BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VV VANGUARD INDEX FDS 1,676.0 $577K 0.15% -194.0 -10.4% $344.01 +3.1%
122 DGRW WISDOMTREE TR 5,856.0 $560K 0.14% +2K +35.8% $95.61 +3.9%
123 OEF ISHARES TR 1,498.0 $548K 0.14% +142.0 +10.5% $365.98 +4.1%
124 MCD MCDONALDS CORP Consumer Cyclical 1,995.0 $539K 0.14% -42.0 -2.1% $270.29 -2.0%
125 FENI FIDELITY COVINGTON TRUST 13,381.0 $537K 0.14% -30K -69.0% $40.13 +3.2%
126 XLK SELECT SECTOR SPDR TR 2,812.0 $536K 0.14% -662.0 -19.1% $190.50 -2.5%
127 ET ENERGY TRANSFER L P Energy 27,528.0 $526K 0.14% -684.0 -2.4% $19.12 +11.5%
128 CSCO CISCO SYS INC Technology 4,398.0 $517K 0.13% -254.0 -5.5% $117.45 -6.4%
129 VBK VANGUARD INDEX FDS 1,392.0 $509K 0.13% -114.0 -7.6% $365.65 -3.8%
130 DAL DELTA AIR LINES INC Industrials 5,422.0 $508K 0.13% -99.0 -1.8% $93.66 -14.5%
131 INTC INTEL CORP Technology 3,612.0 $504K 0.13% -294.0 -7.5% $139.63 -35.9%
132 CAT CATERPILLAR INC Industrials 469.0 $499K 0.13% $1064.90 -24.9%
133 IEMG ISHARES INC 5,908.0 $489K 0.13% -3K -35.2% $82.83 -1.2%
134 XMHQ INVESCO EXCHANGE TRADED FD T 4,335.0 $489K 0.13% $112.89 +4.6%
135 VLO VALERO ENERGY CORP Energy 1,877.0 $489K 0.12% -22.0 -1.2% $260.44 +35.3%
136 IOO ISHARES TR 3,394.0 $464K 0.12% $136.59 +6.0%
137 AKRE PROFESIONALLY MANAGED PORTFO 8,348.0 $444K 0.11% -5K -36.0% $53.19 +16.3%
138 NOBL PROSHARES TR 7,836.0 $440K 0.11% +4K +100.0% $56.16 +3.9%
139 BINC BLACKROCK ETF TRUST II 8,385.0 $439K 0.11% -2K -22.8% $52.34 -0.7%
140 LVHD LEGG MASON ETF INVT 9,662.0 $425K 0.11% +59.0 +0.6% $44.00 +0.4%
Page 7 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%