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Disclosed positions
LongView Wealth Management: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHD
- Class
- US DIVIDEND EQ
- Reported value
- $19,969,836
- Reported amount
- 629,765
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001990190-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $19,969,836 | 629,765 | SH | None |
| ISHARES TR | ILCG | MORNINGSTAR GRWT | $15,044,324 | 128,562 | SH | None |
| APPLE INC | AAPL | COM | $14,970,730 | 51,737 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $14,085,830 | 309,647 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $12,708,975 | 269,258 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $12,308,849 | 418,242 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $12,004,021 | 243,588 | SH | None |
| HOME DEPOT INC | HD | COM | $11,573,338 | 32,815 | SH | None |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $10,494,817 | 276,470 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,951,646 | 13,034 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $8,616,068 | 11,700 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $7,962,363 | 92,435 | SH | None |
| GENUINE PARTS CO | GPC | COM | $7,759,624 | 65,771 | SH | None |
| SCHWAB STRATEGIC TR | SCHY | INTERNL DIVID | $6,578,016 | 207,312 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $5,178,149 | 153,019 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,969,873 | 61,684 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $4,872,254 | 31,043 | SH | None |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $4,533,043 | 120,849 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,508,198 | 14,873 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $4,390,845 | 88,614 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMS | US MULTI-SECTOR | $4,379,223 | 160,235 | SH | None |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $4,364,213 | 123,843 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,073,173 | 11,007 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $3,904,562 | 69,132 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $3,744,374 | 136,308 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $3,691,481 | 16,939 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $3,594,992 | 84,928 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,555,062 | 17,767 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,516,945 | 14,756 | SH | None |
| AFLAC INC | AFL | COM | $3,405,443 | 29,044 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,191,964 | 12,568 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $3,155,134 | 12,509 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $2,932,606 | 55,584 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,852,798 | 7,648 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,815,513 | 3,760 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $2,809,308 | 107,307 | SH | None |
| COCA COLA CO | KO | COM | $2,773,689 | 34,129 | SH | None |
| WISDOMTREE TR | EPS | US LARGECAP FUND | $2,749,883 | 35,350 | SH | None |
| REAVES UTIL INCOME FD | UTG | COM SH BEN INT | $2,742,000 | 67,338 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $2,705,054 | 60,815 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $2,556,733 | 25,831 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,556,345 | 35,879 | SH | None |
| FIDELITY COVINGTON TRUST | FMDE | ENH MID COR ETF | $2,530,828 | 62,366 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $2,442,257 | 109,567 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $2,308,505 | 45,641 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $2,107,647 | 15,325 | SH | None |
| SOUTHERN CO | SO | COM | $2,033,561 | 21,247 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $2,028,814 | 43,961 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,943,014 | 3,883 | SH | None |
| FIDELITY COVINGTON TRUST | FESM | ENHANCED SML CAP | $1,791,240 | 37,093 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.