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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.76 Billion 0.75% of portfolio
69,745
Q3 2025 Added 0.09%
$0
$652 Million 0.18% of portfolio
48,705
Q3 2025 Added 0.72%
$0
$246 Million 0.07% of portfolio
20,450
Q3 2025 Reduced 10.23%
$0
$150 Million 0.04% of portfolio
14,969
Q2 2024 Reduced 27.27%

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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