LongView Wealth Management

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, LongView Wealth Management maintained a portfolio of 267 distinct positions. They heavily accumulated shares in FIDELITY MERRIMACK S, increasing their position by 19.4%. The fund also reduced its exposure to FIRST TR EXCHNG TRAD by 50.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
267
Quarter
2026 Q1
Top Holding
SCHD (5.1%)
Top 10 Concentration
31.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 267
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHD
SCHWAB STRATEGI...
ETF 5.12% 5.41% #1
Prev: #1
4.5 -122,474 -15.6%
P
S
663,402 $20,373,071
$25.49 +19.9%
$30.68 -0.4%
2023 Q4 13F Filing 2026-03-31 2026-04-15
ILCG
ISHARES TR
Warrant 3.60% 3.76% #2
Prev: #2
3.4 -10,966 -7.5%
P
S
136,102 $14,330,145
$100.94 -4.1%
$95.48 +1.4%
2023 Q4 13F Filing 2026-03-31 2026-04-15
AAPL
APPLE INC
Technology 3.48% 3.74% #3
Prev: #3
2.9 -5,977 -10.1%
P
S
53,463 $13,837,758
$193.82 +32.0%
$253.79 +0.8%
2023 Q4 13F Filing 2026-03-31 2026-04-15
FBND
FIDELITY MERRIM...
ETF 3.46% 2.80% #4 3
Prev: #7
3.9 48,640 19.4%
P
S
299,574 $13,786,400 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGGR
CAPITAL GROUP G...
ETF 2.97% 2.85% #5
Prev: #5
3.7 13,118 5.1%
P
S
271,800 $11,828,722 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGDV
CAPITAL GROUP D...
Unknown 2.94% 2.56% #6 2
Prev: #8
3.2 19,645 8.2%
P
S
258,036 $11,717,408 2023 Q4 13F Filing 2026-03-31 2026-04-15
SCHX
SCHWAB STRATEGI...
ETF 2.87% 2.81% #7 1
Prev: #6
1.6 -5,816 -1.4%
P
S
418,104 $11,443,501 2023 Q4 13F Filing 2026-03-31 2026-04-15
HD
HOME DEPOT INC
Consumer Cyclical 2.70% 3.08% #8 4
Prev: #4
1.6 -2,618 -7.7%
P
S
31,360 $10,747,388 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGBL
CAPITAL GROUP C...
Unknown 2.42% 2.15% #9 1
Prev: #10
3.0 19,294 7.9%
P
S
264,333 $9,619,093 2024 Q1 13F Filing 2026-03-31 2026-04-15
VOO
VANGUARD INDEX ...
ETF 1.91% 1.38% #10 6
Prev: #16
3.3 3,027 34.0%
P
S
11,940 $7,621,604 2023 Q4 13F Filing 2026-03-31 2026-04-15
VUG
VANGUARD INDEX ...
Warrant 1.86% 1.88% #11
Prev: #11
1.2 -306 -1.9%
P
S
15,503 $7,390,467 2023 Q4 13F Filing 2026-03-31 2026-04-15
QQQ
INVESCO QQQ TR
ETF 1.82% 1.78% #12 1
Prev: #13
1.2 -239 -2.0%
P
S
11,543 $7,255,913 2023 Q4 13F Filing 2026-03-31 2026-04-15
GPC
GENUINE PARTS C...
Consumer Cyclical 1.82% 2.17% #13 4
Prev: #9
1.2 -3,823 -5.5%
P
S
65,771 $7,228,197 2023 Q4 13F Filing 2026-03-31 2026-04-15
SCHY
SCHWAB STRATEGI...
Bond/Debt 1.65% 1.32% #14 3
Prev: #17
2.7 18,617 10.3%
P
S
199,378 $6,553,539 2023 Q4 13F Filing 2026-03-31 2026-04-15
IQLT
ISHARES TR
Bond/Debt 1.43% 1.86% #15 3
Prev: #12
0.6 -48,484 -29.6%
P
S
115,064 $5,677,279 2023 Q4 13F Filing 2026-03-31 2026-04-15
VT
VANGUARD INTL E...
ETF 1.15% 1.08% #16 6
Prev: #22
1.0 40 0.1%
P
S
30,911 $4,577,598 2024 Q2 13F Filing 2026-03-31 2026-04-15
VO
VANGUARD INDEX ...
ETF 1.14% 1.13% #17 3
Prev: #20
1.0 -598 -3.8%
P
S
15,056 $4,545,697 2023 Q4 13F Filing 2026-03-31 2026-04-15
SCHG
SCHWAB STRATEGI...
ETF 1.13% 0.76% #18 17
Prev: #35
3.0 47,187 49.4%
P
S
142,757 $4,498,259 2023 Q4 13F Filing 2026-03-31 2026-04-15
VB
VANGUARD INDEX ...
ETF 1.11% 1.20% #19
Prev: #19
0.9 -2,270 -12.5%
P
S
15,940 $4,435,063 2023 Q4 13F Filing 2026-03-31 2026-04-15
FNDF
SCHWAB STRATEGI...
Bond/Debt 1.11% 1.63% #20 6
Prev: #14
0.4 -58,496 -40.6%
P
S
85,648 $4,430,559 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGDG
CAPITAL GROUP D...
ETF 1.10% 1.02% #21 4
Prev: #25
0.9 2,016 1.8%
P
S
116,955 $4,361,249 2024 Q3 13F Filing 2026-03-31 2026-04-15
AMZN
AMAZON COM INC
Consumer Cyclical 1.06% 1.09% #22 1
Prev: #21
0.9 -1,386 -7.6%
P
S
16,874 $4,201,963 2023 Q4 13F Filing 2026-03-31 2026-04-15
ICSH
ISHARES TR
ETF 1.05% 1.58% #23 8
Prev: #15
0.4 -46,524 -36.1%
P
S
82,505 $4,170,650 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGGE
CAPITAL GROUP G...
Unknown 1.04% 0.96% #24 2
Prev: #26
0.9 3,741 3.1%
P
S
125,471 $4,127,982 2025 Q1 13F Filing 2026-03-31 2026-04-15
FMDE
FIDELITY COVING...
Unknown 1.03% 1.29% #25 7
Prev: #18
0.4 -34,478 -24.2%
P
S
108,265 $4,094,571 2023 Q4 13F Filing 2026-03-31 2026-04-15
NVDA
NVIDIA CORPORAT...
Technology 0.96% 0.89% #26 1
Prev: #27
0.9 -460 -2.3%
P
S
19,547 $3,841,146 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGMU
CAPITAL GRP FIX...
ETF 0.96% 0.67% #27 14
Prev: #41
2.9 38,134 37.9%
P
S
138,664 $3,802,160 2023 Q4 13F Filing 2026-03-31 2026-04-15
KO
COCA COLA CO
Consumer Defensive 0.94% 0.86% #28 1
Prev: #29
0.9 -1,703 -3.4%
P
S
49,084 $3,725,469 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGMS
CAPITAL GRP FIX...
ETF 0.93% 0.85% #29 2
Prev: #31
0.9 5,961 4.7%
P
S
133,435 $3,692,136 2024 Q1 13F Filing 2026-03-31 2026-04-15
VTI
VANGUARD INDEX ...
ETF 0.93% 0.81% #30 3
Prev: #33
2.4 971 9.9%
P
S
10,775 $3,691,921 2023 Q4 13F Filing 2026-03-31 2026-04-15
JEPI
J P MORGAN EXCH...
ETF 0.89% 0.62% #31 14
Prev: #45
2.9 17,030 38.6%
P
S
61,175 $3,538,334 2024 Q4 13F Filing 2026-03-31 2026-04-15
VTV
VANGUARD INDEX ...
ETF 0.88% 0.85% #32
Prev: #32
0.9 -635 -3.5%
P
S
17,257 $3,502,530 2023 Q4 13F Filing 2026-03-31 2026-04-15
MSFT
MICROSOFT CORP
Technology 0.87% 1.05% #33 10
Prev: #23
0.8 -252 -2.8%
P
S
8,849 $3,478,671 2023 Q4 13F Filing 2026-03-31 2026-04-15
AFL
AFLAC INC
Financial Services 0.84% 0.86% #34 4
Prev: #30
0.8 -2,986 -9.1%
P
S
29,698 $3,324,339 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGGO
CAPITAL GROUP G...
Unknown 0.79% 0.78% #35 1
Prev: #34
0.8 -3,784 -4.3%
P
S
85,245 $3,154,056 2023 Q4 13F Filing 2026-03-31 2026-04-15
JNJ
JOHNSON & JOHNS...
Healthcare 0.76% 0.70% #36 3
Prev: #39
0.8 -1,241 -9.0%
P
S
12,604 $3,026,103 2023 Q4 13F Filing 2026-03-31 2026-04-15
SO
SOUTHERN CO
Utilities 0.75% 0.73% #37
Prev: #37
0.8 -3,496 -10.1%
P
S
31,250 $2,998,784 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGUS
CAPITAL GROUP C...
Unknown 0.72% 0.71% #38
Prev: #38
0.8 -1,815 -2.5%
P
S
69,496 $2,879,223 2023 Q4 13F Filing 2026-03-31 2026-04-15
UTG
REAVES UTIL INC...
Bond/Debt 0.71% 0.60% #39 7
Prev: #46
0.8 65 0.1%
P
S
67,380 $2,819,162 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGCP
CAPITAL GRP FIX...
ETF 0.67% 0.64% #40 2
Prev: #42
0.8 1,139 1.0%
P
S
118,509 $2,674,739 2023 Q4 13F Filing 2026-03-31 2026-04-15
IVV
ISHARES TR
ETF 0.66% 0.58% #41 8
Prev: #49
2.3 334 9.7%
P
S
3,762 $2,624,967 2023 Q4 13F Filing 2026-03-31 2026-04-15
BRK/B
BERKSHIRE HATHA...
Financial Services 0.64% 0.87% #42 14
Prev: #28
0.3 -1,893 -26.1%
P
S
5,365 $2,562,002 2023 Q4 13F Filing 2026-03-31 2026-04-15
IYW
ISHARES TR
ETF 0.64% 0.64% #43 1
Prev: #44
0.8 -304 -2.3%
P
S
12,687 $2,560,597 2023 Q4 13F Filing 2026-03-31 2026-04-15
CGCB
CAPITAL GRP FIX...
Bond/Debt 0.64% 0.59% #44 3
Prev: #47
0.8 3,279 3.5%
P
S
96,002 $2,542,146 2024 Q3 13F Filing 2026-03-31 2026-04-15
VEA
VANGUARD TAX-MA...
ETF 0.64% 0.57% #45 6
Prev: #51
0.8 366 1.0%
P
S
36,724 $2,529,887 2023 Q4 13F Filing 2026-03-31 2026-04-15
XOM
EXXON MOBIL COR...
Energy 0.63% 0.54% #46 6
Prev: #52
0.8 -1,168 -6.5%
P
S
16,816 $2,509,690 2023 Q4 13F Filing 2026-03-31 2026-04-15
AGG
ISHARES TR
ETF 0.60% 0.58% #47 1
Prev: #48
0.7 5 0.0%
P
S
23,953 $2,390,021 2023 Q4 13F Filing 2026-03-31 2026-04-15
EPS
WISDOMTREE TR
ETF 0.60% 0.31% #48 22
Prev: #70
3.2 15,107 85.3%
P
S
32,818 $2,384,525 2025 Q4 13F Filing 2026-03-31 2026-04-15
EIPI
FIRST TR EXCHNG...
Unknown 0.60% 1.04% #49 25
Prev: #24
0.2 -109,831 -50.7%
P
S
106,599 $2,368,625 2024 Q2 13F Filing 2026-03-31 2026-04-15
WMT
WALMART INC
Consumer Defensive 0.50% 0.58% #50
Prev: #50
0.2 -4,447 -22.0%
P
S
15,782 $1,973,479 2023 Q4 13F Filing 2026-03-31 2026-04-15
Showing 1-50 of 267 holdings

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