51% | $6,020,658 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.27% | 33,491 | +2,448 | +7.89% | $5,286,612 |
| VANGUARD INDEX FDS | VO | Other | 1.19% | 62,846 | +1,162 | +1.88% | $4,928,382 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.16% | 129,840 | +8,991 | +7.44% | $4,807,972 |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | Other | 1.11% | 132,115 | +8,272 | +6.68% | $4,598,909 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.08% | 170,430 | +10,195 | +6.36% | $4,470,382 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.07% | 78,654 | +9,522 | +13.77% | $4,421,910 |
| ISHARES TR | IQLT | Other | 1.03% | 85,984 | -2,630 | -2.97% | $4,253,650 |
| VANGUARD INDEX FDS | VTI | Other | 1.00% | 11,091 | +84 | +0.76% | $4,150,690 |
| VANGUARD INDEX FDS | VB | Other | 0.97% | 14,203 | -670 | -4.50% | $4,040,580 |
| NVIDIA CORPORATION | NVDA | Technology | 0.95% | 17,179 | -588 | -3.31% | $3,923,412 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.92% | 15,392 | +636 | +4.31% | $3,834,935 |
| MICROSOFT CORP | MSFT | Technology | 0.91% | 7,340 | -308 | -4.03% | $3,764,923 |
| AFLAC INC | AFL | Financial Services | 0.88% | 32,609 | +3,565 | +12.27% | $3,645,007 |
| VANGUARD INDEX FDS | VTV | Other | 0.87% | 16,726 | -213 | -1.26% | $3,614,243 |
Showing 30 of 228 holdings in the latest reporting period.