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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$614 Million 0.19% of portfolio
48,358
Q2 2025 Added 0.69%
$4.73B
$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%
$202B
$604 Million 0.18% of portfolio
4,574
Q2 2025 Reduced 0.91%
$229B
$598 Million 0.18% of portfolio
4,393
Q2 2025 Reduced 1.17%
$0
$605 Million 0.18% of portfolio
21,866
Q2 2025 Reduced 42.19%
$53.7B
$590 Million 0.18% of portfolio
32,540
Q2 2025 Reduced 0.8%
$0
$566 Million 0.17% of portfolio
8,847
Q2 2025 Added 52.56%
$0
$548 Million 0.17% of portfolio
1,921
Q2 2025 Reduced 26.9%
$0
$560 Million 0.17% of portfolio
7,562
Q2 2025 Added 8.14%
Capital Group New Geography
-
$557 Million 0.17% of portfolio
-
Q2 2025 Reduced 13.42%
$0
$529 Million 0.16% of portfolio
2,747
Q2 2024 Reduced 32.12%
$64.4B
$520 Million 0.16% of portfolio
2,030
Q2 2025 Added 0.25%
$0
$523 Million 0.16% of portfolio
1,231
Q2 2025 Added 21.16%
$29.9B
$528 Million 0.16% of portfolio
3,224
Q2 2025 Reduced 0.25%
$381B
$522 Million 0.16% of portfolio
11,035
Q2 2025 Reduced 4.29%
$691M
$481 Million 0.15% of portfolio
6,473
Q1 2025 Added 0.31%
$27.8B
$510 Million 0.15% of portfolio
12,148
Q2 2025 Added 101.09%
$0
$498 Million 0.15% of portfolio
9,511
Q2 2025 Added 1.46%
$34.7B
$511 Million 0.15% of portfolio
4,327
Q4 2023 New
Capital Group Equity ETF Tr
-
$453 Million 0.14% of portfolio
-
Q2 2025 New
$18.7B
$454 Million 0.14% of portfolio
2,408
Q3 2024 Reduced 38.46%
$551B
$459 Million 0.14% of portfolio
1,293
Q2 2025 Reduced 0.61%
$0
$472 Million 0.14% of portfolio
5,712
Q2 2025 Added 0.37%
$0
$450 Million 0.14% of portfolio
2,316
Q2 2025 Added 40.28%
$0
$448 Million 0.14% of portfolio
5,797
Q2 2025 Reduced 12.18%
$0
$472 Million 0.14% of portfolio
10,213
Q2 2025 Reduced 14.8%
$0
$471 Million 0.14% of portfolio
7,362
Q2 2025 Added 41.99%
$0
$447 Million 0.14% of portfolio
3,223
Q2 2025 Added 11.1%
$0
$445 Million 0.13% of portfolio
2,434
Q2 2025 Added 25.08%
$102B
$433 Million 0.13% of portfolio
7,415
Q2 2025 Added 0.12%
$0
$415 Million 0.13% of portfolio
5,230
Q2 2025 Added 0.4%
$0
$426 Million 0.13% of portfolio
1,253
Q2 2025 Reduced 20.49%
$0
$431 Million 0.13% of portfolio
5,322
Q2 2025 Added 0.15%
$0
$433 Million 0.13% of portfolio
3,059
Q1 2025 Added 6.59%
$0
$429 Million 0.13% of portfolio
1,548
Q2 2025 Added 1.64%
$0
$387 Million 0.12% of portfolio
4,297
Q2 2025 Added 0.51%
$367B
$402 Million 0.12% of portfolio
2,948
Q2 2025 Reduced 6.35%
$124B
$394 Million 0.12% of portfolio
1,277
Q2 2025 Added 0.31%
Rbb Fund Trust
-
$401 Million 0.12% of portfolio
-
Q2 2025 New
$0
$366 Million 0.11% of portfolio
1,875
Q2 2025 Added 1.35%
$26.1B
$352 Million 0.11% of portfolio
3,662
Q2 2025 Added 0.74%
$302B
$361 Million 0.11% of portfolio
2,521
Q2 2025 Reduced 20.9%
$0
$377 Million 0.11% of portfolio
4,011
Q2 2025 Added 6.0%
$0
$375 Million 0.11% of portfolio
5,392
Q2 2025 Reduced 15.53%
$207B
$362 Million 0.11% of portfolio
2,920
Q2 2025 Reduced 0.14%
$0
$369 Million 0.11% of portfolio
2,245
Q2 2025 Reduced 6.26%
$0
$373 Million 0.11% of portfolio
9,031
Q2 2025 Added 20.22%
$0
$357 Million 0.11% of portfolio
2,687
Q2 2025 Added 0.07%

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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