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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWD ISHARES TR 3,894.0 $944K 0.24% -131.0 -3.2% $242.44 +6.2%
42 FEGE RBB FUND TRUST 18,809.0 $920K 0.24% -261.0 -1.4% $48.92 +8.9%
43 AXP AMERICAN EXPRESS CO Financial Services 2,593.0 $877K 0.23% -127.0 -4.7% $338.28 -1.2%
44 IVE ISHARES TR 3,711.0 $843K 0.22% -466.0 -11.2% $227.08 +4.4%
45 USMV ISHARES TR 8,652.0 $835K 0.21% -86.0 -1.0% $96.46 +5.7%
46 SCHP SCHWAB STRATEGIC TR 30,204.0 $800K 0.20% -10K -25.0% $26.50 -1.7%
47 MBB ISHARES TR 8,324.0 $787K 0.20% -2K -15.8% $94.52 -1.1%
48 TSLA TESLA INC Consumer Cyclical 1,835.0 $772K 0.20% -11.0 -0.6% $420.60 -15.6%
49 JPM JPMORGAN CHASE & CO Financial Services 2,276.0 $745K 0.19% -685.0 -23.1% $327.38 +8.2%
50 META META PLATFORMS INC Communication Services 1,312.0 $739K 0.19% -34.0 -2.5% $563.37 +1.4%
51 DYNF BLACKROCK ETF TRUST 9,878.0 $672K 0.17% -1K -9.8% $68.01 +2.5%
52 RIO RIO TINTO PLC Basic Materials 7,013.0 $666K 0.17% -155.0 -2.2% $94.93 +10.4%
53 RSP INVESCO EXCHANGE TRADED FD T 3,113.0 $662K 0.17% -595.0 -16.1% $212.78 +4.1%
54 XLF SELECT SECTOR SPDR TR 11,859.0 $636K 0.16% -3K -20.0% $53.61 +8.0%
55 PFF ISHARES TR 20,697.0 $631K 0.16% -2K -8.0% $30.49 +0.5%
56 SCHV SCHWAB STRATEGIC TR 17,881.0 $622K 0.16% -10K -36.7% $34.81 -0.1%
57 VV VANGUARD INDEX FDS 1,676.0 $577K 0.15% -194.0 -10.4% $344.01 +3.3%
58 MCD MCDONALDS CORP Consumer Cyclical 1,995.0 $539K 0.14% -42.0 -2.1% $270.29 -3.8%
59 FENI FIDELITY COVINGTON TRUST 13,381.0 $537K 0.14% -30K -69.0% $40.13 +3.5%
60 XLK SELECT SECTOR SPDR TR 2,812.0 $536K 0.14% -662.0 -19.1% $190.50 -1.0%
Page 3 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%