account_balance
Investment manager · 13F filer · SEC CIK 1990190
LongView Wealth Management
Reported value$415Mas of Sep 30, 2026
Positions229 17 new, 15 sold out
Top 10 weight33.0%SCHD alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
5.2%Added +6%
AAPLApple Inc.
4.1%Trimmed −2%
ILCGiShares Tr
3.6%
FBNDFidelity Merrimack STR Tr
3.3%Added +3%
CGGRCapital Group Growth ETF
3.2%Added +5%
CGDVCapital Group Dividend Value
3.1%Added +9%
SCHXSchwab Strategic Tr
3.0%
CGBLCapital Group Core Balanced
2.7%Added +10%
TSPAT Rowe Price Exchange-Traded
2.4%New
HDHome Depot, Inc.
2.3%+2%
QQQInvesco QQQ Tr
2.1%
VUGVanguard Index FDS
2.0%
SCHDSchwab Strategic Tr
5.2%Added +6%
AAPLApple Inc.
4.1%
ILCGiShares Tr
3.6%
FBNDFidelity Merrimack STR Tr
3.3%+3%
CGGRCapital Group Growth ETF
3.2%+5%
CGDVCapital Group Dividend Value
3.1%+9%
SCHXSchwab Strategic Tr
3.0%
CGBLCapital Group Core Balanced
2.7%
TSPAT Rowe Price Exchange-Traded
2.4%
HDHome Depot, Inc.
2.3%
QQQInvesco QQQ Tr
2.1%
VUGVanguard Index FDS
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab Strategic Tr 5.2% Added +6%
AAPL Apple Inc. 4.1% Trimmed −2%ILCG iShares Tr 3.6% Held
FBND Fidelity Merrimack STR Tr 3.3% Added +3%
CGGR Capital Group Growth ETF 3.2% Added +5%
CGDV Capital Group Dividend Value 3.1% Added +9%
SCHX Schwab Strategic Tr 3.0% Held
CGBL Capital Group Core Balanced 2.7% Added +10%
TSPA T Rowe Price Exchange-Traded 2.4% New
HD Home Depot, Inc. 2.3% Added +2%QQQ Invesco QQQ Tr 2.1% Held
VUG Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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