LongView Wealth Management: summary

LongView Wealth Management reported 229 positions with a reported value of $414.82M in its 13F for Q3 2026. Compared with Q2 2026: 19 new positions, 17 exited.

Top positions

• SCHWAB US DIVIDEND EQUITY ETF
• APPLE INC COM
• ISHARES TR
• FIDELITY MERRIMACK STR TR
• CAPITAL GROUP GROWTH ETF
• CAPITAL GROUP DIVIDEND VALUE ETF
• SCHWAB U.S. LARGE-CAP ETF
• CAPITAL GROUP CORE BALANCED ETF
• T ROWE PRICE EXCHANGE-TRADED
• HOME DEPOT INC COM