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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 5 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 O REALTY INCOME CORP Real Estate 16,938.0 $1.1M 0.27% -28K -62.4% $63.81 -2.5%
82 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,236.0 $1.1M 0.27% -2K -15.4% $95.53 +2.6%
83 VIG VANGUARD SPECIALIZED FUNDS 4,735.0 $1.1M 0.27% +338.0 +7.7% $223.86 +4.1%
84 CGHM CAPITAL GRP FIXED INCM ETF T 40,982.0 $1.0M 0.26% -8K -16.8% $25.60 +0.2%
85 HDV ISHARES TR 7,790.0 $1.0M 0.26% +859.0 +12.4% $133.86 -79.4%
86 FELC FIDELITY COVINGTON TRUST 26,639.0 $1.0M 0.26% NEW $38.78 +8.4%
87 DUK DUKE ENERGY CORP NEW Utilities 7,810.0 $1.0M 0.26% -4K -34.1% $129.78 -3.4%
88 FLDR FIDELITY MERRIMACK STR TR 20,190.0 $1.0M 0.25% +13K +165.5% $50.17 +0.1%
89 SPYM SPDR SERIES TRUST 12,345.0 $1.0M 0.25% +1K +11.2% $81.74 +8.1%
90 GLOBUS MED INC 10,500.0 $997K 0.25% $94.94
91 WELL WELLTOWER INC Real Estate 4,647.0 $980K 0.25% -46.0 -1.0% $210.99 +3.4%
92 CGSD CAPITAL GRP FIXED INCM ETF T 37,447.0 $971K 0.24% +4K +10.7% $25.92 -0.4%
93 MBB ISHARES TR 9,887.0 $944K 0.24% +1K +11.9% $95.46 -1.1%
94 FEGE RBB FUND TRUST 19,070.0 $935K 0.23% +837.0 +4.6% $49.03 +2.0%
95 JPM JPMORGAN CHASE & CO Financial Services 2,961.0 $921K 0.23% -22.0 -0.7% $311.11 -3.8%
96 IVE ISHARES TR 4,177.0 $909K 0.23% -22.0 -0.5% $217.54 +4.8%
97 IWD ISHARES TR 4,025.0 $905K 0.23% -60.0 -1.5% $224.75 +5.9%
98 PG PROCTER & GAMBLE CO Consumer Defensive 6,253.0 $903K 0.23% $144.37 +2.2%
99 SCHV SCHWAB STRATEGIC TR 28,246.0 $899K 0.23% +6K +28.5% $31.81 +5.4%
100 META META PLATFORMS INC Communication Services 1,346.0 $892K 0.22% -180.0 -11.8% $662.53 -4.1%
Page 5 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%