LongView Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
LongView Wealth Management 13F Holdings
CIK 0001990190 · ATLANTA, GA
As of Sep 30, 2025, LongView Wealth Management reported
225 positions worth $363.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 810,070 | $22.1M | 6.08% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 154,275 |
|
6.1M4.43% |
| APPLE INC | AAPL | Technology | 56,436 |
4.4M | 3.95% |
| HOME DEPOT INC | HD | Consumer Cyclical | 34,160 |
3.8M | 3.81% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 426,872 |
1.2M | 3.09% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 239,598 |
0.5M | 2.89% |
| FIDELITY TOTAL BOND ETF | FBND | — | 206,666 | $9.6M | 2.63% |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 60,323 | $8.4M | 2.30% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 197,913 | $8.3M | 2.29% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,113 | $7.7M | 2.13% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 164,877 | $7.3M | 2.00% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,566 | $6.9M | 1.91% |
| CAPITAL GROUP CORE BALANCED ETF | CGBL | — | 192,256 | $6.7M | 1.84% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 124,200 | $6.3M | 1.73% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 140,709 | $6.0M | 1.66% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,526 | $5.2M | 1.44% |
| SCHWAB STRATEGIC TR | — | — | 186,652 | $5.2M | 1.43% |
| FIDELITY COVINGTON TRUST | FMDE | — | 142,711 | $5.2M | 1.42% |
| MICROSOFT CORP | MSFT | Technology | 9,038 | $4.7M | 1.29% |
| FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | EIPI | — | 214,694 | $4.3M | 1.17% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 16,673 | $4.2M | 1.17% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 14,321 | $4.2M | 1.16% |
| AMAZON.COM INC | AMZN | Equity | 18,120 | $4.0M | 1.09% |
| NVIDIA CORP | NVDA | Technology | 19,867 | $3.7M | 1.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 26,307 | $3.6M | 1.00% |