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Portfolio (Quarterly) Guide ↗

LongView Wealth Management

· CIK 0001990190
13F Portfolio $390M AUM 227 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 64 Added 111 Reduced 34 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BXC BLUELINX HLDGS INC Industrials 9,967.0 $617K 0.16% +2K +26.3% $61.88 +28.8%
42 IWS ISHARES TR 3,674.0 $605K 0.15% +156.0 +4.4% $164.60 +4.4%
43 FAST FASTENAL CO Industrials 12,401.0 $596K 0.15% +67.0 +0.5% $48.03 +6.5%
44 AMD ADVANCED MICRO DEVICES INC Technology 996.0 $579K 0.15% +84.0 +9.2% $580.91 -17.9%
45 DGRW WISDOMTREE TR 5,856.0 $560K 0.14% +2K +35.8% $95.61 +4.2%
46 OEF ISHARES TR 1,498.0 $548K 0.14% +142.0 +10.5% $365.98 +4.1%
47 NOBL PROSHARES TR 7,836.0 $440K 0.11% +4K +100.0% $56.16 +3.8%
48 LVHD LEGG MASON ETF INVT 9,662.0 $425K 0.11% +59.0 +0.6% $44.00 +0.2%
49 SMH VANECK ETF TRUST 625.0 $410K 0.10% +99.0 +18.8% $655.89 -12.6%
50 IMCG ISHARES TR 4,071.0 $400K 0.10% +56.0 +1.4% $98.31 +0.3%
51 AVUV AMERICAN CENTY ETF TR 2,928.0 $365K 0.09% +887.0 +43.5% $124.74 +1.0%
52 SCZ ISHARES TR 4,414.0 $363K 0.09% +35.0 +0.8% $82.27 +6.3%
53 SIHY HARBOR ETF TRUST 7,597.0 $346K 0.09% +73.0 +1.0% $45.56 -0.3%
54 AMLP ALPS ETF TR 6,435.0 $334K 0.09% +403.0 +6.7% $51.85 +6.7%
55 SCHR SCHWAB STRATEGIC TR 13,520.0 $333K 0.09% +5K +53.3% $24.66 -0.9%
56 BLCR BLACKROCK ETF TRUST 6,184.0 $311K 0.08% +1K +22.3% $50.37 -1.5%
57 GLDM WORLD GOLD TR Financial Services 3,800.0 $302K 0.08% +66.0 +1.8% $79.42 +14.8%
58 IJR ISHARES TR 2,006.0 $297K 0.08% +108.0 +5.7% $148.30 -1.0%
59 VXUS VANGUARD STAR FDS 3,340.0 $286K 0.07% +134.0 +4.2% $85.50 +2.8%
60 OKE ONEOK INC NEW Energy 3,171.0 $276K 0.07% +152.0 +5.0% $86.94 +9.0%
Page 3 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.0%
Consumer Cyclical 25.0%
Financial Services 18.4%
Consumer Defensive 7.9%
Healthcare 5.8%
Industrials 5.5%
Utilities 3.4%
Energy 3.2%
Communication Services 2.6%
Real Estate 2.0%