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Portfolio (Quarterly) Guide ↗

LongView Wealth Management

· CIK 0001990190
13F Portfolio $414M AUM 249 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 249 New
Page 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYM VANGUARD WHITEHALL FDS 10,948.0 $1.6M 0.39% NEW $147.64 +7.3%
62 IEFA ISHARES TR 17,276.0 $1.6M 0.39% NEW $92.67 +5.7%
63 BSV VANGUARD BD INDEX FDS 20,200.0 $1.6M 0.38% NEW $78.79 -1.0%
64 INMU BLACKROCK ETF TRUST II 58,000.0 $1.4M 0.34% NEW $24.20 -0.7%
65 DUK DUKE ENERGY CORP NEW Utilities 11,850.0 $1.4M 0.33% NEW $116.71 +7.4%
66 GOOGL ALPHABET INC Communication Services 4,078.0 $1.4M 0.33% NEW $331.83 +17.2%
67 IUSB ISHARES TR 28,591.0 $1.3M 0.32% NEW $46.64 -1.3%
68 BNDX VANGUARD CHARLOTTE FDS 26,993.0 $1.3M 0.32% NEW $48.58 -0.7%
69 CGMM CAPITAL GROUP EQUITY ETF TR 42,025.0 $1.3M 0.31% NEW $30.48 +4.1%
70 EPS WISDOMTREE TR 17,711.0 $1.3M 0.31% NEW $72.18 +8.5%
71 MGK VANGUARD WORLD FD 3,057.0 $1.3M 0.31% NEW $415.62 -78.4%
72 CGHM CAPITAL GRP FIXED INCM ETF T 49,264.0 $1.3M 0.30% NEW $25.61 +0.1%
73 VWO VANGUARD INTL EQUITY INDEX F 22,123.0 $1.2M 0.30% NEW $56.29 +7.1%
74 MGC VANGUARD WORLD FD 4,849.0 $1.2M 0.30% NEW $255.09 +8.2%
75 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,281.0 $1.2M 0.28% NEW $86.66 +13.1%
76 SCHP SCHWAB STRATEGIC TR 43,164.0 $1.1M 0.28% NEW $26.56 +0.7%
77 IWF ISHARES TR 2,366.0 $1.1M 0.27% NEW $477.26 -73.7%
78 BLUEROCK PVT REAL ESTATE FD 69,517.0 $1.1M 0.27% NEW $15.84
79 BDYN BLACKROCK ETF TRUST 41,590.0 $1.1M 0.26% NEW $26.31 +4.8%
80 XLI SELECT SECTOR SPDR TR 6,582.0 $1.1M 0.26% NEW $163.17 +6.8%
Page 4 of 13  ·  249 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
Consumer Cyclical 24.2%
Technology 22.2%
Financial Services 16.4%
Consumer Defensive 8.1%
Healthcare 6.2%
Utilities 5.2%
Industrials 5.0%
Communication Services 4.6%
Energy 3.8%
Real Estate 3.5%