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CIK: 0001990190
Total reported value
$389.8M
$389.8M
249 檔
20.0%
The Q4 2025 SEC filing reveals that LongView Wealth Management held a total portfolio value of $389.8M, covering 249 public equity positions.
In Q4 2025, LongView Wealth Management displayed an active expansion posture, initiating 12 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.41% | — | -2.99% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.76% | +0.26% | -4.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.74% | +0.36% | +5.32% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 3.08% | +0.27% | -0.53% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 2.85% | +0.29% | +7.96% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.81% | +0.29% | -0.69% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.80% | +0.15% | +21.42% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.56% | +0.14% | +20.45% | |
| 9 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.17% | +0.17% | +15.37% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-Other | 2.15% | +0.27% | +27.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | +0.18% | -1.89% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 1.86% | -0.30% | -0.81% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | +0.39% | +1.87% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.63% | -0.36% | +2.44% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.58% | -0.46% | +3.89% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.39% | +4.54% | |
| 17 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.32% | +0.04% | -3.16% | |
| 18 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.29% | -0.38% | +0.02% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.20% | +0.05% | +9.22% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.13% | +0.13% | +9.31% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.16% | +0.77% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | +0.10% | +17.35% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.14% | +0.70% | |
| 24 | EIPI | Ft Energy Income ETF | ETF-Other | 1.04% | -0.60% | EXIT | |
| 25 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.02% | +0.06% | +16.70% | |
| 26 | CGGE | Cap Group Global Eq | ETF-Other | 0.96% | +0.08% | +20.61% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.05% | +0.70% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.14% | +2.15% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | -0.23% | +3.23% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 0.86% | +0.03% | +4.93% | |
| 31 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.85% | +0.19% | +18.61% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | +0.07% | -3.51% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.11% | +0.54% | |
| 34 | CGGO | Cap Group Global Growth | ETF-Other | 0.78% | +0.13% | +6.23% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.76% | +0.20% | +115.48% | |
| 36 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.74% | -0.29% | +6.00% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.73% | -0.23% | -4.51% | |
| 38 | CGUS | Cap Group Core Equity | ETF-Other | 0.71% | -0.03% | +18.20% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.06% | +0.75% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.68% | -0.15% | EXIT | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.67% | — | +62.86% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.64% | -0.04% | +8.96% | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.64% | -0.21% | +8.00% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | +0.17% | -1.80% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | +0.11% | +33.49% | |
| 46 | UTG | Reaves Utility Income Fund | Stock-Other | 0.60% | -0.01% | -3.48% | |
| 47 | CGCB | Cap Group Core Bond | ETF-Other | 0.59% | +0.08% | +18.64% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | +0.06% | +9.16% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | +33.80% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.04% | +0.21% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 249 disclosed positions in Q4 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 20.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
INMU
市值: $1.4M
Top Position Liquidated / Trimmed
ILCG
前期市值: $16.1M
During Q4 2025, LongView Wealth Management's top holdings by market value included SCHD (5.4%)、ILCG (3.8%)、AAPL (3.7%). The largest single position, SCHD, represented 5.4% of total portfolio value.
In Q4 2025, LongView Wealth Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 32 positions, trimming 6 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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