LongView Wealth Management ETF holdings
Atlanta, GA
Reported $293.5M in 152 ETFs in its Form 13F for June 30, 2026.
ETF value
$293.5M
ETFs held
152
Change from prior quarter
-0.4%
With price moves
ETFs as a share of its 13F
75.3%
of $389.8M
Top 10 of 152 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $20.0M | 629,765 | −33,637 shares |
| ILCG | iShares Morningstar Growth ETF | $15.0M | 128,562 | −7,540 shares |
| FBND | Fidelity Total Bond ETF | $14.1M | 309,647 | +10,073 shares |
| CGGR | Capital Group Growth ETF | $12.7M | 269,258 | −2,542 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $12.3M | 418,242 | +138 shares |
| CGDV | Capital Group Dividend Value ETF | $12.0M | 243,588 | −14,448 shares |
| CGBL | Capital Group Core Balanced ETF | $10.5M | 276,470 | +12,137 shares |
| VOO | Vanguard S&P 500 ETF | $9.0M | 13,034 | +1,094 shares |
| QQQ | Invesco QQQ Trust | $8.6M | 11,700 | +157 shares |
| VUG | Vanguard Morningstar Growth ETF | $8.0M | 92,435 | +76,932 shares |
142 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001990190. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LongView Wealth Management own?
LongView Wealth Management reported 152 ETF positions worth $293.5M in its Form 13F for June 30, 2026. The largest was SCHD, at $20.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.