Long View Wealth Management Incresed Positions in Q3 2025

Long View Wealth Management

  • $369 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
59.6K
+ 43.13%
$39.59 - $42.21 $2.36M - $2.52M
198K $8.32B
CGGR
Capital Group Growth ETF Shs C

ETFs
23.1K
+ 10.66%
$40.2 - $44.58 $928K - $1.03M
240K $10.5B
ILCG
Ishares Morningstar Growth ETF
4.1K
+ 2.73%
N/A
154K $16.1B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
14.3K
+ 138.17%
$102.4 - $103.88 $1.47M - $1.49M
24.7K $2.55B
Capital Group Global Equity
43.9K
+ 76.99%
N/A
101K $3.11B
VO
Vanguard Mid Cap ETF

ETFs
4.25K
+ 42.24%
$279.83 - $293.74 $1.19M - $1.25M
14.3K $4.21B
Capital Group Core Balanced
33.4K
+ 21.04%
N/A
192K $6.68B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
24K
+ 13.14%
$45.26 - $46.63 $1.09M - $1.12M
207K $9.56B
Capital Group Dividend Growe
27.9K
+ 39.55%
N/A
98.5K $3.41B
VT
Vanguard Total World Stk Index

ETFs
5.27K
+ 25.07%
$128.41 - $138.03 $677K - $728K
26.3K $3.63B
VB
Vanguard Small Cap ETF

ETFs
1.99K
+ 13.52%
$237.58 - $259.17 $472K - $515K
16.7K $4.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
335
+ 2.98%
$546.99 - $602.2 $183K - $202K
11.6K $6.94B
Capital Grp Fixed Incm ETF T
25K
+ 47.13%
N/A
78.2K $2.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.44K
+ 41.57%
$97.75 - $100.75 $630K - $649K
21.9K $2.2B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
20K
+ 12.02%
$26.92 - $28.6 $539K - $573K
187K $5.22B
CGMS
Capital Grp Core Plus Income E
23.1K
+ 27.41%
N/A
107K $2.98B
CGGO
Capital Group Global Growth Eq

ETFs
12.3K
+ 17.26%
$31.71 - $34.17 $391K - $422K
83.8K $2.86B
Capital Group Equity ETF Tr
19.3K
+ 114.66%
N/A
36.2K $1.03B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.1K
+ 89.52%
$420.11 - $472.68 $463K - $521K
2.33K $1.09B
CGMU
Capital Group Core Plus Income
18.5K
+ 42.68%
N/A
61.7K $1.68B
FNDF
Schwab Fundamental Intl Large

ETFs
2.33K
+ 1.69%
$39.84 - $43.15 $92.9K - $101K
141K $6.04B
JNJ
Johnson & Johnson

Healthcare
183
+ 1.35%
$155.17 - $185.42 $28.4K - $33.9K
13.7K $2.55B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.56K
+ 29.65%
$55.61 - $57.37 $421K - $434K
33.1K $1.89B
IVV
Ishares Core S&P 500 ETF

ETFs
486
+ 23.41%
$620.67 - $670.08 $302K - $326K
2.56K $1.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
627
+ 9.68%
$459.11 - $506.91 $288K - $318K
7.11K $3.57B
Capital Group New Geography
12.2K
+ 62.94%
N/A
31.5K $974M
Fidelity Covington Trust
4.7K
+ 3.4%
N/A
143K $5.16B
CGUS
Capital Group Core Equity ETF
6.7K
+ 12.5%
$36.89 - $39.72 $247K - $266K
60.3K $2.39B
CGSD
Capital Grp Core Plus Income E
15.2K
+ 58.05%
N/A
41.3K $1.07B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.77K
+ 76.34%
$192.76 - $203.86 $341K - $360K
4.08K $831M
CGCP
Capital Group Core Plus Income

ETFs
14.8K
+ 15.95%
$22.27 - $22.95 $330K - $340K
108K $2.45B
O
Realty Income Corp

Real Estate
3.79K
+ 10.01%
$56.13 - $60.79 $213K - $230K
41.7K $2.53B
Capital Grp Fixed Incm ETF T
12.7K
+ 34.9%
N/A
49.2K $1.25B
VTI
Vanguard Total Stock Market Et

ETFs
318
+ 3.37%
$303.93 - $329.86 $96.6K - $105K
9.75K $3.2B
IYW
Ishares Dj Us Tech ETF

ETFs
190
+ 1.46%
$171.38 - $197.01 $32.6K - $37.4K
13.2K $2.59B
DGRO
Ishares Core Dividend Growth E

ETFs
4.29K
+ 58.27%
$64.12 - $68.08 $275K - $292K
11.7K $793M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 3.88%
$293.94 - $444.72 $22.6K - $34.2K
2.06K $916M
GOOGL
Alphabet Inc.

Communication Services
46
+ 1.22%
$174.36 - $254.72 $8.02K - $11.7K
3.82K $928M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.98K
+ 4.18%
$50.52 - $50.75 $252K - $253K
124K $6.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.4K
+ 19.4%
$132.9 - $142.03 $186K - $199K
8.62K $1.21B
UTG
Reaves Utility Income Fund

Financial Services
65
+ 0.09%
$35.81 - $39.62 $2.33K - $2.58K
69.7K $2.76B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.56K
+ 8.74%
$28.92 - $32.19 $103K - $115K
44.4K $1.42B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.41K
+ 31.88%
$72.91 - $77.23 $176K - $186K
9.97K $761M
BNDX
Vanguard Total International B

ETFs
3.51K
+ 14.31%
$49.0 - $49.51 $172K - $174K
28.1K $1.39B
IQLT
Ishares Msci Intl Quality Fact

ETFs
193
+ 0.12%
$41.43 - $44.2 $8K - $8.53K
165K $7.29B
Rbb Fund Trust
2.85K
+ 28.7%
N/A
12.8K $565M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3K
+ 10.29%
$50.09 - $50.73 $150K - $152K
32.2K $1.63B
Fidelity Covington Trust
225
+ 0.3%
N/A
76.1K $2.68B
MUB
Ishares National Muni Bond ETF

ETFs
1.1K
+ 10.93%
$103.24 - $106.68 $113K - $117K
11.1K $1.18B
Activity Summary
Buys All Purchases 127 New Holdings 12 Increased Positions 115 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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