Portfolio (Quarterly) Guide ↗

LongView Wealth Management

· CIK 0001990190

13F Portfolio $398M AUM 247 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 85 Added 107 Reduced 20 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KEYS	KEYSIGHT TECHNOLOGIES INC	Technology	3,224	$673K	0.16%	SOLD
2	D	DOMINION ENERGY INC	Utilities	11,169	$652K	0.16%	SOLD
3	A	AGILENT TECHNOLOGIES INC	Healthcare	4,327	$640K	0.15%	SOLD
4	LLY	ELI LILLY & CO	Healthcare	461	$498K	0.12%	SOLD
5	AEE	AMEREN CORP	Utilities	3,713	$372K	0.09%	SOLD
6	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	930	$349K	0.08%	SOLD
7	UNH	UNITEDHEALTH GROUP INC	Healthcare	956	$326K	0.08%	SOLD
8	AZO	AUTOZONE INC	Consumer Cyclical	88	$310K	0.07%	SOLD
9	IAU	ISHARES GOLD TR	Financial Services	3,239	$280K	0.07%	SOLD
10	ALLE	ALLEGION PLC	Industrials	1,700	$274K	0.07%	SOLD
11	VOOG	VANGUARD ADMIRAL FDS INC	—	608	$274K	0.07%	SOLD
12	SDY	SPDR SERIES TRUST	—	1,862	$268K	0.07%	SOLD
13	EOG	EOG RES INC	Energy	2,446	$258K	0.06%	SOLD
14	NEE	NEXTERA ENERGY INC	Utilities	2,777	$225K	0.05%	SOLD
15	FBTC	FIDELITY WISE ORIGIN BITCOIN	Financial Services	2,821	$225K	0.05%	SOLD
16	XAR	SPDR SERIES TRUST	—	783	$220K	0.05%	SOLD
17	CMCSA	COMCAST CORP NEW	Communication Services	7,182	$209K	0.05%	SOLD
18	GD	GENERAL DYNAMICS CORP	Industrials	575	$208K	0.05%	SOLD
19	CGSM	CAPITAL GRP FIXED INCM ETF T	—	7,700	$204K	0.05%	SOLD
20	BSM	BLACK STONE MINERALS L P	Energy	10,440	$146K	0.04%	SOLD

Sector Allocation

Consumer Cyclical 23.3%

Technology 22.8%

Financial Services 17.4%

Consumer Defensive 8.6%

Healthcare 5.3%

Communication Services 4.9%

Industrials 4.9%

Energy 4.8%

Utilities 4.3%

Real Estate 2.7%