LongView Wealth Management
- SEC CIK
- 0001990190
- Latest filing
- Jul 17, 2026
The latest 13F from LongView Wealth Management covers Q2 2026 (filed Jul 17, 2026): 227 long positions worth $389.8M. The top 10 holdings make up 33.9% of the portfolio, and the largest is Schwab US Dividend Equity ETF at 5.1%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 14
- Est. +$3.74M
- Added
- 79
- Est. +$10.5M
- Reduced
- 119
- Est. −$29.0M
- Sold out
- 34
- Est. −$13.4M
Top 5 holdings
Share of this quarter's portfolio value
- Schwab US Dividend Equity ETF8085247975.1%$20.0M
- iShares Tr4642871193.9%$15.0M
- AAPLApple Inc.
- Fidelity Merrimack STR Tr3161883093.6%$14.1M
- Capital Group Growth ETF14020G1013.3%$12.7M
Biggest buys
New and added positions, by estimated amount bought
- Capital Group International14021T102+$929.7KAdded
- Vanguard S&P 500 ETF922908363+$751.4KAdded
- Capital Grp Fixed Incm ETF T14020Y300+$732.4KAdded
- iShares Tr46434V613+$677.9KAdded
- HDHome Depot, Inc.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Invesco QQQ Trust Series I46090E103+0.39 pp1.8% → 2.2%
- Vanguard S&P 500 ETF922908363+0.38 pp1.9% → 2.3%
- Schwab U.S. Large-Cap ETF808524201+0.28 pp2.9% → 3.2%
- Capital Group Core Balanced14021D107+0.28 pp2.4% → 2.7%
- HDHome Depot, Inc.
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- First Tr Exchng Traded FD VI33740F276−$2.37MSold out
- iShares Tr46434V878−$1.86MReduced
- Fidelity Covington Trust31609A503−$1.86MReduced
- Schwab Fundamental International Equity ETF808524755−$1.59MReduced
- iShares Tr46436E403−$1.49MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- First Tr Exchng Traded FD VI33740F276−0.60 pp0.6% → 0.0%
- iShares Tr46434V878−0.46 pp1.0% → 0.6%
- Fidelity Covington Trust31609A503−0.38 pp1.0% → 0.6%
- Schwab Fundamental International Equity ETF808524755−0.36 pp1.1% → 0.8%
- iShares Tr46436E403−0.30 pp0.4% → 0.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $389.8M
- −$8.26M (−2.1%) vs. prior quarter
- Positions
- 227
- −20 vs. prior quarter
- Top 10 concentration
- 33.9%
- Top 10 as share of value
- Turnover
- 3.6%
- Q2 2026, one quarter
- Average holding period
- 9.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $414.1M (Q4 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 17, 2026 | 227 | $389.8M | Schwab US Dividend Equity ETFiShares TrAAPL | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 15, 2026 | 247 | $398.1M | Schwab US Dividend Equity ETFiShares TrAAPL | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 13, 2026 | 249 | $414.1M | Schwab US Dividend Equity ETFiShares TrAAPL | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 225 | $369.1M | Schwab US Dividend Equity ETFiShares TrAAPL | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 11, 2025 | 215 | $330.3M | Schwab US Dividend Equity ETFiShares TrHD | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 21, 2025 | 201 | $333.4M | Schwab US Dividend Equity ETFHDAAPL | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 15, 2025 | 203 | $328.1M | Schwab US Dividend Equity ETFAAPLHD | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 9, 2024 | 194 | $313.3M | Schwab US Dividend Equity ETFHDAAPL | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 22, 2024 | 182 | $270.8M | Schwab US Dividend Equity ETFAAPLHD | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 16, 2024 | 176 | $252.3M | Schwab US Dividend Equity ETFHDAAPL | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 170 | $224.0M | HDSchwab US Dividend Equity ETFAAPL | – | SEC |