LongView Wealth Management - Portfolio overview

LongView Wealth Management has 267 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 5.03%
2. ILCG - ISHARES TR, 3.54%
3. AAPL - APPLE INC, 3.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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