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 $389.8M across 227 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($20.0M, 5.12%), ILCG ($15.0M, 3.86%), AAPL ($15.0M, 3.84%), FBND ($14.1M, 3.61%), CGGR ($12.7M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $20.0M | 5.12% | 629,765 | Trimmed |
| 2 | ILCG | ISHARES TR | $15.0M | 3.86% | 128,562 | Trimmed |
| 3 | AAPL | APPLE INC | $15.0M | 3.84% | 51,737 | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $14.1M | 3.61% | 309,647 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $12.7M | 3.26% | 269,258 | Trimmed |
| 6 | SCHX | SCHWAB STRATEGIC TR | $12.3M | 3.16% | 418,242 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.0M | 3.08% | 243,588 | Trimmed |
| 8 | HD | HOME DEPOT INC | $11.6M | 2.97% | 32,815 | Added |
| 9 | CGBL | CAPITAL GROUP CORE BALANCED | $10.5M | 2.69% | 276,470 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $9.0M | 2.30% | 13,034 | Added |
| 11 | QQQ | INVESCO QQQ TR | $8.6M | 2.21% | 11,700 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $8.0M | 2.04% | 92,435 | Added |
| 13 | GPC | GENUINE PARTS CO | $7.8M | 1.99% | 65,771 | Hold |
| 14 | SCHY | SCHWAB STRATEGIC TR | $6.6M | 1.69% | 207,312 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $5.2M | 1.33% | 153,019 | Added |
| 16 | VO | VANGUARD INDEX FDS | $5.0M | 1.27% | 61,684 | Added |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $4.9M | 1.25% | 31,043 | Added |
| 18 | VB | VANGUARD INDEX FDS | $4.5M | 1.16% | 14,873 | Trimmed |
| 19 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.5M | 1.16% | 120,849 | Added |
| 20 | IQLT | ISHARES TR | $4.4M | 1.13% | 88,614 | Trimmed |
| 21 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.4M | 1.12% | 160,235 | Added |
| 22 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.4M | 1.12% | 123,843 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $4.1M | 1.04% | 11,007 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.00% | 69,132 | Added |
| 25 | CGMU | CAPITAL GRP FIXED INCM ETF T | $3.7M | 0.96% | 136,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30