Longview Wealth Management Portfolio Stock Holdings
Longview Wealth Management disclosed 227 stock positions valued at approximately $389.8 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 June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 227
- Portfolio Value
- $389.8M
Holdings by Sector
Longview Wealth Management Portfolio Holdings in Q2 2026
208 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% | 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 |
| ISHARES TR | IYW | Other | 0.81% | 12,509 | -178 | -1.40% | $3,155,134 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.75% | 55,584 | -30,064 | -35.10% | $2,932,606 |
| MICROSOFT CORP | MSFT | Technology | 0.73% | 7,648 | -1,201 | -13.57% | $2,852,798 |
| ISHARES TR | IVV | Other | 0.72% | 3,760 | -2 | -0.05% | $2,815,513 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.72% | 107,307 | +11,305 | +11.78% | $2,809,308 |
| COCA COLA CO | KO | Consumer Defensive | 0.71% | 34,129 | -14,955 | -30.47% | $2,773,689 |
| WISDOMTREE TR | EPS | Other | 0.71% | 35,350 | +2,532 | +7.72% | $2,749,883 |
| REAVES UTIL INCOME FD | UTG | Financial Services | 0.70% | 67,338 | -42 | -0.06% | $2,742,000 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.69% | 60,815 | -8,681 | -12.49% | $2,705,054 |
| ISHARES TR | AGG | Other | 0.66% | 25,831 | +1,878 | +7.84% | $2,556,733 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.66% | 35,879 | -845 | -2.30% | $2,556,345 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 0.65% | 62,366 | -45,899 | -42.40% | $2,530,828 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.63% | 109,567 | -8,942 | -7.55% | $2,442,257 |
| ISHARES TR | ICSH | Other | 0.59% | 45,641 | -36,864 | -44.68% | $2,308,505 |
| ISHARES TR | IVW | Other | 0.54% | 15,325 | +273 | +1.81% | $2,107,647 |
| SOUTHERN CO | SO | Utilities | 0.52% | 21,247 | -10,003 | -32.01% | $2,033,561 |
| ISHARES TR | IUSB | Other | 0.52% | 43,961 | +14,690 | +50.19% | $2,028,814 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 3,883 | -1,482 | -27.62% | $1,943,014 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.46% | 37,093 | +3,983 | +12.03% | $1,791,240 |
| WALMART INC | WMT | Consumer Defensive | 0.46% | 15,792 | +10 | +0.06% | $1,788,646 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.46% | 11,298 | +116 | +1.04% | $1,785,389 |
| ISHARES TR | GOVT | Other | 0.45% | 77,794 | +15,116 | +24.12% | $1,772,147 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.45% | 16,356 | -325 | -1.95% | $1,758,270 |
| ABBVIE INC | ABBV | Healthcare | 0.44% | 6,802 | -1,079 | -13.69% | $1,711,575 |
| ISHARES TR | REZ | Other | 0.40% | 16,532 | +2,676 | +19.31% | $1,565,382 |
| ISHARES TR | IEFA | Other | 0.40% | 16,099 | -1,606 | -9.07% | $1,554,874 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.39% | 25,504 | +3,778 | +17.39% | $1,537,638 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.38% | 35,252 | +8,613 | +32.33% | $1,477,415 |
| ALPHABET INC | GOOG | Communication Services | 0.36% | 3,961 | -416 | -9.50% | $1,399,407 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 3,845 | -499 | -11.49% | $1,373,925 |
| SPDR SERIES TRUST | SPLG | Other | 0.35% | 15,502 | +3,157 | +25.57% | $1,362,294 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 22,669 | -148 | -0.65% | $1,353,125 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.34% | 27,641 | -960 | -3.36% | $1,338,632 |
| VANGUARD WORLD FD | MGC | Other | 0.34% | 4,790 | - | - | $1,310,756 |
| EXXON MOBIL CORP | XOM | Energy | 0.33% | 9,342 | -7,474 | -44.45% | $1,277,250 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.31% | 6,589 | -128 | -1.91% | $1,220,473 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.30% | 15,166 | -694 | -4.38% | $1,181,597 |
| VANGUARD WORLD FD | MGK | Other | 0.30% | 13,270 | +10,393 | +361.24% | $1,166,566 |
| ISHARES TR | IWF | Other | 0.29% | 9,214 | +6,559 | +247.04% | $1,144,052 |
| ISHARES TR | ACWX | Other | 0.29% | 14,876 | +3,454 | +30.24% | $1,132,200 |
| ISHARES TR | MUB | Other | 0.28% | 10,307 | -1,086 | -9.53% | $1,109,271 |
| ISHARES TR | DGRO | Other | 0.28% | 14,414 | -693 | -4.59% | $1,092,456 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.28% | 11,266 | +30 | +0.27% | $1,091,411 |
| ISHARES TR | HDV | Other | 0.28% | 39,380 | +31,590 | +405.52% | $1,079,418 |
| ISHARES TR | MTUM | Other | 0.27% | 3,062 | +531 | +20.98% | $1,049,776 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 4,436 | -299 | -6.31% | $1,049,630 |
| CAPITAL GRP FIXED INCM ETF T | CGSD | Other | 0.26% | 40,043 | +2,596 | +6.93% | $1,030,315 |
| WELLTOWER INC | WELL | Real Estate | 0.26% | 4,539 | -108 | -2.32% | $1,030,275 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 0.26% | 20,129 | -61 | -0.30% | $1,008,660 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.25% | 7,828 | +18 | +0.23% | $990,860 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.25% | 842 | +61 | +7.81% | $972,045 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.24% | 15,682 | -9,339 | -37.32% | $945,497 |
| ISHARES TR | IWD | Other | 0.24% | 3,894 | -131 | -3.25% | $944,063 |
| RBB FUND TRUST | 75526L886 | Other | 0.24% | 18,809 | -261 | -1.37% | $920,136 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.24% | 6,274 | +21 | +0.34% | $920,034 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.23% | 2,593 | -127 | -4.67% | $877,153 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.22% | 21,727 | +4,099 | +23.25% | $862,121 |
| ISHARES TR | IVE | Other | 0.22% | 3,711 | -466 | -11.16% | $842,706 |
| ISHARES TR | USMV | Other | 0.21% | 8,652 | -86 | -0.98% | $834,530 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 876 | +11 | +1.27% | $819,717 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.21% | 30,204 | -10,091 | -25.04% | $800,408 |
| ISHARES TR | MBB | Other | 0.20% | 8,324 | -1,563 | -15.81% | $786,743 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.20% | 4,366 | +10 | +0.23% | $784,041 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.20% | 10,180 | +37 | +0.36% | $779,352 |
| TESLA INC | TSLA | Consumer Cyclical | 0.20% | 1,835 | -11 | -0.60% | $771,801 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.19% | 1 | - | - | $748,850 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.19% | 2,276 | -685 | -23.13% | $745,118 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 1,312 | -34 | -2.53% | $739,136 |
| ISHARES TR | LQD | Other | 0.18% | 6,335 | +777 | +13.98% | $691,007 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.18% | 2,192 | +9 | +0.41% | $689,488 |