LongView Wealth Management

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
247
Total value ($000)
$398,060
Net value change ($000)
-16,028 (-3.9%)
New positions
18
Sold out positions
20
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 2,210 19.1%
VOO 1,923 33.7%
SCHG 1,353 43.0%
EPS 1,107 86.6%
GOVT 1,098 322.0%
CGDV 1,097 10.3%
SCHY 1,095 20.1%
FELC 1,033 NEW
CGMU 1,032 37.3%
JEPI 964 37.5%
Top Reduces (Value $000, Stocks/ETFs)
ICSH -2,360 -36.1%
FNDF -2,321 -34.4%
STIP -2,218 -79.1%
IQLT -2,026 -26.3%
SCHD -2,024 -9.0%
HD -1,993 -15.6%
EIPI -1,944 -45.1%
GPC -1,764 -19.6%
AAPL -1,631 -10.5%
O -1,569 -59.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type