LongView Wealth Management: 13F holdings
CIK 19901902026Q2
| Positions | 227 |
|---|
| Reported value | $389.8m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 227 (-20 vs prior quarter) |
|---|
| Reported value | $389.8m (-2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD SCHWAB STRATEGIC TR | 629,765 | $20.0m | 5.1% |
| ILCG ISHARES TR | 128,562 | $15.0m | 3.9% |
| AAPL APPLE INC | 51,737 | $15.0m | 3.8% |
| FBND FIDELITY MERRIMACK STR TR | 309,647 | $14.1m | 3.6% |
| CGGR CAPITAL GROUP GROWTH ETF | 269,258 | $12.7m | 3.3% |
| SCHX SCHWAB STRATEGIC TR | 418,242 | $12.3m | 3.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 243,588 | $12.0m | 3.1% |
| HD HOME DEPOT INC | 32,815 | $11.6m | 3.0% |
| CGBL CAPITAL GROUP CORE BALANCED | 276,470 | $10.5m | 2.7% |
| VOO VANGUARD INDEX FDS | 13,034 | $9.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1990190")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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