LongView Wealth Management

CIK 0001990190 • 7 13F filings • Apr 21, 2025 – Oct 19, 2026

Import this data to Google Sheets with:

=jivedata("longview-wealth-management","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $333.4M201 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$590K	0.2%	4,445 SH
ABBVIE INC	COM	$1.4M	0.4%	6,689 SH
AFLAC INC	COM	$2.9M	0.9%	26,354 SH
AGILENT TECHNOLOGIES INC	COM	$506K	0.2%	4,327 SH
ALLEGION PLC	ORD SHS	$222K	0.1%	1,700 SH
ALPHABET INC	CAP STK CL A	$742K	0.2%	4,796 SH
ALPHABET INC	CAP STK CL C	$792K	0.2%	5,070 SH
ALTRIA GROUP INC	COM	$272K	0.1%	4,534 SH
AMAZON COM INC	COM	$3.5M	1.1%	18,449 SH
AMEREN CORP	COM	$365K	0.1%	3,635 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$216K	0.1%	3,099 SH
AMERICAN EXPRESS CO	COM	$752K	0.2%	2,795 SH
APPLE INC	COM	$14.0M	4.2%	63,118 SH
AT&T INC	COM	$1.2M	0.4%	41,945 SH
AUTOMATIC DATA PROCESSING IN	COM	$389K	0.1%	1,273 SH
AUTOZONE INC	COM	$336K	0.1%	88 SH
BANK AMERICA CORP	COM	$481K	0.1%	11,530 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.2%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	1.1%	7,082 SH
BLACK STONE MINERALS L P	COM UNIT	$222K	0.1%	14,568 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$272K	0.1%	5,493 SH
BLUELINX HLDGS INC	COM NEW	$485K	0.1%	6,473 SH
BROADCOM INC	COM	$391K	0.1%	2,338 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$224K	0.1%	8,036 SH
CAPITAL GROUP CORE BALANCED	SHS	$4.2M	1.2%	134,364 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.6M	0.5%	47,467 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.6M	0.5%	53,092 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.2M	1.5%	144,682 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.9M	0.6%	66,946 SH
CAPITAL GROUP GLOBAL EQUITY	SHS	$556K	0.2%	21,512 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$10.7M	3.2%	313,451 SH
CAPITAL GROUP INTERNATIONAL	SHS	$359K	0.1%	12,260 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.3M	0.4%	54,842 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$562K	0.2%	22,347 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.1M	0.3%	40,829 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$2.0M	0.6%	87,015 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.1M	0.3%	41,932 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$1.4M	0.4%	55,139 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.8M	0.5%	66,706 SH
CHEVRON CORP NEW	COM	$533K	0.2%	3,187 SH
CHURCH & DWIGHT CO INC	COM	$1.5M	0.4%	13,192 SH
CISCO SYS INC	COM	$270K	0.1%	4,382 SH
COCA COLA CO	COM	$3.5M	1.1%	49,282 SH
COMCAST CORP NEW	CL A	$349K	0.1%	9,445 SH
CONOCOPHILLIPS	COM	$304K	0.1%	2,898 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.3%	1,123 SH
DELTA AIR LINES INC DEL	COM NEW	$236K	0.1%	5,407 SH
DIGITAL RLTY TR INC	COM	$578K	0.2%	4,036 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$649K	0.2%	12,600 SH
DISNEY WALT CO	COM	$289K	0.1%	2,924 SH
DNP SELECT INCOME FD INC	COM	$148K	0.0%	14,969 SH
DOMINION ENERGY INC	COM	$609K	0.2%	10,865 SH
DUKE ENERGY CORP NEW	COM NEW	$1.6M	0.5%	12,800 SH
ELEVANCE HEALTH INC	COM	$358K	0.1%	824 SH
ELI LILLY & CO	COM	$356K	0.1%	431 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$610K	0.2%	32,802 SH
ENTERPRISE PRODS PARTNERS L	COM	$339K	0.1%	9,934 SH
EXXON MOBIL CORP	COM	$2.4M	0.7%	20,207 SH
FASTENAL CO	COM	$469K	0.1%	6,041 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$288K	0.1%	5,623 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.7M	0.5%	58,050 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$4.5M	1.4%	143,851 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$868K	0.3%	17,509 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$486K	0.1%	6,993 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$396K	0.1%	5,799 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.5M	2.3%	164,488 SH
FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$4.4M	1.3%	215,524 SH
FLAHERTY & CRUMRINE PFD INCO	COM	$256K	0.1%	22,780 SH
GALLAGHER ARTHUR J & CO	COM	$345K	0.1%	1,000 SH
GE AEROSPACE	COM NEW	$285K	0.1%	1,425 SH
GENUINE PARTS CO	COM	$10.0M	3.0%	84,341 SH
GLOBUS MED INC	CL A	$1.0M	0.3%	14,000 SH
HARBOR ETF TRUST	SCIENTIFIC HIGH	$311K	0.1%	6,955 SH
HOME DEPOT INC	COM	$14.5M	4.3%	39,432 SH
INTERNATIONAL BUSINESS MACHS	COM	$224K	0.1%	899 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$298K	0.1%	15,200 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$357K	0.1%	3,059 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$779K	0.2%	4,494 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	1.5%	10,789 SH
ISHARES INC	CORE MSCI EMKT	$207K	0.1%	3,834 SH
ISHARES TR	0-5 YR TIPS ETF	$596K	0.2%	5,762 SH
ISHARES TR	CORE DIV GRWTH	$320K	0.1%	5,185 SH
ISHARES TR	CORE HIGH DV ETF	$709K	0.2%	5,850 SH
ISHARES TR	CORE MSCI EAFE	$6.9M	2.1%	91,666 SH
ISHARES TR	CORE S&P MCP ETF	$318K	0.1%	5,455 SH
ISHARES TR	CORE S&P SCP ETF	$280K	0.1%	2,673 SH
ISHARES TR	CORE S&P US VLU	$228K	0.1%	2,472 SH
ISHARES TR	CORE S&P500 ETF	$973K	0.3%	1,731 SH
ISHARES TR	CORE TOTAL USD	$552K	0.2%	11,987 SH
ISHARES TR	CORE US AGGBD ET	$1.3M	0.4%	12,695 SH
ISHARES TR	EAFE SML CP ETF	$815K	0.2%	12,826 SH
ISHARES TR	ESG AWARE MSCI	$289K	0.1%	7,512 SH
ISHARES TR	GLOBAL 100 ETF	$269K	0.1%	2,797 SH
ISHARES TR	HDG MSCI EAFE	$207K	0.1%	5,709 SH
ISHARES TR	MBS ETF	$355K	0.1%	3,784 SH
ISHARES TR	MORNINGSTAR GRWT	$11.9M	3.6%	147,279 SH
ISHARES TR	MSCI ACWI EX US	$342K	0.1%	6,167 SH
ISHARES TR	MSCI INTL QUALTY	$6.4M	1.9%	161,524 SH
ISHARES TR	MSCI USA MIN VOL	$1.0M	0.3%	11,014 SH
ISHARES TR	MSCI USA MMENTM	$511K	0.2%	2,528 SH
ISHARES TR	MSCI USA QLT FCT	$333K	0.1%	1,946 SH
ISHARES TR	MSCI USA QUALITY	$967K	0.3%	18,951 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.4%	11,752 SH
ISHARES TR	PFD AND INCM SEC	$824K	0.2%	26,810 SH
ISHARES TR	RUS 1000 ETF	$483K	0.1%	1,576 SH
ISHARES TR	RUS 1000 GRW ETF	$367K	0.1%	1,016 SH
ISHARES TR	RUS 1000 VAL ETF	$311K	0.1%	1,651 SH
ISHARES TR	RUS MD CP GR ETF	$341K	0.1%	2,901 SH
ISHARES TR	S&P 500 GRWT ETF	$995K	0.3%	10,717 SH
ISHARES TR	S&P 500 VAL ETF	$353K	0.1%	1,850 SH
ISHARES TR	SELECT DIVID ETF	$361K	0.1%	2,685 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.5%	15,608 SH
ISHARES TR	U.S. TECH ETF	$1.8M	0.6%	13,092 SH
ISHARES TR	ULTRA SHORT-TERM	$6.0M	1.8%	118,852 SH
ISHARES TR	US TREAS BD ETF	$958K	0.3%	41,660 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$976K	0.3%	17,087 SH
JOHNSON & JOHNSON	COM	$2.3M	0.7%	13,964 SH
JPMORGAN CHASE & CO.	COM	$822K	0.2%	3,353 SH
KEYSIGHT TECHNOLOGIES INC	COM	$484K	0.1%	3,232 SH
LOCKHEED MARTIN CORP	COM	$240K	0.1%	537 SH
LOWES COS INC	COM	$214K	0.1%	919 SH
MASTERCARD INCORPORATED	CL A	$248K	0.1%	452 SH
MCDONALDS CORP	COM	$698K	0.2%	2,234 SH
META PLATFORMS INC	CL A	$941K	0.3%	1,633 SH
MICROSOFT CORP	COM	$3.7M	1.1%	9,924 SH
MICROSTRATEGY INC	CL A NEW	$577K	0.2%	2,000 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$310K	0.1%	4,730 SH
NEXTERA ENERGY INC	COM	$273K	0.1%	3,851 SH
NORFOLK SOUTHN CORP	COM	$480K	0.1%	2,025 SH
NVIDIA CORPORATION	COM	$2.3M	0.7%	21,614 SH
PACKAGING CORP AMER	COM	$477K	0.1%	2,408 SH
PALANTIR TECHNOLOGIES INC	CL A	$266K	0.1%	3,148 SH
PEPSICO INC	COM	$692K	0.2%	4,616 SH
PIMCO CORPORATE & INCM STRG	COM	$656K	0.2%	48,028 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.6M	0.5%	31,754 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.3%	6,554 SH
PROSHARES TR	S&P 500 DV ARIST	$670K	0.2%	6,555 SH
REALTY INCOME CORP	COM	$2.1M	0.6%	36,604 SH
REAVES UTIL INCOME FD	COM SH BEN INT	$2.3M	0.7%	69,612 SH
RIO TINTO PLC	SPONSORED ADR	$445K	0.1%	7,406 SH
RTX CORPORATION	COM	$204K	0.1%	1,539 SH
SCHWAB CHARLES CORP	COM	$258K	0.1%	3,299 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.1M	1.2%	112,160 SH
SCHWAB STRATEGIC TR	INTERNL DIVID	$4.0M	1.2%	156,793 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$22.8M	6.8%	815,541 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	1.4%	182,243 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.0M	0.3%	37,822 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$9.3M	2.8%	418,981 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.4M	0.4%	50,485 SH
SELECT SECTOR SPDR TR	FINANCIAL	$467K	0.1%	9,374 SH
SELECT SECTOR SPDR TR	INDL	$1.1M	0.3%	8,466 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$753K	0.2%	17,987 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$434K	0.1%	5,314 SH
SHERWIN WILLIAMS CO	COM	$293K	0.1%	839 SH
SOUTHERN CO	COM	$3.6M	1.1%	38,924 SH
SPDR SER TR	BBG CONV SEC ETF	$436K	0.1%	5,691 SH
SPDR SER TR	PORTFOLIO LN TSR	$274K	0.1%	10,042 SH
SPDR SER TR	PORTFOLIO S&P500	$627K	0.2%	9,542 SH
SPDR SER TR	S&P 400 MDCP VAL	$401K	0.1%	5,209 SH
STARBUCKS CORP	COM	$335K	0.1%	3,415 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$639K	0.2%	19,800 SH
TESLA INC	COM	$511K	0.2%	1,973 SH
THERMO FISHER SCIENTIFIC INC	COM	$237K	0.1%	476 SH
TRACTOR SUPPLY CO	COM	$304K	0.1%	5,520 SH
TRUIST FINL CORP	COM	$205K	0.1%	4,975 SH
UNITED PARCEL SERVICE INC	CL B	$2.9M	0.9%	26,773 SH
UNITEDHEALTH GROUP INC	COM	$618K	0.2%	1,181 SH
VALERO ENERGY CORP	COM	$237K	0.1%	1,791 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$203K	0.1%	608 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$505K	0.2%	6,601 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$450K	0.1%	6,383 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.3M	1.9%	80,227 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$378K	0.1%	5,147 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.2M	0.4%	25,366 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$473K	0.1%	2,747 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.2M	2.5%	22,177 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$676K	0.2%	2,628 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$384K	0.1%	2,395 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.9M	0.6%	7,444 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.7M	1.1%	7,120 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$909K	0.3%	4,878 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	1.4%	21,784 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$384K	0.1%	1,523 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	0.7%	8,801 SH
VANGUARD INDEX FDS	VALUE ETF	$7.3M	2.2%	42,135 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.4%	27,243 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.9M	0.6%	16,647 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$436K	0.1%	9,419 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$927K	0.3%	4,779 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	0.7%	43,958 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$840K	0.3%	6,516 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$355K	0.1%	4,275 SH
VANGUARD WORLD FD	ENERGY ETF	$234K	0.1%	1,807 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$1.3M	0.4%	6,590 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.3M	0.4%	4,195 SH
VERIZON COMMUNICATIONS INC	COM	$365K	0.1%	8,045 SH
VISA INC	COM CL A	$456K	0.1%	1,301 SH
WALMART INC	COM	$1.9M	0.6%	21,426 SH
WELLTOWER INC	COM	$746K	0.2%	4,871 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$326K	0.1%	7,500 SH
WISDOMTREE TR	US QTLY DIV GRT	$244K	0.1%	3,052 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001990190-26-000005	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001990190-26-000001	$414.1M	View
Oct 14, 2025	Q3 2025