LongView Wealth Management
248 holdingsFiling period: 2026-03-31Current AUM: $441.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 663.4K | $20.4M | $22.2M | 5.04% | -122,474 | 2026-03-31 |
| 2 | ILCG | ISHARES TR | 136.1K | $14.3M | $16.8M | 3.80% | -10,966 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 53.5K | $13.8M | $16.8M | 3.82% | -5,977 | 2026-03-31 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 299.6K | $13.8M | $13.5M | 3.06% | +48.6K | 2026-03-31 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 271.8K | $11.8M | $13.2M | 2.99% | +13.1K | 2026-03-31 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 258.0K | $11.7M | $13.6M | 3.09% | +19.6K | 2026-03-31 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 418.1K | $11.4M | $13.1M | 2.98% | -5,816 | 2026-03-31 |
| 8 | HD | HOME DEPOT INC | 31.4K | $10.7M | $10.8M | 2.46% | -2,618 | 2026-03-31 |
| 9 | CGBL | CAPITAL GROUP CORE BALANCED | 264.3K | $9.6M | $10.4M | 2.36% | +19.3K | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 11.9K | $7.6M | $8.8M | 1.98% | +3.0K | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 15.5K | $7.4M | $8.6M | 1.96% | -306 | 2026-03-31 |
| 12 | QQQ | INVESCO QQQ TR | 11.5K | $7.3M | $8.6M | 1.96% | -239 | 2026-03-31 |
| 13 | GPC | GENUINE PARTS CO | 65.8K | $7.2M | $8.5M | 1.93% | -3,823 | 2026-03-31 |
| 14 | SCHY | SCHWAB STRATEGIC TR | 199.4K | $6.6M | $6.9M | 1.56% | +18.6K | 2026-03-31 |
| 15 | IQLT | ISHARES TR | 115.1K | $5.7M | $6.2M | 1.40% | -48,484 | 2026-03-31 |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | 30.9K | $4.6M | $5.2M | 1.17% | +40 | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 15.1K | $4.5M | $5.1M | 1.16% | -598 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 142.8K | $4.5M | $5.3M | 1.20% | +47.2K | 2026-03-31 |
| 19 | VB | VANGUARD INDEX FDS | 15.9K | $4.4M | $5.0M | 1.13% | -2,270 | 2026-03-31 |
| 20 | FNDF | SCHWAB STRATEGIC TR | 85.6K | $4.4M | $4.9M | 1.11% | -58,496 | 2026-03-31 |
| 21 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 117.0K | $4.4M | $4.7M | 1.06% | +2.0K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 16.9K | $4.2M | $5.5M | 1.24% | -1,386 | 2026-03-31 |
| 23 | ICSH | ISHARES TR | 82.5K | $4.2M | $4.2M | 0.94% | -46,524 | 2026-03-31 |
| 24 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 125.5K | $4.1M | $4.7M | 1.07% | +3.7K | 2026-03-31 |
| 25 | FMDE | FIDELITY COVINGTON TRUST | 108.3K | $4.1M | $4.7M | 1.06% | -34,478 | 2026-03-31 |
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