Longview Wealth Management Portfolio Stock Holdings
Longview Wealth Management disclosed 247 stock positions valued at approximately $398.1 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, ISHARES TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 247
- Portfolio Value
- $398.1M
Holdings by Sector
Longview Wealth Management Portfolio Holdings in Q1 2026
232 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 5.12% | 663,402 | -122,474 | -15.58% | $20,373,071 |
| ISHARES TR | ILCG | Other | 3.60% | 136,102 | -10,966 | -7.46% | $14,330,145 |
| APPLE INC | AAPL | Technology | 3.48% | 53,463 | -5,977 | -10.06% | $13,837,758 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.46% | 299,574 | +48,640 | +19.38% | $13,786,400 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.97% | 271,800 | +13,118 | +5.07% | $11,828,722 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.94% | 258,036 | +19,645 | +8.24% | $11,717,408 |
| SCHWAB STRATEGIC TR | SCHX | Other | 2.87% | 418,104 | -5,816 | -1.37% | $11,443,501 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.70% | 31,360 | -2,618 | -7.70% | $10,747,388 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 2.42% | 264,333 | +19,294 | +7.87% | $9,619,093 |
| VANGUARD INDEX FDS | VOO | Other | 1.91% | 11,940 | +3,027 | +33.96% | $7,621,604 |
| VANGUARD INDEX FDS | VUG | Other | 1.86% | 15,503 | -306 | -1.94% | $7,390,467 |
| INVESCO QQQ TR | QQQ | Other | 1.82% | 11,543 | -239 | -2.03% | $7,255,913 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 1.82% | 65,771 | -3,823 | -5.49% | $7,228,197 |
| SCHWAB STRATEGIC TR | SCHY | Other | 1.65% | 199,378 | +18,617 | +10.30% | $6,553,539 |
| ISHARES TR | IQLT | Other | 1.43% | 115,064 | -48,484 | -29.65% | $5,677,279 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.15% | 30,911 | +40 | +0.13% | $4,577,598 |
| VANGUARD INDEX FDS | VO | Other | 1.14% | 15,056 | -598 | -3.82% | $4,545,697 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.13% | 142,757 | +47,187 | +49.37% | $4,498,259 |
| VANGUARD INDEX FDS | VB | Other | 1.11% | 15,940 | -2,270 | -12.47% | $4,435,063 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.11% | 85,648 | -58,496 | -40.58% | $4,430,559 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.10% | 116,955 | +2,016 | +1.75% | $4,361,249 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.06% | 16,874 | -1,386 | -7.59% | $4,201,963 |
| ISHARES TR | ICSH | Other | 1.05% | 82,505 | -46,524 | -36.06% | $4,170,650 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 1.03% | 108,265 | -34,478 | -24.15% | $4,094,571 |
| NVIDIA CORPORATION | NVDA | Technology | 0.96% | 19,547 | -460 | -2.30% | $3,841,146 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.96% | 138,664 | +38,134 | +37.93% | $3,802,160 |
| COCA COLA CO | KO | Consumer Defensive | 0.94% | 49,084 | -1,703 | -3.35% | $3,725,469 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.93% | 133,435 | +5,961 | +4.68% | $3,692,136 |
| VANGUARD INDEX FDS | VTI | Other | 0.93% | 10,775 | +971 | +9.90% | $3,691,921 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.89% | 61,175 | +17,030 | +38.58% | $3,538,334 |
| VANGUARD INDEX FDS | VTV | Other | 0.88% | 17,257 | -635 | -3.55% | $3,502,530 |
| MICROSOFT CORP | MSFT | Technology | 0.87% | 8,849 | -252 | -2.77% | $3,478,671 |
| AFLAC INC | AFL | Financial Services | 0.84% | 29,698 | -2,986 | -9.14% | $3,324,339 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.79% | 85,245 | -3,784 | -4.25% | $3,154,056 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.76% | 12,604 | -1,241 | -8.96% | $3,026,103 |
| SOUTHERN CO | SO | Utilities | 0.75% | 31,250 | -3,496 | -10.06% | $2,998,784 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.72% | 69,496 | -1,815 | -2.55% | $2,879,223 |
| REAVES UTIL INCOME FD | UTG | Financial Services | 0.71% | 67,380 | +65 | +0.10% | $2,819,162 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.67% | 118,509 | +1,139 | +0.97% | $2,674,739 |
| ISHARES TR | IVV | Other | 0.66% | 3,762 | +334 | +9.74% | $2,624,967 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.64% | 5,365 | -1,893 | -26.08% | $2,562,002 |
| ISHARES TR | IYW | Other | 0.64% | 12,687 | -304 | -2.34% | $2,560,597 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.64% | 96,002 | +3,279 | +3.54% | $2,542,146 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.64% | 36,724 | +366 | +1.01% | $2,529,887 |
| EXXON MOBIL CORP | XOM | Energy | 0.63% | 16,816 | -1,168 | -6.49% | $2,509,690 |
| ISHARES TR | AGG | Other | 0.60% | 23,953 | +5 | +0.02% | $2,390,021 |
| WISDOMTREE TR | EPS | Other | 0.60% | 32,818 | +15,107 | +85.30% | $2,384,525 |
| FIRST TR EXCHNG TRADED FD VI | EIPI | Other | 0.60% | 106,599 | -109,831 | -50.75% | $2,368,625 |
| WALMART INC | WMT | Consumer Defensive | 0.50% | 15,782 | -4,447 | -21.98% | $1,973,479 |
| ISHARES TR | IVW | Other | 0.47% | 15,052 | +1,697 | +12.71% | $1,876,796 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.43% | 16,681 | +25 | +0.15% | $1,721,813 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.43% | 43,189 | -37,446 | -46.44% | $1,718,909 |
| ISHARES TR | IEFA | Other | 0.43% | 17,705 | +429 | +2.48% | $1,712,619 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.43% | 11,182 | +234 | +2.14% | $1,712,218 |
| ABBVIE INC | ABBV | Healthcare | 0.42% | 7,881 | +18 | +0.23% | $1,656,960 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.36% | 25,021 | +8,659 | +52.92% | $1,447,225 |
| ALPHABET INC | GOOG | Communication Services | 0.36% | 4,377 | -862 | -16.45% | $1,446,939 |
| ALPHABET INC | GOOGL | Communication Services | 0.36% | 4,344 | +266 | +6.52% | $1,446,047 |
| ISHARES TR | GOVT | Other | 0.36% | 62,678 | +47,888 | +323.79% | $1,439,093 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.35% | 28,601 | +1,608 | +5.96% | $1,379,158 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.34% | 33,110 | +17,291 | +109.31% | $1,361,138 |
| ISHARES TR | IUSB | Other | 0.34% | 29,271 | +680 | +2.38% | $1,360,221 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.33% | 22,817 | +694 | +3.14% | $1,322,945 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.33% | 21,726 | +10,124 | +87.26% | $1,309,844 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.31% | 15,860 | -4,340 | -21.49% | $1,244,228 |
| ISHARES TR | IWF | Other | 0.31% | 2,655 | +289 | +12.21% | $1,222,894 |
| ISHARES TR | REZ | Other | 0.31% | 13,856 | +6,432 | +86.64% | $1,220,012 |
| ISHARES TR | MUB | Other | 0.31% | 11,393 | -3,675 | -24.39% | $1,219,969 |
| VANGUARD WORLD FD | MGC | Other | 0.30% | 4,790 | -59 | -1.22% | $1,213,037 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.29% | 6,717 | +135 | +2.05% | $1,164,350 |
| VANGUARD WORLD FD | MGK | Other | 0.29% | 2,877 | -180 | -5.89% | $1,154,396 |
| ISHARES TR | DGRO | Other | 0.27% | 15,107 | +1,233 | +8.89% | $1,093,010 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.27% | 40,295 | -2,869 | -6.65% | $1,082,329 |
| REALTY INCOME CORP | O | Real Estate | 0.27% | 16,938 | -28,064 | -62.36% | $1,080,793 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.27% | 11,236 | -2,045 | -15.40% | $1,073,336 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 4,735 | +338 | +7.69% | $1,059,977 |
| ISHARES TR | HDV | Other | 0.26% | 7,790 | +859 | +12.39% | $1,042,757 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.26% | 26,639 | +26,639 | +100.00% | $1,033,054 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.25% | 7,810 | -4,040 | -34.09% | $1,013,558 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 0.25% | 20,190 | +12,586 | +165.52% | $1,012,956 |
| SPDR SERIES TRUST | SPLG | Other | 0.25% | 12,345 | +1,245 | +11.22% | $1,009,119 |
| GLOBUS MED INC | GMED | Healthcare | 0.25% | 10,500 | - | - | $996,870 |
| WELLTOWER INC | WELL | Real Estate | 0.25% | 4,647 | -46 | -0.98% | $980,477 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | Other | 0.24% | 37,447 | +3,627 | +10.72% | $970,631 |
| ISHARES TR | MBB | Other | 0.24% | 9,887 | +1,050 | +11.88% | $943,812 |
| RBB FUND TRUST | 75526L886 | Other | 0.23% | 19,070 | +837 | +4.59% | $934,907 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 2,961 | -22 | -0.74% | $921,199 |
| ISHARES TR | IVE | Other | 0.23% | 4,177 | -22 | -0.52% | $908,684 |
| ISHARES TR | IWD | Other | 0.23% | 4,025 | -60 | -1.47% | $904,606 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.23% | 6,253 | -3 | -0.05% | $902,767 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.23% | 28,246 | +6,262 | +28.48% | $898,505 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 1,346 | -180 | -11.80% | $891,772 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.22% | 2,720 | -153 | -5.33% | $889,198 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.21% | 4,356 | -24 | -0.55% | $852,815 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 865 | -160 | -15.61% | $843,571 |
| ISHARES TR | ACWX | Other | 0.21% | 11,422 | +3,018 | +35.91% | $840,878 |
| AT&T INC | T | Communication Services | 0.21% | 32,248 | -77 | -0.24% | $826,189 |
| ISHARES TR | USMV | Other | 0.21% | 8,738 | +310 | +3.68% | $818,465 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.19% | 14,824 | +1,571 | +11.85% | $767,585 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.19% | 10,143 | +53 | +0.53% | $749,159 |