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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EIPI	FIRST TR EXCHNG TRADED FD VI	—	106,599	$2.4M	0.59%	SOLD
2	—	GLOBUS MED INC	—	10,500	$997K	0.25%	SOLD
3	SMMU	PIMCO ETF TR	—	12,154	$614K	0.15%	SOLD
4	STIP	ISHARES TR	—	5,642	$585K	0.15%	SOLD
5	—	BLUEROCK PVT REAL ESTATE FD	—	30,776	$511K	0.13%	SOLD
6	IWP	ISHARES TR	—	3,702	$498K	0.12%	SOLD
7	SCHZ	SCHWAB STRATEGIC TR	—	19,753	$461K	0.12%	SOLD
8	VTEB	VANGUARD MUN BD FDS	—	8,429	$424K	0.11%	SOLD
9	XLRE	SELECT SECTOR SPDR TR	—	9,050	$393K	0.10%	SOLD
10	IHDG	WISDOMTREE TR	—	7,500	$381K	0.10%	SOLD
11	BSCR	INVESCO EXCH TRD SLF IDX FD	—	18,700	$368K	0.09%	SOLD
12	VOE	VANGUARD INDEX FDS	—	1,751	$334K	0.08%	SOLD
13	CGXU	CAPITAL GROUP INTL FOCUS EQT	—	10,285	$330K	0.08%	SOLD
14	BEPC	BROOKFIELD RENEWABLE CORP	Utilities	7,641	$325K	0.08%	SOLD
15	VGT	VANGUARD WORLD FD	—	415	$320K	0.08%	SOLD
16	IUSV	ISHARES TR	—	3,004	$317K	0.08%	SOLD
17	DFAT	DIMENSIONAL ETF TRUST	—	4,500	$293K	0.07%	SOLD
18	VIGI	VANGUARD WHITEHALL FDS	—	3,097	$286K	0.07%	SOLD
19	BAC	BANK AMERICA CORP	Financial Services	5,208	$278K	0.07%	SOLD
20	MSTR	STRATEGY INC	Technology	2,020	$278K	0.07%	SOLD

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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%