LongView Wealth Management
228 holdingsFiling period: 2026-06-30Current AUM: $396.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab Strategic TR | 629.8K | $20.0M | $22.2M | 5.61% | -33,637 | 2026-06-30 |
| 2 | ILCG | iShares TR | 128.6K | $15.0M | $14.5M | 3.66% | -7,540 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 51.7K | $15.0M | $17.8M | 4.49% | -1,726 | 2026-06-30 |
| 4 | FBND | Fidelity Merrimack Str TR | 309.6K | $14.1M | $13.7M | 3.45% | +10.1K | 2026-06-30 |
| 5 | CGGR | Capital Group Growth ETF | 269.3K | $12.7M | $12.4M | 3.14% | -2,542 | 2026-06-30 |
| 6 | SCHX | Schwab Strategic TR | 418.2K | $12.3M | $12.6M | 3.18% | +138 | 2026-06-30 |
| 7 | CGDV | Capital Group Dividend Value | 243.6K | $12.0M | $11.9M | 3.00% | -14,448 | 2026-06-30 |
| 8 | HD | Home Depot Inc | 32.8K | $11.6M | $10.5M | 2.65% | +1.5K | 2026-06-30 |
| 9 | CGBL | Capital Group Core Balanced | 276.5K | $10.5M | $10.2M | 2.56% | +12.1K | 2026-06-30 |
| 10 | VOO | Vanguard Index Fds | 13.0K | $9.0M | $9.2M | 2.31% | +1.1K | 2026-06-30 |
| 11 | QQQ | Invesco Qqq TR | 11.7K | $8.6M | $8.3M | 2.10% | +157 | 2026-06-30 |
| 12 | VUG | Vanguard Index Fds | 92.4K | $8.0M | $8.1M | 2.04% | +76.9K | 2026-06-30 |
| 13 | GPC | Genuine Parts Co | 65.8K | $7.8M | $8.1M | 2.05% | -- | 2026-06-30 |
| 14 | SCHY | Schwab Strategic TR | 207.3K | $6.6M | $6.8M | 1.73% | +7.9K | 2026-06-30 |
| 15 | SCHG | Schwab Strategic TR | 153.0K | $5.2M | $5.4M | 1.36% | +10.3K | 2026-06-30 |
| 16 | VO | Vanguard Index Fds | 61.7K | $5.0M | $5.0M | 1.27% | +46.6K | 2026-06-30 |
| 17 | VT | Vanguard Intl Equity Index F | 31.0K | $4.9M | $4.9M | 1.23% | +132 | 2026-06-30 |
| 18 | CGDG | Capital Group Dividend Growe | 120.8K | $4.5M | $4.6M | 1.16% | +3.9K | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 14.9K | $4.5M | $4.3M | 1.08% | -1,067 | 2026-06-30 |
| 20 | IQLT | iShares TR | 88.6K | $4.4M | $4.4M | 1.12% | -26,450 | 2026-06-30 |
| 21 | CGMS | Capital Grp Fixed Incm ETF T | 160.2K | $4.4M | $4.2M | 1.07% | +26.8K | 2026-06-30 |
| 22 | CGGE | Capital Group Global Equity | 123.8K | $4.4M | $4.2M | 1.07% | -1,628 | 2026-06-30 |
| 23 | VTI | Vanguard Index Fds | 11.0K | $4.1M | $4.1M | 1.04% | +232 | 2026-06-30 |
| 24 | JEPI | J P Morgan Exchange Traded F | 69.1K | $3.9M | $3.9M | 1.00% | +8.0K | 2026-06-30 |
| 25 | CGMU | Capital Grp Fixed Incm ETF T | 136.3K | $3.7M | $3.6M | 0.92% | -2,356 | 2026-06-30 |
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