Institutional Fund
Longview Wealth Management
Atlanta, GACIK 19901905 filings on record
Portfolio Value
$398.06M
Q1 2026
Holdings
247
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-3.9%
from $414.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr5.1%
- Ishares Tr3.6%
- Apple Inc3.5%
- Fidelity Merrimack Str Tr3.5%
- Capital Group Growth ETF3.0%
- Capital Group Dividend Value2.9%
- Other78.4%
Portfolio Holdings
247 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 663.4K | $20.37M | 5.1% | −122.5K | Reduced |
| 2 | Ishares Tr | 136.1K | $14.33M | 3.6% | −11.0K | Reduced |
| 3 | Apple Inc | 53.5K | $13.84M | 3.5% | −6.0K | Reduced |
| 4 | Fidelity Merrimack Str Tr | 299.6K | $13.79M | 3.5% | +48.6K | Added |
| 5 | Capital Group Growth ETF | 271.8K | $11.83M | 3.0% | +13.1K | Added |
| 6 | Capital Group Dividend Value | 258.0K | $11.72M | 2.9% | +19.6K | Added |
| 7 | Schwab Strategic Tr | 418.1K | $11.44M | 2.9% | −5.8K | Reduced |
| 8 | Home Depot Inc | 31.4K | $10.75M | 2.7% | −2.6K | Reduced |
| 9 | Capital Group Core Balanced | 264.3K | $9.62M | 2.4% | +19.3K | Added |
| 10 | Vanguard Index Fds | 11.9K | $7.62M | 1.9% | +3.0K | Added |
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