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 ETFs Only

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%
$0
$10.6 Billion 3.2% of portfolio
432,508
Q2 2025 Added 3.23%
$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%
$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%
$0
$3.54 Billion 1.07% of portfolio
20,020
Q2 2025 Reduced 52.49%
$0
$3.48 Billion 1.05% of portfolio
14,687
Q2 2025 Reduced 32.58%
$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
$2.32 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%
$0
$2.09 Billion 0.63% of portfolio
92,896
Q2 2025 Added 6.76%
$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%
$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%
$0
$1.48 Billion 0.45% of portfolio
6,590
Q1 2025 Reduced 1.45%
$0
$1.45 Billion 0.44% of portfolio
25,508
Q2 2025 Added 49.28%
$0
$1.46 Billion 0.44% of portfolio
29,154
Q2 2025 Reduced 8.19%
$0
$1.31 Billion 0.4% of portfolio
49,063
Q2 2025 Reduced 2.82%
$0
$1.29 Billion 0.39% of portfolio
2,076
Q2 2025 Added 19.93%
$0
$1.26 Billion 0.38% of portfolio
8,548
Q2 2025 Added 0.97%
$0
$1.22 Billion 0.37% of portfolio
24,554
Q2 2025 Reduced 3.2%
$0
$1.19 Billion 0.36% of portfolio
10,811
Q2 2025 Added 0.88%
$0
$1.19 Billion 0.36% of portfolio
40,788
Q2 2025 Reduced 77.62%
$0
$1.18 Billion 0.36% of portfolio
23,847
Q2 2025 Reduced 12.47%
$0
$1.14 Billion 0.35% of portfolio
18,952
Q2 2025 Added 0.01%
$0
$1.05 Billion 0.32% of portfolio
10,022
Q2 2025 Reduced 14.72%
$0
$1.07 Billion 0.32% of portfolio
10,362
Q2 2025 Added 79.83%
$0
$1.04 Billion 0.32% of portfolio
11,099
Q2 2025 Added 0.77%
$0
$978 Million 0.3% of portfolio
4,779
Q1 2025 Added 2.66%
$0
$962 Million 0.29% of portfolio
7,215
Q2 2025 Added 10.73%
$0
$920 Million 0.28% of portfolio
17,677
Q2 2025 Added 0.96%
$0
$922 Million 0.28% of portfolio
4,728
Q2 2025 Reduced 3.08%
$0
$814 Million 0.25% of portfolio
4,478
Q2 2025 Reduced 0.36%
$0
$815 Million 0.25% of portfolio
26,575
Q2 2025 Reduced 0.88%
$0
$799 Million 0.24% of portfolio
10,988
Q2 2025 Added 15.15%
$0
$748 Million 0.23% of portfolio
18,065
Q2 2025 Added 0.43%
$0
$696 Million 0.21% of portfolio
12,900
Q2 2025 Added 2.38%
$0
$699 Million 0.21% of portfolio
5,969
Q2 2025 Added 2.03%

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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