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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 $369,095,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 810,070 $22,114,909 5.99%
2.
Ishares Trust
 IEF 154,275 $16,090,871 4.36%
3.
Apple Inc.
 AAPL 56,436 $14,370,345 3.89%
4.
Home Depot Inc.
 HD 34,160 $13,841,349 3.75%
5.
Schwab Strategic Trust
 FNDF 426,872 $11,243,816 3.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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