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CIK: 0001990190
Total reported value
$389.8M
$389.8M
215 檔
18.3%
According to the latest 13F quarterly dataset, LongView Wealth Management managed an equity portfolio of $389.8M at the end of Q2 2025, spanning 215 distinct U.S. exchange-listed positions.
During Q2 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 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.58% | — | +0.53% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-Other | 4.41% | +0.26% | +1.97% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 3.79% | +0.27% | -13.35% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.36% | -8.54% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.20% | +0.29% | +3.23% | |
| 6 | GPC | Genuine Parts Co | Stock-Consumer Disc | 3.08% | +0.17% | -0.70% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.66% | +0.29% | -30.93% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.53% | +0.15% | +11.05% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.22% | +0.18% | -24.45% | |
| 10 | IQLT | Ishares Msci International Q | ETF-Other | 2.15% | -0.30% | +1.96% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | +0.39% | +4.10% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.83% | -0.46% | +0.31% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.68% | -0.36% | +23.37% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.65% | +0.14% | -4.43% | |
| 15 | CGBL | Cap Group Core Balanced | ETF-Other | 1.61% | +0.27% | +18.21% | |
| 16 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.44% | -0.38% | -4.06% | |
| 17 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.38% | +0.04% | +6.27% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.14% | -7.78% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.39% | +6.99% | |
| 20 | EIPI | Ft Energy Income ETF | ETF-Other | 1.29% | -0.60% | EXIT | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.16% | -0.56% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | +0.07% | -52.49% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | +0.05% | -32.58% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.23% | -0.40% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.23% | -5.50% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 1.02% | +0.03% | +20.81% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.05% | -4.03% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.14% | -8.53% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.11% | +7.18% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | +0.13% | +35.25% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | +0.10% | +26.35% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.81% | +0.02% | -0.99% | |
| 33 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.76% | -0.29% | +30.65% | |
| 34 | UTG | Reaves Utility Income Fund | Stock-Other | 0.76% | -0.01% | +0.10% | |
| 35 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.72% | +0.06% | +32.94% | |
| 36 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.71% | +0.19% | +26.45% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | -0.01% | -63.31% | |
| 38 | CGGO | Cap Group Global Growth | ETF-Other | 0.69% | +0.13% | +6.76% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.02% | -9.49% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.68% | +0.17% | -0.40% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.66% | -0.21% | +3.48% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.30% | -3.18% | |
| 43 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.63% | -0.04% | +6.76% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.06% | -2.90% | |
| 45 | CGUS | Cap Group Core Equity | ETF-Other | 0.60% | -0.03% | +12.99% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.04% | -5.55% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.03% | -76.67% | |
| 48 | CGGE | Cap Group Global Eq | ETF-Other | 0.50% | +0.08% | +165.08% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.48% | +0.01% | +2.62% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.47% | +0.06% | +22.07% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 215 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, ILCG, HD) accounted for 18.3% of total reported equity market value during Q2 2025.
During Q2 2025, LongView Wealth Management's top holdings by market value included SCHD (6.6%)、ILCG (4.4%)、HD (3.8%). The largest single position, SCHD, represented 6.6% of total portfolio value.
In Q2 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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