Long-term investor
Longview Wealth Management @longviewwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001990190).
Record
- Tracked since 2025-06-30 (449 days), 149 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +7.3% · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 77% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 5.1% · long · since 2025-06-30
- 464287119 · 3.9% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- 316188309 · 3.6% · long · since 2025-06-30
- 14020G101 · 3.3% · long · since 2025-06-30
- 808524201 · 3.2% · long · since 2025-06-30
- 14020W106 · 3.1% · long · since 2025-06-30
- HD · 3.0% · long · since 2025-06-30
- 14021D107 · 2.7% · long · since 2025-06-30
- 922908363 · 2.3% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30
- 922908736 · 2.0% · long · since 2025-06-30