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Home > Institutional Investor > Longview Wealth Management > Profile

Instuitional Investor - Longview Wealth Management

Fund Profile
Filing Period:
Fund Name: Longview Wealth Management
Portfolio Value $328,110,738
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 767,433 $20,966,262 6.38%
2.
Apple Inc.
 AAPL 65,244 $16,338,477 4.97%
3.
Home Depot Inc.
 HD 39,562 $15,389,188 4.69%
4.
Ishares Trust
 IEF 142,676 $12,783,802 3.89%
5.
Capital Group Growth Etf
 298,455 $11,093,554 3.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)