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CIK: 0001990190
Total reported value
$389.8M
$389.8M
182 檔
16.6%
During the Q2 2024 filing period, LongView Wealth Management (CIK: 0001990190) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.8M across 182 reported positions.
During Q2 2024, LongView Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.90% | — | +11.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.20% | +0.36% | -3.09% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 5.04% | +0.27% | +3.00% | |
| 4 | GPC | Genuine Parts Co | Stock-Consumer Disc | 4.02% | +0.17% | +4.74% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.72% | +0.26% | +10.30% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.03% | +0.29% | +13.61% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.84% | +0.18% | -0.64% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.51% | +0.29% | +16.73% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.25% | -0.01% | +61.76% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.97% | +0.07% | +8.46% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.96% | -0.46% | -0.16% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.14% | -1.89% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.39% | -1.13% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.80% | -0.30% | +11.79% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.03% | +17.34% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.73% | +0.15% | +4.15% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.05% | -5.68% | |
| 18 | EIPI | Ft Energy Income ETF | ETF-Other | 1.61% | -0.60% | EXIT | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.36% | +0.02% | -0.31% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.16% | -6.50% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 1.24% | +0.14% | +32.08% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.15% | +0.20% | -6.97% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.11% | -0.23% | -3.75% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.14% | -1.28% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.30% | +4.69% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | -0.23% | +25.18% | |
| 27 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.96% | +0.04% | +22.11% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.39% | +13.56% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.11% | +0.30% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.05% | +962.34% | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.85% | -0.36% | +54.75% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.06% | +0.84% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.02% | -3.33% | |
| 34 | UTG | Reaves Utility Income Fund | Stock-Other | 0.76% | -0.01% | -0.29% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.76% | +0.17% | +0.37% | |
| 36 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.74% | -0.38% | +15.27% | |
| 37 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.68% | -0.15% | EXIT | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.59% | — | — | |
| 39 | CGXU | Cap Group Intl Focus | ETF-Other | 0.59% | -0.08% | EXIT | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | +0.06% | +31.47% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.02% | -3.85% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.55% | -0.06% | -6.20% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.54% | +0.01% | -1.92% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.52% | +0.03% | +4.37% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | +0.13% | -3.21% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.04% | +31.53% | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.50% | +0.04% | +5.43% | |
| 48 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.50% | -0.04% | +0.82% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.47% | +0.02% | +0.33% | |
| 50 | CGGO | Cap Group Global Growth | ETF-Other | 0.45% | +0.13% | +12.24% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 182 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, AAPL, HD) accounted for 16.6% of total reported equity market value during Q2 2024.
During Q2 2024, LongView Wealth Management's top holdings by market value included SCHD (5.9%)、AAPL (5.2%)、HD (5.0%). The largest single position, SCHD, represented 5.9% of total portfolio value.
In Q2 2024, LongView Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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