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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 $333,414,302
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 815,541 $22,802,528 6.84%
2.
Home Depot Inc.
 HD 39,432 $14,451,359 4.33%
3.
Apple Inc.
 AAPL 63,118 $14,020,495 4.21%
4.
Ishares Trust
 IEF 147,279 $11,928,154 3.58%
5.
Capital Group Growth Etf
 313,451 $10,735,683 3.22%
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)