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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 2 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGDG CAPITAL GROUP DIVIDEND GROWE 116,955.0 $4.4M 1.10% +2K +1.8% $37.29 +0.5%
22 AMZN AMAZON COM INC Consumer Cyclical 16,874.0 $4.2M 1.06% -1K -7.6% $249.02 +9.2%
23 ICSH ISHARES TR 82,505.0 $4.2M 1.05% -47K -36.1% $50.55 +0.1%
24 CGGE CAPITAL GROUP GLOBAL EQUITY 125,471.0 $4.1M 1.04% +4K +3.1% $32.90 +4.3%
25 FMDE FIDELITY COVINGTON TRUST 108,265.0 $4.1M 1.03% -34K -24.1% $37.82 +4.2%
26 NVDA NVIDIA CORPORATION Technology 19,547.0 $3.8M 0.96% -460.0 -2.3% $196.51 +8.2%
27 CGMU CAPITAL GRP FIXED INCM ETF T 138,664.0 $3.8M 0.95% +38K +37.9% $27.42 -0.2%
28 KO COCA COLA CO Consumer Defensive 49,084.0 $3.7M 0.94% -2K -3.4% $75.90 +7.5%
29 CGMS CAPITAL GRP FIXED INCM ETF T 133,435.0 $3.7M 0.93% +6K +4.7% $27.67 -0.5%
30 VTI VANGUARD INDEX FDS 10,775.0 $3.7M 0.93% +971.0 +9.9% $342.64 +7.8%
31 JEPI J P MORGAN EXCHANGE TRADED F 61,175.0 $3.5M 0.89% +17K +38.6% $57.84 -2.7%
32 VTV VANGUARD INDEX FDS 17,257.0 $3.5M 0.88% -635.0 -3.5% $202.96 +4.4%
33 MSFT MICROSOFT CORP Technology 8,849.0 $3.5M 0.87% -252.0 -2.8% $393.11 +5.0%
34 AFL AFLAC INC Financial Services 29,698.0 $3.3M 0.83% -3K -9.1% $111.94 +2.6%
35 CGGO CAPITAL GROUP GBL GROWTH EQT 85,245.0 $3.2M 0.79% -4K -4.2% $37.00 +10.1%
36 JNJ JOHNSON & JOHNSON Healthcare 12,604.0 $3.0M 0.76% -1K -9.0% $240.09 -3.7%
37 SO SOUTHERN CO Utilities 31,250.0 $3.0M 0.75% -3K -10.1% $95.96 -2.3%
38 CGUS CAPITAL GROUP CORE EQUITY ET 69,496.0 $2.9M 0.72% -2K -2.5% $41.43 +6.0%
39 UTG REAVES UTIL INCOME FD Financial Services 67,380.0 $2.8M 0.71% $41.84 +2.2%
40 CGCP CAPITAL GRP FIXED INCM ETF T 118,509.0 $2.7M 0.67% +1K +1.0% $22.57 -1.0%
Page 2 of 13  ·  247 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%