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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 9 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFV ISHARES TR 4,389.0 $336K 0.09% -4K -49.6% $76.55 +6.8%
162 AMLP ALPS ETF TR 6,435.0 $334K 0.09% +403.0 +6.7% $51.85 +6.5%
163 SCHR SCHWAB STRATEGIC TR 13,520.0 $333K 0.09% +5K +53.3% $24.66 -1.3%
164 EPD ENTERPRISE PRODS PARTNERS L 8,978.0 $330K 0.09% -1K -11.3% $36.76
165 QQQM INVESCO EXCH TRADED FD TR II 1,083.0 $328K 0.08% $302.90 -2.6%
166 PLTR PALANTIR TECHNOLOGIES INC Technology 2,798.0 $326K 0.08% -1K -29.1% $116.67 +59.7%
167 FIDELITY COVINGTON TRUST 4,159.0 $321K 0.08% -1K -22.2% $77.26
168 MO ALTRIA GROUP INC Consumer Defensive 4,444.0 $320K 0.08% $71.95 -4.6%
169 FSTA FIDELITY COVINGTON TRUST 6,069.0 $319K 0.08% $52.54 +2.2%
170 BND VANGUARD BD INDEX FDS 4,244.0 $312K 0.08% $73.41 -1.5%
171 BLCR BLACKROCK ETF TRUST 6,184.0 $311K 0.08% +1K +22.3% $50.37 -1.9%
172 GLDM WORLD GOLD TR Financial Services 3,800.0 $302K 0.08% +66.0 +1.8% $79.42 +11.1%
173 ESGV VANGUARD WORLD FD 2,272.0 $300K 0.08% $132.24 +3.2%
174 IJR ISHARES TR 2,006.0 $297K 0.08% +108.0 +5.7% $148.30 -1.8%
175 PEP PEPSICO INC Consumer Defensive 2,158.0 $292K 0.07% -515.0 -19.3% $135.40 +4.2%
176 BLACKROCK ETF TRUST 7,888.0 $289K 0.07% NEW $36.60
177 FENY FIDELITY COVINGTON TRUST 9,713.0 $287K 0.07% -2K -14.6% $29.56 +17.5%
178 MDYV SPDR SERIES TRUST 3,021.0 $287K 0.07% -1K -30.0% $94.84 -0.2%
179 SHW SHERWIN WILLIAMS CO Basic Materials 830.0 $286K 0.07% -9.0 -1.1% $344.32 +0.2%
180 VXUS VANGUARD STAR FDS 3,340.0 $286K 0.07% +134.0 +4.2% $85.50 +2.4%
Page 9 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%