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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$14.6 Billion 4.41% of portfolio
-
Q2 2025 Added 1.97%
$379B
$12.5 Billion 3.79% of portfolio
34,168
Q2 2025 Reduced 13.35%
$3.35T
$11.8 Billion 3.59% of portfolio
57,727
Q2 2025 Reduced 8.54%
$17.6B
$10.2 Billion 3.08% of portfolio
83,754
Q2 2025 Reduced 0.7%
$3.75T
$4.55 Billion 1.38% of portfolio
9,152
Q2 2025 Reduced 7.78%
$2.3T
$4.02 Billion 1.22% of portfolio
18,346
Q2 2025 Reduced 0.56%
$300B
$3.47 Billion 1.05% of portfolio
49,087
Q2 2025 Reduced 0.4%
$64.9B
$3.36 Billion 1.02% of portfolio
31,837
Q2 2025 Added 20.81%
$101B
$3.38 Billion 1.02% of portfolio
36,784
Q2 2025 Reduced 5.5%
$409B
$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%
$73B
$2.68 Billion 0.81% of portfolio
26,508
Q2 2025 Reduced 0.99%
$0
$2.52 Billion 0.76% of portfolio
69,680
Q2 2025 Added 0.1%
-
$2.33 Billion 0.71% of portfolio
-
Q2 2025 Added 26.45%
$36.3B
$2.18 Billion 0.66% of portfolio
37,876
Q2 2025 Added 3.48%
$475B
$2.11 Billion 0.64% of portfolio
19,565
Q2 2025 Reduced 3.18%
$260B
$1.98 Billion 0.6% of portfolio
20,237
Q2 2025 Reduced 5.55%
$90.8B
$1.4 Billion 0.42% of portfolio
11,853
Q2 2025 Reduced 7.4%
$23.6B
$1.27 Billion 0.38% of portfolio
13,220
Q2 2025 Added 0.21%
$339B
$1.21 Billion 0.37% of portfolio
6,540
Q2 2025 Reduced 2.23%
-
$1.15 Billion 0.35% of portfolio
-
Q2 2025 Added 3.17%
$1.62T
$1.15 Billion 0.35% of portfolio
1,554
Q2 2025 Reduced 4.84%
$194B
$987 Million 0.3% of portfolio
34,116
Q2 2025 Reduced 18.66%
$434B
$1 Billion 0.3% of portfolio
1,013
Q2 2025 Reduced 9.8%
$364B
$939 Million 0.28% of portfolio
5,891
Q2 2025 Reduced 10.12%
$240B
$925 Million 0.28% of portfolio
2,900
Q2 2025 Added 3.76%
$1.11T
$909 Million 0.28% of portfolio
5,126
Q2 2025 Added 1.1%
$847B
$893 Million 0.27% of portfolio
3,079
Q2 2025 Reduced 8.17%
$4.21B
$808 Million 0.24% of portfolio
2,000
Q3 2024 Added 900.0%
$49.1B
$764 Million 0.23% of portfolio
4,384
Q2 2025 Added 8.62%
$73.2B
$750 Million 0.23% of portfolio
4,879
Q2 2025 Added 0.16%
$427B
$729 Million 0.22% of portfolio
1
Q1 2025 New
-
$678 Million 0.21% of portfolio
-
Q2 2025 Reduced 52.56%
$1.07T
$665 Million 0.2% of portfolio
3,771
Q2 2025 Reduced 21.37%
$1T
$630 Million 0.19% of portfolio
1,982
Q2 2025 Added 0.46%
$47.6B
$621 Million 0.19% of portfolio
10,991
Q2 2025 Added 1.16%
$112B
$619 Million 0.19% of portfolio
2,246
Q2 2025 Reduced 3.93%
$0
$614 Million 0.19% of portfolio
48,358
Q2 2025 Added 0.69%
$4.42B
$620 Million 0.19% of portfolio
10,500
Q2 2025 Reduced 25.0%
$222B
$625 Million 0.19% of portfolio
2,140
Q2 2025 Reduced 4.21%
$187B
$604 Million 0.18% of portfolio
4,574
Q2 2025 Reduced 0.91%
$231B
$598 Million 0.18% of portfolio
4,393
Q2 2025 Reduced 1.17%
$54B
$590 Million 0.18% of portfolio
32,540
Q2 2025 Reduced 0.8%
$60.9B
$520 Million 0.16% of portfolio
2,030
Q2 2025 Added 0.25%
$29.2B
$528 Million 0.16% of portfolio
3,224
Q2 2025 Reduced 0.25%
$378B
$522 Million 0.16% of portfolio
11,035
Q2 2025 Reduced 4.29%
$748M
$481 Million 0.15% of portfolio
6,473
Q1 2025 Added 0.31%
$25.8B
$510 Million 0.15% of portfolio
12,148
Q2 2025 Added 101.09%
$35.5B
$511 Million 0.15% of portfolio
4,327
Q4 2023 New

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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