Long View Wealth Management Portfolio Holdings
Long View Wealth Management
- $414 Billion
- Q4 2025
Long View Wealth Management has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $414 Billion distributed in 249 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 $22.4B, Ishares Morningstar Growth ETF with a value of $15.6B, Apple Inc. with a value of $15.5B, Home Depot, Inc. with a value of $12.7B, and Capital Group Growth ETF Shs C with a value of $11.8B.
Examining the 13F form we can see an increase of $45B in the current position value, from $369B to 414B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 249
- Current Value $414 Billion
- Prior Value $369 Billion
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 26 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks