LongView Wealth Management

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$389,795
Net value change ($000)
-8,265 (-2.1%)
New positions
13
Sold out positions
34
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 1,360 18.7%
VOO 1,330 17.4%
AAPL 1,133 8.2%
CGIC 941 257.8%
CGGR 880 7.4%
CGBL 876 9.1%
SCHX 865 7.6%
HD 826 7.7%
ILCG 714 5.0%
CGMS 687 18.6%
Top Reduces (Value $000, Stocks/ETFs)
EIPI -2,369 -100.0%
ICSH -1,862 -44.6%
FMDE -1,564 -38.2%
FNDF -1,498 -33.8%
IQLT -1,286 -22.7%
XOM -1,233 -49.1%
GARP -1,219 -77.4%
FENI -1,182 -68.8%
GMED -997 -100.0%
SO -965 -32.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type