Filed: 1/13/2026ACC: 0001990190-26-000001
📋 What this filing means
LONGVIEW WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 249 equity positions with a total reported market value of $414.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
249
Positions
$414.09M
Total AUM (reported)
6.86M
Total Shares
Allocation by class
COM$98.42M23.8%
SHS CREATION UNI$28.88M7.0%
US DIVIDEND EQ$22.40M5.4%
MORNINGSTAR GRWT$15.57M3.8%
SHS$14.81M3.6%
US LRG CAP ETF$11.65M2.8%
TOTAL BD ETF$11.58M2.8%
Portfolio Concentration
Top 3$53.44M12.9%
4–10$76.25M18.4%
11–25$84.16M20.3%
Rest$200.24M48.4%
Top 3 weight
12.9%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 6.86M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole249
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings249
Rows:
SCHWAB STRATEGIC TR
SOLEShares785.88K
TypeSH
Market value$22.40M
5.41%
Sole
0.00
Shared
0.00
None
785.88K
ISHARES TR
SOLEShares147.07K
TypeSH
Market value$15.57M
3.76%
Sole
0.00
Shared
0.00
None
147.07K
APPLE INC
SOLEShares59.44K
TypeSH
Market value$15.47M
3.74%
Sole
0.00
Shared
0.00
None
59.44K
HOME DEPOT INC
SOLEShares33.98K
TypeSH
Market value$12.74M
3.08%
Sole
0.00
Shared
0.00
None
33.98K
CAPITAL GROUP GROWTH ETF
SOLEShares258.68K
TypeSH
Market value$11.79M
2.85%
Sole
0.00
Shared
0.00
None
258.68K
SCHWAB STRATEGIC TR
SOLEShares423.92K
TypeSH
Market value$11.65M
2.81%
Sole
0.00
Shared
0.00
None
423.92K
FIDELITY MERRIMACK STR TR
SOLEShares250.93K
TypeSH
Market value$11.58M
2.80%
Sole
0.00
Shared
0.00
None
250.93K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares238.39K
TypeSH
Market value$10.62M
2.56%
Sole
0.00
Shared
0.00
None
238.39K
GENUINE PARTS CO
SOLEShares69.59K
TypeSH
Market value$8.99M
2.17%
Sole
0.00
Shared
0.00
None
69.59K
CAPITAL GROUP CORE BALANCED
SOLEShares245.04K
TypeSH
Market value$8.89M
2.15%
Sole
0.00
Shared
0.00
None
245.04K
VANGUARD INDEX FDS
SOLEShares15.81K
TypeSH
Market value$7.79M
1.88%
Sole
0.00
Shared
0.00
None
15.81K
ISHARES TR
SOLEShares163.55K
TypeSH
Market value$7.70M
1.86%
Sole
0.00
Shared
0.00
None
163.55K
INVESCO QQQ TR
SOLEShares11.78K
TypeSH
Market value$7.39M
1.78%
Sole
0.00
Shared
0.00
None
11.78K
SCHWAB STRATEGIC TR
SOLEShares144.14K
TypeSH
Market value$6.75M
1.63%
Sole
0.00
Shared
0.00
None
144.14K
ISHARES TR
SOLEShares129.03K
TypeSH
Market value$6.53M
1.58%
Sole
0.00
Shared
0.00
None
129.03K
VANGUARD INDEX FDS
SOLEShares8.91K
TypeSH
Market value$5.70M
1.38%
Sole
0.00
Shared
0.00
None
8.91K
SCHWAB STRATEGIC TR
SOLEShares180.76K
TypeSH
Market value$5.46M
1.32%
Sole
0.00
Shared
0.00
None
180.76K
FIDELITY COVINGTON TRUST
SOLEShares142.74K
TypeSH
Market value$5.35M
1.29%
Sole
0.00
Shared
0.00
None
142.74K
VANGUARD INDEX FDS
SOLEShares18.21K
TypeSH
Market value$4.96M
1.20%
Sole
0.00
Shared
0.00
None
18.21K
VANGUARD INDEX FDS
SOLEShares15.65K
TypeSH
Market value$4.68M
1.13%
Sole
0.00
Shared
0.00
None
15.65K
AMAZON COM INC
SOLEShares18.26K
TypeSH
Market value$4.50M
1.09%
Sole
0.00
Shared
0.00
None
18.26K
VANGUARD INTL EQUITY INDEX F
SOLEShares30.87K
TypeSH
Market value$4.48M
1.08%
Sole
0.00
Shared
0.00
None
30.87K
MICROSOFT CORP
SOLEShares9.10K
TypeSH
Market value$4.34M
1.05%
Sole
0.00
Shared
0.00
None
9.10K
FIRST TR EXCHNG TRADED FD VI
SOLEShares216.43K
TypeSH
Market value$4.31M
1.04%
Sole
0.00
Shared
0.00
None
216.43K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares114.94K
TypeSH
Market value$4.21M
1.02%
Sole
0.00
Shared
0.00
None
114.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 785.88K | SH | $22.40M 5.41% | 0.00 | 0.00 | 785.88K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 147.07K | SH | $15.57M 3.76% | 0.00 | 0.00 | 147.07K |
APPLE INCSOLE | COM | 59.44K | SH | $15.47M 3.74% | 0.00 | 0.00 | 59.44K |
HOME DEPOT INCSOLE | COM | 33.98K | SH | $12.74M 3.08% | 0.00 | 0.00 | 33.98K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 258.68K | SH | $11.79M 2.85% | 0.00 | 0.00 | 258.68K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 423.92K | SH | $11.65M 2.81% | 0.00 | 0.00 | 423.92K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 250.93K | SH | $11.58M 2.80% | 0.00 | 0.00 | 250.93K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 238.39K | SH | $10.62M 2.56% | 0.00 | 0.00 | 238.39K |
GENUINE PARTS COSOLE | COM | 69.59K | SH | $8.99M 2.17% | 0.00 | 0.00 | 69.59K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 245.04K | SH | $8.89M 2.15% | 0.00 | 0.00 | 245.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.81K | SH | $7.79M 1.88% | 0.00 | 0.00 | 15.81K |
ISHARES TRSOLE | MSCI INTL QUALTY | 163.55K | SH | $7.70M 1.86% | 0.00 | 0.00 | 163.55K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.78K | SH | $7.39M 1.78% | 0.00 | 0.00 | 11.78K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 144.14K | SH | $6.75M 1.63% | 0.00 | 0.00 | 144.14K |
ISHARES TRSOLE | ULTRA SHORT DUR | 129.03K | SH | $6.53M 1.58% | 0.00 | 0.00 | 129.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.91K | SH | $5.70M 1.38% | 0.00 | 0.00 | 8.91K |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 180.76K | SH | $5.46M 1.32% | 0.00 | 0.00 | 180.76K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 142.74K | SH | $5.35M 1.29% | 0.00 | 0.00 | 142.74K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.21K | SH | $4.96M 1.20% | 0.00 | 0.00 | 18.21K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 15.65K | SH | $4.68M 1.13% | 0.00 | 0.00 | 15.65K |
AMAZON COM INCSOLE | COM | 18.26K | SH | $4.50M 1.09% | 0.00 | 0.00 | 18.26K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 30.87K | SH | $4.48M 1.08% | 0.00 | 0.00 | 30.87K |
MICROSOFT CORPSOLE | COM | 9.10K | SH | $4.34M 1.05% | 0.00 | 0.00 | 9.10K |
FIRST TR EXCHNG TRADED FD VISOLE | FT ENERGY INCOME | 216.43K | SH | $4.31M 1.04% | 0.00 | 0.00 | 216.43K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 114.94K | SH | $4.21M 1.02% | 0.00 | 0.00 | 114.94K |
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