LongView Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), LongView Wealth Management reported 247 stock positions worth $398.1 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.1% of the portfolio, followed by iShares Morningstar Growth E (ILCG, 3.6%) and Apple (AAPL, 3.5%). Compared with Q4 2025, it opened 18 new positions, sold out of 20, added to 102 and reduced 112. The biggest buy was Fidelity Total Bond ETF (FBND, shares +19%) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $398.1M (Q1 2026)
- SEC Filing
- 0001990190-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 247 stocks · $398.1M
| SCHD Schwab US DVD Equity ETF | 5.12% | 663,402 | $20.4M | Reduce -15.6% |
| ILCG iShares Morningstar Growth E | 3.60% | 136,102 | $14.3M | Reduce -7.5% |
| AAPL Apple Inc. | 3.48% | 53,463 | $13.8M | Reduce -10.1% |
| FBND Fidelity Total Bond ETF | 3.46% | 299,574 | $13.8M | Add +19.4% |
| CGGR Cap Group Growth Equity | 2.97% | 271,800 | $11.8M | Add +5.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.94% | 258,036 | $11.7M | Add +8.2% |
| SCHX Schwab US Large-Cap ETF | 2.87% | 418,104 | $11.4M | Reduce -1.4% |
| HD Home Depot Inc. | 2.70% | 31,360 | $10.7M | Reduce -7.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 2.42% | 264,333 | $9.6M | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 1.91% | 11,940 | $7.6M | Add +34.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.86% | 15,503 | $7.4M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.82% | 11,543 | $7.3M | Reduce -2.0% |
| GPC Genuine Parts Co. | 1.82% | 65,771 | $7.2M | Reduce -5.5% |
| SCHY Schwab International DVD ETF | 1.65% | 199,378 | $6.6M | Add +10.3% |
| IQLT iShares MSCI International Q | 1.43% | 115,064 | $5.7M | Reduce -29.6% |
| VT Vanguard Tot World STK ETF | 1.15% | 30,911 | $4.6M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.14% | 15,056 | $4.5M | Reduce -3.8% |
| SCHG Schwab US Large-Cap Growth | 1.13% | 142,757 | $4.5M | Add +49.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.11% | 15,940 | $4.4M | Reduce -12.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.11% | 85,648 | $4.4M | Reduce -40.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.10% | 116,955 | $4.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 1.06% | 16,874 | $4.2M | Reduce -7.6% |
| ICSH iShares Ultra Short Duration | 1.05% | 82,505 | $4.2M | Reduce -36.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 1.04% | 125,471 | $4.1M | Add +3.1% |
| FMDE Fidelity Enhanced Mid Cap Co. | 1.03% | 108,265 | $4.1M | Reduce -24.1% |
| NVDA Nvidia Corp. | 0.96% | 19,547 | $3.8M | Reduce -2.3% |
| CGMU Cap Group Municipal Income | 0.96% | 138,664 | $3.8M | Add +37.9% |
| KO The Coca-Cola Co. | 0.94% | 49,084 | $3.7M | Reduce -3.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.93% | 133,435 | $3.7M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 10,775 | $3.7M | Add +9.9% |
| JEPI JPMorgan Equity Premium Inco | 0.89% | 61,175 | $3.5M | Add +38.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.88% | 17,257 | $3.5M | Reduce -3.5% |
| MSFT Microsoft Corp. | 0.87% | 8,849 | $3.5M | Reduce -2.8% |
| AFL Aflac Inc. | 0.84% | 29,698 | $3.3M | Reduce -9.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.79% | 85,245 | $3.2M | Reduce -4.3% |
| JNJ Johnson & Johnson | 0.76% | 12,604 | $3.0M | Reduce -9.0% |
| SO The Southern Co. | 0.75% | 31,250 | $3.0M | Reduce -10.1% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.72% | 69,496 | $2.9M | Reduce -2.5% |
| UTG Reaves Utility Income Fund | 0.71% | 67,380 | $2.8M | Add +0.1% |
| CGCP Cap Group Core Plus Income | 0.67% | 118,509 | $2.7M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.66% | 3,762 | $2.6M | Add +9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 5,365 | $2.6M | Reduce -26.1% |
| IYW iShares Ustechnology ETF | 0.64% | 12,687 | $2.6M | Reduce -2.3% |
| CGCB Cap Group Core Bond | 0.64% | 96,002 | $2.5M | Add +3.5% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 36,724 | $2.5M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.63% | 16,816 | $2.5M | Reduce -6.5% |
| AGG iShares Core U.S. Aggregate | 0.60% | 23,953 | $2.4M | Add +0.0% |
| EPS Wisdomtree US Large Cap Fund | 0.60% | 32,818 | $2.4M | Add +85.3% |
| EIPI FT Energy Income ETF | 0.59% | 106,599 | $2.4M | Reduce -50.8% |
| WMT Walmart Inc. | 0.50% | 15,782 | $2.0M | Reduce -22.0% |
| IVW iShares S&P 500 Growth ETF | 0.47% | 15,052 | $1.9M | Add +12.7% |
| UPS United Parcel Service Class B | 0.43% | 16,681 | $1.7M | Add +0.1% |
| FENI Fidelity Enhanced Intl ETF | 0.43% | 43,189 | $1.7M | Reduce -46.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 17,705 | $1.7M | Add +2.5% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 11,182 | $1.7M | Add +2.1% |
| ABBV Abbvie Inc. | 0.42% | 7,881 | $1.7M | Add +0.2% |
| GARP iShares MSCI USA Quality Gar | 0.40% | 22,305 | $1.6M | Reduce -6.3% |
| FDVV Fidelity High Dividend ETF | 0.36% | 25,021 | $1.4M | Add +52.9% |
| GOOG Alphabet Inc. Class C | 0.36% | 4,377 | $1.4M | Reduce -16.4% |
| GOOGL Alphabet Inc. Class A | 0.36% | 4,344 | $1.4M | Add +6.5% |
| GOVT iShares US Treasury Bond ETF | 0.36% | 62,678 | $1.4M | Add +323.8% |
| INMU iShares Intermediate Muni Inc. | 0.36% | 58,898 | $1.4M | Add +1.6% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.35% | 40,676 | $1.4M | Reduce -20.1% |
| BDYN iShares DYN Act ETF | 0.35% | 54,017 | $1.4M | Add +29.9% |
| CGMM Cap Group Small and Mid Cap | 0.35% | 44,245 | $1.4M | Add +5.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.35% | 28,601 | $1.4M | Add +6.0% |
| FESM Fidelity Enhanced Small Cap | 0.34% | 33,110 | $1.4M | Add +109.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 29,271 | $1.4M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 22,817 | $1.3M | Add +3.1% |
| IDMO Invesco S&P International DE | 0.33% | 21,726 | $1.3M | Add +87.3% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 15,860 | $1.2M | Reduce -21.5% |
| IWF iShares Russell 1000 Growth | 0.31% | 2,655 | $1.2M | Add +12.2% |
| REZ Ishars Res and Multi Reales | 0.31% | 13,856 | $1.2M | Add +86.6% |
| MUB iShares National Muni Bond E | 0.31% | 11,393 | $1.2M | Reduce -24.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.30% | 4,790 | $1.2M | Reduce -1.2% |
| XLI SS Industrial Select Sector | 0.29% | 6,717 | $1.2M | Add +2.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 2,877 | $1.2M | Reduce -5.9% |
| BDVL iShares DV Equity Active ETF | 0.28% | 42,497 | $1.1M | Add +24.4% |
| DGRO iShares Core Dividend Growth | 0.27% | 15,107 | $1.1M | Add +8.9% |
| SCHP Schwab U.S. Tips ETF | 0.27% | 40,295 | $1.1M | Reduce -6.7% |
| O Realty Income Corp. | 0.27% | 16,938 | $1.1M | Reduce -62.4% |
| CHD Church & Dwight Co. Inc. | 0.27% | 11,236 | $1.1M | Reduce -15.4% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 4,735 | $1.1M | Add +7.7% |
| CGHM Cap Group Muni High-Income | 0.26% | 40,982 | $1.0M | Reduce -16.8% |
| HDV iShares Core High Dividend E | 0.26% | 7,790 | $1.0M | Add +12.4% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.26% | 26,639 | $1.0M | New |
| DUK Duke Energy Corp. | 0.25% | 7,810 | $1.0M | Reduce -34.1% |
| FLDR Fidelity Low Durat Fact ETF | 0.25% | 20,190 | $1.0M | Add +165.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 12,345 | $1.0M | Add +11.2% |
| GMED Globus Medical Inc. Class A | 0.25% | 10,500 | $997K | No change |
| WELL Welltower Inc. | 0.25% | 4,647 | $980K | Reduce -1.0% |
| CGSD Cap Group Short Duration | 0.24% | 37,447 | $971K | Add +10.7% |
| MBB iShares MBS ETF | 0.24% | 9,887 | $944K | Add +11.9% |
| FEGE First Eagle GL Equity ETF | 0.23% | 19,070 | $935K | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,961 | $921K | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 0.23% | 4,177 | $909K | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.23% | 4,025 | $905K | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.23% | 6,253 | $903K | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.23% | 28,246 | $899K | Add +28.5% |
| META Meta Platforms Inc. Class A | 0.22% | 1,346 | $892K | Reduce -11.8% |
Portfolio Sells Q4 2025 → Q1 2026
| STIP iShares 0-5 Year Tips Bond E | Reduce -79.4% | 0.15% | −0.53 |
| ICSH iShares Ultra Short Duration | Reduce -36.1% | 1.05% | −0.53 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -40.6% | 1.11% | −0.52 |
| EIPI FT Energy Income ETF | Reduce -50.8% | 0.59% | −0.45 |
| IQLT iShares MSCI International Q | Reduce -29.6% | 1.43% | −0.43 |
| HD Home Depot Inc. | Reduce -7.7% | 2.70% | −0.38 |
| O Realty Income Corp. | Reduce -62.4% | 0.27% | −0.37 |
| GPC Genuine Parts Co. | Reduce -5.5% | 1.82% | −0.36 |
| FENI Fidelity Enhanced Intl ETF | Reduce -46.4% | 0.43% | −0.31 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.6% | 5.12% | −0.29 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -24.1% | 1.03% | −0.26 |
| AAPL Apple Inc. | Reduce -10.1% | 3.48% | −0.26 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -62.2% | 0.15% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.1% | 0.64% | −0.23 |
| MSFT Microsoft Corp. | Reduce -2.8% | 0.87% | −0.17 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -67.8% | 0.08% | −0.16 |
| ILCG iShares Morningstar Growth E | Reduce -7.5% | 3.60% | −0.16 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.16 |
| BAC Bank of America Corp. | Reduce -69.1% | 0.07% | −0.15 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.15 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -70.6% | 0.06% | −0.15 |
| DFAT Dimensional US Target Value | Reduce -68.1% | 0.07% | −0.14 |
| BPRE Bluerock Private Real Estate | Reduce -55.7% | 0.13% | −0.14 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.12 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -24.4% | 0.31% | −0.08 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.5% | 1.11% | −0.08 |
| WMT Walmart Inc. | Reduce -22.0% | 0.50% | −0.08 |
| DUK Duke Energy Corp. | Reduce -34.1% | 0.25% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
| PPA Invesco Aerospace & Defense | Reduce -62.1% | 0.05% | −0.08 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.07 |
| OEF iShares S&P 100 ETF | Reduce -40.6% | 0.12% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -21.5% | 0.31% | −0.07 |
| ESML iShares ESG Aware MSCI USA S | Reduce -57.7% | 0.06% | −0.07 |
| XLRE SS Real Estate Select Sector | Reduce -47.1% | 0.10% | −0.07 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.07 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.07 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.06 |
| AVGO Broadcom Inc. | Reduce -42.1% | 0.12% | −0.06 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.06 |
| CGNG Cap Group New Geography Eq | Reduce -20.1% | 0.35% | −0.06 |
| AKRE Akre Focus ETF | Reduce -12.1% | 0.18% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -16.4% | 0.36% | −0.06 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.05 |
| FHLC Fidelity MSCI Health Care | Reduce -35.1% | 0.10% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| FBND Fidelity Total Bond ETF | Add +19.4% | 3.46% | +0.67 |
| VOO Vanguard S&P 500 ETF | Add +34.0% | 1.91% | +0.54 |
| CGDV Cap Group Dividend Value | Add +8.2% | 2.94% | +0.38 |
| SCHG Schwab US Large-Cap Growth | Add +49.4% | 1.13% | +0.37 |
| SCHY Schwab International DVD ETF | Add +10.3% | 1.65% | +0.33 |
| EPS Wisdomtree US Large Cap Fund | Add +85.3% | 0.60% | +0.29 |
| CGMU Cap Group Municipal Income | Add +37.9% | 0.96% | +0.29 |
| GOVT iShares US Treasury Bond ETF | Add +323.8% | 0.36% | +0.28 |
| CGBL Cap Group Core Balanced | Add +7.9% | 2.42% | +0.27 |
| JEPI JPMorgan Equity Premium Inco | Add +38.6% | 0.89% | +0.27 |
| FELC Fidelity Enh LRG Cap Cor ETF | New | 0.26% | +0.26 |
| FESM Fidelity Enhanced Small Cap | Add +109.3% | 0.34% | +0.19 |
| IDMO Invesco S&P International DE | Add +87.3% | 0.33% | +0.17 |
| FLDR Fidelity Low Durat Fact ETF | Add +165.5% | 0.25% | +0.16 |
| REZ Ishars Res and Multi Reales | Add +86.6% | 0.31% | +0.16 |
| FDVV Fidelity High Dividend ETF | Add +52.9% | 0.36% | +0.14 |
| CGGR Cap Group Growth Equity | Add +5.1% | 2.97% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.9% | 0.93% | +0.12 |
| UTG Reaves Utility Income Fund | Add +0.1% | 0.71% | +0.11 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +130.8% | 0.18% | +0.11 |
| CGCV Cap Group Conservative Eq | New | 0.10% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| CGIC Cap Group Intl Core Eq | New | 0.09% | +0.09 |
| BDYN iShares DYN Act ETF | Add +29.9% | 0.35% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +9.7% | 0.66% | +0.08 |
| CGDG Cap Group Dividend Growers | Add +1.8% | 1.10% | +0.08 |
| CGMS Cap Group US Multi-Sect Bond | Add +4.7% | 0.93% | +0.07 |
| CGGE Cap Group Global Eq | Add +3.1% | 1.04% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.07% | +0.07 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +35.9% | 0.21% | +0.07 |
| BDVL iShares DV Equity Active ETF | Add +24.4% | 0.28% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +12.7% | 0.47% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 1.15% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 0.64% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +28.5% | 0.23% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +59.1% | 0.15% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.06% | +0.06 |
| AVUV Avantis US Small Cap Value | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| VDE Vanguard Energy ETF | New | 0.06% | +0.06 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.06% | +0.06 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.06% | +0.06 |
| SCHR Schwab Intermediate-Term US | New | 0.06% | +0.06 |
| HDV iShares Core High Dividend E | Add +12.4% | 0.26% | +0.05 |
| BP BP PLC-Spons ADR | New | 0.05% | +0.05 |
| IAGG iShares Intl Aggregate Bond | New | 0.05% | +0.05 |
| WMB Williams Cos Inc. | New | 0.05% | +0.05 |
| RF Regions Financial Corp. | New | 0.05% | +0.05 |
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 |