LongView Wealth Management

LongView Wealth Management as of June 30, 2025

Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 215 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $22M 820k 26.50
Ishares Tr Morningstar Grwt (ILCG) 4.4 $15M 150k 96.90
Home Depot (HD) 3.8 $13M 34k 366.64
Apple (AAPL) 3.6 $12M 58k 205.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $11M 433k 24.44
Genuine Parts Company (GPC) 3.1 $10M 84k 121.31
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.7 $8.8M 217k 40.65
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.5 $8.4M 183k 45.75
Vanguard Index Fds Growth Etf (VUG) 2.2 $7.3M 17k 438.40
Ishares Tr Msci Intl Qualty (IQLT) 2.2 $7.1M 165k 43.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $6.2M 11k 551.64
Ishares Tr Ultra Short Dur (ICSH) 1.8 $6.0M 119k 50.71
Schwab Strategic Tr Fundamental Intl (FNDF) 1.7 $5.5M 138k 40.02
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.7 $5.5M 138k 39.49
Capital Group Core Balanced SHS (CGBL) 1.6 $5.3M 159k 33.44
Fidelity Covington Trust Enhanced Mid (FMDE) 1.4 $4.7M 138k 34.41
Schwab Strategic Tr Internl Divid (SCHY) 1.4 $4.6M 167k 27.35
Microsoft Corporation (MSFT) 1.4 $4.6M 9.2k 497.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $4.3M 7.6k 568.02
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 1.3 $4.3M 216k 19.72
Amazon (AMZN) 1.2 $4.0M 18k 219.39
Vanguard Index Fds Value Etf (VTV) 1.1 $3.5M 20k 176.74
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.5M 15k 236.98
Coca-Cola Company (KO) 1.1 $3.5M 49k 70.75
Southern Company (SO) 1.0 $3.4M 37k 91.83
AFLAC Incorporated (AFL) 1.0 $3.4M 32k 105.46
NVIDIA Corporation (NVDA) 1.0 $3.3M 21k 157.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.1M 6.5k 485.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.9M 9.4k 303.92
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.8M 10k 279.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $2.7M 21k 128.52
United Parcel Service CL B (UPS) 0.8 $2.7M 27k 100.94
Fidelity Covington Trust Enhanced Intl (FENI) 0.8 $2.5M 76k 33.26
Reaves Util Income Com Sh Ben Int (UTG) 0.8 $2.5M 70k 36.18
Capital Group Dividend Growe Shs Etf (CGDG) 0.7 $2.4M 71k 33.63
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.7 $2.3M 84k 27.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.3M 29k 78.70
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.7 $2.3M 72k 31.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.3M 40k 57.01
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.3M 13k 173.27
Realty Income (O) 0.7 $2.2M 38k 57.61
Exxon Mobil Corporation (XOM) 0.6 $2.1M 20k 107.80
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.6 $2.1M 93k 22.50
Johnson & Johnson (JNJ) 0.6 $2.1M 14k 152.75
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.6 $2.0M 54k 36.93
Wal-Mart Stores (WMT) 0.6 $2.0M 20k 97.78
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.8M 21k 83.48
Capital Group Global Equity SHS (CGGE) 0.5 $1.7M 57k 29.19
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.6M 4.3k 366.18
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.5M 16k 99.20
Vanguard World Mega Cap Index (MGC) 0.4 $1.5M 6.6k 224.93
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.5M 29k 50.17
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.5M 26k 56.85
Duke Energy Corp Com New (DUK) 0.4 $1.4M 12k 118.00
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.4 $1.4M 53k 26.30
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.3M 49k 26.68
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 2.1k 620.82
Church & Dwight (CHD) 0.4 $1.3M 13k 96.11
Select Sector Spdr Tr Indl (XLI) 0.4 $1.3M 8.5k 147.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.2M 25k 49.51
Abbvie (ABBV) 0.4 $1.2M 6.5k 185.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.2M 41k 29.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.2M 11k 110.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.2M 24k 49.46
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.2M 43k 26.69
Meta Platforms Cl A (META) 0.3 $1.1M 1.6k 738.09
Ishares Tr Msci Usa Quality (GARP) 0.3 $1.1M 19k 60.38
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.1M 10k 102.91
Ishares Tr National Mun Etf (MUB) 0.3 $1.0M 10k 104.48
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.0M 11k 93.87
Costco Wholesale Corporation (COST) 0.3 $1.0M 1.0k 989.79
At&t (T) 0.3 $987k 34k 28.94
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $978k 4.8k 204.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $962k 7.2k 133.32
Procter & Gamble Company (PG) 0.3 $939k 5.9k 159.31
American Express Company (AXP) 0.3 $925k 2.9k 318.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $922k 4.7k 195.01
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $920k 18k 52.02
Alphabet Cap Stk Cl C (GOOG) 0.3 $909k 5.1k 177.38
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.3 $899k 37k 24.63
JPMorgan Chase & Co. (JPM) 0.3 $893k 3.1k 289.95
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $815k 27k 30.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $814k 4.5k 181.74
Microstrategy Cl A New (MSTR) 0.2 $809k 2.0k 404.23
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $804k 23k 35.28
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $799k 11k 72.69
Digital Realty Trust (DLR) 0.2 $764k 4.4k 174.32
Welltower Inc Com reit (WELL) 0.2 $750k 4.9k 153.74
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $748k 18k 41.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $729k 1.00 728800.00
Ishares Tr Core High Dv Etf (HDV) 0.2 $699k 6.0k 117.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $696k 13k 53.96
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.2 $678k 26k 25.94
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $675k 6.7k 100.70
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $674k 29k 22.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $665k 3.8k 176.24
Tesla Motors (TSLA) 0.2 $630k 2.0k 317.66
McDonald's Corporation (MCD) 0.2 $625k 2.1k 292.12
Dominion Resources (D) 0.2 $621k 11k 56.52
Globus Med Cl A (GMED) 0.2 $620k 11k 59.02
Broadcom (AVGO) 0.2 $619k 2.2k 275.71
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $614k 2.6k 240.34
PIMCO Corporate Income Fund (PCN) 0.2 $614k 48k 12.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $605k 22k 27.67
Pepsi (PEP) 0.2 $604k 4.6k 132.04
Abbott Laboratories (ABT) 0.2 $598k 4.4k 136.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $590k 33k 18.13
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $566k 8.8k 63.95
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $560k 7.6k 74.04
Capital Group New Geography SHS (CGNG) 0.2 $557k 19k 28.81
Vanguard Index Fds Large Cap Etf (VV) 0.2 $548k 1.9k 285.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $529k 2.7k 192.71
Keysight Technologies (KEYS) 0.2 $528k 3.2k 163.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $523k 1.2k 424.51
Bank of America Corporation (BAC) 0.2 $522k 11k 47.32
Norfolk Southern (NSC) 0.2 $520k 2.0k 255.97
Agilent Technologies Inc C ommon (A) 0.2 $511k 4.3k 118.01
Fastenal Company (FAST) 0.2 $510k 12k 42.00
Select Sector Spdr Tr Financial (XLF) 0.2 $498k 9.5k 52.37
Bluelinx Hldgs Com New (BXC) 0.1 $482k 6.5k 74.38
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $480k 7.9k 60.94
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $472k 5.7k 82.66
Ishares Tr Core Total Usd (IUSB) 0.1 $472k 10k 46.23
Ishares Tr Core Div Grwth (DGRO) 0.1 $471k 7.4k 63.94
Visa Com Cl A (V) 0.1 $459k 1.3k 355.05
Packaging Corporation of America (PKG) 0.1 $454k 2.4k 188.45
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.1 $453k 17k 26.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $450k 2.3k 194.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $448k 5.8k 77.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $447k 3.2k 138.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $445k 2.4k 182.84
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $434k 3.1k 141.71
Rio Tinto Sponsored Adr (RIO) 0.1 $433k 7.4k 58.33
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $431k 5.3k 80.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $429k 1.5k 277.01
Ishares Tr Rus 1000 Etf (IWB) 0.1 $426k 1.3k 339.68
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $415k 5.2k 79.42
Palantir Technologies Cl A (PLTR) 0.1 $402k 2.9k 136.32
Rbb Fund Trust First Eagle Gbl (FEGE) 0.1 $401k 9.9k 40.37
Automatic Data Processing (ADP) 0.1 $394k 1.3k 308.51
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $387k 4.3k 90.12
Ishares Tr Mbs Etf (MBB) 0.1 $377k 4.0k 93.89
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $375k 5.4k 69.54
Ishares Tr Esg Aware Msci (ESML) 0.1 $373k 9.0k 41.33
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $372k 8.0k 46.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $369k 2.2k 164.46
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $368k 19k 19.65
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $366k 1.9k 195.39
Walt Disney Company (DIS) 0.1 $362k 2.9k 124.00
Chevron Corporation (CVX) 0.1 $361k 2.5k 143.20
Ishares Tr Select Divid Etf (DVY) 0.1 $357k 2.7k 132.82
Ameren Corporation (AEE) 0.1 $352k 3.7k 96.03
Ishares Tr Global 100 Etf (IOO) 0.1 $344k 3.2k 107.80
National Grid Sponsored Adr Ne (NGG) 0.1 $340k 4.6k 74.41
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $338k 7.5k 45.05
Eli Lilly & Co. (LLY) 0.1 $334k 429.00 778.86
AutoZone (AZO) 0.1 $327k 88.00 3712.23
Harbor Etf Trust Scientific High (SIHY) 0.1 $326k 7.1k 46.09
Anthem (ELV) 0.1 $322k 827.00 388.77
UnitedHealth (UNH) 0.1 $321k 1.0k 311.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $319k 4.3k 73.63
Enterprise Products Partners (EPD) 0.1 $314k 10k 31.01
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $313k 6.1k 51.15
Starbucks Corporation (SBUX) 0.1 $311k 3.4k 91.63
Arthur J. Gallagher & Co. (AJG) 0.1 $307k 959.00 320.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $305k 4.9k 62.02
Cisco Systems (CSCO) 0.1 $302k 4.4k 69.38
Charles Schwab Corporation (SCHW) 0.1 $302k 3.3k 91.23
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $296k 3.7k 80.23
Comcast Corp Cl A (CMCSA) 0.1 $295k 8.3k 35.69
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $293k 8.9k 32.78
Sherwin-Williams Company (SHW) 0.1 $288k 839.00 343.36
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $284k 3.4k 83.73
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $284k 3.0k 94.63
Ge Aerospace Com New (GE) 0.1 $280k 1.1k 257.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $280k 5.7k 49.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $276k 3.8k 72.68
Ishares Tr Eafe Value Etf (EFV) 0.1 $276k 4.3k 63.48
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $273k 10k 27.13
Delta Air Lines Inc Del Com New (DAL) 0.1 $268k 5.5k 49.18
Nextera Energy (NEE) 0.1 $268k 3.9k 69.42
Tractor Supply Company (TSCO) 0.1 $263k 5.0k 52.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $258k 417.00 618.43
Flaherty & Crumrine Pref. Income (PFD) 0.1 $258k 23k 11.31
International Business Machines (IBM) 0.1 $258k 874.00 294.70
Altria (MO) 0.1 $254k 4.3k 58.63
Mastercard Incorporated Cl A (MA) 0.1 $254k 452.00 561.94
Verizon Communications (VZ) 0.1 $250k 5.8k 43.27
Lockheed Martin Corporation (LMT) 0.1 $249k 537.00 463.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $246k 2.0k 121.38
Allegion Ord Shs (ALLE) 0.1 $245k 1.7k 144.12
ConocoPhillips (COP) 0.1 $242k 2.7k 89.74
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $241k 608.00 396.54
Valero Energy Corporation (VLO) 0.1 $241k 1.8k 134.42
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $240k 2.6k 93.99
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $239k 4.7k 50.68
Vanguard World Inf Tech Etf (VGT) 0.1 $239k 360.00 663.47
Caterpillar (CAT) 0.1 $234k 602.00 388.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $233k 2.3k 100.55
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $229k 2.1k 109.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $222k 979.00 226.49
Ishares Core Msci Emkt (IEMG) 0.1 $220k 3.7k 60.04
Raytheon Technologies Corp (RTX) 0.1 $219k 1.5k 145.98
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $214k 3.3k 65.52
Truist Financial Corp equities (TFC) 0.1 $213k 5.0k 42.99
Select Sector Spdr Tr Technology (XLK) 0.1 $212k 838.00 253.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $212k 3.1k 69.09
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $212k 1.9k 109.64
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $210k 4.2k 50.07
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $207k 5.2k 39.86
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $206k 8.8k 23.45
Lowe's Companies (LOW) 0.1 $202k 911.00 221.87
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $200k 1.5k 135.68
Black Stone Minerals Com Unit (BSM) 0.1 $166k 13k 13.08
DNP Select Income Fund (DNP) 0.0 $147k 15k 9.79