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CIK: 0001990190
Total reported value
$389.8M
$389.8M
201 檔
19.0%
The Q1 2025 SEC filing reveals that LongView Wealth Management held a total portfolio value of $389.8M, covering 201 public equity positions.
During Q1 2025, LongView Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.84% | — | +6.27% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 4.33% | +0.27% | -0.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.21% | +0.36% | -3.26% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.58% | +0.26% | +3.23% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.22% | +0.29% | +5.02% | |
| 6 | GPC | Genuine Parts Co | Stock-Consumer Disc | 3.01% | +0.17% | +0.02% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.77% | +0.29% | +6.45% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.47% | +0.18% | -1.32% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.25% | +0.15% | +5.15% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.18% | +0.07% | +5.31% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.08% | -0.03% | +9.01% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 1.92% | -0.30% | -6.50% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.88% | -0.01% | -2.22% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.81% | -0.46% | +1.23% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.55% | +0.14% | +2.07% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.39% | -1.56% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | +0.05% | +0.32% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.37% | +0.20% | +17.52% | |
| 19 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.35% | -0.38% | +101.84% | |
| 20 | EIPI | Ft Energy Income ETF | ETF-Other | 1.31% | -0.60% | EXIT | |
| 21 | CGBL | Cap Group Core Balanced | ETF-Other | 1.25% | +0.27% | +23.54% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.22% | -0.36% | +3.36% | |
| 23 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.19% | +0.04% | +3.20% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.14% | -3.36% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.14% | -3.07% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.39% | +10.96% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.07% | -0.23% | -4.31% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.06% | -0.23% | +0.20% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.16% | +2.54% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | +0.02% | +0.09% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.88% | +0.03% | +35.77% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.11% | +0.09% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.30% | -3.40% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.05% | +2.37% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.06% | -5.30% | |
| 36 | UTG | Reaves Utility Income Fund | Stock-Other | 0.68% | -0.01% | -0.94% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | +0.02% | -4.95% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 0.64% | -0.21% | +4.02% | |
| 39 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.59% | -0.04% | +3.02% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | +0.10% | +22.58% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.13% | +19.99% | |
| 42 | CGGO | Cap Group Global Growth | ETF-Other | 0.57% | +0.13% | +3.14% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.04% | +1.06% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.17% | -0.02% | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.55% | +0.19% | +22.12% | |
| 46 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.52% | -0.29% | +11.09% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.49% | — | +0.39% | |
| 48 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.49% | +0.06% | +28.16% | |
| 49 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.48% | -0.15% | EXIT | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.48% | -0.03% | +15.22% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 201 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, HD, AAPL) accounted for 19.0% of total reported equity market value during Q1 2025.
During Q1 2025, LongView Wealth Management's top holdings by market value included SCHD (6.8%)、HD (4.3%)、AAPL (4.2%). The largest single position, SCHD, represented 6.8% of total portfolio value.
In Q1 2025, 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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