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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 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,274.0 $285K 0.07% $223.91 +28.4%
182 CGHM CAPITAL GRP FIXED INCM ETF T 11,001.0 $284K 0.07% -30K -73.2% $25.85 -1.9%
183 XLE SELECT SECTOR SPDR TR 5,344.0 $284K 0.07% NEW $53.11 +18.0%
184 CVX CHEVRON CORPORATION Energy 1,711.0 $284K 0.07% -46.0 -2.6% $165.72 +21.8%
185 BLACKROCK ETF TRUST 11,023.0 $282K 0.07% NEW $25.62
186 SPY STATE STR SPDR S&P 500 ETF T Financial Services 377.0 $282K 0.07% $747.49 +2.9%
187 T AT&T INC Communication Services 13,568.0 $281K 0.07% -19K -57.9% $20.70 +25.6%
188 IWB ISHARES TR 682.0 $279K 0.07% -106.0 -13.4% $409.77 +2.8%
189 FCOM FIDELITY COVINGTON TRUST 3,981.0 $277K 0.07% $69.49 +2.4%
190 SDY SPDR SERIES TRUST 1,815.0 $276K 0.07% NEW $152.18 +3.5%
191 OKE ONEOK INC NEW Energy 3,171.0 $276K 0.07% +152.0 +5.0% $86.94 +9.0%
192 RTX RTX CORPORATION Industrials 1,451.0 $275K 0.07% -25.0 -1.7% $189.75 +11.6%
193 PSR INVESCO ACTIVELY MANAGED EXC 2,683.0 $275K 0.07% +118.0 +4.6% $102.57 +0.8%
194 FELG FIDELITY COVINGTON TRUST 6,184.0 $271K 0.07% NEW $43.75 +0.8%
195 IALT BLACKROCK ETF TRUST 9,593.0 $269K 0.07% NEW $28.05 +3.2%
196 VZ VERIZON COMMUNICATIONS INC Communication Services 6,255.0 $265K 0.07% -487.0 -7.2% $42.34 +18.3%
197 VEU VANGUARD INTL EQUITY INDEX F 3,114.0 $261K 0.07% +108.0 +3.6% $83.75 +2.0%
198 TFC TRUIST FINL CORP Financial Services 5,191.0 $259K 0.07% -138.0 -2.6% $49.82 +1.2%
199 IEF ISHARES TR 2,728.0 $258K 0.07% NEW $94.57 -1.8%
200 DXJ WISDOMTREE TR 1,481.0 $257K 0.07% +124.0 +9.1% $173.57 +3.8%
Page 10 of 12  ·  227 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%