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CIK: 0001990190
Total reported value
$389.8M
$389.8M
225 檔
19.9%
During the Q3 2025 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 225 reported positions.
In Q3 2025, LongView Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.99% | — | -1.19% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-Other | 4.36% | +0.26% | +2.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.89% | +0.36% | -2.24% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 3.75% | +0.27% | -0.02% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.05% | +0.29% | -1.30% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 2.85% | +0.29% | +10.66% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.59% | +0.15% | +13.14% | |
| 8 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.27% | +0.17% | -27.98% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.25% | +0.14% | +43.13% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.09% | +0.18% | -3.83% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 1.97% | -0.30% | +0.12% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | +0.39% | +2.98% | |
| 13 | CGBL | Cap Group Core Balanced | ETF-Other | 1.81% | +0.27% | +21.04% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.71% | -0.46% | +4.18% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.64% | -0.36% | +1.69% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.39% | +11.92% | |
| 17 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.41% | +0.04% | +12.02% | |
| 18 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.40% | -0.38% | +3.40% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.14% | -1.25% | |
| 20 | EIPI | Ft Energy Income ETF | ETF-Other | 1.15% | -0.60% | EXIT | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.05% | +13.52% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.13% | +42.24% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.16% | -1.23% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.05% | -4.23% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.98% | +0.10% | +25.07% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.14% | +9.68% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 0.94% | +0.03% | -2.17% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.07% | -7.38% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.93% | -0.23% | -1.08% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.92% | +0.06% | +39.55% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | -0.23% | +0.23% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.11% | +3.37% | |
| 33 | CGGE | Cap Group Global Eq | ETF-Other | 0.84% | +0.08% | +76.99% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.81% | +0.19% | +27.41% | |
| 35 | CGGO | Cap Group Global Growth | ETF-Other | 0.78% | +0.13% | +17.26% | |
| 36 | UTG | Reaves Utility Income Fund | Stock-Other | 0.75% | -0.01% | +0.09% | |
| 37 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.73% | -0.29% | +0.30% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.17% | +1.46% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | -0.15% | EXIT | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.06% | +1.35% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.69% | -0.21% | +10.01% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.66% | -0.04% | +15.95% | |
| 43 | CGUS | Cap Group Core Equity | ETF-Other | 0.65% | -0.03% | +12.50% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.02% | -0.34% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | +0.06% | +41.57% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.30% | -1.73% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.04% | -0.25% | |
| 48 | CGCB | Cap Group Core Bond | ETF-Other | 0.56% | +0.08% | +47.13% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | +0.11% | +29.65% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.01% | -22.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ILCG | Ishares Morningstar Growth E | +0.8% | +2.73% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.7% | +43.13% | Add |
| 3 | CGGE | Cap Group Global Eq | +0.7% | +76.99% | Add |
| 4 | CGBL | Cap Group Core Balanced | +0.6% | +21.04% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.6% | +42.24% | Add |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | +138.17% | Add |
| 7 | CGDG | Cap Group Dividend Growers | +0.4% | +39.55% | Add |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +1.69% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.4% | +25.07% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +2.98% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.3% | +13.14% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +11.92% | Add |
| 13 | NVDA | Nvidia CORP | +0.3% | -4.23% | Trim |
| 14 | SCHX | Schwab US Large-cap ETF | +0.3% | -1.30% | Add |
| 15 | CGMS | Cap Group US Multi-sect Bond | +0.3% | +27.41% | Add |
| 16 | CGCB | Cap Group Core Bond | +0.2% | +47.13% | Add |
| 17 | SCHY | Schwab International Dvd ETF | +0.2% | +12.02% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.2% | +41.57% | Add |
| 19 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +29.65% | Add |
| 20 | CGGO | Cap Group Global Growth | +0.2% | +17.26% | Add |
| 21 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +0.30% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.2% | +89.52% | Add |
| 23 | CGUS | Cap Group Core Equity | +0.2% | +12.50% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.2% | +23.41% | Add |
| 25 | MSFT | Microsoft CORP | +0.2% | -1.25% | Trim |
| 26 | IYW | Ishares Ustechnology ETF | +0.2% | +1.46% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.37% | Add |
| 28 | IWD | Ishares Russell 1000 Value E | +0.1% | +76.34% | Add |
| 29 | CGMU | Cap Group Municipal Income | +0.1% | +42.68% | Add |
| 30 | UTG | Reaves Utility Income Fund | +0.1% | +0.09% | Add |
| 31 | AFL | Aflac Inc | +0.1% | -2.17% | Add |
| 32 | IQLT | Ishares Msci International Q | +0.1% | +0.12% | Add |
| 33 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +3.40% | Trim |
| 34 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | +5.82% | Trim |
| 35 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -56.98% | Trim |
| 36 | VB | Vanguard Small-cap ETF | -0.3% | +13.52% | Trim |
| 37 | CGXU | Cap Group Intl Focus | -0.3% | -0.20% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.5% | -37.02% | Trim |
| 39 | HD | Home Depot Inc | -0.6% | -0.02% | Trim |
| 40 | GPC | Genuine Parts Co | -0.7% | -27.98% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | -0.9% | -1.19% | Trim |
| 42 | SCHG | Schwab US Large-cap Growth | -1% | +8.74% | Trim |
| 43 | VTV | Vanguard Value ETF | -1.2% | -7.38% | Trim |
| 44 | BSV | Vanguard Short-term Bond ETF | -1.4% | -22.33% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -1.7% | -16.39% | Trim |
| 46 | SUB | Ishares Short-term National | — | EXIT | Sold out |
| 47 | CGHM | Cap Group Muni High-income | — | NEW | New buy |
| 48 | CGMM | Cap Group Small And Mid Cap | — | NEW | New buy |
| 49 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 50 | BDYN | Ishares Dyn Act ETF | — | NEW | New buy |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 225 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, ILCG, AAPL) accounted for 19.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGHM
市值: $1.2M
Top Position Liquidated / Trimmed
SUB
前期市值: $1.6M
During Q3 2025, LongView Wealth Management's top holdings by market value included SCHD (6.0%)、ILCG (4.4%)、AAPL (3.9%). The largest single position, SCHD, represented 6.0% of total portfolio value.
In Q3 2025, LongView Wealth Management made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 1 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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