LongView Wealth Management
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 398,060
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 247 | 398,060 | 13F-HR | LongView Wealth Management |
| Q4 2025 | 1/13/2026 | 249 | 414,088 | 13F-HR | LongView Wealth Management |
| Q3 2025 | 10/14/2025 | 225 | 369,095 | 13F-HR | LongView Wealth Management |
| Q2 2025 | 7/11/2025 | 215 | 330,300 | 13F-HR | LongView Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.3 K | 38.8% | 0 | 156.1 K | -156.1 K |
| ETFs | 240 K | 60.3% | 141.7 K | 0 | 141.7 K |
| Debt | 3.786 K | 1.0% | 0 | 268 | -268 |
| Other | 0 | 0.0% | 0 | 1.333 K | -1.333 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
398,060
Holdings
247
QoQ value change ($000)
-16,028
(-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.