LongView Wealth Management

LongView Wealth Management as of Sept. 30, 2025

Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $22M 810k 27.30
Ishares Tr Morningstar Grwt (ILCG) 4.4 $16M 154k 104.30
Apple (AAPL) 3.9 $14M 56k 254.63
Home Depot (HD) 3.8 $14M 34k 405.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $11M 427k 26.34
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.9 $11M 240k 43.92
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.6 $9.6M 207k 46.24
Genuine Parts Company (GPC) 2.3 $8.4M 60k 138.60
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.3 $8.3M 198k 42.03
Vanguard Index Fds Growth Etf (VUG) 2.1 $7.7M 16k 479.62
Ishares Tr Msci Intl Qualty (IQLT) 2.0 $7.3M 165k 44.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $6.9M 12k 600.35
Capital Group Core Balanced SHS (CGBL) 1.8 $6.7M 192k 34.72
Ishares Tr Ultra Short Dur (ICSH) 1.7 $6.3M 124k 50.75
Schwab Strategic Tr Fundamental Intl (FNDF) 1.6 $6.0M 141k 42.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $5.2M 8.5k 612.39
Schwab Strategic Tr Internl Divid (SCHY) 1.4 $5.2M 187k 27.94
Fidelity Covington Trust Enhanced Mid (FMDE) 1.4 $5.2M 143k 36.15
Microsoft Corporation (MSFT) 1.3 $4.7M 9.0k 517.97
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 1.2 $4.3M 215k 19.82
Vanguard Index Fds Small Cp Etf (VB) 1.1 $4.2M 17k 254.28
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $4.2M 14k 293.74
Amazon (AMZN) 1.1 $4.0M 18k 219.57
NVIDIA Corporation (NVDA) 1.0 $3.7M 20k 186.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $3.6M 26k 137.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.6M 7.1k 502.75
AFLAC Incorporated (AFL) 0.9 $3.5M 31k 111.70
Vanguard Index Fds Value Etf (VTV) 0.9 $3.5M 19k 186.49
Southern Company (SO) 0.9 $3.4M 36k 94.77
Capital Group Dividend Growe Shs Etf (CGDG) 0.9 $3.4M 99k 34.65
Coca-Cola Company (KO) 0.9 $3.3M 49k 66.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.2M 9.8k 328.17
Capital Group Global Equity SHS (CGGE) 0.8 $3.1M 101k 30.79
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.8 $3.0M 108k 27.75
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.8 $2.9M 84k 34.17
Reaves Util Income Com Sh Ben Int (UTG) 0.7 $2.8M 70k 39.62
Fidelity Covington Trust Enhanced Intl (FENI) 0.7 $2.7M 76k 35.28
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.6M 13k 195.87
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $2.6M 25k 103.36
Johnson & Johnson (JNJ) 0.7 $2.5M 14k 185.42
Realty Income (O) 0.7 $2.5M 42k 60.79
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.7 $2.4M 108k 22.72
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.6 $2.4M 60k 39.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.4M 40k 59.92
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.2M 22k 100.25
Exxon Mobil Corporation (XOM) 0.6 $2.2M 19k 112.75
Wal-Mart Stores (WMT) 0.6 $2.1M 20k 103.06
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.6 $2.1M 78k 26.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.9M 33k 57.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.8M 23k 78.91
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 2.6k 669.34
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.5 $1.7M 62k 27.29
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.7M 4.2k 402.42
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.6M 32k 50.57
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.6M 18k 87.31
Abbvie (ABBV) 0.4 $1.5M 6.4k 231.53
Duke Energy Corp Com New (DUK) 0.4 $1.5M 12k 123.75
Vanguard World Mega Cap Index (MGC) 0.4 $1.5M 6.0k 244.11
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.4M 44k 31.91
United Parcel Service CL B (UPS) 0.4 $1.4M 17k 83.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.4M 28k 49.46
Select Sector Spdr Tr Indl (XLI) 0.4 $1.4M 8.9k 154.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 11k 120.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 24k 54.18
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 5.1k 243.54
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.3 $1.2M 49k 25.29
Ishares Tr Msci Usa Quality (GARP) 0.3 $1.2M 19k 65.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.2M 8.6k 140.96
Meta Platforms Cl A (META) 0.3 $1.2M 1.6k 734.39
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.2M 44k 26.95
Ishares Tr National Mun Etf (MUB) 0.3 $1.2M 11k 106.49
Church & Dwight (CHD) 0.3 $1.2M 13k 87.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 2.3k 468.40
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.3 $1.1M 41k 25.98
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.3 $1.0M 36k 28.39
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 4.7k 215.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $987k 4.7k 208.71
Capital Group New Geography SHS (CGNG) 0.3 $974k 32k 30.90
Procter & Gamble Company (PG) 0.3 $969k 6.3k 153.66
JPMorgan Chase & Co. (JPM) 0.3 $967k 3.1k 315.43
American Express Company (AXP) 0.3 $965k 2.9k 332.13
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $963k 10k 95.14
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $944k 17k 55.71
Costco Wholesale Corporation (COST) 0.3 $938k 1.0k 925.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $928k 3.8k 243.08
Tesla Motors (TSLA) 0.2 $916k 2.1k 444.72
At&t (T) 0.2 $896k 32k 28.24
Welltower Inc Com reit (WELL) 0.2 $882k 5.0k 178.14
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $860k 23k 37.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $832k 4.1k 203.59
Ishares Tr Core High Dv Etf (HDV) 0.2 $829k 6.8k 122.45
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $821k 14k 58.21
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $802k 25k 31.62
Ishares Tr Core Div Grwth (DGRO) 0.2 $793k 12k 68.08
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $779k 19k 42.13
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $777k 9.9k 78.34
Digital Realty Trust (DLR) 0.2 $765k 4.4k 172.88
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $761k 10k 76.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $754k 1.00 754200.00
Broadcom (AVGO) 0.2 $697k 2.1k 329.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $683k 2.7k 256.41
Dominion Resources (D) 0.2 $679k 11k 61.17
Pepsi (PEP) 0.2 $656k 4.7k 140.43
PIMCO Corporate Income Fund (PCN) 0.2 $652k 49k 13.38
Norfolk Southern (NSC) 0.2 $650k 2.2k 300.34
Strategy Cl A New (MSTR) 0.2 $644k 2.0k 322.21
McDonald's Corporation (MCD) 0.2 $639k 2.1k 303.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $638k 22k 29.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $624k 3.3k 189.69
Globus Med Cl A (GMED) 0.2 $601k 11k 57.27
Fastenal Company (FAST) 0.2 $598k 12k 49.04
Vanguard Index Fds Large Cap Etf (VV) 0.2 $581k 1.9k 307.79
Bluelinx Hldgs Com New (BXC) 0.2 $571k 7.8k 73.08
Rbb Fund Trust First Eagle Gbl (FEGE) 0.2 $565k 13k 44.23
Blackrock Etf Trust Dynamic Eqty Act 0.2 $564k 22k 25.31
Keysight Technologies (KEYS) 0.2 $564k 3.2k 174.92
Abbott Laboratories (ABT) 0.2 $564k 4.2k 133.93
Bank of America Corporation (BAC) 0.2 $561k 11k 51.59
Agilent Technologies Inc C ommon (A) 0.2 $555k 4.3k 128.35
Packaging Corporation of America (PKG) 0.1 $546k 2.5k 217.93
Select Sector Spdr Tr Financial (XLF) 0.1 $541k 10k 53.87
Palantir Technologies Cl A (PLTR) 0.1 $538k 2.9k 182.42
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $535k 8.0k 66.87
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $526k 2.5k 209.34
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $519k 8.0k 65.01
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $519k 5.7k 90.50
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $508k 30k 17.16
Rio Tinto Sponsored Adr (RIO) 0.1 $489k 7.4k 66.01
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $476k 3.1k 155.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $466k 3.3k 142.41
Ishares Tr Core Total Usd (IUSB) 0.1 $456k 9.8k 46.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $449k 1.5k 297.61
Visa Com Cl A (V) 0.1 $447k 1.3k 341.45
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $438k 5.2k 83.41
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $427k 5.5k 78.09
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $423k 3.0k 139.67
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $418k 4.1k 103.07
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $418k 5.3k 78.37
Ishares Tr Esg Aware Msci (ESML) 0.1 $408k 9.1k 45.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $406k 2.3k 174.58
Ishares Tr Global 100 Etf (IOO) 0.1 $404k 3.4k 120.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $403k 1.1k 365.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $385k 1.9k 206.46
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $385k 4.3k 89.57
Ameren Corporation (AEE) 0.1 $385k 3.7k 104.38
Chevron Corporation (CVX) 0.1 $383k 2.5k 155.27
Ishares Tr Select Divid Etf (DVY) 0.1 $382k 2.7k 142.08
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $380k 4.3k 88.97
AutoZone (AZO) 0.1 $378k 88.00 4290.24
Automatic Data Processing (ADP) 0.1 $376k 1.3k 293.45
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $369k 19k 19.71
Ishares Tr Mbs Etf (MBB) 0.1 $368k 3.9k 95.14
Blackrock Etf Trust Disciplined Vola 0.1 $361k 14k 25.00
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $346k 7.5k 46.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $344k 4.6k 74.37
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $335k 4.7k 70.85
Harbor Etf Trust Scientific High (SIHY) 0.1 $334k 7.2k 46.37
Starbucks Corporation (SBUX) 0.1 $333k 3.9k 84.61
UnitedHealth (UNH) 0.1 $330k 955.00 345.30
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $330k 8.0k 41.34
Eli Lilly & Co. (LLY) 0.1 $329k 432.00 762.61
Ge Aerospace Com New (GE) 0.1 $329k 1.1k 300.70
Walt Disney Company (DIS) 0.1 $326k 2.8k 114.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $322k 1.7k 194.48
Enterprise Products Partners (EPD) 0.1 $322k 10k 31.27
Verizon Communications (VZ) 0.1 $317k 7.2k 43.95
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $313k 3.8k 82.72
Delta Air Lines Inc Del Com New (DAL) 0.1 $310k 5.5k 56.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $308k 4.0k 76.72
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $308k 8.9k 34.42
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $306k 6.1k 49.84
Valero Energy Corporation (VLO) 0.1 $306k 1.8k 170.26
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $304k 6.5k 46.96
Allegion Ord Shs (ALLE) 0.1 $302k 1.7k 177.35
Cisco Systems (CSCO) 0.1 $301k 4.4k 68.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $300k 3.0k 99.95
Anthem (ELV) 0.1 $299k 926.00 323.01
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $298k 10k 29.62
Arthur J. Gallagher & Co. (AJG) 0.1 $298k 961.00 309.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $294k 1.1k 279.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $292k 13k 23.12
Sherwin-Williams Company (SHW) 0.1 $290k 836.00 346.26
Insmed Com Par $.01 (INSM) 0.1 $288k 2.0k 144.01
Altria (MO) 0.1 $286k 4.3k 66.06
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $286k 5.7k 50.20
Tractor Supply Company (TSCO) 0.1 $284k 5.0k 56.87
Spdr Gold Tr Gold Shs (GLD) 0.1 $280k 787.00 355.47
Vanguard World Inf Tech Etf (VGT) 0.1 $279k 374.00 746.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $278k 418.00 665.42
Lowe's Companies (LOW) 0.1 $275k 1.1k 251.31
Select Sector Spdr Tr Technology (XLK) 0.1 $275k 974.00 281.84
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $271k 3.8k 70.97
Ishares Tr Eafe Value Etf (EFV) 0.1 $271k 4.0k 67.83
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $269k 2.3k 118.44
Lockheed Martin Corporation (LMT) 0.1 $268k 537.00 499.63
Caterpillar (CAT) 0.1 $267k 559.00 476.74
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $265k 608.00 435.46
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $263k 3.4k 76.45
National Grid Sponsored Adr Ne (NGG) 0.1 $261k 3.6k 72.67
Comcast Corp Cl A (CMCSA) 0.1 $256k 8.1k 31.42
ConocoPhillips (COP) 0.1 $254k 2.7k 94.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $253k 5.1k 50.07
International Business Machines (IBM) 0.1 $247k 874.00 282.26
Raytheon Technologies Corp (RTX) 0.1 $247k 1.5k 167.32
Flaherty & Crumrine Pref. Income (PFD) 0.1 $246k 21k 12.02
Mastercard Incorporated Cl A (MA) 0.1 $243k 427.00 568.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $241k 4.7k 50.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $236k 3.6k 65.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $235k 2.0k 118.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $234k 2.3k 100.68
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $232k 2.3k 99.81
Thermo Fisher Scientific (TMO) 0.1 $231k 477.00 484.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $225k 3.1k 73.46
Truist Financial Corp equities (TFC) 0.1 $221k 4.8k 45.72
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $218k 8.8k 24.72
Ishares Core Msci Emkt (IEMG) 0.1 $210k 3.2k 65.93
Nextera Energy (NEE) 0.1 $210k 2.8k 75.49
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $207k 2.2k 92.66
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $207k 1.5k 140.04
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $203k 7.7k 26.36
Spdr Series Trust Aerospace Def (XAR) 0.1 $203k 863.00 235.04
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $202k 5.1k 39.61
Corning Incorporated (GLW) 0.1 $202k 2.5k 82.04
DNP Select Income Fund (DNP) 0.0 $150k 15k 10.01
Black Stone Minerals Com Unit (BSM) 0.0 $150k 11k 13.14