LongView Wealth Management
LongView Wealth Management reported 227 positions worth $389.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: SCHD (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $20.0M | 5.12% | 629,765 | — | — | |
| ▸ 2 | ILCG | SH | $15.0M | 3.86% | 128,562 | — | — | |
| ▸ 3 | AAPL | SH | $15.0M | 3.84% | 51,737 | — | — | |
| ▸ 4 | FBND | SH | $14.1M | 3.61% | 309,647 | — | — | |
| ▸ 5 | CGGR | SH | $12.7M | 3.26% | 269,258 | — | — | |
| ▸ 6 | SCHX | SH | $12.3M | 3.16% | 418,242 | — | — | |
| ▸ 7 | CGDV | SH | $12.0M | 3.08% | 243,588 | — | — | |
| ▸ 8 | HD | SH | $11.6M | 2.97% | 32,815 | — | — | |
| ▸ 9 | CGBL | SH | $10.5M | 2.69% | 276,470 | — | — | |
| ▸ 10 | VOO | SH | $9.0M | 2.30% | 13,034 | — | — |
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Frequently Asked Questions
What stocks does LongView Wealth Management hold as of Q2 2026?
LongView Wealth Management reported 227 positions worth $389.8M in its Q2 2026 13F filing. Largest positions: SCHD (5.1%), ILCG (3.9%), AAPL (3.8%), FBND (3.6%) and CGGR (3.3%).
What did LongView Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LongView Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.