Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $369 Billion
  • Q3 2025

Long View Wealth Management has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $369 Billion distributed in 225 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 $22.1B, Ishares Morningstar Growth ETF with a value of $16.1B, Apple Inc. with a value of $14.4B, Home Depot, Inc. with a value of $13.8B, and Schwab Strategic Tr Us Large C with a value of $11.2B.

Examining the 13F form we can see an increase of $38.8B in the current position value, from $330B to 369B.

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 $369 Billion
ETFs: $197 Billion
Consumer Cyclical: $29.6 Billion
Technology: $26.2 Billion
Financial Services: $15.3 Billion
Consumer Defensive: $9.35 Billion
Healthcare: $7.23 Billion
Utilities: $6.45 Billion
Industrials: $5.31 Billion
Other: $14.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Billion 5.99% of portfolio
810,070
Q3 2025 Reduced 1.19%
-
$16.1 Billion 4.36% of portfolio
-
Q3 2025 Added 2.73%
$4.35T
$14.4 Billion 3.89% of portfolio
56,436
Q3 2025 Reduced 2.24%
$389B
$13.8 Billion 3.75% of portfolio
34,160
Q3 2025 Reduced 0.02%
$0
$11.2 Billion 3.05% of portfolio
426,872
Q3 2025 Reduced 1.3%
$0
$10.5 Billion 2.85% of portfolio
239,598
Q3 2025 Added 10.66%
$0
$9.56 Billion 2.59% of portfolio
206,666
Q3 2025 Added 13.14%
$18B
$8.36 Billion 2.27% of portfolio
60,323
Q3 2025 Reduced 27.98%
$0
$8.32 Billion 2.25% of portfolio
197,913
Q3 2025 Added 43.13%
$0
$7.73 Billion 2.09% of portfolio
16,113
Q3 2025 Reduced 3.83%
$0
$7.29 Billion 1.97% of portfolio
164,877
Q3 2025 Added 0.12%
$0
$6.94 Billion 1.88% of portfolio
11,566
Q3 2025 Added 2.98%
Capital Group Core Balanced
-
$6.68 Billion 1.81% of portfolio
-
Q3 2025 Added 21.04%
$0
$6.3 Billion 1.71% of portfolio
124,200
Q3 2025 Added 4.18%
$0
$6.04 Billion 1.64% of portfolio
140,709
Q3 2025 Added 1.69%
$0
$5.22 Billion 1.41% of portfolio
8,526
Q3 2025 Added 11.92%
Fidelity Covington Trust
-
$5.16 Billion 1.4% of portfolio
-
Q3 2025 Added 3.4%
$3.86T
$4.68 Billion 1.27% of portfolio
9,038
Q3 2025 Reduced 1.25%
First Tr Exchng Traded Fd Vi
-
$4.26 Billion 1.15% of portfolio
-
Q3 2025 Reduced 0.55%
$0
$4.24 Billion 1.15% of portfolio
16,673
Q3 2025 Added 13.52%
$0
$4.21 Billion 1.14% of portfolio
14,321
Q3 2025 Added 42.24%
$2.49T
$3.98 Billion 1.08% of portfolio
18,120
Q3 2025 Reduced 1.23%
$505B
$3.71 Billion 1.0% of portfolio
19,867
Q3 2025 Reduced 4.23%
$0
$3.63 Billion 0.98% of portfolio
26,307
Q3 2025 Added 25.07%
$621B
$3.57 Billion 0.97% of portfolio
7,105
Q3 2025 Added 9.68%
$67.7B
$3.48 Billion 0.94% of portfolio
31,147
Q3 2025 Reduced 2.17%
$0
$3.46 Billion 0.94% of portfolio
18,543
Q3 2025 Reduced 7.38%
$102B
$3.45 Billion 0.93% of portfolio
36,387
Q3 2025 Reduced 1.08%
Capital Group Dividend Growe
-
$3.41 Billion 0.92% of portfolio
-
Q3 2025 Added 39.55%
$298B
$3.26 Billion 0.88% of portfolio
49,199
Q3 2025 Added 0.23%
$0
$3.2 Billion 0.87% of portfolio
9,751
Q3 2025 Added 3.37%
Capital Group Global Equity
-
$3.11 Billion 0.84% of portfolio
-
Q3 2025 Added 76.99%
-
$2.98 Billion 0.81% of portfolio
-
Q3 2025 Added 27.41%
$0
$2.86 Billion 0.78% of portfolio
83,809
Q3 2025 Added 17.26%
$0
$2.76 Billion 0.75% of portfolio
69,745
Q3 2025 Added 0.09%
Fidelity Covington Trust
-
$2.68 Billion 0.73% of portfolio
-
Q3 2025 Added 0.3%
$0
$2.59 Billion 0.7% of portfolio
13,229
Q3 2025 Added 1.46%
$35.8B
$2.53 Billion 0.69% of portfolio
41,667
Q3 2025 Added 10.01%
$494B
$2.55 Billion 0.69% of portfolio
13,742
Q3 2025 Added 1.35%
$0
$2.55 Billion 0.69% of portfolio
24,679
Q3 2025 Added 138.17%
$0
$2.45 Billion 0.66% of portfolio
107,715
Q3 2025 Added 15.95%
$0
$2.39 Billion 0.65% of portfolio
60,333
Q3 2025 Added 12.5%
$0
$2.38 Billion 0.64% of portfolio
39,653
Q3 2025 Reduced 0.34%
$0
$2.2 Billion 0.6% of portfolio
21,939
Q3 2025 Added 41.57%
$477B
$2.17 Billion 0.59% of portfolio
19,226
Q3 2025 Reduced 1.73%
Capital Grp Fixed Incm ETF T
-
$2.08 Billion 0.56% of portfolio
-
Q3 2025 Added 47.13%
$275B
$2.08 Billion 0.56% of portfolio
20,187
Q3 2025 Reduced 0.25%
$0
$1.89 Billion 0.51% of portfolio
33,070
Q3 2025 Added 29.65%
$0
$1.8 Billion 0.49% of portfolio
22,864
Q3 2025 Reduced 22.33%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $369 Billion
  • Prior Value $330 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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