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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 7 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 2,037.0 $618K 0.15% $303.18 -7.3%
122 SMMU PIMCO ETF TR 12,154.0 $614K 0.15% -20K -62.2% $50.49 -0.1%
123 LQD ISHARES TR 5,558.0 $611K 0.15% +2K +59.1% $109.97 -0.9%
124 VV VANGUARD INDEX FDS 1,870.0 $597K 0.15% $319.21 +8.1%
125 VXF VANGUARD INDEX FDS 2,676.0 $589K 0.15% $220.10 +6.3%
126 STIP ISHARES TR 5,642.0 $585K 0.15% -22K -79.4% $103.65 -0.2%
127 CWB SPDR SERIES TRUST 5,769.0 $570K 0.14% $98.84 +8.2%
128 BINC BLACKROCK ETF TRUST II 10,864.0 $569K 0.14% +3K +36.0% $52.36 -0.0%
129 FAST FASTENAL CO Industrials 12,334.0 $550K 0.14% +65.0 +0.5% $44.62 +0.4%
130 IWS ISHARES TR 3,518.0 $541K 0.14% +406.0 +13.1% $153.64 +4.0%
131 PCN PIMCO CORPORATE & INCM STRG Financial Services 45,005.0 $540K 0.14% -4K -8.5% $12.00 -1.9%
132 QUAL ISHARES TR 2,639.0 $536K 0.14% +241.0 +10.1% $203.24 +5.9%
133 PLTR PALANTIR TECHNOLOGIES INC Technology 3,948.0 $536K 0.14% +2K +61.3% $135.70 -2.4%
134 ET ENERGY TRANSFER L P Energy 28,212.0 $528K 0.13% -222.0 -0.8% $18.73 +3.2%
135 PKG PACKAGING CORP AMER Consumer Cyclical 2,506.0 $526K 0.13% $209.93 +3.8%
136 XLK SELECT SECTOR SPDR TR 3,474.0 $514K 0.13% +1K +42.1% $147.92 +24.7%
137 BLUEROCK PVT REAL ESTATE FD 30,776.0 $511K 0.13% -39K -55.7% $16.62
138 IWP ISHARES TR 3,702.0 $498K 0.12% +363.0 +10.9% $134.49 +4.6%
139 TLH ISHARES TR 4,879.0 $495K 0.12% +367.0 +8.1% $101.39 -1.9%
140 VBK VANGUARD INDEX FDS 1,506.0 $492K 0.12% -52.0 -3.3% $326.66 +7.9%
Page 7 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%