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	Chg Shares	Chg %	Period Price ①	Since Period ①
101	IJH	ISHARES TR	—	3,073.0	$237K	0.06%	-167.0	-5.2%	$77.11	-0.6%
102	LOW	LOWES COS INC	Consumer Cyclical	1,071.0	$236K	0.06%	-23.0	-2.1%	$220.49	-6.2%
103	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	471.0	$236K	0.06%	-5.0	-1.1%	$501.33	+25.8%
104	COP	CONOCOPHILLIPS	Energy	2,149.0	$223K	0.06%	-46.0	-2.1%	$103.94	+24.6%
105	O	REALTY INCOME CORP	Real Estate	3,576.0	$222K	0.06%	-13K	-78.9%	$61.96	-0.3%
106	THRO	BLACKROCK ETF TRUST	—	5,020.0	$216K	0.06%	-2K	-33.1%	$43.11	+2.0%
107	BIV	VANGUARD BD INDEX FDS	—	2,741.0	$210K	0.05%	-2K	-40.3%	$76.71	-1.3%
108	WMB	WILLIAMS COS INC	Energy	2,812.0	$209K	0.05%	-102.0	-3.5%	$74.33	-0.2%
109	RWL	INVESCO EXCH TRADED FD TR II	—	1,600.0	$204K	0.05%	-100.0	-5.9%	$127.76	+4.8%
110	QUAL	ISHARES TR	—	920.0	$202K	0.05%	-2K	-65.1%	$219.47	+2.3%
111	PFD	FLAHERTY & CRUMRINE PFD INCO	Financial Services	15,305.0	$178K	0.05%	-2K	-13.4%	$11.63	-3.0%

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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%