LongView Wealth Management
Long book
$398.1M
Q1 2026
Positions
247
Top-10 weight
31%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
14%
of book per quarter
Strategy in plain words
auto-generated from filingsLongView Wealth Management is a wealth-management firm allocating client money, running a $398.1M US long book across 247 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB US DVD EQUITY ETF, ISHARES MORNINGSTAR GROWTH E, APPLE INC, FIDELITY TOTAL BOND ETF, CAP GROUP GROWTH EQUITY.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+7.3%
Q3 2024
-0.5%
Q4 2024
-1.1%
Q1 2025
+6.2%
Q2 2025
+6.9%
Q3 2025
+1.3%
Q4 2025
-0.7%
Q1 2026
+11.2%
Sector allocation
Consumer discretionary 29%
Technology 29%
Financials 10%
Healthcare 7%
Utilities 6%
Industrials 5%
Consumer staples 5%
Energy 4%
Long book by quarter
What does LongView Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 53.5K | $13.8M | 3.5% | -10.1% |
| HD HOME DEPOT INC | Consumer discretionary | 31.4K | $10.7M | 2.7% | -7.7% |
| GPC GENUINE PARTS CO | Consumer discretionary | 65.8K | $7.2M | 1.8% | -5.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.9K | $4.2M | 1.1% | -7.6% |
| NVDA NVIDIA CORP | Technology | 19.5K | $3.8M | 1.0% | -2.3% |
| KO COCA-COLA CO/THE | Consumer staples | 49.1K | $3.7M | 0.9% | -3.4% |
| MSFT MICROSOFT CORP | Technology | 8.8K | $3.5M | 0.9% | -2.8% |
| AFL AFLAC INC | Financials | 29.7K | $3.3M | 0.8% | -9.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 12.6K | $3.0M | 0.8% | -9.0% |
| SO SOUTHERN CO/THE | Utilities | 31.3K | $3.0M | 0.8% | -10.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.4K | $2.6M | 0.6% | -26.1% |
| XOM EXXON MOBIL CORP | Energy | 16.8K | $2.5M | 0.6% | -6.5% |
| WMT WALMART INC | Consumer discretionary | 15.8K | $2.0M | 0.5% | -22.0% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 16.7K | $1.7M | 0.4% | +0.2% |
| ABBV ABBVIE INC | Healthcare | 7.9K | $1.7M | 0.4% | +0.2% |
| GOOG ALPHABET INC-CL C | Technology | 4.4K | $1.4M | 0.4% | -16.5% |
| GOOGL ALPHABET INC-CL A | Technology | 4.3K | $1.4M | 0.4% | +6.5% |
| CHD CHURCH & DWIGHT CO INC | Other | 11.2K | $1.1M | 0.3% | -15.4% |
| DUK DUKE ENERGY CORP | Utilities | 7.8K | $1.0M | 0.3% | -34.1% |
| GMED GLOBUS MEDICAL INC - A | Healthcare | 10.5K | $997K | 0.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.0K | $921K | 0.2% | -0.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 6.3K | $903K | 0.2% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 1.3K | $892K | 0.2% | -11.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 247 | $398.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 249 | $414.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 225 | $369.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 215 | $330.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 201 | $333.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 203 | $328.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 9, 2024 | 194 | $313.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 182 | $270.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 176 | $252.3M | canonical | SEC ↗ |