LongView Wealth Management — Q2 2025 13F Holdings

Name: LongView Wealth Management — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001990190

Total reported value

$398.1M

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Full holdings list this quarter

Showing top 200 holdings (of 215 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHD	Schwab US Dvd Equity ETF	ETF-Other	6.58%	-0.29%	+0.53%
2	ILCG	Ishares Morningstar Growth E	ETF-Other	4.41%	-0.16%	+1.97%
3	HD	Home Depot INC	Stock-Consumer Disc	3.79%	-0.38%	-13.35%
4	AAPL	Apple INC	Stock-Tech	3.59%	-0.26%	-8.54%
5	SCHX	Schwab US Large-cap ETF	ETF-Other	3.20%	—	+3.23%
6	GPC	Genuine Parts Co	Stock-Consumer Disc	3.08%	-0.35%	-0.70%
7	CGGR	Cap Group Growth Equity	ETF-Other	2.66%	—	-30.93%
8	FBND	Fidelity Total Bond ETF	ETF-Other	2.53%	+0.66%	+11.05%
9	VUG	Vanguard Growth ETF	ETF-Other	2.22%	-0.02%	-24.45%
10	IQLT	Ishares Msci International Q	ETF-Other	2.15%	-0.43%	+1.96%
11	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.88%	—	+4.10%
12	ICSH	Ishares Ultra Short Duration	ETF-Other	1.83%	-0.53%	+0.31%
13	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	1.68%	-0.52%	+23.37%
14	CGDV	Cap Group Dividend Value	ETF-Other	1.65%	+0.38%	-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%	-0.26%	-4.06%
17	SCHY	Schwab International Dvd ETF	ETF-Other	1.38%	+0.33%	+6.27%
18	MSFT	Microsoft CORP	Stock-Tech	1.38%	-0.18%	-7.78%
19	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.31%	+0.53%	+6.99%
20	EIPI	Ft Energy Income ETF	ETF-Other	1.29%	-0.44%	+0.16%
21	AMZN	Amazon.com INC	Stock-Consumer Disc	1.22%	—	-0.56%
22	VTV	Vanguard Value ETF	ETF-Other	1.07%	—	-52.49%
23	VB	Vanguard Small-cap ETF	ETF-Other	1.05%	-0.09%	-32.58%
24	KO	Coca-cola Co/the	Stock-Consumer Staples	1.05%	—	-0.40%
25	SO	Southern Co/the	Stock-Utilities	1.02%	—	-5.50%
26	AFL	Aflac INC	Stock-Financials	1.02%	—	+20.81%
27	NVDA	Nvidia CORP	Stock-Tech	0.99%	—	-4.03%
28	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.95%	-0.23%	-8.53%
29	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.87%	—	+7.18%
30	VO	Vanguard Mid-cap ETF	ETF-Other	0.85%	—	+35.25%
31	VT	Vanguard Tot World Stk ETF	ETF-Other	0.82%	—	+26.35%
32	UPS	United Parcel Service-cl B	Stock-Industrials	0.81%	—	-0.99%
33	FENI	Fidelity Enhanced Intl ETF	ETF-Other	0.76%	-0.31%	+30.65%
34	UTG	Reaves Utility Income Fund	Stock-Other	0.76%	—	+0.10%
35	CGDG	Cap Group Dividend Growers	ETF-Other	0.72%	—	+32.94%
36	CGMS	Cap Group US Multi-sect Bond	ETF-Other	0.71%	—	+26.45%
37	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.70%	—	-63.31%
38	CGGO	Cap Group Global Growth	ETF-Other	0.69%	—	+6.76%
39	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.69%	—	-9.49%
40	IYW	Ishares Ustechnology ETF	ETF-Tech	0.68%	—	-0.40%
41	O	Realty Income CORP	Stock-Real Estate	0.66%	-0.37%	+3.48%
42	XOM	Exxon Mobil CORP	Stock-Energy	0.64%	—	-3.18%
43	CGCP	Cap Group Core Plus Income	ETF-Other	0.63%	—	+6.76%
44	JNJ	Johnson & Johnson	Stock-Healthcare	0.63%	—	-2.90%
45	CGUS	Cap Group Core Equity	ETF-Other	0.60%	—	+12.99%
46	WMT	Walmart INC	Stock-Consumer Staples	0.60%	-0.08%	-5.55%
47	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.54%	—	-76.67%
48	CGGE	Cap Group Global Eq	ETF-Other	0.50%	—	+165.08%
49	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.48%	—	+2.62%
50	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.47%	—	+22.07%

1–50 of 200