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LongView Wealth Management
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $414,817,704
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $21,714,937
- APPLE INC · COM · 037833100 · shares: $16,801,466
- ISHARES TR · MORNINGSTAR GRWT · 464287119 · shares: $14,982,633
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $13,827,053
- CAPITAL GROUP GROWTH ETF · SHS CREAT UNIT · 14020G101 · shares: $13,345,845
- CAPITAL GROUP DIVIDEND VALUE · SHS CREAT UNIT · 14020W106 · shares: $12,929,307
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $12,451,921
- CAPITAL GROUP CORE BALANCED · SHS · 14021D107 · shares: $11,211,855
- T ROWE PRICE EXCHANGE-TRADED · US EQUI RESH ETF · 87283Q503 · shares: $9,856,445
- HOME DEPOT INC · COM · 437076102 · shares: $9,567,211
Reported holdings
229 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 830 shares | $268,314 |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | 14020Y805 | — | 11,022 shares | $265,307 |
| RTX CORPORATION | COM | 75513E101 | — | 1,416 shares | $262,900 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 5,634 shares | $261,384 |
| ISHARES TR | MBS ETF | 464288588 | — | 2,864 shares | $256,715 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 3,066 shares | $254,386 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 549 shares | $250,448 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 2,707 shares | $249,504 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 1,444 shares | $248,599 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 1,921 shares | $246,007 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 4,858 shares | $244,689 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 5,191 shares | $240,343 |
| LOWES COS INC | COM | 548661107 | — | 1,271 shares | $234,233 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 611 shares | $232,693 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,374 shares | $231,486 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | — | 3,047 shares | $231,024 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 2,000 shares | $228,280 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,790 shares | $224,985 |
| SCHWAB STRATEGIC TR | LONG TERM US | 808524680 | — | 7,851 shares | $223,441 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,068 shares | $220,746 |
| CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | — | 6,601 shares | $211,760 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 383 shares | $211,213 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 4,769 shares | $209,760 |
| BP PLC | SPONSORED ADR | 055622104 | — | 4,751 shares | $209,004 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 1,898 shares | $207,619 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 1,600 shares | $205,888 |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | 025072133 | — | 2,672 shares | $203,938 |
| ELI LILLY & CO | COM | 532457108 | — | 175 shares | $202,343 |
| DNP SELECT INCOME FD INC | COM | 23325P104 | — | 14,969 shares | $143,253 |