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Portfolio (Quarterly) Guide ↗

LongView Wealth Management

· CIK 0001990190
13F Portfolio $398M AUM 247 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 85 Added 107 Reduced 20 Exited
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGHM CAPITAL GRP FIXED INCM ETF T 40,982.0 $1.0M 0.26% -8K -16.8% $25.60 +0.2%
42 DUK DUKE ENERGY CORP NEW Utilities 7,810.0 $1.0M 0.26% -4K -34.1% $129.78 -3.4%
43 WELL WELLTOWER INC Real Estate 4,647.0 $980K 0.25% -46.0 -1.0% $210.99 +3.4%
44 JPM JPMORGAN CHASE & CO Financial Services 2,961.0 $921K 0.23% -22.0 -0.7% $311.11 -3.8%
45 IVE ISHARES TR 4,177.0 $909K 0.23% -22.0 -0.5% $217.54 +4.8%
46 IWD ISHARES TR 4,025.0 $905K 0.23% -60.0 -1.5% $224.75 +5.9%
47 META META PLATFORMS INC Communication Services 1,346.0 $892K 0.22% -180.0 -11.8% $662.53 -4.1%
48 AXP AMERICAN EXPRESS CO Financial Services 2,720.0 $889K 0.22% -153.0 -5.3% $326.91 -4.4%
49 DLR DIGITAL RLTY TR INC Real Estate 4,356.0 $853K 0.21% -24.0 -0.6% $195.78 -2.1%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 865.0 $844K 0.21% -160.0 -15.6% $975.23 +2.9%
51 RIO RIO TINTO PLC Basic Materials 7,168.0 $709K 0.18% -254.0 -3.4% $98.87 +7.8%
52 AKRE PROFESIONALLY MANAGED PORTFO 13,053.0 $706K 0.18% -2K -12.1% $54.05 +0.0%
53 PFF ISHARES TR 22,495.0 $703K 0.18% -3K -10.6% $31.25 +0.4%
54 MTUM ISHARES TR 2,531.0 $684K 0.17% -76.0 -2.9% $270.35 +15.9%
55 TSLA TESLA INC Consumer Cyclical 1,846.0 $672K 0.17% -193.0 -9.5% $364.20 +20.9%
56 SMMU PIMCO ETF TR 12,154.0 $614K 0.15% -20K -62.2% $50.49 -0.1%
57 STIP ISHARES TR 5,642.0 $585K 0.15% -22K -79.4% $103.65 -0.2%
58 PCN PIMCO CORPORATE & INCM STRG Financial Services 45,005.0 $540K 0.14% -4K -8.5% $12.00 -1.9%
59 ET ENERGY TRANSFER L P Energy 28,212.0 $528K 0.13% -222.0 -0.8% $18.73 +3.2%
60 BLUEROCK PVT REAL ESTATE FD 30,776.0 $511K 0.13% -39K -55.7% $16.62
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 23.3%
Technology 22.8%
Financial Services 17.4%
Consumer Defensive 8.6%
Healthcare 5.3%
Communication Services 4.9%
Industrials 4.9%
Energy 4.8%
Utilities 4.3%
Real Estate 2.7%