LongView Wealth Management
CIK 1990190 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- HD6.09%
- SCHD5.99%
- AAPL5.92%
- GPC4.61%
- ILCG2.84%
- VUG2.75%
- ICSH2.14%
- VB2.12%
- CGGR2.01%
- SCHX1.98%
Share classes counted separately36.45%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HDHOME DEPOT INC View history and evidence | $13.63M | 6.09% | 39.38K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $13.41M | 5.99% | 175.51K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $13.25M | 5.92% | 71.56K shares | Prior unavailable — | — | ↗▾ |
| 04 | GPCGENUINE PARTS CO View history and evidence | $10.32M | 4.61% | 75.21K shares | Prior unavailable — | — | ↗▾ |
| 05 | ILCGISHARES MORNINGSTAR GROWTH EMORNINGSTAR GRWT View history and evidence | $6.36M | 2.84% | 94.36K shares | Prior unavailable — | — | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.16M | 2.75% | 19.98K shares | Prior unavailable — | — | ↗▾ |
| 07 | ICSHISHARES ULTRA SHORT DURATIONBLACKROCK ULTRA View history and evidence | $4.79M | 2.14% | 95.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $4.76M | 2.12% | 22.80K shares | Prior unavailable — | — | ↗▾ |
| 09 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $4.49M | 2.01% | 160.24K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $4.44M | 1.98% | 79.03K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1990190 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 223983763
}Research all 170 reported holdings.
This page includes 30 of 170 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 170 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1990190","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1990190","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.