LongView Wealth Management reported 71 positions worth $89.88M for the quarter ended Sep 30, 2026, down 3.9% on the prior quarter. It opened 4 new positions, added to 28, trimmed 23 and exited 7. Its largest holding is Apple Inc. at 18.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AFL Aflac Inc | +3,565 | +12.3% | $398.49K | 4.06% |
| HPE Hewlett Packard Enterprise Co | +5,142 | – | $328.55K | 0.366% |
| MSTR Strategy Inc | +2,020 | – | $309.24K | 0.344% |
| HD Home Depot, Inc. | +814 | +2.5% | $231.58K | 10.64% |
| MA Mastercard Inc | +383 | – | $211.21K | 0.235% |
| BP Bp Plc | +4,751 | – | $209.00K | 0.233% |
| AMD Advanced Micro Devices Inc | +330 | +33.1% | $201.88K | 0.902% |
| AMZN Amazon Com Inc | +636 | +4.3% | $158.46K | 4.27% |
| LOW Lowes Companies Inc | +200 | +18.7% | $36.86K | 0.261% |
| COST Costco Wholesale Corp | +39 | +4.5% | $35.51K | 0.927% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GPC Genuine Parts Co | -38.9K | -59.2% | $4.90M | 3.75% |
| AAPL Apple Inc. | -1,285 | -2.5% | $427.93K | 18.69% |
| OKE Oneok Inc | -3,171 | -100.0% | $275.68K | Exited |
| IBM International Business Machines Corp | -843 | -100.0% | $237.00K | Exited |
| O Realty Income Corp | -3,576 | -100.0% | $221.59K | Exited |
| GEV GE Vernova Inc. | -179 | -100.0% | $210.55K | Exited |
| WMB Williams Companies, Inc. | -2,812 | -100.0% | $209.02K | Exited |
| KLAC Kla Corp | -692 | -100.0% | $208.88K | Exited |
| FBNC First Bancorp | -3,211 | -100.0% | $205.30K | Exited |
| MSFT Microsoft Corp | -308 | -4.0% | $157.98K | 4.19% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| OKE Oneok Inc | -3,171 | $275.68K | 0.295% |
| IBM International Business Machines Corp | -843 | $237.00K | 0.254% |
| O Realty Income Corp | -3,576 | $221.59K | 0.237% |
| GEV GE Vernova Inc. | -179 | $210.55K | 0.225% |
| WMB Williams Companies, Inc. | -2,812 | $209.02K | 0.224% |
| KLAC Kla Corp | -692 | $208.88K | 0.223% |
| FBNC First Bancorp | -3,211 | $205.30K | 0.22% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 50.5K | $16.80M | 18.69% | -1,285 | -2.5% | Reduced | 0% |
| 2 | HD Home Depot, Inc. | Consumer Discretionary | 33.6K | $9.57M | 10.64% | +814 | +2.5% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 17.2K | $3.92M | 4.37% | -588 | -3.3% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 15.4K | $3.83M | 4.27% | +636 | +4.3% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 7,340 | $3.76M | 4.19% | -308 | -4.0% | Reduced | 0% |
| 6 | AFL Aflac Inc | Financial Services | 32.6K | $3.65M | 4.06% | +3,565 | +12.3% | Added | 0.01% |
| 7 | GPC Genuine Parts Co | Consumer Discretionary | 26.8K | $3.37M | 3.75% | -38.9K | -59.2% | Reduced | 0.02% |
| 8 | JNJ Johnson & Johnson | Healthcare | 12.6K | $3.33M | 3.7% | +10 | +0.1% | Added | 0% |
| 9 | KO Coca Cola Co | Consumer Staples | 34.3K | $2.95M | 3.29% | +189 | +0.6% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,883 | $1.93M | 2.15% | 0 | 0.0% | Unchanged | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 6,708 | $1.75M | 1.95% | -94 | -1.4% | Reduced | 0% |
| 12 | SO Southern Co | Utilities | 20.5K | $1.70M | 1.89% | -765 | -3.6% | Reduced | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 16.1K | $1.68M | 1.86% | +329 | +2.1% | Added | 0% |
| 14 | UPS United Parcel Service Inc | Industrials | 16.4K | $1.53M | 1.7% | 0 | 0.0% | Unchanged | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 9,226 | $1.50M | 1.67% | -116 | -1.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at LongView Wealth Management.
As of its Q3 2026 13F filing, LongView Wealth Management’s five largest positions were Apple Inc. (AAPL) at 18.7%, Home Depot, Inc. (HD) at 10.6%, Nvidia Corp (NVDA) at 4.4%, Amazon Com Inc (AMZN) at 4.3%, Microsoft Corp (MSFT) at 4.2% of the reported portfolio.
LongView Wealth Management reported a 13F portfolio worth $89.88M across 71 positions for Q3 2026. That is down 3.9% from the previous quarter.
Its largest purchases by value were Aflac Inc ($398.49K), Hewlett Packard Enterprise Co ($328.55K), Strategy Inc ($309.24K). It opened 4 new positions.
Its largest sales by value were Genuine Parts Co ($4.90M), Apple Inc. ($427.93K), Oneok Inc ($275.68K). It exited 7 positions entirely.
From the Form 13F-HR reports LongView Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.