LongView Wealth Management
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 389,795
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 227 | 389,795 | 13F-HR | LongView Wealth Management |
| Q1 2026 | 4/15/2026 | 247 | 398,060 | 13F-HR | LongView Wealth Management |
| Q4 2025 | 1/13/2026 | 249 | 414,088 | 13F-HR | LongView Wealth Management |
| Q3 2025 | 10/14/2025 | 225 | 369,095 | 13F-HR | LongView Wealth Management |
| Q2 2025 | 7/11/2025 | 215 | 330,300 | 13F-HR | LongView Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.9 K | 36.7% | 0 | 11.39 K | -11.39 K |
| ETFs | 242.5 K | 62.2% | 2.544 K | 0 | 2.544 K |
| Debt | 4.356 K | 1.1% | 570 | 0 | 570 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
389,795
Holdings
227
QoQ value change ($000)
-8,265
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.