Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LongView Wealth Management (CIK 1990190) reported $398.1M across 244 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($20.4M, 5.12%), ILCG ($14.3M, 3.60%), AAPL ($13.8M, 3.48%), FBND ($13.8M, 3.46%), CGGR ($11.8M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $20.4M | 5.12% | 663,402 | Trimmed |
| 2 | ILCG | ISHARES TR | $14.3M | 3.60% | 136,102 | Trimmed |
| 3 | AAPL | APPLE INC | $13.8M | 3.48% | 53,463 | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $13.8M | 3.46% | 299,574 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $11.8M | 2.97% | 271,800 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 2.94% | 258,036 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $11.4M | 2.87% | 418,104 | Trimmed |
| 8 | HD | HOME DEPOT INC | $10.7M | 2.70% | 31,360 | Trimmed |
| 9 | CGBL | CAPITAL GROUP CORE BALANCED | $9.6M | 2.42% | 264,333 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $7.6M | 1.91% | 11,940 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $7.4M | 1.86% | 15,503 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $7.3M | 1.82% | 11,543 | Trimmed |
| 13 | GPC | GENUINE PARTS CO | $7.2M | 1.82% | 65,771 | Trimmed |
| 14 | SCHY | SCHWAB STRATEGIC TR | $6.6M | 1.65% | 199,378 | Added |
| 15 | IQLT | ISHARES TR | $5.7M | 1.43% | 115,064 | Trimmed |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.15% | 30,911 | Added |
| 17 | VO | VANGUARD INDEX FDS | $4.5M | 1.14% | 15,056 | Trimmed |
| 18 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 1.13% | 142,757 | Added |
| 19 | FNDF | SCHWAB STRATEGIC TR | $4.4M | 1.11% | 85,648 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $4.4M | 1.11% | 15,940 | Trimmed |
| 21 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.4M | 1.10% | 116,955 | Added |
| 22 | AMZN | AMAZON COM INC | $4.2M | 1.06% | 16,874 | Trimmed |
| 23 | ICSH | ISHARES TR | $4.2M | 1.05% | 82,505 | Trimmed |
| 24 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.1M | 1.04% | 125,471 | Added |
| 25 | FMDE | FIDELITY COVINGTON TRUST | $4.1M | 1.03% | 108,265 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31