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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Billion 5.99% of portfolio
810,070
Q3 2025 Reduced 1.19%
$0
$11.2 Billion 3.05% of portfolio
426,872
Q3 2025 Reduced 1.3%
$0
$10.5 Billion 2.85% of portfolio
239,598
Q3 2025 Added 10.66%
$0
$9.56 Billion 2.59% of portfolio
206,666
Q3 2025 Added 13.14%
$0
$8.32 Billion 2.25% of portfolio
197,913
Q3 2025 Added 43.13%
$0
$7.73 Billion 2.09% of portfolio
16,113
Q3 2025 Reduced 3.83%
$0
$7.29 Billion 1.97% of portfolio
164,877
Q3 2025 Added 0.12%
$0
$6.94 Billion 1.88% of portfolio
11,566
Q3 2025 Added 2.98%
$0
$6.3 Billion 1.71% of portfolio
124,200
Q3 2025 Added 4.18%
$0
$6.04 Billion 1.64% of portfolio
140,709
Q3 2025 Added 1.69%
$0
$5.22 Billion 1.41% of portfolio
8,526
Q3 2025 Added 11.92%
$0
$5.22 Billion 1.41% of portfolio
186,652
Q3 2025 Added 12.02%
$0
$4.24 Billion 1.15% of portfolio
16,673
Q3 2025 Added 13.52%
$0
$4.21 Billion 1.14% of portfolio
14,321
Q3 2025 Added 42.24%
$0
$3.63 Billion 0.98% of portfolio
26,307
Q3 2025 Added 25.07%
$0
$3.46 Billion 0.94% of portfolio
18,543
Q3 2025 Reduced 7.38%
$0
$2.86 Billion 0.78% of portfolio
83,809
Q3 2025 Added 17.26%
$0
$2.59 Billion 0.7% of portfolio
13,229
Q3 2025 Added 1.46%
$0
$2.55 Billion 0.69% of portfolio
24,679
Q3 2025 Added 138.17%
$0
$2.45 Billion 0.66% of portfolio
107,715
Q3 2025 Added 15.95%
$0
$2.39 Billion 0.65% of portfolio
60,333
Q3 2025 Added 12.5%
$0
$2.38 Billion 0.64% of portfolio
39,653
Q3 2025 Reduced 0.34%
$0
$2.2 Billion 0.6% of portfolio
21,939
Q3 2025 Added 41.57%
$0
$1.89 Billion 0.51% of portfolio
33,070
Q3 2025 Added 29.65%
$0
$1.8 Billion 0.49% of portfolio
22,864
Q3 2025 Reduced 22.33%
$0
$1.71 Billion 0.46% of portfolio
2,562
Q3 2025 Added 23.41%
$0
$1.67 Billion 0.45% of portfolio
4,151
Q3 2025 Reduced 3.58%
$0
$1.63 Billion 0.44% of portfolio
32,154
Q3 2025 Added 10.29%
$0
$1.56 Billion 0.42% of portfolio
17,878
Q3 2025 Reduced 16.39%
$0
$1.46 Billion 0.39% of portfolio
5,962
Q3 2025 Reduced 9.53%
$0
$1.39 Billion 0.38% of portfolio
28,068
Q3 2025 Added 14.31%
$0
$1.42 Billion 0.38% of portfolio
44,352
Q3 2025 Added 8.74%
$0
$1.37 Billion 0.37% of portfolio
8,905
Q3 2025 Added 4.18%
$0
$1.29 Billion 0.35% of portfolio
10,655
Q3 2025 Reduced 1.44%
$0
$1.28 Billion 0.35% of portfolio
23,638
Q3 2025 Reduced 0.88%
$0
$1.24 Billion 0.34% of portfolio
18,953
Q3 2025 Added 0.01%
$0
$1.21 Billion 0.33% of portfolio
8,615
Q3 2025 Added 19.4%
$0
$1.19 Billion 0.32% of portfolio
43,978
Q3 2025 Reduced 10.36%
$0
$1.18 Billion 0.32% of portfolio
11,117
Q3 2025 Added 10.93%
$0
$1.09 Billion 0.3% of portfolio
2,333
Q3 2025 Added 89.52%
$0
$987 Million 0.27% of portfolio
4,728
Q2 2025 Reduced 3.08%
$0
$1.01 Billion 0.27% of portfolio
4,667
Q3 2025 Reduced 2.34%
$0
$963 Million 0.26% of portfolio
10,123
Q3 2025 Reduced 8.79%
$0
$944 Million 0.26% of portfolio
16,951
Q3 2025 Reduced 4.11%
$0
$831 Million 0.23% of portfolio
4,084
Q3 2025 Added 76.34%
$0
$802 Million 0.22% of portfolio
25,374
Q3 2025 Reduced 4.52%
$0
$829 Million 0.22% of portfolio
6,771
Q3 2025 Added 13.44%
$0
$821 Million 0.22% of portfolio
14,100
Q3 2025 Added 9.3%
$0
$779 Million 0.21% of portfolio
18,485
Q3 2025 Added 2.32%

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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