LongView Wealth Management
•CIK: 1990190•Filing: Q4 2025
**LongView Wealth Management** manages $414M across a diversified portfolio of 249 positions. The strategy exhibits a notable tilt toward high-quality, dividend-paying equities, evidenced by the top holdings. Key allocations include SCHD at $22.4M, followed by ILCG ($15.6M), AAPL ($15.5M), and HD ($12.7M). This concentration suggests a disciplined, value-oriented approach within the current market structure.
Total AUM
$414.1M
QoQ Performance
+12.2%
Positions
146
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
SCHD5.4%
ILCG3.8%
AAPL3.7%
HD3.1%
CGGR2.8%
SCHX2.8%
FBND2.8%
CGDV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.3%
Technology7.1%
Consumer5.6%
ETF2.0%
Financial1.9%
Healthcare1.5%
Utilities1.3%
Consumer Staples1.1%
🚪 Exited Positionssold since Q3 2025
+33 more exited positions
Changes from Q3 2025
NEW13 new positions
↑117 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023