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
$1.48 Billion 0.45% of portfolio
6,590
Q1 2025 Reduced 1.45%
$0
$1.45 Billion 0.44% of portfolio
25,508
Q2 2025 Added 49.28%
$0
$1.46 Billion 0.44% of portfolio
29,154
Q2 2025 Reduced 8.19%
$95.8B
$1.4 Billion 0.42% of portfolio
11,853
Q2 2025 Reduced 7.4%
Capital Grp Fixed Incm ETF T
-
$1.4 Billion 0.42% of portfolio
-
Q2 2025 Added 30.1%
$0
$1.31 Billion 0.4% of portfolio
49,063
Q2 2025 Reduced 2.82%
$0
$1.29 Billion 0.39% of portfolio
2,076
Q2 2025 Added 19.93%
$22.4B
$1.27 Billion 0.38% of portfolio
13,220
Q2 2025 Added 0.21%
$0
$1.26 Billion 0.38% of portfolio
8,548
Q2 2025 Added 0.97%
$351B
$1.21 Billion 0.37% of portfolio
6,540
Q2 2025 Reduced 2.23%
$0
$1.22 Billion 0.37% of portfolio
24,554
Q2 2025 Reduced 3.2%
$0
$1.19 Billion 0.36% of portfolio
10,811
Q2 2025 Added 0.88%
$0
$1.19 Billion 0.36% of portfolio
40,788
Q2 2025 Reduced 77.62%
$0
$1.18 Billion 0.36% of portfolio
23,847
Q2 2025 Reduced 12.47%
-
$1.15 Billion 0.35% of portfolio
-
Q2 2025 Added 3.17%
$0
$1.14 Billion 0.35% of portfolio
18,952
Q2 2025 Added 0.01%
$0
$1.05 Billion 0.32% of portfolio
10,022
Q2 2025 Reduced 14.72%
$0
$1.07 Billion 0.32% of portfolio
10,362
Q2 2025 Added 79.83%
$0
$1.04 Billion 0.32% of portfolio
11,099
Q2 2025 Added 0.77%
$0
$978 Million 0.3% of portfolio
4,779
Q1 2025 Added 2.66%
$203B
$987 Million 0.3% of portfolio
34,116
Q2 2025 Reduced 18.66%
$439B
$1 Billion 0.3% of portfolio
1,013
Q2 2025 Reduced 9.8%
$0
$962 Million 0.29% of portfolio
7,215
Q2 2025 Added 10.73%
$368B
$939 Million 0.28% of portfolio
5,891
Q2 2025 Reduced 10.12%
$227B
$925 Million 0.28% of portfolio
2,900
Q2 2025 Added 3.76%
$1.24T
$909 Million 0.28% of portfolio
5,126
Q2 2025 Added 1.1%
$0
$920 Million 0.28% of portfolio
17,677
Q2 2025 Added 0.96%
$0
$922 Million 0.28% of portfolio
4,728
Q2 2025 Reduced 3.08%
Capital Grp Fixed Incm ETF T
-
$899 Million 0.27% of portfolio
-
Q2 2025 New
$859B
$893 Million 0.27% of portfolio
3,079
Q2 2025 Reduced 8.17%
$0
$814 Million 0.25% of portfolio
4,478
Q2 2025 Reduced 0.36%
$0
$815 Million 0.25% of portfolio
26,575
Q2 2025 Reduced 0.88%
$0
$799 Million 0.24% of portfolio
10,988
Q2 2025 Added 15.15%
T Rowe Price ETF Inc
-
$804 Million 0.24% of portfolio
-
Q2 2025 Added 15.15%
$3.68B
$808 Million 0.24% of portfolio
2,000
Q3 2024 Added 900.0%
$0
$748 Million 0.23% of portfolio
18,065
Q2 2025 Added 0.43%
$48.7B
$764 Million 0.23% of portfolio
4,384
Q2 2025 Added 8.62%
$76.4B
$750 Million 0.23% of portfolio
4,879
Q2 2025 Added 0.16%
$423B
$729 Million 0.22% of portfolio
1
Q1 2025 New
$0
$696 Million 0.21% of portfolio
12,900
Q2 2025 Added 2.38%
$0
$699 Million 0.21% of portfolio
5,969
Q2 2025 Added 2.03%
-
$678 Million 0.21% of portfolio
-
Q2 2025 Reduced 52.56%
$1.21T
$665 Million 0.2% of portfolio
3,771
Q2 2025 Reduced 21.37%
$0
$674 Million 0.2% of portfolio
29,343
Q2 2025 Reduced 29.57%
$0
$675 Million 0.2% of portfolio
6,704
Q2 2025 Added 2.27%
$1.08T
$630 Million 0.19% of portfolio
1,982
Q2 2025 Added 0.46%
$51B
$621 Million 0.19% of portfolio
10,991
Q2 2025 Added 1.16%
$0
$614 Million 0.19% of portfolio
2,555
Q2 2025 Added 1.07%
$127B
$619 Million 0.19% of portfolio
2,246
Q2 2025 Reduced 3.93%

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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