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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 $330,299,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 819,827 $21,725,427 6.58%
2.
Ishares Trust
 IEF 150,177 $14,552,144 4.41%
3.
Home Depot Inc.
 HD 34,168 $12,527,493 3.79%
4.
Apple Inc.
 AAPL 57,727 $11,843,790 3.59%
5.
Schwab Strategic Trust
 FNDF 432,508 $10,570,501 3.2%
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)