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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$16.1 Billion 4.36% of portfolio
-
Q3 2025 Added 2.73%
$4.3T
$14.4 Billion 3.89% of portfolio
56,436
Q3 2025 Reduced 2.24%
$367B
$13.8 Billion 3.75% of portfolio
34,160
Q3 2025 Reduced 0.02%
$18B
$8.36 Billion 2.27% of portfolio
60,323
Q3 2025 Reduced 27.98%
$3.78T
$4.68 Billion 1.27% of portfolio
9,038
Q3 2025 Reduced 1.25%
$2.39T
$3.98 Billion 1.08% of portfolio
18,120
Q3 2025 Reduced 1.23%
$465B
$3.71 Billion 1.0% of portfolio
19,867
Q3 2025 Reduced 4.23%
$662B
$3.57 Billion 0.97% of portfolio
7,105
Q3 2025 Added 9.68%
$72.3B
$3.48 Billion 0.94% of portfolio
31,147
Q3 2025 Reduced 2.17%
$98.6B
$3.45 Billion 0.93% of portfolio
36,387
Q3 2025 Reduced 1.08%
$306B
$3.26 Billion 0.88% of portfolio
49,199
Q3 2025 Added 0.23%
-
$2.98 Billion 0.81% of portfolio
-
Q3 2025 Added 27.41%
$0
$2.76 Billion 0.75% of portfolio
69,745
Q3 2025 Added 0.09%
$35.1B
$2.53 Billion 0.69% of portfolio
41,667
Q3 2025 Added 10.01%
$522B
$2.55 Billion 0.69% of portfolio
13,742
Q3 2025 Added 1.35%
$490B
$2.17 Billion 0.59% of portfolio
19,226
Q3 2025 Reduced 1.73%
-
$1.68 Billion 0.46% of portfolio
-
Q3 2025 Added 42.68%
$96.4B
$1.46 Billion 0.4% of portfolio
11,824
Q3 2025 Reduced 0.24%
$414B
$1.48 Billion 0.4% of portfolio
6,389
Q3 2025 Reduced 2.31%
$68.7B
$1.39 Billion 0.38% of portfolio
16,696
Q3 2025 Reduced 37.02%
$1.74T
$1.25 Billion 0.34% of portfolio
5,121
Q3 2025 Reduced 0.1%
$1.37T
$1.2 Billion 0.33% of portfolio
1,639
Q3 2025 Added 5.47%
$20.4B
$1.16 Billion 0.31% of portfolio
13,249
Q3 2025 Added 0.22%
-
$1.07 Billion 0.29% of portfolio
-
Q3 2025 Added 58.05%
$881B
$966 Million 0.26% of portfolio
3,064
Q3 2025 Reduced 0.49%
$346B
$969 Million 0.26% of portfolio
6,306
Q3 2025 Added 7.04%
$255B
$965 Million 0.26% of portfolio
2,904
Q3 2025 Added 0.14%
$1.65T
$928 Million 0.25% of portfolio
3,817
Q3 2025 Added 1.22%
$1.29T
$916 Million 0.25% of portfolio
2,059
Q3 2025 Added 3.88%
$404B
$938 Million 0.25% of portfolio
1,014
Q3 2025 Added 0.1%
$89.8B
$882 Million 0.24% of portfolio
4,952
Q3 2025 Added 1.5%
$181B
$896 Million 0.24% of portfolio
31,726
Q3 2025 Reduced 7.01%
$45.5B
$765 Million 0.21% of portfolio
4,423
Q3 2025 Added 0.89%
$453B
$754 Million 0.2% of portfolio
1
Q1 2025 New
$139B
$697 Million 0.19% of portfolio
2,113
Q3 2025 Reduced 5.92%
$65.7B
$650 Million 0.18% of portfolio
2,165
Q3 2025 Added 6.65%
$204B
$656 Million 0.18% of portfolio
4,670
Q3 2025 Added 2.1%
$0
$652 Million 0.18% of portfolio
48,705
Q3 2025 Added 0.72%
$50.4B
$679 Million 0.18% of portfolio
11,106
Q3 2025 Added 1.05%
$224B
$639 Million 0.17% of portfolio
2,103
Q3 2025 Reduced 1.73%
$1.87B
$644 Million 0.17% of portfolio
2,000
Q3 2024 Added 900.0%
$23.2B
$598 Million 0.16% of portfolio
12,201
Q3 2025 Added 0.44%
$6.51B
$601 Million 0.16% of portfolio
10,500
Q2 2025 Reduced 25.0%
$515M
$571 Million 0.15% of portfolio
7,813
Q3 2025 Added 20.7%
$43.5B
$555 Million 0.15% of portfolio
4,327
Q4 2023 New
$413B
$561 Million 0.15% of portfolio
10,878
Q3 2025 Reduced 1.42%
$18.5B
$546 Million 0.15% of portfolio
2,506
Q3 2025 Added 4.07%
$228B
$564 Million 0.15% of portfolio
4,209
Q3 2025 Reduced 4.19%
$32B
$564 Million 0.15% of portfolio
3,224
Q2 2025 Reduced 0.25%

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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