Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $330 Billion
  • Q2 2025

Long View Wealth Management has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Billion distributed in 215 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $21.7B, Ishares Morningstar Growth ETF with a value of $14.6B, Home Depot, Inc. with a value of $12.5B, Apple Inc. with a value of $11.8B, and Schwab Strategic Tr Us Large C with a value of $10.6B.

Examining the 13F form we can see an decrease of $3.11B in the current position value, from $333B to 330B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $330 Billion
ETFs: $176 Billion
Consumer Cyclical: $29.5 Billion
Technology: $22.8 Billion
Financial Services: $14.6 Billion
Consumer Defensive: $9.52 Billion
Utilities: $6.36 Billion
Industrials: $6.08 Billion
Healthcare: $5.99 Billion
Other: $13.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.7 Billion 6.58% of portfolio
819,827
Q2 2025 Added 0.53%
-
$14.6 Billion 4.41% of portfolio
-
Q2 2025 Added 1.97%
$368B
$12.5 Billion 3.79% of portfolio
34,168
Q2 2025 Reduced 13.35%
$3.38T
$11.8 Billion 3.59% of portfolio
57,727
Q2 2025 Reduced 8.54%
$0
$10.6 Billion 3.2% of portfolio
432,508
Q2 2025 Added 3.23%
$17.4B
$10.2 Billion 3.08% of portfolio
83,754
Q2 2025 Reduced 0.7%
$0
$8.8 Billion 2.66% of portfolio
216,514
Q2 2025 Reduced 30.93%
$0
$8.36 Billion 2.53% of portfolio
182,666
Q2 2025 Added 11.05%
$0
$7.35 Billion 2.22% of portfolio
16,754
Q2 2025 Reduced 24.45%
$0
$7.12 Billion 2.15% of portfolio
164,684
Q2 2025 Added 1.96%
$0
$6.2 Billion 1.88% of portfolio
11,231
Q2 2025 Added 4.1%
$0
$6.05 Billion 1.83% of portfolio
119,221
Q2 2025 Added 0.31%
$0
$5.54 Billion 1.68% of portfolio
138,377
Q2 2025 Added 23.37%
$0
$5.46 Billion 1.65% of portfolio
138,271
Q2 2025 Reduced 4.43%
Capital Group Core Balanced
-
$5.31 Billion 1.61% of portfolio
-
Q2 2025 Added 18.21%
Fidelity Covington Trust
-
$4.75 Billion 1.44% of portfolio
-
Q2 2025 Reduced 4.06%
$0
$4.56 Billion 1.38% of portfolio
166,623
Q2 2025 Added 6.27%
$0
$4.33 Billion 1.31% of portfolio
7,618
Q2 2025 Added 6.99%
First Tr Exchng Traded Fd Vi
-
$4.26 Billion 1.29% of portfolio
-
Q2 2025 Added 0.16%
$2.28T
$4.02 Billion 1.22% of portfolio
18,346
Q2 2025 Reduced 0.56%
$0
$3.54 Billion 1.07% of portfolio
20,020
Q2 2025 Reduced 52.49%
$305B
$3.47 Billion 1.05% of portfolio
49,087
Q2 2025 Reduced 0.4%
$0
$3.48 Billion 1.05% of portfolio
14,687
Q2 2025 Reduced 32.58%
$64.1B
$3.36 Billion 1.02% of portfolio
31,837
Q2 2025 Added 20.81%
$102B
$3.38 Billion 1.02% of portfolio
36,784
Q2 2025 Reduced 5.5%
$431B
$3.28 Billion 0.99% of portfolio
20,744
Q2 2025 Reduced 4.03%
$631B
$3.15 Billion 0.95% of portfolio
6,478
Q2 2025 Reduced 8.53%
$0
$2.87 Billion 0.87% of portfolio
9,433
Q2 2025 Added 7.18%
$0
$2.82 Billion 0.85% of portfolio
10,068
Q2 2025 Added 35.25%
$0
$2.7 Billion 0.82% of portfolio
21,034
Q2 2025 Added 26.35%
$72.6B
$2.68 Billion 0.81% of portfolio
26,508
Q2 2025 Reduced 0.99%
Fidelity Covington Trust
-
$2.52 Billion 0.76% of portfolio
-
Q2 2025 Added 30.65%
$0
$2.52 Billion 0.76% of portfolio
69,680
Q2 2025 Added 0.1%
Capital Group Dividend Growe
-
$2.37 Billion 0.72% of portfolio
-
Q2 2025 Added 32.94%
-
$2.33 Billion 0.71% of portfolio
-
Q2 2025 Added 26.45%
$0
$2.32 Billion 0.7% of portfolio
29,436
Q2 2025 Reduced 63.31%
$0
$2.27 Billion 0.69% of portfolio
39,787
Q2 2025 Reduced 9.49%
$0
$2.28 Billion 0.69% of portfolio
71,473
Q2 2025 Added 6.76%
$0
$2.26 Billion 0.68% of portfolio
13,039
Q2 2025 Reduced 0.4%
$34.8B
$2.18 Billion 0.66% of portfolio
37,876
Q2 2025 Added 3.48%
$465B
$2.11 Billion 0.64% of portfolio
19,565
Q2 2025 Reduced 3.18%
$0
$2.09 Billion 0.63% of portfolio
92,896
Q2 2025 Added 6.76%
$426B
$2.07 Billion 0.63% of portfolio
13,559
Q2 2025 Reduced 2.9%
$258B
$1.98 Billion 0.6% of portfolio
20,237
Q2 2025 Reduced 5.55%
$0
$1.98 Billion 0.6% of portfolio
53,631
Q2 2025 Added 12.99%
$0
$1.78 Billion 0.54% of portfolio
21,382
Q2 2025 Reduced 76.67%
Capital Group Global Equity
-
$1.66 Billion 0.5% of portfolio
-
Q2 2025 Added 165.08%
$0
$1.58 Billion 0.48% of portfolio
4,305
Q2 2025 Added 2.62%
$0
$1.54 Billion 0.47% of portfolio
15,497
Q2 2025 Added 22.07%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $330 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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