LongView Wealth Management
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$796.1M
Holdings
246
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.1%
02
$ILCG
ISHARES TR
Held since at least Q1 2024
3.6%
03
$AAPL
APPLE INC
Q4 2025: New position (122.1k shares)
3.5%
04
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
3.5%
05
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
3.0%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
2.9%
07
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.9%
08
$HD
HOME DEPOT INC
Q4 2025: New position (748 shares)
2.7%
09
$CGBL
CAPITAL GROUP CORE BALANCED
Held since at least Q1 2024
2.4%
10
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:58 UTC.