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
$19.1B
$454 Million 0.14% of portfolio
2,408
Q3 2024 Reduced 38.46%
$573B
$459 Million 0.14% of portfolio
1,293
Q2 2025 Reduced 0.61%
$96.9B
$433 Million 0.13% of portfolio
7,415
Q2 2025 Added 0.12%
$293B
$402 Million 0.12% of portfolio
2,948
Q2 2025 Reduced 6.35%
$126B
$394 Million 0.12% of portfolio
1,277
Q2 2025 Added 0.31%
$24.9B
$352 Million 0.11% of portfolio
3,662
Q2 2025 Added 0.74%
$297B
$361 Million 0.11% of portfolio
2,521
Q2 2025 Reduced 20.9%
$219B
$362 Million 0.11% of portfolio
2,920
Q2 2025 Reduced 0.14%
$69.3B
$314 Million 0.1% of portfolio
10,120
Q2 2025 Added 1.87%
$281B
$321 Million 0.1% of portfolio
1,029
Q2 2025 Reduced 12.87%
$52.1B
$340 Million 0.1% of portfolio
4,572
Q2 2025 Reduced 3.34%
$83.5B
$322 Million 0.1% of portfolio
827
Q2 2025 Added 0.36%
$71.6B
$327 Million 0.1% of portfolio
88
Q1 2025 Added 1.15%
$760B
$334 Million 0.1% of portfolio
429
Q2 2025 Reduced 0.46%
$108B
$311 Million 0.09% of portfolio
3,397
Q2 2025 Reduced 0.53%
$89.3B
$288 Million 0.09% of portfolio
839
Q1 2025 Reduced 5.3%
$157B
$295 Million 0.09% of portfolio
8,256
Q2 2025 Reduced 12.59%
$169B
$302 Million 0.09% of portfolio
3,309
Q2 2025 Added 0.3%
$66.3B
$307 Million 0.09% of portfolio
959
Q2 2025 Reduced 4.1%
$254B
$258 Million 0.08% of portfolio
874
Q2 2025 Reduced 2.78%
$287B
$280 Million 0.08% of portfolio
1,088
Q2 2025 Reduced 23.65%
$37.3B
$268 Million 0.08% of portfolio
5,456
Q2 2025 Added 0.91%
$175B
$250 Million 0.08% of portfolio
5,786
Q2 2025 Reduced 28.08%
$104B
$254 Million 0.08% of portfolio
4,334
Q2 2025 Reduced 4.41%
$147B
$268 Million 0.08% of portfolio
3,864
Q2 2025 Added 0.34%
$6.44B
$263 Million 0.08% of portfolio
4,985
Q2 2025 Reduced 9.69%
$527B
$254 Million 0.08% of portfolio
452
Q1 2025 Reduced 27.91%
$124B
$249 Million 0.08% of portfolio
537
Q1 2025 Added 0.19%
$0
$258 Million 0.08% of portfolio
22,780
Q3 2024 Reduced 10.43%
$214B
$234 Million 0.07% of portfolio
602
Q2 2025 New
$120B
$242 Million 0.07% of portfolio
2,698
Q2 2025 Reduced 6.9%
$13B
$245 Million 0.07% of portfolio
1,700
Q4 2024 Reduced 0.53%
$1.19T
$222 Million 0.07% of portfolio
979
Q2 2025 New
$219B
$219 Million 0.07% of portfolio
1,499
Q2 2025 Reduced 2.6%
$57.4B
$241 Million 0.07% of portfolio
1,791
Q1 2025 Reduced 5.34%
$60.6B
$213 Million 0.06% of portfolio
4,954
Q2 2025 Reduced 0.42%
$138B
$202 Million 0.06% of portfolio
911
Q2 2025 Reduced 0.87%
$2.75B
$166 Million 0.05% of portfolio
12,681
Q2 2025 Reduced 12.95%
$0
$147 Million 0.04% of portfolio
14,969
Q2 2024 Reduced 27.27%

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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