LongView Wealth Management

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
229
Total value ($000)
$414,818
Net value change ($000)
+25,023 (6.4%)
New positions
19
Sold out positions
17
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TSPA 9,856 NEW
AVLV 8,165 NEW
AAPL 1,830 12.2%
SCHD 1,745 8.7%
EXXONMOBIL HOLDINGS CORP 1,502 NEW
CGDV 925 7.7%
MSFT 912 32.0%
BLACKROCK ETF TRUST 862 305.7%
SCHG 843 16.3%
SCHY 728 11.1%
Top Reduces (Value $000, Stocks/ETFs)
GPC -4,386 -56.5%
HD -2,006 -17.3%
XOM -1,277 -100.0%
IWF -725 -63.4%
VOO -642 -7.2%
MBB -530 -67.3%
VB -467 -10.4%
MTUM -464 -44.2%
UTG -451 -16.4%
AGG -359 -14.0%
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