LongView Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 229 distinct positions held by the firm.
The portfolio includes a mix of large-cap technology companies, energy producers, and consumer staples. Notable individual stock holdings include Apple Inc., with 50,452 shares; Microsoft Corporation, with 7,340 shares; NVIDIA Corporation, with 17,179 shares; and Berkshire Hathaway Inc., Class B, with 3,883 shares.
The filing also reveals significant exposure to exchange-traded funds (ETFs). LongView holds substantial stakes in the Schwab Strategic Trust US Large Cap ETF, with 415,064 shares, and the Schwab Strategic Trust US Dividend Equity ETF, with 667,536 shares. Other major ETF positions include the iShares Core S&P 500 ETF, with 4,113 shares, and the Invesco QQQ Trust, with 11,691 shares.
The firm’s portfolio also includes positions in energy companies such as ExxonMobil Holdings Corp and Chevron Corporation, as well as financial institutions like JPMorgan Chase & Co. and Mastercard Incorporated.
