LongView Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), LongView Wealth Management reported 227 stock positions worth $389.8 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.1% of the portfolio, followed by iShares Morningstar Growth E (ILCG, 3.9%) and Apple (AAPL, 3.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 34, added to 79 and reduced 119. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +1%) and the biggest sale an exit from FT Energy Income ETF (EIPI).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $389.8M (Q2 2026)
- SEC Filing
- 0001990190-26-000003 ↗ filed Jul 17, 2026
Holdings Value
Holdings 227 stocks · $389.8M
| SCHD Schwab US DVD Equity ETF | 5.12% | 629,765 | $20.0M | Reduce -5.1% |
| ILCG iShares Morningstar Growth E | 3.86% | 128,562 | $15.0M | Reduce -5.5% |
| AAPL Apple Inc. | 3.84% | 51,737 | $15.0M | Reduce -3.2% |
| FBND Fidelity Total Bond ETF | 3.61% | 309,647 | $14.1M | Add +3.4% |
| CGGR Cap Group Growth Equity | 3.26% | 269,258 | $12.7M | Reduce -0.9% |
| SCHX Schwab US Large-Cap ETF | 3.16% | 418,242 | $12.3M | Add +0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.08% | 243,588 | $12.0M | Reduce -5.6% |
| HD Home Depot Inc. | 2.97% | 32,815 | $11.6M | Add +4.6% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 2.69% | 276,470 | $10.5M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 2.30% | 13,034 | $9.0M | Add +9.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.21% | 11,700 | $8.6M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.04% | 92,435 | $8.0M | Reduce -0.6% |
| GPC Genuine Parts Co. | 1.99% | 65,771 | $7.8M | No change |
| SCHY Schwab International DVD ETF | 1.69% | 207,312 | $6.6M | Add +4.0% |
| SCHG Schwab US Large-Cap Growth | 1.33% | 153,019 | $5.2M | Add +7.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.27% | 61,684 | $5.0M | Add +2.4% |
| VT Vanguard Tot World STK ETF | 1.25% | 31,043 | $4.9M | Add +0.4% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.16% | 120,849 | $4.5M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.16% | 14,873 | $4.5M | Reduce -6.7% |
| IQLT iShares MSCI International Q | 1.13% | 88,614 | $4.4M | Reduce -23.0% |
| CGMS Cap Group US Multi-Sect Bond | 1.12% | 160,235 | $4.4M | Add +20.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 1.12% | 123,843 | $4.4M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 11,007 | $4.1M | Add +2.1% |
| JEPI JPMorgan Equity Premium Inco | 1.00% | 69,132 | $3.9M | Add +13.0% |
| CGMU Cap Group Municipal Income | 0.96% | 136,308 | $3.7M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 16,939 | $3.7M | Reduce -1.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.92% | 84,928 | $3.6M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.91% | 17,767 | $3.6M | Reduce -9.1% |
| AMZN Amazon.com Inc. | 0.90% | 14,756 | $3.5M | Reduce -12.6% |
| AFL Aflac Inc. | 0.87% | 29,044 | $3.4M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.82% | 12,568 | $3.2M | Reduce -0.3% |
| IYW iShares Ustechnology ETF | 0.81% | 12,509 | $3.2M | Reduce -1.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.75% | 55,584 | $2.9M | Reduce -35.1% |
| MSFT Microsoft Corp. | 0.73% | 7,648 | $2.9M | Reduce -13.6% |
| IVV iShares Core S&P 500 ETF | 0.72% | 3,760 | $2.8M | Reduce -0.1% |
| CGCB Cap Group Core Bond | 0.72% | 107,307 | $2.8M | Add +11.8% |
| KO The Coca-Cola Co. | 0.71% | 34,129 | $2.8M | Reduce -30.5% |
| EPS Wisdomtree US Large Cap Fund | 0.71% | 35,350 | $2.7M | Add +7.7% |
| UTG Reaves Utility Income Fund | 0.70% | 67,338 | $2.7M | Reduce -0.1% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.69% | 60,815 | $2.7M | Reduce -12.5% |
| AGG iShares Core U.S. Aggregate | 0.66% | 25,831 | $2.6M | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 0.66% | 35,879 | $2.6M | Reduce -2.3% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.65% | 62,366 | $2.5M | Reduce -42.4% |
| CGCP Cap Group Core Plus Income | 0.63% | 109,567 | $2.4M | Reduce -7.5% |
| ICSH iShares Ultra Short Duration | 0.59% | 45,641 | $2.3M | Reduce -44.7% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 15,325 | $2.1M | Add +1.8% |
| SO The Southern Co. | 0.52% | 21,247 | $2.0M | Reduce -32.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.52% | 43,961 | $2.0M | Add +50.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 3,883 | $1.9M | Reduce -27.6% |
| FESM Fidelity Enhanced Small Cap | 0.46% | 37,093 | $1.8M | Add +12.0% |
| WMT Walmart Inc. | 0.46% | 15,792 | $1.8M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.46% | 11,298 | $1.8M | Add +1.0% |
| GOVT iShares US Treasury Bond ETF | 0.45% | 77,794 | $1.8M | Add +24.1% |
| UPS United Parcel Service Class B | 0.45% | 16,356 | $1.8M | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.44% | 6,802 | $1.7M | Reduce -13.7% |
| BDYN iShares DYN Act ETF | 0.41% | 57,950 | $1.6M | Add +7.3% |
| REZ Ishars Res and Multi Reales | 0.40% | 16,532 | $1.6M | Add +19.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 16,099 | $1.6M | Reduce -9.1% |
| IDMO Invesco S&P International DE | 0.39% | 25,504 | $1.5M | Add +17.4% |
| CGMM Cap Group Small and Mid Cap | 0.39% | 45,765 | $1.5M | Add +3.4% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.38% | 35,252 | $1.5M | Add +32.3% |
| INMU iShares Intermediate Muni Inc. | 0.37% | 59,636 | $1.4M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.36% | 3,961 | $1.4M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 0.35% | 3,845 | $1.4M | Reduce -11.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.35% | 15,502 | $1.4M | Add +25.6% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 22,669 | $1.4M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.34% | 27,641 | $1.3M | Reduce -3.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.34% | 4,790 | $1.3M | No change |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.34% | 35,885 | $1.3M | Add +247.2% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.33% | 34,193 | $1.3M | Reduce -15.9% |
| XOM Exxon Mobil Corp. | 0.33% | 9,342 | $1.3M | Reduce -44.5% |
| BDVL iShares DV Equity Active ETF | 0.32% | 47,957 | $1.2M | Add +12.8% |
| XLI SS Industrial Select Sector | 0.31% | 6,589 | $1.2M | Reduce -1.9% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 15,166 | $1.2M | Reduce -4.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 13,270 | $1.2M | Reduce -7.8% |
| IWF iShares Russell 1000 Growth | 0.29% | 9,214 | $1.1M | Reduce -13.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.29% | 14,876 | $1.1M | Add +30.2% |
| MUB iShares National Muni Bond E | 0.28% | 10,307 | $1.1M | Reduce -9.5% |
| DGRO iShares Core Dividend Growth | 0.28% | 14,414 | $1.1M | Reduce -4.6% |
| CHD Church & Dwight Co. Inc. | 0.28% | 11,266 | $1.1M | Add +0.3% |
| HDV iShares Core High Dividend E | 0.28% | 39,380 | $1.1M | Add +1.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.27% | 3,062 | $1.0M | Add +21.0% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 4,436 | $1.0M | Reduce -6.3% |
| CGSD Cap Group Short Duration | 0.26% | 40,043 | $1.0M | Add +6.9% |
| WELL Welltower Inc. | 0.26% | 4,539 | $1.0M | Reduce -2.3% |
| FLDR Fidelity Low Durat Fact ETF | 0.26% | 20,129 | $1.0M | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.25% | 7,828 | $991K | Add +0.2% |
| MU Micron Technology Inc. | 0.25% | 842 | $972K | Add +7.8% |
| FDVV Fidelity High Dividend ETF | 0.24% | 15,682 | $945K | Reduce -37.3% |
| IWD iShares Russell 1000 Value E | 0.24% | 3,894 | $944K | Reduce -3.3% |
| FEGE First Eagle GL Equity ETF | 0.24% | 18,809 | $920K | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.24% | 6,274 | $920K | Add +0.3% |
| AXP American Express Co. | 0.23% | 2,593 | $877K | Reduce -4.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.22% | 21,727 | $862K | Add +23.3% |
| IVE iShares S&P 500 Value ETF | 0.22% | 3,711 | $843K | Reduce -11.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 8,652 | $835K | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.21% | 876 | $820K | Add +1.3% |
| SCHP Schwab U.S. Tips ETF | 0.21% | 30,204 | $800K | Reduce -25.0% |
| MBB iShares MBS ETF | 0.20% | 8,324 | $787K | Reduce -15.8% |
| DLR Digital Realty Trust Inc. | 0.20% | 4,366 | $784K | Add +0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| EIPI FT Energy Income ETF | Sold out | 0.00% | −0.59 |
| ICSH iShares Ultra Short Duration | Reduce -44.7% | 0.59% | −0.46 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -42.4% | 0.65% | −0.38 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -35.1% | 0.75% | −0.36 |
| GARP iShares MSCI USA Quality Gar | Reduce -80.7% | 0.09% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -44.5% | 0.33% | −0.30 |
| IQLT iShares MSCI International Q | Reduce -23.0% | 1.13% | −0.30 |
| FENI Fidelity Enhanced Intl ETF | Reduce -69.0% | 0.14% | −0.29 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.25 |
| SO The Southern Co. | Reduce -32.0% | 0.52% | −0.23 |
| KO The Coca-Cola Co. | Reduce -30.5% | 0.71% | −0.22 |
| O Realty Income Corp. | Reduce -78.9% | 0.06% | −0.21 |
| CGHM Cap Group Muni High-Income | Reduce -73.2% | 0.07% | −0.19 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -12.6% | 0.90% | −0.15 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -27.6% | 0.50% | −0.15 |
| MSFT Microsoft Corp. | Reduce -13.6% | 0.73% | −0.14 |
| T AT&T Inc. | Reduce -57.9% | 0.07% | −0.14 |
| BPRE Bluerock Private Real Estate | Sold out | 0.00% | −0.13 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.13 |
| FDVV Fidelity High Dividend ETF | Reduce -37.3% | 0.24% | −0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.11 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.10 |
| IHDG Wisdomtree International Hed | Sold out | 0.00% | −0.10 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -49.6% | 0.09% | −0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -65.1% | 0.05% | −0.08 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.08 |
| BEPC Brookfield Renewable Corp. | Sold out | 0.00% | −0.08 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.08 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.08 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.07 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -25.0% | 0.21% | −0.07 |
| SCHV Schwab US Large-Cap Value | Reduce -36.7% | 0.16% | −0.07 |
| TCAF T Rowe PRC Cap Appreciation | Sold out | 0.00% | −0.06 |
| AKRE Akre Focus ETF | Reduce -36.0% | 0.11% | −0.06 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.06 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.05 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.05 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 2.21% | +0.39 |
| VOO Vanguard S&P 500 ETF | Add +9.2% | 2.30% | +0.38 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 3.16% | +0.28 |
| CGBL Cap Group Core Balanced | Add +4.6% | 2.69% | +0.28 |
| HD Home Depot Inc. | Add +4.6% | 2.97% | +0.27 |
| CGIC Cap Group Intl Core Eq | Add +247.2% | 0.34% | +0.24 |
| SCHG Schwab US Large-Cap Growth | Add +7.2% | 1.33% | +0.20 |
| CGMS Cap Group US Multi-Sect Bond | Add +20.1% | 1.12% | +0.20 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +50.2% | 0.52% | +0.18 |
| MU Micron Technology Inc. | Add +7.8% | 0.25% | +0.16 |
| FBND Fidelity Total Bond ETF | Add +3.4% | 3.61% | +0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.4% | 1.27% | +0.13 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +32.3% | 0.38% | +0.12 |
| FESM Fidelity Enhanced Small Cap | Add +12.0% | 0.46% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 1.04% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +13.0% | 1.00% | +0.11 |
| EPS Wisdomtree US Large Cap Fund | Add +7.7% | 0.71% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +0.4% | 1.25% | +0.10 |
| MTUM iShares MSCI USA Momentum Fa | Add +21.0% | 0.27% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +25.6% | 0.35% | +0.10 |
| REZ Ishars Res and Multi Reales | Add +19.3% | 0.40% | +0.10 |
| CGHY Cap Group High Yield Bond | New | 0.09% | +0.09 |
| GOVT iShares US Treasury Bond ETF | Add +24.1% | 0.45% | +0.09 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.09% | +0.09 |
| AMD Advanced Micro Devices | Add +9.2% | 0.15% | +0.09 |
| CGCB Cap Group Core Bond | Add +11.8% | 0.72% | +0.08 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +30.2% | 0.29% | +0.08 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.07% | +0.07 |
| XLE SS Energy Select Sector | New | 0.07% | +0.07 |
| BFLX Ishrs FLX Eq Act ETF | New | 0.07% | +0.07 |
| SDY SS SPDR S&P Dividend ETF | New | 0.07% | +0.07 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.07% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +1.8% | 0.54% | +0.07 |
| IALT Ishrs SYS Alt Act ETF | New | 0.07% | +0.07 |
| CGDG Cap Group Dividend Growers | Add +3.3% | 1.16% | +0.07 |
| IEF iShares 7-10 Year Treasury B | New | 0.07% | +0.07 |
| IDMO Invesco S&P International DE | Add +17.4% | 0.39% | +0.07 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.07% | +0.07 |
| BDYN iShares DYN Act ETF | Add +7.3% | 0.41% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +7.8% | 0.66% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| KLAC KLA Corp. | New | 0.05% | +0.05 |
| FBNC First Bancorp | New | 0.05% | +0.05 |
| BXC Bluelinx Holdings Inc. | Add +26.3% | 0.16% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +18.8% | 0.11% | +0.05 |
| BDVL iShares DV Equity Active ETF | Add +12.8% | 0.32% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +35.8% | 0.14% | +0.04 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +23.3% | 0.22% | +0.04 |
| SCHY Schwab International DVD ETF | Add +4.0% | 1.69% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 227 | $389.8M | SCHD, ILCG, AAPL, FBND, CGGR |
| Q1 2026 | 247 | $398.1M | SCHD, ILCG, AAPL, FBND, CGGR |
| Q4 2025 | 249 | $414.1M | SCHD, ILCG, AAPL, HD, CGGR |
| Q3 2025 | 225 | $369.1M | SCHD, ILCG, AAPL, HD, SCHX |
| Q2 2025 | 215 | $330.3M | SCHD, ILCG, HD, AAPL, SCHX |
| Q1 2025 | 201 | $333.4M | SCHD, HD, AAPL, ILCG, CGGR |
| Q4 2024 | 203 | $328.1M | SCHD, AAPL, HD, ILCG, CGGR |
| Q3 2024 | 194 | $313.3M | SCHD, HD, AAPL, ILCG, GPC |
| Q2 2024 | 182 | $270.8M | SCHD, AAPL, HD, GPC, ILCG |
| Q1 2024 | 176 | $252.3M | SCHD, HD, AAPL, GPC, ILCG |