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John Hayes

Longview Wealth Management

Assets Managed
$389.795M
Holdings
227
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-2.07%(2Q avg: -2.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Longview Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Longview Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 389.795M in assets, with a quarterly growth rate of -2.07% and a 2-quarter average growth rate of -2.97%. The portfolio is managed by John Hayes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -5.07%
5.13%
$19.97M
629,765 shares@ $31.71 avg price
ILCG
Ishares Morningstar Growth E
Recent Activity
Decreased -5.53%
3.86%
$15.044M
128,562 shares@ $117.02 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.22%
3.85%
$14.971M
51,737 shares@ $289.37 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.37%
3.62%
$14.086M
309,647 shares@ $45.49 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -0.93%
3.27%
$12.709M
269,258 shares@ $47.2 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.04%
3.16%
$12.309M
418,242 shares@ $29.43 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -5.59%
3.08%
$12.004M
243,588 shares@ $49.29 avg price
HD
Home Depot Inc
Recent Activity
Increased 4.64%
2.97%
$11.573M
32,815 shares@ $352.69 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 4.6%
2.7%
$10.495M
276,470 shares@ $37.97 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 9.17%
2.3%
$8.952M
13,034 shares@ $686.8 avg price

1-10 of 227