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LongView Wealth Management

13F filer · CIK 0001990190
Reported Jul 17, 2026
Net seller this quarter
13F portfolio value$390MU.S. long equity reported on 13F
Positions894 new · 14 closed
Net flow last quarter-$13.3MBuys minus sells
Top 10 positions weight16.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 17, 202689 positions
AAPLApple Inc.$15M3.84%0.00%-3.2%Q4 2023
HDHome Depot, Inc.$11.6M2.97%0.00%+4.6%Q4 2023
QQQInvesco QQQ Trust, Series 1$8.62M2.21%Not reported+1.4%Q4 2023
GPCGenuine Parts Co$7.76M1.99%0.05%Not reportedQ4 2023
NVDANvidia Corp$3.56M0.91%0.00%-9.1%Q4 2023
AMZNAmazon Com Inc$3.52M0.90%0.00%-12.6%Q4 2023
AFLAflac Inc$3.41M0.87%0.01%-2.2%Q4 2023
JNJJohnson & Johnson$3.19M0.82%0.00%-0.3%Q4 2023
FNDFSchwab Strategic Trust$2.93M0.75%Not reported-35.1%Q4 2023
MSFTMicrosoft Corp$2.85M0.73%0.00%-13.6%Q4 2023
KOCoca Cola Co$2.77M0.71%0.00%-30.5%Q4 2023
UTGReaves Utility Income Fund$2.74M0.70%Not reported-0.1%Q4 2023
CGCPCardiogenesis Corp$2.44M0.63%Not reported-7.6%Q4 2023
SOSouthern Co$2.03M0.52%0.00%-32.0%Q4 2023
BRK.BBerkshire Hathaway Inc$1.94M0.50%Not reported-27.6%Q4 2023
WMTWalmart Inc.$1.79M0.46%0.00%+0.1%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.79M0.46%Not reported+1.0%Q4 2023
UPSUnited Parcel Service Inc$1.76M0.45%0.00%-2.0%Q4 2023
ABBVAbbVie Inc.$1.71M0.44%0.00%-13.7%Q4 2023
GOOGAlphabet Inc.$1.4M0.36%Not reported-9.5%Q4 2023
GOOGLAlphabet Inc.$1.37M0.35%0.00%-11.5%Q4 2023
XOMExxonMobil Holdings Corp$1.28M0.33%0.00%-44.5%Q4 2023
BSVNBank7 Corp.$1.18M0.30%0.16%-4.4%Q4 2023
CHDChurch & Dwight Co Inc$1.09M0.28%0.00%+0.3%Q4 2023
WELLWelltower Inc.$1.03M0.26%0.00%-2.3%Q4 2023
FLDRFlanders Corp$1.01M0.26%Not reported-0.3%Q2 2025
DUKDuke Energy CORP$991K0.25%0.00%+0.2%Q4 2023
MUMicron Technology Inc$972K0.25%0.00%+7.8%Q4 2025
PGPROCTER & GAMBLE Co$920K0.24%0.00%+0.3%Q4 2023
AXPAmerican Express Co$877K0.23%0.00%-4.7%Q4 2023
COSTCostco Wholesale Corp$820K0.21%0.00%+1.3%Q4 2023
DLRDigital Realty Trust, Inc.$784K0.20%0.00%+0.2%Q4 2023
TSLATesla, Inc.$772K0.20%0.00%-0.6%Q4 2023
BRK.ABerkshire Hathaway Inc$749K0.19%Not reportedNot reportedQ1 2025
JPMJPMorgan Chase & Co$745K0.19%0.00%-23.1%Q4 2023
METAMeta Platforms, Inc.$739K0.19%Not reported-2.5%Q4 2023
NSCNorfolk Southern Corp$689K0.18%0.00%+0.4%Q4 2023
RIORio Tinto PLC$666K0.17%0.00%-2.2%Q4 2023
BXCBlueLinx Holdings Inc.$617K0.16%0.13%+26.3%Q4 2023
IWSImageware Systems Inc$605K0.16%Not reported+4.4%Q3 2025
PKGPackaging Corp of America$597K0.15%0.00%Not reportedQ2 2024
FASTFastenal Co$596K0.15%0.00%+0.5%Q4 2023
AMDAdvanced Micro Devices Inc$579K0.15%0.00%+9.2%Q4 2023
MCDMcdonalds Corp$539K0.14%0.00%-2.1%Q4 2023
ETEnergy Transfer LP$526K0.14%0.00%-2.4%Q4 2023
CSCOCisco Systems, Inc.$517K0.13%0.00%-5.5%Q4 2023
DALDelta Air Lines, Inc.$508K0.13%0.00%-1.8%Q4 2023
INTCIntel Corp$504K0.13%0.00%-7.5%Q4 2023
CATCaterpillar Inc$499K0.13%0.00%Not reportedQ4 2023
VLOValero Energy Corp$489K0.13%0.00%-1.2%Q4 2023
Q1 2026Reported Apr 15, 202699 positions
AAPLApple Inc.$13.8M3.48%0.00%-10.1%Q4 2023
HDHome Depot, Inc.$10.7M2.70%0.00%-7.7%Q4 2023
QQQInvesco QQQ Trust, Series 1$7.26M1.82%Not reported-2.0%Q4 2023
GPCGenuine Parts Co$7.23M1.82%0.05%-5.5%Q4 2023
FNDFSchwab Strategic Trust$4.43M1.11%Not reported-40.6%Q4 2023
AMZNAmazon Com Inc$4.2M1.06%0.00%-7.6%Q4 2023
NVDANvidia Corp$3.84M0.96%0.00%-2.3%Q4 2023
KOCoca Cola Co$3.73M0.94%0.00%-3.4%Q4 2023
MSFTMicrosoft Corp$3.48M0.87%0.00%-2.8%Q4 2023
AFLAflac Inc$3.32M0.84%0.01%-9.1%Q4 2023
JNJJohnson & Johnson$3.03M0.76%0.00%-9.0%Q4 2023
SOSouthern Co$3M0.75%0.00%-10.1%Q4 2023
UTGReaves Utility Income Fund$2.82M0.71%Not reported+0.1%Q4 2023
CGCPCardiogenesis Corp$2.67M0.67%Not reported+1.0%Q4 2023
BRK.BBerkshire Hathaway Inc$2.56M0.64%Not reported-26.1%Q4 2023
XOMExxonMobil Holdings Corp$2.51M0.63%0.00%-6.5%Q4 2023
WMTWalmart Inc.$1.97M0.50%0.00%-22.0%Q4 2023
UPSUnited Parcel Service Inc$1.72M0.43%0.00%+0.2%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.71M0.43%Not reported+2.1%Q4 2023
ABBVAbbVie Inc.$1.66M0.42%0.00%+0.2%Q4 2023
GOOGAlphabet Inc.$1.45M0.36%Not reported-16.5%Q4 2023
GOOGLAlphabet Inc.$1.45M0.36%0.00%+6.5%Q4 2023
BSVNBank7 Corp.$1.24M0.31%0.17%-21.5%Q4 2023
ORealty Income Corp$1.08M0.27%0.00%-62.4%Q4 2023
CHDChurch & Dwight Co Inc$1.07M0.27%0.00%-15.4%Q4 2023
DUKDuke Energy CORP$1.01M0.25%0.00%-34.1%Q4 2023
FLDRFlanders Corp$1.01M0.25%Not reported+165.5%Q2 2025
GMEDGlobus Medical Inc$997K0.25%0.01%Not reportedQ4 2023
WELLWelltower Inc.$980K0.25%0.00%-1.0%Q4 2023
JPMJPMorgan Chase & Co$921K0.23%0.00%-0.7%Q4 2023
PGPROCTER & GAMBLE Co$903K0.23%0.00%-0.1%Q4 2023
METAMeta Platforms, Inc.$892K0.22%Not reported-11.8%Q4 2023
AXPAmerican Express Co$889K0.22%0.00%-5.3%Q4 2023
DLRDigital Realty Trust, Inc.$853K0.21%0.00%-0.6%Q4 2023
COSTCostco Wholesale Corp$844K0.21%0.00%-15.6%Q4 2023
TAt&T Inc.$826K0.21%0.00%-0.2%Q4 2023
BRK.ABerkshire Hathaway Inc$717K0.18%Not reportedNot reportedQ1 2025
RIORio Tinto PLC$709K0.18%0.00%-3.4%Q4 2023
TSLATesla, Inc.$672K0.17%0.00%-9.5%Q4 2023
NSCNorfolk Southern Corp$654K0.16%0.00%+0.4%Q4 2023
MCDMcdonalds Corp$618K0.16%0.00%+0.4%Q4 2023
SMMUOasys Mobile, Inc.$614K0.15%Not reported-62.2%Q4 2023
FASTFastenal Co$550K0.14%0.00%+0.5%Q4 2023
IWSImageware Systems Inc$541K0.14%Not reported+13.1%Q3 2025
PCNPimco Corporate & Income Strategy Fund$540K0.14%Not reported-8.5%Q4 2023
PLTRPalantir Technologies Inc.$536K0.13%0.00%+61.3%Q4 2024
ETEnergy Transfer LP$528K0.13%0.00%-0.8%Q4 2023
PKGPackaging Corp of America$526K0.13%0.00%Not reportedQ2 2024
BPREBluerock Private Real Estate Fund$511K0.13%Not reported-55.7%Q4 2025
AVGOBroadcom Inc.$466K0.12%0.00%-42.1%Q4 2023
Q4 2025Reported Jan 13, 2026109 positions
AAPLApple Inc.$15.5M3.74%0.00%+5.3%Q4 2023
HDHome Depot, Inc.$12.7M3.08%0.00%-0.5%Q4 2023
GPCGenuine Parts Co$8.99M2.17%0.05%+15.4%Q4 2023
QQQInvesco QQQ Trust, Series 1$7.39M1.78%Not reported+1.9%Q4 2023
FNDFSchwab Strategic Trust$6.75M1.63%Not reported+2.4%Q4 2023
AMZNAmazon Com Inc$4.5M1.09%0.00%+0.8%Q4 2023
MSFTMicrosoft Corp$4.34M1.05%0.00%+0.7%Q4 2023
NVDANvidia Corp$3.7M0.89%0.00%+0.7%Q4 2023
BRK.BBerkshire Hathaway Inc$3.62M0.87%Not reported+2.2%Q4 2023
KOCoca Cola Co$3.58M0.86%0.00%+3.2%Q4 2023
AFLAflac Inc$3.56M0.86%0.01%+4.9%Q4 2023
SOSouthern Co$3.01M0.73%0.00%-4.5%Q4 2023
JNJJohnson & Johnson$2.9M0.70%0.00%+0.8%Q4 2023
CGCPCardiogenesis Corp$2.66M0.64%Not reported+9.0%Q4 2023
ORealty Income Corp$2.65M0.64%0.00%+8.0%Q4 2023
UTGReaves Utility Income Fund$2.47M0.60%Not reported-3.5%Q4 2023
WMTWalmart Inc.$2.39M0.58%0.00%+0.2%Q4 2023
XOMExxonMobil Holdings Corp$2.23M0.54%0.00%-6.5%Q4 2023
UPSUnited Parcel Service Inc$1.8M0.43%0.00%-0.2%Q4 2023
GOOGAlphabet Inc.$1.74M0.42%Not reported+2.3%Q4 2023
ABBVAbbVie Inc.$1.73M0.42%0.00%+23.1%Q4 2023
SMMUOasys Mobile, Inc.$1.63M0.39%Not reportedNot reportedQ4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.62M0.39%Not reported+27.1%Q4 2023
BSVNBank7 Corp.$1.59M0.38%0.21%-11.7%Q4 2023
DUKDuke Energy CORP$1.38M0.33%0.00%+0.2%Q4 2023
GOOGLAlphabet Inc.$1.35M0.33%0.00%+6.8%Q4 2023
CHDChurch & Dwight Co Inc$1.15M0.28%0.01%+0.2%Q4 2023
BPREBluerock Private Real Estate Fund$1.1M0.27%Not reportedNewQ4 2025
AXPAmerican Express Co$1.03M0.25%0.00%-1.1%Q4 2023
METAMeta Platforms, Inc.$980K0.24%Not reported-6.9%Q4 2023
JPMJPMorgan Chase & Co$968K0.23%0.00%-2.6%Q4 2023
COSTCostco Wholesale Corp$966K0.23%0.00%+1.1%Q4 2023
GMEDGlobus Medical Inc$963K0.23%0.01%Not reportedQ4 2023
BACBank of America Corp$931K0.22%0.00%+55.1%Q4 2023
TSLATesla, Inc.$915K0.22%0.00%-1.0%Q4 2023
PGPROCTER & GAMBLE Co$898K0.22%0.00%-0.8%Q4 2023
WELLWelltower Inc.$876K0.21%0.00%-5.2%Q4 2023
TAt&T Inc.$767K0.19%0.00%+1.9%Q4 2023
BRK.ABerkshire Hathaway Inc$748K0.18%Not reportedNot reportedQ1 2025
AVGOBroadcom Inc.$745K0.18%0.00%+0.1%Q4 2023
DLRDigital Realty Trust, Inc.$691K0.17%0.00%-1.0%Q4 2023
KEYSKeysight Technologies, Inc.$673K0.16%0.00%Not reportedQ4 2023
DDominion Energy, Inc$652K0.16%0.00%+0.6%Q3 2024
PEPPepsico Inc$642K0.15%0.00%-2.8%Q4 2023
AAgilent Technologies, Inc.$640K0.15%0.00%Not reportedQ4 2023
PCNPimco Corporate & Income Strategy Fund$632K0.15%Not reported+1.0%Q4 2023
NSCNorfolk Southern Corp$628K0.15%0.00%+0.4%Q4 2023
MCDMcdonalds Corp$622K0.15%0.00%-3.5%Q4 2023
RIORio Tinto PLC$615K0.15%0.00%+0.2%Q4 2023
BXCBlueLinx Holdings Inc.$591K0.14%0.10%+0.6%Q4 2023
Q3 2025Reported Oct 14, 2025103 positions
AAPLApple Inc.$14.4M3.89%0.00%-2.2%Q4 2023
HDHome Depot, Inc.$13.8M3.75%0.00%0.0%Q4 2023
GPCGenuine Parts Co$8.36M2.27%0.04%-28.0%Q4 2023
QQQInvesco QQQ Trust, Series 1$6.94M1.88%Not reported+3.0%Q4 2023
FNDFSchwab Strategic Trust$6.04M1.64%Not reported+1.7%Q4 2023
MSFTMicrosoft Corp$4.68M1.27%0.00%-1.3%Q4 2023
AMZNAmazon Com Inc$3.98M1.08%0.00%-1.2%Q4 2023
NVDANvidia Corp$3.71M1.00%0.00%-4.2%Q4 2023
BRK.BBerkshire Hathaway Inc$3.57M0.97%Not reported+9.7%Q4 2023
AFLAflac Inc$3.48M0.94%0.01%-2.2%Q4 2023
SOSouthern Co$3.45M0.93%0.00%-1.1%Q4 2023
KOCoca Cola Co$3.26M0.88%0.00%+0.2%Q4 2023
UTGReaves Utility Income Fund$2.76M0.75%Not reported+0.1%Q4 2023
JNJJohnson & Johnson$2.55M0.69%0.00%+1.4%Q4 2023
ORealty Income Corp$2.53M0.69%0.00%+10.0%Q4 2023
CGCPCardiogenesis Corp$2.45M0.66%Not reported+16.0%Q4 2023
XOMExxonMobil Holdings Corp$2.17M0.59%0.00%-1.7%Q4 2023
WMTWalmart Inc.$2.08M0.56%0.00%-0.3%Q4 2023
BSVNBank7 Corp.$1.8M0.49%0.24%-22.3%Q4 2023
SMMUOasys Mobile, Inc.$1.63M0.44%Not reported+10.3%Q4 2023
ABBVAbbVie Inc.$1.48M0.40%0.00%-2.3%Q4 2023
DUKDuke Energy CORP$1.46M0.40%0.00%-0.2%Q4 2023
UPSUnited Parcel Service Inc$1.39M0.38%0.00%-37.0%Q4 2023
GOOGAlphabet Inc.$1.25M0.34%Not reported-0.1%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.21M0.33%Not reported+19.4%Q4 2023
METAMeta Platforms, Inc.$1.2M0.33%Not reported+5.5%Q4 2023
CHDChurch & Dwight Co Inc$1.16M0.31%0.01%+0.2%Q4 2023
PGPROCTER & GAMBLE Co$969K0.26%0.00%+7.0%Q4 2023
JPMJPMorgan Chase & Co$966K0.26%0.00%-0.5%Q4 2023
AXPAmerican Express Co$965K0.26%0.00%+0.1%Q4 2023
COSTCostco Wholesale Corp$938K0.25%0.00%+0.1%Q4 2023
GOOGLAlphabet Inc.$928K0.25%0.00%+1.2%Q4 2023
TSLATesla, Inc.$916K0.25%0.00%+3.9%Q4 2023
TAt&T Inc.$896K0.24%0.00%-7.0%Q4 2023
WELLWelltower Inc.$882K0.24%0.00%+1.5%Q4 2023
DLRDigital Realty Trust, Inc.$765K0.21%0.00%+0.9%Q4 2023
BRK.ABerkshire Hathaway Inc$754K0.20%Not reportedNot reportedQ1 2025
AVGOBroadcom Inc.$697K0.19%0.00%-5.9%Q4 2023
DDominion Energy, Inc$679K0.18%0.00%+1.1%Q3 2024
PEPPepsico Inc$656K0.18%0.00%+2.1%Q4 2023
PCNPimco Corporate & Income Strategy Fund$652K0.18%Not reported+0.7%Q4 2023
NSCNorfolk Southern Corp$650K0.18%0.00%+6.7%Q4 2023
MSTRStrategy Inc$644K0.17%Not reportedNot reportedQ1 2024
MCDMcdonalds Corp$639K0.17%0.00%-1.7%Q4 2023
GMEDGlobus Medical Inc$601K0.16%0.01%Not reportedQ4 2023
FASTFastenal Co$598K0.16%0.00%+0.4%Q4 2023
BXCBlueLinx Holdings Inc.$571K0.15%0.10%+20.7%Q4 2023
KEYSKeysight Technologies, Inc.$564K0.15%0.00%Not reportedQ4 2023
ABTAbbott Laboratories$564K0.15%0.00%-4.2%Q4 2023
BACBank of America Corp$561K0.15%0.00%-1.4%Q4 2023
Premium opens every quarter this fund has filed

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