LongView Wealth Management

ATLANTA, GA · CIK 1990190 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$389.8m reported value -2.1% vs Q1 2026

227positions

33.9%in top 10

14 new 79 added 119 reduced 34 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	629,765	$20.0m5.12%	5.12%	Reduced -33.6k	-33,637 -5.1%
2	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	128,562	$15.0m3.86%	3.86%	Reduced -7.5k	-7,540 -5.5%
3	APPLE INC COM AAPL	AAPL	51,737	$15.0m3.84%	3.84%	Reduced -1.7k	-1,726 -3.2%
4	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	309,647	$14.1m3.61%	3.61%	Added +10.1k	+10,073 3.4%
5	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	269,258	$12.7m3.26%	3.26%	Reduced -2.5k	-2,542 -0.9%
6	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	418,242	$12.3m3.16%	3.16%	Added +138	+138 0.0%
7	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	243,588	$12.0m3.08%	3.08%	Reduced -14.4k	-14,448 -5.6%
8	HOME DEPOT INC COM HD	HD	32,815	$11.6m2.97%	2.97%	Added +1.5k	+1,455 4.6%
9	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	276,470	$10.5m2.69%	2.69%	Added +12.1k	+12,137 4.6%
10	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,034	$9.0m2.30%	2.30%	Added +1.1k	+1,094 9.2%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,700	$8.6m2.21%	2.21%	Added +157	+157 1.4%
12	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	92,435	$8.0m2.04%	2.04%	Reduced -583	-583 -0.6%
13	GENUINE PARTS CO COM GPC	GPC	65,771	$7.8m1.99%	1.99%	Unchanged
14	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	207,312	$6.6m1.69%	1.69%	Added +7.9k	+7,934 4.0%
15	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	153,019	$5.2m1.33%	1.33%	Added +10.3k	+10,262 7.2%
16	VANGUARD INDEX FDS MID CAP ETF VO	VO	61,684	$5.0m1.27%	1.27%	Added +1.5k	+1,460 2.4%
17	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	31,043	$4.9m1.25%	1.25%	Added +132	+132 0.4%
18	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	120,849	$4.5m1.16%	1.16%	Added +3.9k	+3,894 3.3%
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	14,873	$4.5m1.16%	1.16%	Reduced -1.1k	-1,067 -6.7%
20	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	88,614	$4.4m1.13%	1.13%	Reduced -26.4k	-26,450 -23.0%
21	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	160,235	$4.4m1.12%	1.12%	Added +26.8k	+26,800 20.1%
22	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	123,843	$4.4m1.12%	1.12%	Reduced -1.6k	-1,628 -1.3%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	11,007	$4.1m1.04%	1.04%	Added +232	+232 2.1%
24	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	69,132	$3.9m1.00%	1.00%	Added +8.0k	+7,957 13.0%
25	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	136,308	$3.7m0.96%	0.96%	Reduced -2.4k	-2,356 -1.7%
26	VANGUARD INDEX FDS VALUE ETF VTV	VTV	16,939	$3.7m0.95%	0.95%	Reduced -318	-318 -1.8%
27	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	84,928	$3.6m0.92%	0.92%	Reduced -317	-317 -0.4%
28	NVIDIA CORPORATION COM NVDA	NVDA	17,767	$3.6m0.91%	0.91%	Reduced -1.8k	-1,780 -9.1%
29	AMAZON COM INC COM AMZN	AMZN	14,756	$3.5m0.90%	0.90%	Reduced -2.1k	-2,118 -12.6%
30	AFLAC INC COM AFL	AFL	29,044	$3.4m0.87%	0.87%	Reduced -654	-654 -2.2%
31	JOHNSON & JOHNSON COM JNJ	JNJ	12,568	$3.2m0.82%	0.82%	Reduced -36	-36 -0.3%
32	ISHARES TR U.S. TECH ETF IYW	IYW	12,509	$3.2m0.81%	0.81%	Reduced -178	-178 -1.4%
33	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	55,584	$2.9m0.75%	0.75%	Reduced -30.1k	-30,064 -35.1%
34	MICROSOFT CORP COM MSFT	MSFT	7,648	$2.9m0.73%	0.73%	Reduced -1.2k	-1,201 -13.6%
35	ISHARES TR CORE S&P500 ETF IVV	IVV	3,760	$2.8m0.72%	0.72%	Reduced -2	-2 -0.1%
36	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	107,307	$2.8m0.72%	0.72%	Added +11.3k	+11,305 11.8%
37	COCA COLA CO COM KO	KO	34,129	$2.8m0.71%	0.71%	Reduced -15.0k	-14,955 -30.5%
38	WISDOMTREE TR US LARGECAP FUND EPS	EPS	35,350	$2.7m0.71%	0.71%	Added +2.5k	+2,532 7.7%
39	REAVES UTIL INCOME FD COM SH BEN INT UTG	UTG	67,338	$2.7m0.70%	0.70%	Reduced -42	-42 -0.1%
40	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	60,815	$2.7m0.69%	0.69%	Reduced -8.7k	-8,681 -12.5%
41	ISHARES TR CORE US AGGBD ET AGG	AGG	25,831	$2.6m0.66%	0.66%	Added +1.9k	+1,878 7.8%
42	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	35,879	$2.6m0.66%	0.66%	Reduced -845	-845 -2.3%
43	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	62,366	$2.5m0.65%	0.65%	Reduced -45.9k	-45,899 -42.4%
44	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	109,567	$2.4m0.63%	0.63%	Reduced -8.9k	-8,942 -7.5%
45	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	45,641	$2.3m0.59%	0.59%	Reduced -36.9k	-36,864 -44.7%
46	ISHARES TR S&P 500 GRWT ETF IVW	IVW	15,325	$2.1m0.54%	0.54%	Added +273	+273 1.8%
47	SOUTHERN CO COM SO	SO	21,247	$2.0m0.52%	0.52%	Reduced -10.0k	-10,003 -32.0%
48	ISHARES TR CORE TOTAL USD IUSB	IUSB	43,961	$2.0m0.52%	0.52%	Added +14.7k	+14,690 50.2%
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,883	$1.9m0.50%	0.50%	Reduced -1.5k	-1,482 -27.6%
50	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	37,093	$1.8m0.46%	0.46%	Added +4.0k	+3,983 12.0%
51	WALMART INC COM WMT	WMT	15,792	$1.8m0.46%	0.46%	Added +10	+10 0.1%
52	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	11,298	$1.8m0.46%	0.46%	Added +116	+116 1.0%
53	ISHARES TR US TREAS BD ETF GOVT	GOVT	77,794	$1.8m0.45%	0.45%	Added +15.1k	+15,116 24.1%
54	UNITED PARCEL SERVICE INC CL B UPS	UPS	16,356	$1.8m0.45%	0.45%	Reduced -325	-325 -1.9%
55	ABBVIE INC COM ABBV	ABBV	6,802	$1.7m0.44%	0.44%	Reduced -1.1k	-1,079 -13.7%
56	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	57,950	$1.6m0.41%	0.41%	Added +3.9k	+3,933 7.3%
57	ISHARES TR RESIDENTIAL MULT REZ	REZ	16,532	$1.6m0.40%	0.40%	Added +2.7k	+2,676 19.3%
58	ISHARES TR CORE MSCI EAFE IEFA	IEFA	16,099	$1.6m0.40%	0.40%	Reduced -1.6k	-1,606 -9.1%
59	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	25,504	$1.5m0.39%	0.39%	Added +3.8k	+3,778 17.4%
60	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	45,765	$1.5m0.39%	0.39%	Added +1.5k	+1,520 3.4%
61	FIDELITY COVINGTON TRUST ENHANCED LARGE FELC	FELC	35,252	$1.5m0.38%	0.38%	Added +8.6k	+8,613 32.3%
62	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	59,636	$1.4m0.37%	0.37%	Added +738	+738 1.2%
63	ALPHABET INC CAP STK CL C GOOG	GOOG	3,961	$1.4m0.36%	0.36%	Reduced -416	-416 -9.5%
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,845	$1.4m0.35%	0.35%	Reduced -499	-499 -11.5%
65	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	15,502	$1.4m0.35%	0.35%	Added +3.2k	+3,157 25.6%
66	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	22,669	$1.4m0.35%	0.35%	Reduced -148	-148 -0.7%
67	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	27,641	$1.3m0.34%	0.34%	Reduced -960	-960 -3.4%
68	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	4,790	$1.3m0.34%	0.34%	Unchanged
69	CAPITAL GROUP INTERNATIONAL SHS CGIC	CGIC	35,885	$1.3m0.34%	0.34%	Added +25.5k	+25,549 247.2%
70	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	34,193	$1.3m0.33%	0.33%	Reduced -6.5k	-6,483 -15.9%
71	EXXON MOBIL CORP COM XOM	XOM	9,342	$1.3m0.33%	0.33%	Reduced -7.5k	-7,474 -44.5%
72	BLACKROCK ETF TRUST DISCIPLINED VOLA BDVL	BDVL	47,957	$1.2m0.32%	0.32%	Added +5.5k	+5,460 12.8%
73	SELECT SECTOR SPDR TR INDL XLI	XLI	6,589	$1.2m0.31%	0.31%	Reduced -128	-128 -1.9%
74	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	15,166	$1.2m0.30%	0.30%	Reduced -694	-694 -4.4%
75	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	13,270	$1.2m0.30%	0.30%	Reduced -1.1k	-1,115 -7.8%
76	ISHARES TR RUS 1000 GRW ETF IWF	IWF	9,214	$1.1m0.29%	0.29%	Reduced -1.4k	-1,406 -13.2%
77	ISHARES TR MSCI ACWI EX US ACWX	ACWX	14,876	$1.1m0.29%	0.29%	Added +3.5k	+3,454 30.2%
78	ISHARES TR NATIONAL MUN ETF MUB	MUB	10,307	$1.1m0.28%	0.28%	Reduced -1.1k	-1,086 -9.5%
79	ISHARES TR CORE DIV GRWTH DGRO	DGRO	14,414	$1.1m0.28%	0.28%	Reduced -693	-693 -4.6%
80	CHURCH & DWIGHT CO INC COM CHD	CHD	11,266	$1.1m0.28%	0.28%	Added +30	+30 0.3%
81	ISHARES TR CORE HIGH DV ETF HDV	HDV	39,380	$1.1m0.28%	0.28%	Added +430	+430 1.1%
82	ISHARES TR MSCI USA MMENTM MTUM	MTUM	3,062	$1.0m0.27%	0.27%	Added +531	+531 21.0%
83	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,436	$1.0m0.27%	0.27%	Reduced -299	-299 -6.3%
84	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	40,043	$1.0m0.26%	0.26%	Added +2.6k	+2,596 6.9%
85	WELLTOWER INC COM WELL	WELL	4,539	$1.0m0.26%	0.26%	Reduced -108	-108 -2.3%
86	FIDELITY MERRIMACK STR TR LOW DURTIN ETF FLDR	FLDR	20,129	$1.0m0.26%	0.26%	Reduced -61	-61 -0.3%
87	DUKE ENERGY CORP NEW COM NEW DUK	DUK	7,828	$990.9k0.25%	0.25%	Added +18	+18 0.2%
88	MICRON TECHNOLOGY INC COM MU	MU	842	$972.0k0.25%	0.25%	Added +61	+61 7.8%
89	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	15,682	$945.5k0.24%	0.24%	Reduced -9.3k	-9,339 -37.3%
90	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,894	$944.1k0.24%	0.24%	Reduced -131	-131 -3.2%
91	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	18,809	$920.1k0.24%	0.24%	Reduced -261	-261 -1.4%
92	PROCTER AND GAMBLE CO COM PG	PG	6,274	$920.0k0.24%	0.24%	Added +21	+21 0.3%
93	AMERICAN EXPRESS CO COM AXP	AXP	2,593	$877.2k0.23%	0.23%	Reduced -127	-127 -4.7%
94	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	21,727	$862.1k0.22%	0.22%	Added +4.1k	+4,099 23.2%
95	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,711	$842.7k0.22%	0.22%	Reduced -466	-466 -11.2%
96	ISHARES TR MSCI USA MIN VOL USMV	USMV	8,652	$834.5k0.21%	0.21%	Reduced -86	-86 -1.0%
97	COSTCO WHSL CORP NEW COM COST	COST	876	$819.7k0.21%	0.21%	Added +11	+11 1.3%
98	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	30,204	$800.4k0.21%	0.21%	Reduced -10.1k	-10,091 -25.0%
99	ISHARES TR MBS ETF MBB	MBB	8,324	$786.7k0.20%	0.20%	Reduced -1.6k	-1,563 -15.8%
100	DIGITAL RLTY TR INC COM DLR	DLR	4,366	$784.0k0.20%	0.20%	Added +10	+10 0.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST TR EXCHNG TRADED FD VI EIPI	EIPI	106,599	$2.4m106.6k shares
GLOBUS MED INC GMED	GMED	10,500	$996.9k10.5k shares
PIMCO ETF TR SMMU	SMMU	12,154	$613.7k12.2k shares
ISHARES TR STIP	STIP	5,642	$584.8k5.6k shares
BLUEROCK PVT REAL ESTATE FD BPRE	BPRE	30,776	$511.5k30.8k shares
ISHARES TR IWP	IWP	3,702	$497.9k3.7k shares
SCHWAB STRATEGIC TR SCHZ	SCHZ	19,753	$460.8k19.8k shares
VANGUARD MUN BD FDS VTEB	VTEB	8,429	$424.3k8.4k shares
SELECT SECTOR SPDR TR XLRE	XLRE	9,050	$393.0k9.1k shares
WISDOMTREE TR IHDG	IHDG	7,500	$381.2k7.5k shares
INVESCO EXCH TRD SLF IDX FD BSCR	BSCR	18,700	$368.0k18.7k shares
VANGUARD INDEX FDS VOE	VOE	1,751	$333.7k1.8k shares
CAPITAL GROUP INTL FOCUS EQT CGXU	CGXU	10,285	$329.5k10.3k shares
BROOKFIELD RENEWABLE CORP BEPC	BEPC	7,641	$325.0k7.6k shares
VANGUARD WORLD FD VGT	VGT	3,320	$319.7k3.3k shares
ISHARES TR IUSV	IUSV	3,004	$316.8k3.0k shares
DIMENSIONAL ETF TRUST DFAT	DFAT	4,500	$292.9k4.5k shares
VANGUARD WHITEHALL FDS VIGI	VIGI	3,097	$286.0k3.1k shares
BANK AMERICA CORP BAC	BAC	5,208	$277.9k5.2k shares
MICROSTRATEGY INC MSTR	MSTR	2,020	$277.6k2.0k shares
DISNEY WALT CO DIS	DIS	2,638	$270.7k2.6k shares
T ROWE PRICE ETF INC TCAF	TCAF	6,700	$256.3k6.7k shares
ISHARES U S ETF TR NEAR	NEAR	4,786	$243.5k4.8k shares
LOCKHEED MARTIN CORP LMT	LMT	378	$231.1k378 shares
ISHARES TR ESML	ESML	4,600	$231.1k4.6k shares