LongView Wealth Management
LongView Wealth Management reported 229 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHD (5.2%), AAPL (4.0%) and ILCG (3.6%). Compared with Q2 2026, the fund opened new positions in TSPA, AVLV and XOM, added to SCHD, FBND and CGGR, trimmed AAPL, ILCG and SCHX and sold out of XOM, GARP and SPHQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHD Schwab US Dividend Equity ETF | $21.7M | 5.2% | 668K | +38K (+6%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $16.8M | 4.0% | 50K | −1,285 (−2%) | 8 of 8 | |
| 3 |  ILCG Ishares TR | $15M | 3.6% | 128K | −472 (−0%) | 8 of 8 | |
| 4 |  FBND Fidelity Total Bond ETF | $13.8M | 3.3% | 319K | +9,684 (+3%) | 8 of 8 | |
| 5 |  CGGR Capital Group Growth | $13.3M | 3.2% | 281K | +12K (+5%) | 8 of 8 | |
| 6 |  CGDV Capital Group Dividend | $12.9M | 3.1% | 265K | +21K (+9%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $12.5M | 3.0% | 415K | −3,178 (−1%) | 8 of 8 | |
| 8 |  CGBL Capital Group Core | $11.2M | 2.7% | 305K | +29K (+10%) | 8 of 8 | |
| 9 |  TSPA T Rowe Price ETF Inc | $9.9M | 2.4% | 204K | New position | 1 of 8 | |
| 10 |  HD Home Depot Inc | $9.6M | 2.3% | 34K | +814 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.3M | 9,342 |
 GARP Ishares TR | $355K | 4,305 |
 SPHQ Invesco Exchange Traded FD T | $354K | 3,932 |
 SDY State Street Spdr S&P Div ETF | $276K | 1,815 |
 OKE Oneok Inc New | $276K | 3,171 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LongView Wealth Management 13F FAQ
What does LongView Wealth Management own?
LongView Wealth Management reported 229 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SCHD (5.2%), AAPL (4.0%) and ILCG (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did LongView Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 113 added to, 67 trimmed and 17 sold out. New positions include TSPA, AVLV and XOM. It sold all of XOM, GARP and SPHQ.
When will LongView Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LongView Wealth Management's portfolio worth?
The Q3 2026 filing reports $415M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.