Longview Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Longview Wealth Management disclosed 208 stock positions valued at approximately $389.80M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, ISHARES TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 208
- Portfolio Value
- $389.80M
Holdings by Sector
Longview Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 5.12% | 629,765 | -33,637 | -5.07% | $19,969,836 |
| ISHARES TR | ILCG | Other | 3.86% | 128,562 | -7,540 | -5.54% | $15,044,324 |
| APPLE INC | AAPL | Technology | 3.84% | 51,737 | -1,726 | -3.23% | $14,970,730 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.61% | 309,647 | +10,073 | +3.36% | $14,085,830 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 3.26% | 269,258 | -2,542 | -0.94% | $12,708,975 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.16% | 418,242 | +138 | +0.03% | $12,308,849 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 3.08% | 243,588 | -14,448 | -5.60% | $12,004,021 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.97% | 32,815 | +1,455 | +4.64% | $11,573,338 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 2.69% | 276,470 | +12,137 | +4.59% | $10,494,817 |
| VANGUARD INDEX FDS | VOO | Other | 2.30% | 13,034 | +1,094 | +9.16% | $8,951,646 |
| INVESCO QQQ TR | QQQ | Other | 2.21% | 11,700 | +157 | +1.36% | $8,616,068 |
| VANGUARD INDEX FDS | VUG | Other | 2.04% | 92,435 | +76,932 | +496.24% | $7,962,363 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 1.99% | 65,771 | - | - | $7,759,624 |
| SCHWAB STRATEGIC TR | SCHY | Other | 1.69% | 207,312 | +7,934 | +3.98% | $6,578,016 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.33% | 153,019 | +10,262 | +7.19% | $5,178,149 |
| VANGUARD INDEX FDS | VO | Other | 1.27% | 61,684 | +46,628 | +309.70% | $4,969,873 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.25% | 31,043 | +132 | +0.43% | $4,872,254 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.16% | 120,849 | +3,894 | +3.33% | $4,533,043 |
| VANGUARD INDEX FDS | VB | Other | 1.16% | 14,873 | -1,067 | -6.69% | $4,508,198 |
| ISHARES TR | IQLT | Other | 1.13% | 88,614 | -26,450 | -22.99% | $4,390,845 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.12% | 160,235 | +26,800 | +20.08% | $4,379,223 |
| VANGUARD INDEX FDS | VTI | Other | 1.04% | 11,007 | +232 | +2.15% | $4,073,173 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.00% | 69,132 | +7,957 | +13.01% | $3,904,562 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.96% | 136,308 | -2,356 | -1.70% | $3,744,374 |
| VANGUARD INDEX FDS | VTV | Other | 0.95% | 16,939 | -318 | -1.84% | $3,691,481 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.92% | 84,928 | -317 | -0.37% | $3,594,992 |
| NVIDIA CORPORATION | NVDA | Technology | 0.91% | 17,767 | -1,780 | -9.11% | $3,555,062 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.90% | 14,756 | -2,118 | -12.55% | $3,516,945 |
| AFLAC INC | AFL | Financial Services | 0.87% | 29,044 | -654 | -2.20% | $3,405,443 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.82% | 12,568 | -36 | -0.29% | $3,191,964 |
Showing 30 of 208 holdings in the latest reporting period.