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LongView Wealth Management
RIA/Wealth
LongView Wealth Management is a RIA/Wealth led by Keith Norman Tufte, managing $366.6M across 221 long positions as of Q3 2025 with 67% ETF concentration.
PresidentKeith Norman Tufte
- Portfolio Value
- $366.6M
- Positions
- 221
- Top Holding
- SCHD at 6.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LongView Wealth Management's portfolio (33.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.1M | 6.03% | -$266.4K Sold | — 810.1K shares | |
ETF ETF | $16.1M | 4.39% | +$427.4K Bought | — 154.3K shares | |
Consumer Electronics Technology | $14.4M | 3.92% | -$328.7K Sold | 0.00% 56.4K shares | |
Home Improvement Consumer Cyclical | $13.8M | 3.78% | -$3.2K Sold | 0.00% 34.2K shares | |
ETF ETF | $11.2M | 3.07% | -$148.5K Sold | — 426.9K shares | |
ETF ETF | $10.5M | 2.87% | +$1.0M Bought | — 239.6K shares | |
ETF ETF | $9.6M | 2.61% | +$1.1M Bought | — 206.7K shares | |
Specialty Retail Consumer Cyclical | $8.4M | 2.28% | -$3.2M Sold | 0.04% 60.3K shares | |
ETF ETF | $8.3M | 2.27% | +$2.5M Bought | — 197.9K shares | |
ETF ETF | $7.7M | 2.11% | -$307.4K Sold | — 16.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LongView Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-56.98% | |
-39.53% | |
-37.02% |
Analytics
Portfolio insights and performance metrics for LongView Wealth Management
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