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CIK: 0001990190
Total reported value
$389.8M
$389.8M
203 檔
19.6%
In Q4 2024, LongView Wealth Management's U.S. equity holdings reached a combined market value of $389.8M, distributed across 203 disclosed stock positions.
During Q4 2024, LongView Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, AAPL, HD) accounted for 19.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.39% | — | +249.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.98% | +0.36% | -1.84% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 4.69% | +0.27% | +0.41% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.90% | +0.26% | +3.83% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.38% | +0.29% | +4.91% | |
| 6 | GPC | Genuine Parts Co | Stock-Consumer Disc | 3.00% | +0.17% | +7.31% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.81% | +0.18% | -0.39% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.78% | +0.29% | +208.29% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.14% | +0.15% | +8.29% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.06% | +0.07% | +4.20% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 1.95% | -0.30% | +27.33% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.93% | -0.01% | +3.62% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.80% | -0.46% | +1.29% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.80% | -0.03% | +12.33% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.39% | +4.41% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.59% | +0.05% | +2.57% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.52% | +0.14% | +9.17% | |
| 18 | EIPI | Ft Energy Income ETF | ETF-Other | 1.32% | -0.60% | EXIT | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.32% | +0.20% | +330.56% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.14% | -6.99% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | -0.16% | -2.24% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.10% | -0.36% | +23.25% | |
| 23 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.07% | +0.04% | +9.04% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.39% | +7.51% | |
| 25 | CGBL | Cap Group Core Balanced | ETF-Other | 1.04% | +0.27% | +50.81% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.03% | +0.02% | -0.56% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.23% | +0.03% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.14% | — | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.93% | -0.23% | +13.39% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.05% | +0.23% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.11% | -0.31% | |
| 32 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.71% | -0.38% | -2.43% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.30% | -11.09% | |
| 34 | UTG | Reaves Utility Income Fund | Stock-Other | 0.68% | -0.01% | -6.54% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | +0.02% | +0.93% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.06% | -1.91% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | +0.17% | +0.42% | |
| 38 | AFL | Aflac Inc | Stock-Financials | 0.61% | +0.03% | +0.06% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.04% | -0.66% | |
| 40 | CGGO | Cap Group Global Growth | ETF-Other | 0.58% | +0.13% | +11.93% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.57% | -0.21% | +39.03% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.57% | -0.04% | +17.72% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.50% | -0.15% | EXIT | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.50% | — | +0.74% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.13% | +0.11% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | +0.10% | +42.51% | |
| 47 | CGXU | Cap Group Intl Focus | ETF-Other | 0.47% | -0.08% | EXIT | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.45% | +0.19% | +93.85% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.45% | +0.01% | +0.19% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.44% | -0.03% | +9.17% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 203 disclosed positions in Q4 2024.
During Q4 2024, LongView Wealth Management's top holdings by market value included SCHD (6.4%)、AAPL (5.0%)、HD (4.7%). The largest single position, SCHD, represented 6.4% of total portfolio value.
In Q4 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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