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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 4 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FELC FIDELITY COVINGTON TRUST 35,252.0 $1.5M 0.38% +9K +32.3% $41.91 +5.2%
62 INMU BLACKROCK ETF TRUST II 59,636.0 $1.4M 0.37% +738.0 +1.2% $24.25 -2.3%
63 GOOG ALPHABET INC 3,961.0 $1.4M 0.36% -416.0 -9.5% $353.30
64 GOOGL ALPHABET INC Communication Services 3,845.0 $1.4M 0.35% -499.0 -11.5% $357.33 -2.4%
65 SPYM SPDR SERIES TRUST 15,502.0 $1.4M 0.35% +3K +25.6% $87.88 +3.8%
66 VWO VANGUARD INTL EQUITY INDEX F 22,669.0 $1.4M 0.35% -148.0 -0.7% $59.69 +2.2%
67 BNDX VANGUARD CHARLOTTE FDS 27,641.0 $1.3M 0.34% -960.0 -3.4% $48.43 -1.7%
68 MGC VANGUARD WORLD FD 4,790.0 $1.3M 0.34% $273.64 +3.9%
69 CGIC CAPITAL GROUP INTERNATIONAL 35,885.0 $1.3M 0.34% +26K +247.2% $36.39 +2.1%
70 CGNG CAPITAL GROUP NEW GEOGRAPHY 34,193.0 $1.3M 0.33% -6K -15.9% $37.46 -1.0%
71 XOM EXXON MOBIL CORP Energy 9,342.0 $1.3M 0.33% -7K -44.5% $136.72 +14.2%
72 BDVL BLACKROCK ETF TRUST 47,957.0 $1.2M 0.32% +5K +12.8% $25.98 +3.6%
73 XLI SELECT SECTOR SPDR TR 6,589.0 $1.2M 0.31% -128.0 -1.9% $185.23 -4.1%
74 BSV VANGUARD BD INDEX FDS 15,166.0 $1.2M 0.30% -694.0 -4.4% $77.91 -0.5%
75 MGK VANGUARD WORLD FD 13,270.0 $1.2M 0.30% +10K +361.2% $87.91 +3.7%
76 IWF ISHARES TR 9,214.0 $1.1M 0.29% +7K +247.0% $124.16 +0.0%
77 ACWX ISHARES TR 14,876.0 $1.1M 0.29% +3K +30.2% $76.11 +2.5%
78 MUB ISHARES TR 10,307.0 $1.1M 0.28% -1K -9.5% $107.62 -2.2%
79 DGRO ISHARES TR 14,414.0 $1.1M 0.28% -693.0 -4.6% $75.79 +4.9%
80 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,266.0 $1.1M 0.28% $96.88 +4.6%
Page 4 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%