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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	CGHY	CAPITAL GRP FIXED INCM ETF T	—	14,429.0	$365K	0.09%	NEW	—	$25.33	-0.0%
2	SPHQ	INVESCO EXCHANGE TRADED FD T	—	3,932.0	$354K	0.09%	NEW	—	$90.10	-4.4%
3	—	BLACKROCK ETF TRUST	—	7,888.0	$289K	0.07%	NEW	—	$36.60	—
4	XLE	SELECT SECTOR SPDR TR	—	5,344.0	$284K	0.07%	NEW	—	$53.11	+17.3%
5	—	BLACKROCK ETF TRUST	—	11,023.0	$282K	0.07%	NEW	—	$25.62	—
6	SDY	SPDR SERIES TRUST	—	1,815.0	$276K	0.07%	NEW	—	$152.18	+3.5%
7	FELG	FIDELITY COVINGTON TRUST	—	6,184.0	$271K	0.07%	NEW	—	$43.75	+1.7%
8	IALT	BLACKROCK ETF TRUST	—	9,593.0	$269K	0.07%	NEW	—	$28.05	+3.6%
9	IEF	ISHARES TR	—	2,728.0	$258K	0.07%	NEW	—	$94.57	-1.4%
10	GGOV	BLACKROCK ETF TRUST II	—	5,064.0	$255K	0.07%	NEW	—	$50.29	-0.1%
11	LLY	ELI LILLY & CO	Healthcare	178.0	$213K	0.06%	NEW	—	$1197.83	-1.8%
12	GEV	GE VERNOVA INC	Utilities	179.0	$211K	0.05%	NEW	—	$1176.23	-18.9%
13	KLAC	KLA CORP	Technology	692.0	$209K	0.05%	NEW	—	$301.85	-39.1%
14	FBNC	FIRST BANCORP N C	Financial Services	3,211.0	$205K	0.05%	NEW	—	$63.94	-0.6%

① 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%