Titelia

Holdings of LongView Wealth Management

220 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.6 % of the equity sleeve

Sector breakdown

  • Funds 11.3 %
  • Technology 6.6 %
  • Consumer discretionary 4.7 %
  • Financials 2.7 %
  • Consumer staples 2.5 %
  • Health care 1.5 %
  • Communication 1.4 %
  • Industrials 1.3 %
  • Utilities 1.2 %
  • Energy 1.1 %
  • Real estate 0.8 %
  • Materials 0.4 %
  • Unattributed 64.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.1 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US217365.6M $99.76 %
2GB2487.7K $0.13 %
3TW1406.9K $0.11 %

Positions

RankCompanySharesValueWeight
1Schwab US Dividend Equity ETF 663,40220.4M $
2iShares Morningstar Growth ETF 136,10214.3M $
3Apple Inc 53,46313.8M $
4Fidelity Total Bond ETF 299,57413.8M $
5Capital Group Growth ETF 271,80011.8M $
6Capital Group Dividend Value ETF 258,03611.7M $
7Schwab U.S. Large-Cap ETF 418,10411.4M $
8Home Depot Inc/The 31,36010.7M $
9Vanguard S&P 500 ETF 11,9407.6M $
10Vanguard Growth ETF 15,5037.4M $
11Invesco QQQ Trust Series 1 11,5437.3M $
12Genuine Parts Co 65,7717.2M $
13Schwab International Dividend Equity ETF 199,3786.6M $
14iShares MSCI International Quality Factor ETF 115,0645.7M $
15Vanguard Total World Stock ETF 30,9114.6M $
16Vanguard Mid-Cap ETF 15,0564.5M $
17Schwab Strategic Trust 142,7574.5M $
18Vanguard Small-Cap ETF 15,9404.4M $
19Schwab Fundamental International Equity Etf 85,6484.4M $
20CAPITAL GROUP DIVIDEND GROWERS ETF 116,9554.4M $
21Amazon.com Inc 16,8744.2M $
22iShares Ultra Short Duration B 82,5054.2M $
23CAPITAL GROUP GLOBAL EQUITY ETF 125,4714.1M $
24Fidelity Covington Trust 108,2654.1M $
25NVIDIA Corp 19,5473.8M $
26CAPITAL GROUP MUNICIPAL INCOME ETF 138,6643.8M $
27Coca-Cola Co/The 49,0843.7M $
28Vanguard Total Stock Market ETF 10,7753.7M $
29J P Morgan Exchange Traded Fund Trust 61,1753.5M $
30Vanguard Value ETF 17,2573.5M $
31Microsoft Corp 8,8493.5M $
32Aflac Inc 29,6983.3M $
33Capital Group Global Growth Equity ETF 85,2453.2M $
34Johnson & Johnson 12,6043M $
35Southern Co/The 31,2503M $
36CAPITAL GROUP CORE EQUITY ETF 69,4962.9M $
37Reaves Utility Income Fund 67,3802.8M $
38Capital Group Core Plus Income ETF 118,5092.7M $
39iShares Core S&P 500 ETF 3,7622.6M $
40Berkshire Hathaway Inc 5,3652.6M $
41iShares U.S. Technology ETF 12,6872.6M $
42Capital Group Core Bond ETF 96,0022.5M $
43Vanguard FTSE Developed Markets ETF 36,7242.5M $
44Exxon Mobil Corp 16,8162.5M $
45iShares Core U.S. Aggregate Bond ETF 23,9532.4M $
46Wisdomtree Trust 32,8182.4M $
47Walmart Inc 15,7822M $
48iShares Trust 15,0521.9M $
49United Parcel Service Inc 16,6811.7M $
50Fidelity Covington Trust 43,1891.7M $
51iShares Core MSCI EAFE ETF 17,7051.7M $
52Vanguard High Dividend Yield E 11,1821.7M $
53AbbVie Inc 7,8811.7M $
54Fidelity Covington Trust 25,0211.4M $
55Alphabet Inc 4,3771.4M $
56Alphabet Inc 4,3441.4M $
57iShares Trust 62,6781.4M $
58Capital Group New Geography Equity ETF 40,6761.4M $
59Vanguard Charlotte Funds 28,6011.4M $
60Fidelity Covington Trust 33,1101.4M $
61iShares Trust 29,2711.4M $
62Vanguard International Equity Index Funds 22,8171.3M $
63Invesco S&P International Deve 21,7261.3M $
64Vanguard Short-term Bond Etf 15,8601.2M $
65iShares Russell 1000 Growth ETF 2,6551.2M $
66iShares Residential and Multisector Real Estate ETF 13,8561.2M $
67iShares National Muni Bond ETF 11,3931.2M $
68VANGUARD WORLD FUND 4,7901.2M $
69Select Sector Spdr Trust 6,7171.2M $
70Vanguard Mega Cap Growth ETF 2,8771.2M $
71iShares Core Dividend Growth ETF 15,1071.1M $
72Schwab US TIPS ETF 40,2951.1M $
73Realty Income Corp 16,9381.1M $
74Church & Dwight Co Inc 11,2361.1M $
75VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,7351.1M $
76CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 40,9821M $
77iShares Core High Dividend ETF 7,7901M $
78Fidelity Covington Trust 26,6391M $
79Duke Energy Corp 7,8101M $
80SPDR Series Trust 12,3451M $
81Globus Medical Inc 10,500996.9K $
82Welltower Inc 4,647980.5K $
83iShares MBS ETF 9,887943.8K $
84JPMorgan Chase & Co 2,961921.2K $
85iShares Trust 4,177908.7K $
86iShares Trust 4,025904.6K $
87Procter & Gamble Co/The 6,253902.8K $
88Schwab Strategic Trust 28,246898.5K $
89Meta Platforms Inc 1,346891.8K $
90American Express Co 2,720889.2K $
91Digital Realty Trust Inc 4,356852.8K $
92Costco Wholesale Corp 865843.6K $
93iShares Trust 11,422840.9K $
94AT&T Inc 32,248826.2K $
95iShares MSCI USA Min Vol Factor ETF 8,738818.5K $
96Select Sector Spdr Trust 14,824767.6K $
97FIDELITY COVINGTON TRUST 10,143749.2K $
98Invesco S&P 500 Equal Weight ETF 3,708740.2K $
99Berkshire Hathaway Inc 1716.8K $
100SCHWAB STRATEGIC TRUST 17,628712.9K $