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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 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 629,765.0 $20.0M 5.12% -34K -5.1% $31.71 +9.8%
2 ILCG ISHARES TR 128,562.0 $15.0M 3.86% -8K -5.5% $117.02 -0.5%
3 AAPL APPLE INC Technology 51,737.0 $15.0M 3.84% -2K -3.2% $289.36 +8.7%
4 CGGR CAPITAL GROUP GROWTH ETF 269,258.0 $12.7M 3.26% -3K -0.9% $47.20 +0.1%
5 CGDV CAPITAL GROUP DIVIDEND VALUE 243,588.0 $12.0M 3.08% -14K -5.6% $49.28 +2.4%
6 VB VANGUARD INDEX FDS 14,873.0 $4.5M 1.16% -1K -6.7% $303.11 +0.4%
7 ISHARES TR 88,614.0 $4.4M 1.13% -26K -23.0% $49.55
8 CGGE CAPITAL GROUP GLOBAL EQUITY 123,843.0 $4.4M 1.12% -2K -1.3% $35.24 +0.7%
9 CGMU CAPITAL GRP FIXED INCM ETF T 136,308.0 $3.7M 0.96% -2K -1.7% $27.47 -1.5%
10 VTV VANGUARD INDEX FDS 16,939.0 $3.7M 0.95% -318.0 -1.8% $217.93 +3.5%
11 NVDA NVIDIA CORPORATION Technology 17,767.0 $3.6M 0.91% -2K -9.1% $200.09 +13.9%
12 AMZN AMAZON COM INC Consumer Cyclical 14,756.0 $3.5M 0.90% -2K -12.6% $238.34 +7.5%
13 AFL AFLAC INC Financial Services 29,044.0 $3.4M 0.87% -654.0 -2.2% $117.25 -0.6%
14 IYW ISHARES TR 12,509.0 $3.2M 0.81% -178.0 -1.4% $252.23 +0.6%
15 FNDF SCHWAB STRATEGIC TR 55,584.0 $2.9M 0.75% -30K -35.1% $52.76 +5.3%
16 MSFT MICROSOFT CORP Technology 7,648.0 $2.9M 0.73% -1K -13.6% $373.01 +35.4%
17 KO COCA COLA CO Consumer Defensive 34,129.0 $2.8M 0.71% -15K -30.5% $81.27 +9.6%
18 CGUS CAPITAL GROUP CORE EQUITY ET 60,815.0 $2.7M 0.69% -9K -12.5% $44.48 +2.2%
19 VEA VANGUARD TAX-MANAGED FDS 35,879.0 $2.6M 0.66% -845.0 -2.3% $71.25 +3.0%
20 FMDE FIDELITY COVINGTON TRUST 62,366.0 $2.5M 0.65% -46K -42.4% $40.58 +4.6%
Page 1 of 6  ·  111 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%