Longview Asset Management LLC
LongView Asset Management LLC is a US-based investment adviser headquartered in Santa Fe, New Mexico. Founded in 2001, the firm manages assets primarily for high net worth individuals and charitable organizations. As a boutique asset manager, LongView serves over 250 accounts, focusing on personalized portfolio management and investment advisory services. The firm employs a small team of about 7 professionals, enabling close client relationships and a tailored approach to wealth management.
Investment Strategy
LongView Asset Management LLC provides discretionary portfolio management with a focus on long-term asset growth for high net worth individuals and selected charitable entities. The firm employs a diversified investment approach, constructing portfolios across equities, mutual funds, ETFs, and alternative assets tailored to the financial goals and risk tolerance of its clients. LongView seeks to preserve and grow capital by assessing market opportunities and managing downside risk, often maintaining a flexible allocation to adjust to changing economic conditions.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSU | DIMENSIONAL ETF TRUST | 20.85% | $27.6M | 702,809 | $37.87 | $39.25 | +$3.9M |
D DFSI | DIMENSIONAL ETF TRUST | 12.80% | $16.9M | 429,761 | $33.06 | $39.41 | +$2.1M |
D DFSE | DIMENSIONAL ETF TRUST | 7.61% | $10.1M | 264,706 | $34.06 | $38.06 | +$2.7M |
A ARB | ALTSHARES TRUST | 6.35% | $8.4M | 294,795 | $27.83 | $28.49 | +$1.6M |
C CVIE | MORGAN STANLEY ETF TRUST | 5.40% | $7.2M | 109,845 | $57.59 | $65.10 | +$2.2M |