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
201iShares Trust 5,178231.5K $
202Lockheed Martin Corp 378231.1K $
203iShares ESG Aware MSCI USA Small-Cap ETF 4,600231.1K $
204VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,444229.1K $
205BlackRock ETF Trust 5,058228.6K $
206WisdomTree Trust 1,357225.5K $
207PIMCO Enhanced Short Maturity 2,243225.3K $
208Tractor Supply Co 4,962223.4K $
209Schwab Intermediate-Term U.S. Treasury ETF 8,820220.2K $
210BP PLC 4,694216.7K $
211iShares Trust 4,285214.5K $
212Arthur J Gallagher & Co 967212.6K $
213International Business Machines Corp. 875210.3K $
214Williams Cos Inc/The 2,914208.2K $
215INVESCO AEROSPACE & DEFEN 1,161206.3K $
216Invesco S&P 500 Revenue ETF 1,700203.7K $
217Mastercard Inc 396203.2K $
218Flaherty & Crumrine Preferred & Income Fund Inc 17,670203.2K $
219Regions Financial Corp 7,254201.3K $
220Vanguard Scottsdale Funds 4,251200.7K $