13F HOLDINGS REPORT

LongView Wealth Management

Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001990190-26-000001

Total Value

$414.1M

Positions

249

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (249)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SCHWAB STRATEGIC TR	808524797	785,876	$22.4M	5.41%
2	ISHARES TR	464287119	147,068	$15.6M	3.76%
3	APPLE INC	AAPL	59,440	$15.5M	3.74%
4	HOME DEPOT INC	HD	33,978	$12.7M	3.08%
5	CAPITAL GROUP GROWTH ETF	14020G101	258,682	$11.8M	2.85%
6	SCHWAB STRATEGIC TR	808524201	423,920	$11.6M	2.81%
7	FIDELITY MERRIMACK STR TR	316188309	250,934	$11.6M	2.80%
8	CAPITAL GROUP DIVIDEND VALUE	14020W106	238,391	$10.6M	2.56%
9	GENUINE PARTS CO	GPC	69,594	$9.0M	2.17%
10	CAPITAL GROUP CORE BALANCED	14021D107	245,039	$8.9M	2.15%
11	VANGUARD INDEX FDS	922908736	15,809	$7.8M	1.88%
12	ISHARES TR	46434V456	163,548	$7.7M	1.86%
13	INVESCO QQQ TR	IVZ	11,782	$7.4M	1.78%
14	SCHWAB STRATEGIC TR	808524755	144,144	$6.8M	1.63%
15	ISHARES TR	46434V878	129,029	$6.5M	1.58%
16	VANGUARD INDEX FDS	922908363	8,913	$5.7M	1.38%
17	SCHWAB STRATEGIC TR	808524672	180,761	$5.5M	1.32%
18	FIDELITY COVINGTON TRUST	31609A503	142,743	$5.4M	1.29%
19	VANGUARD INDEX FDS	922908751	18,210	$5.0M	1.20%
20	VANGUARD INDEX FDS	922908629	15,654	$4.7M	1.13%
21	AMAZON COM INC	AMZN	18,260	$4.5M	1.09%
22	VANGUARD INTL EQUITY INDEX F	922042742	30,871	$4.5M	1.08%
23	MICROSOFT CORP	MSFT	9,101	$4.3M	1.05%
24	FIRST TR EXCHNG TRADED FD VI	33740F276	216,430	$4.3M	1.04%
25	CAPITAL GROUP DIVIDEND GROWE	14021L109	114,939	$4.2M	1.02%
26	CAPITAL GROUP GLOBAL EQUITY	14020R107	121,730	$4.0M	0.96%
27	NVIDIA CORPORATION	NVDA	20,007	$3.7M	0.89%
28	BERKSHIRE HATHAWAY INC DEL	BRK-A	7,258	$3.6M	0.87%
29	COCA COLA CO	KO	50,787	$3.6M	0.86%
30	AFLAC INC	AFL	32,684	$3.6M	0.86%
31	CAPITAL GRP FIXED INCM ETF T	14020Y300	127,474	$3.5M	0.85%
32	VANGUARD INDEX FDS	922908744	17,892	$3.5M	0.85%
33	VANGUARD INDEX FDS	922908769	9,804	$3.4M	0.81%
34	CAPITAL GROUP GBL GROWTH EQT	14020X104	89,029	$3.2M	0.78%
35	SCHWAB STRATEGIC TR	808524300	95,570	$3.1M	0.76%
36	FIDELITY COVINGTON TRUST	31609A404	80,635	$3.1M	0.74%
37	SOUTHERN CO	SOMN	34,746	$3.0M	0.73%
38	CAPITAL GROUP CORE EQUITY ET	14020V108	71,311	$2.9M	0.71%
39	JOHNSON & JOHNSON	JNJ	13,845	$2.9M	0.70%
40	ISHARES TR	46429B747	27,340	$2.8M	0.68%
41	CAPITAL GRP FIXED INCM ETF T	14020Y201	100,530	$2.8M	0.67%
42	CAPITAL GRP FIXED INCM ETF T	14020Y102	117,370	$2.7M	0.64%
43	REALTY INCOME CORP	O	45,002	$2.7M	0.64%
44	ISHARES TR	464287721	12,991	$2.6M	0.64%
45	J P MORGAN EXCHANGE TRADED F	46641Q332	44,145	$2.6M	0.62%
46	REAVES UTIL INCOME FD	756158101	67,315	$2.5M	0.60%
47	CAPITAL GRP FIXED INCM ETF T	14020Y508	92,723	$2.5M	0.59%
48	ISHARES TR	464287226	23,948	$2.4M	0.58%
49	ISHARES TR	464287200	3,428	$2.4M	0.58%
50	WALMART INC	WMT	20,229	$2.4M	0.58%
51	VANGUARD TAX-MANAGED FDS	921943858	36,358	$2.4M	0.57%
52	EXXON MOBIL CORP	XOM	17,984	$2.2M	0.54%
53	UNITED PARCEL SERVICE INC	UPS	16,656	$1.8M	0.43%
54	ALPHABET INC	GOOG	5,239	$1.7M	0.42%
55	ABBVIE INC	ABBV	7,863	$1.7M	0.42%
56	CAPITAL GROUP NEW GEOGRAPHY	14021N105	50,896	$1.7M	0.41%
57	ISHARES TR	464287309	13,355	$1.7M	0.40%
58	ISHARES TR	46436E403	23,793	$1.7M	0.40%
59	PIMCO ETF TR	72201R874	32,154	$1.6M	0.39%
60	ISHARES TR	464288414	15,068	$1.6M	0.39%
61	VANGUARD WHITEHALL FDS	921946406	10,948	$1.6M	0.39%
62	ISHARES TR	46432F842	17,276	$1.6M	0.39%
63	VANGUARD BD INDEX FDS	921937827	20,200	$1.6M	0.38%
64	BLACKROCK ETF TRUST II	BLK	58,000	$1.4M	0.34%
65	DUKE ENERGY CORP NEW	DUKB	11,850	$1.4M	0.33%
66	ALPHABET INC	GOOG	4,078	$1.4M	0.33%
67	ISHARES TR	46434V613	28,591	$1.3M	0.32%
68	VANGUARD CHARLOTTE FDS	92203J407	26,993	$1.3M	0.32%
69	CAPITAL GROUP EQUITY ETF TR	14022A102	42,025	$1.3M	0.31%
70	WISDOMTREE TR	WT	17,711	$1.3M	0.31%
71	VANGUARD WORLD FD	921910816	3,057	$1.3M	0.31%
72	CAPITAL GRP FIXED INCM ETF T	14020Y805	49,264	$1.3M	0.30%
73	VANGUARD INTL EQUITY INDEX F	922042858	22,123	$1.2M	0.30%
74	VANGUARD WORLD FD	921910873	4,849	$1.2M	0.30%
75	CHURCH & DWIGHT CO INC	CHD	13,281	$1.2M	0.28%
76	SCHWAB STRATEGIC TR	808524870	43,164	$1.1M	0.28%
77	ISHARES TR	464287614	2,366	$1.1M	0.27%
78	BLUEROCK PVT REAL ESTATE FD	09631P102	69,517	$1.1M	0.27%
79	BLACKROCK ETF TRUST	BLK	41,590	$1.1M	0.26%
80	SELECT SECTOR SPDR TR	81369Y704	6,582	$1.1M	0.26%
81	AMERICAN EXPRESS CO	AXP	2,873	$1.0M	0.25%
82	VANGUARD INDEX FDS	922908611	4,608	$1.0M	0.25%
83	VANGUARD SPECIALIZED FUNDS	921908844	4,397	$992,059	0.24%
84	ISHARES TR	46434V621	13,874	$986,020	0.24%
85	META PLATFORMS INC	META	1,526	$979,682	0.24%
86	PROFESIONALLY MANAGED PORTFO	74316P579	14,853	$976,288	0.24%
87	JPMORGAN CHASE & CO.	VYLD	2,983	$968,096	0.23%
88	COSTCO WHSL CORP NEW	22160K105	1,025	$966,253	0.23%
89	GLOBUS MED INC	GMED	10,500	$963,060	0.23%
90	FIDELITY COVINGTON TRUST	316092840	16,362	$935,575	0.23%
91	BANK AMERICA CORP	060505104	16,868	$930,953	0.22%
92	TESLA INC	TSLA	2,039	$915,429	0.22%
93	ISHARES TR	464287408	4,199	$912,129	0.22%
94	SPDR SERIES TRUST	78464A854	11,100	$907,984	0.22%
95	PROCTER AND GAMBLE CO	742718109	6,256	$897,536	0.22%
96	ISHARES TR	464287598	4,085	$889,314	0.21%
97	T ROWE PRICE ETF INC	87283Q867	22,800	$882,816	0.21%
98	RBB FUND TRUST	75526L886	18,233	$880,654	0.21%
99	CAPITAL GRP FIXED INCM ETF T	14020Y409	33,820	$879,650	0.21%
100	DIMENSIONAL ETF TRUST	25434V609	14,100	$879,417	0.21%
101	WELLTOWER INC	WELL	4,693	$876,023	0.21%
102	ISHARES TR	46429B663	6,931	$859,240	0.21%
103	BLACKROCK ETF TRUST	BLK	34,162	$858,324	0.21%
104	ISHARES TR	464288588	8,837	$845,293	0.20%
105	ISHARES TR	46429B697	8,428	$799,515	0.19%
106	ISHARES TR	464288687	25,147	$795,149	0.19%
107	FIDELITY COVINGTON TRUST	316092501	10,090	$793,890	0.19%
108	ISHARES TR	464287101	2,282	$790,958	0.19%
109	AT&T INC	T-PC	32,325	$767,400	0.19%
110	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$747,860	0.18%
111	BROADCOM INC	AVGO	2,114	$744,523	0.18%
112	SELECT SECTOR SPDR TR	81369Y605	13,253	$732,751	0.18%
113	SELECT SECTOR SPDR TR	81369Y860	17,098	$694,509	0.17%
114	DIGITAL RLTY TR INC	253868103	4,380	$691,465	0.17%
115	ISHARES TR	46432F396	2,607	$675,097	0.16%
116	SCHWAB STRATEGIC TR	808524409	21,984	$674,237	0.16%
117	KEYSIGHT TECHNOLOGIES INC	KEYS	3,224	$672,946	0.16%
118	INVESCO EXCH TRADED FD TR II	IVZ	11,602	$664,187	0.16%
119	DOMINION ENERGY INC	D	11,169	$652,152	0.16%
120	INVESCO EXCHANGE TRADED FD T	IVZ	3,297	$652,043	0.16%
121	PEPSICO INC	PEP	4,539	$641,572	0.15%
122	AGILENT TECHNOLOGIES INC	A	4,327	$640,353	0.15%
123	PIMCO CORPORATE & INCM STRG	72200U100	49,176	$632,401	0.15%
124	FIDELITY COVINGTON TRUST	31609A206	15,819	$629,299	0.15%
125	NORFOLK SOUTHN CORP	655844108	2,174	$627,756	0.15%
126	MCDONALDS CORP	MCD	2,029	$622,341	0.15%
127	FIDELITY COVINGTON TRUST	316092600	8,234	$621,634	0.15%
128	ISHARES TR	464288562	7,424	$620,638	0.15%
129	RIO TINTO PLC	RTNTF	7,422	$615,098	0.15%
130	BLACKROCK ETF TRUST	BLK	9,817	$605,291	0.15%
131	ISHARES INC	46434G103	8,509	$603,771	0.15%
132	VANGUARD INDEX FDS	922908637	1,878	$602,228	0.15%
133	BLUELINX HLDGS INC	BXC	7,863	$591,219	0.14%
134	ISHARES TR	464288240	8,404	$586,758	0.14%
135	VANGUARD INDEX FDS	922908652	2,670	$585,317	0.14%
136	ISHARES TR	464288877	7,992	$582,887	0.14%
137	PACKAGING CORP AMER	695156109	2,506	$544,353	0.13%
138	SPDR SERIES TRUST	78464A359	5,754	$535,827	0.13%
139	INVESCO EXCHANGE TRADED FD T	IVZ	3,061	$534,411	0.13%
140	ABBOTT LABS	ABLZF	4,268	$531,980	0.13%
141	ISHARES TR	46435U663	10,868	$527,853	0.13%
142	FASTENAL CO	FAST	12,269	$511,618	0.12%
143	VANGUARD INDEX FDS	922908595	1,558	$501,462	0.12%
144	ELI LILLY & CO	LLY	461	$498,219	0.12%
145	ISHARES TR	46432F339	2,398	$489,739	0.12%
146	ENERGY TRANSFER L P	ET-PI	28,434	$487,636	0.12%
147	ISHARES TR	464287481	3,339	$471,922	0.11%
148	VISA INC	V	1,367	$469,038	0.11%
149	SPDR SERIES TRUST	78464A839	5,266	$466,170	0.11%
150	ISHARES TR	464288653	4,512	$460,804	0.11%
151	ISHARES TR	464287473	3,112	$457,340	0.11%
152	ISHARES TR	464287572	3,442	$443,832	0.11%
153	PALANTIR TECHNOLOGIES INC	PLTR	2,448	$439,196	0.11%
154	PROSHARES TR	74348A467	4,054	$436,251	0.11%
155	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,294	$429,310	0.10%
156	SELECT SECTOR SPDR TR	81369Y308	5,340	$428,168	0.10%
157	VANGUARD INDEX FDS	922908512	2,326	$426,356	0.10%
158	INVESCO EXCHANGE TRADED FD T	IVZ	3,945	$423,698	0.10%
159	BLACKROCK ETF TRUST II	BLK	7,991	$423,147	0.10%
160	VANGUARD WHITEHALL FDS	921946810	4,297	$403,273	0.10%
161	WISDOMTREE TR	WT	4,394	$401,568	0.10%
162	DELTA AIR LINES INC DEL	DAL	5,520	$392,081	0.09%
163	ISHARES TR	464287242	3,494	$386,068	0.09%
164	WISDOMTREE TR	WT	7,500	$382,350	0.09%
165	FIDELITY MERRIMACK STR TR	316188408	7,604	$382,076	0.09%
166	AMEREN CORP	AEE	3,713	$372,028	0.09%
167	INVESCO EXCH TRD SLF IDX FD	IVZ	18,700	$369,138	0.09%
168	VANGUARD MUN BD FDS	922907746	7,221	$365,094	0.09%
169	SELECT SECTOR SPDR TR	81369Y803	2,445	$358,963	0.09%
170	LEGG MASON ETF INVT	52468L406	8,791	$355,723	0.09%
171	GE AEROSPACE	369604301	1,094	$354,614	0.09%
172	STARBUCKS CORP	SBUX	3,934	$353,872	0.09%
173	CATERPILLAR INC	CAT	559	$351,856	0.08%
174	ELEVANCE HEALTH INC FORMERLY	ELV	930	$348,563	0.08%
175	ISHARES TR	464287168	2,393	$347,663	0.08%
176	CHEVRON CORP NEW	CVX	2,137	$346,970	0.08%
177	BROOKFIELD RENEWABLE CORP	BEPC	8,936	$346,163	0.08%
178	CISCO SYS INC	CSCO	4,640	$343,408	0.08%
179	ISHARES TR	46429B267	14,790	$340,689	0.08%
180	HARBOR ETF TRUST	41151J109	7,410	$340,275	0.08%
181	AUTOMATIC DATA PROCESSING IN	ADP	1,292	$339,607	0.08%
182	VANGUARD BD INDEX FDS	921937835	4,545	$337,330	0.08%
183	ISHARES TR	464288273	4,172	$336,263	0.08%
184	INSMED INC	INSM	2,000	$335,440	0.08%
185	ENTERPRISE PRODS PARTNERS L	293792107	10,337	$331,719	0.08%
186	SPDR GOLD TR	GLD	785	$331,451	0.08%
187	ISHARES TR	464287622	864	$329,358	0.08%
188	VANGUARD BD INDEX FDS	921937819	4,220	$328,668	0.08%
189	UNITEDHEALTH GROUP INC	UNH	956	$325,618	0.08%
190	STRATEGY INC	STRK	2,000	$324,460	0.08%
191	ISHARES TR	464288307	3,897	$322,943	0.08%
192	WORLD GOLD TR	GLDW	3,524	$320,332	0.08%
193	VALERO ENERGY CORP	VLO	1,767	$317,389	0.08%
194	ISHARES TR	464287663	3,004	$315,961	0.08%
195	CAPITAL GROUP INTL FOCUS EQT	14019W109	10,073	$314,469	0.08%
196	FIDELITY COVINGTON TRUST	316092303	6,157	$313,251	0.08%
197	AUTOZONE INC	AZO	88	$310,024	0.07%
198	VANGUARD WORLD FD	92204A702	399	$305,530	0.07%
199	RTX CORPORATION	RTX	1,575	$305,329	0.07%
200	DISNEY WALT CO	254687106	2,683	$302,646	0.07%
201	SHERWIN WILLIAMS CO	SHW	839	$300,052	0.07%
202	INTERNATIONAL BUSINESS MACHS	INTR	950	$296,491	0.07%
203	LOCKHEED MARTIN CORP	LMT	538	$296,389	0.07%
204	LOWES COS INC	548661107	1,094	$296,354	0.07%
205	FIDELITY COVINGTON TRUST	316092873	3,961	$292,580	0.07%
206	THERMO FISHER SCIENTIFIC INC	TMO	475	$292,481	0.07%
207	VERIZON COMMUNICATIONS INC	VZ	7,331	$292,081	0.07%
208	SCHWAB STRATEGIC TR	808524730	7,637	$287,002	0.07%
209	ISHARES TR	46434V738	3,896	$284,935	0.07%
210	NATIONAL GRID PLC	NMPWP	3,532	$281,712	0.07%
211	ISHARES GOLD TR	IAU	3,239	$280,141	0.07%
212	VANGUARD WORLD FD	921910733	2,268	$279,304	0.07%
213	TRUIST FINL CORP	89832Q109	5,541	$277,826	0.07%
214	ALPS ETF TR	00162Q452	5,695	$275,682	0.07%
215	ALLEGION PLC	ALLE	1,700	$274,482	0.07%
216	VANGUARD ADMIRAL FDS INC	921932505	608	$274,384	0.07%
217	ALTRIA GROUP INC	MO	4,634	$271,274	0.07%
218	SPDR SERIES TRUST	78464A763	1,862	$267,832	0.06%
219	MICRON TECHNOLOGY INC	MU	770	$266,348	0.06%
220	SPDR S&P 500 ETF TR	SPY	377	$262,202	0.06%
221	EOG RES INC	EOG	2,446	$257,945	0.06%
222	CONOCOPHILLIPS	COP	2,686	$256,556	0.06%
223	GALLAGHER ARTHUR J & CO	363576109	963	$255,158	0.06%
224	TRACTOR SUPPLY CO	TSCO	4,985	$252,640	0.06%
225	ISHARES TR	464287804	1,981	$250,705	0.06%
226	ISHARES TR	464287507	3,593	$248,727	0.06%
227	J P MORGAN EXCHANGE TRADED F	46641Q837	4,884	$247,392	0.06%
228	BLACKROCK ETF TRUST	BLK	7,079	$246,412	0.06%
229	ISHARES U S ETF TR	46431W507	4,786	$244,660	0.06%
230	FLAHERTY & CRUMRINE PFD INCO	338480106	20,450	$243,151	0.06%
231	VANGUARD STAR FDS	921909768	3,084	$242,248	0.06%
232	FIDELITY COVINGTON TRUST	316092402	9,256	$237,429	0.06%
233	BLACKROCK ETF TRUST	BLK	5,989	$235,680	0.06%
234	PIMCO ETF TR	72201R833	2,341	$235,174	0.06%
235	VANGUARD INTL EQUITY INDEX F	922042775	3,041	$233,153	0.06%
236	MASTERCARD INCORPORATED	MA	408	$231,042	0.06%
237	NEXTERA ENERGY INC	NEE-PW	2,777	$225,285	0.05%
238	FIDELITY WISE ORIGIN BITCOIN	FBTC	2,821	$224,805	0.05%
239	VANGUARD SCOTTSDALE FDS	92206C771	4,745	$224,296	0.05%
240	ISHARES TR	46434V803	5,178	$222,635	0.05%
241	INVESCO ACTIVELY MANAGED EXC	IVZ	2,410	$220,469	0.05%
242	SPDR SERIES TRUST	78464A631	783	$219,848	0.05%
243	ONEOK INC NEW	OKE	2,991	$216,821	0.05%
244	COMCAST CORP NEW	CCZ	7,182	$208,710	0.05%
245	GENERAL DYNAMICS CORP	GD	575	$207,541	0.05%
246	CAPITAL GRP FIXED INCM ETF T	14020Y607	7,700	$203,742	0.05%
247	INVESCO EXCH TRADED FD TR II	IVZ	1,700	$200,872	0.05%
248	DNP SELECT INCOME FD INC	23325P104	14,969	$149,989	0.04%
249	BLACK STONE MINERALS L P	BSMLP	10,440	$146,477	0.04%