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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.68 Billion 0.46% of portfolio
-
Q3 2025 Added 42.68%
$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%
$95.2B
$1.46 Billion 0.4% of portfolio
11,824
Q3 2025 Reduced 0.24%
$375B
$1.48 Billion 0.4% of portfolio
6,389
Q3 2025 Reduced 2.31%
$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%
$68.6B
$1.39 Billion 0.38% of portfolio
16,696
Q3 2025 Reduced 37.02%
$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%
$1.73T
$1.25 Billion 0.34% of portfolio
5,121
Q3 2025 Reduced 0.1%
$0
$1.24 Billion 0.34% of portfolio
18,953
Q3 2025 Added 0.01%
$1.46T
$1.2 Billion 0.33% of portfolio
1,639
Q3 2025 Added 5.47%
$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%
$21B
$1.16 Billion 0.31% of portfolio
13,249
Q3 2025 Added 0.22%
$0
$1.09 Billion 0.3% of portfolio
2,333
Q3 2025 Added 89.52%
-
$1.07 Billion 0.29% of portfolio
-
Q3 2025 Added 58.05%
Capital Group Equity ETF Tr
-
$1.03 Billion 0.28% of portfolio
-
Q3 2025 Added 114.66%
$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%
$907B
$966 Million 0.26% of portfolio
3,064
Q3 2025 Reduced 0.49%
$0
$963 Million 0.26% of portfolio
10,123
Q3 2025 Reduced 8.79%
$351B
$969 Million 0.26% of portfolio
6,306
Q3 2025 Added 7.04%
Capital Group New Geography
-
$974 Million 0.26% of portfolio
-
Q3 2025 Added 62.94%
$270B
$965 Million 0.26% of portfolio
2,904
Q3 2025 Added 0.14%
$0
$944 Million 0.26% of portfolio
16,951
Q3 2025 Reduced 4.11%
$1.68T
$928 Million 0.25% of portfolio
3,817
Q3 2025 Added 1.22%
$1.48T
$916 Million 0.25% of portfolio
2,059
Q3 2025 Added 3.88%
$411B
$938 Million 0.25% of portfolio
1,014
Q3 2025 Added 0.1%
$84.5B
$882 Million 0.24% of portfolio
4,952
Q3 2025 Added 1.5%
$175B
$896 Million 0.24% of portfolio
31,726
Q3 2025 Reduced 7.01%
T Rowe Price ETF Inc
-
$860 Million 0.23% of portfolio
-
Q2 2025 Added 15.15%
$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%
$0
$777 Million 0.21% of portfolio
9,915
Q3 2025 Reduced 9.77%
$49.4B
$765 Million 0.21% of portfolio
4,423
Q3 2025 Added 0.89%
$0
$761 Million 0.21% of portfolio
9,973
Q3 2025 Added 31.88%
$0
$793 Million 0.21% of portfolio
11,652
Q3 2025 Added 58.27%
$427B
$754 Million 0.2% of portfolio
1
Q1 2025 New
$147B
$697 Million 0.19% of portfolio
2,113
Q3 2025 Reduced 5.92%

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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