LongView Wealth Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), LongView Wealth Management reported 176 stock positions worth $252.3 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.9% of the portfolio, followed by Home Depot (HD, 5.9%) and Apple (AAPL, 4.7%). Compared with Q4 2023, it opened 12 new positions, sold out of 6, added to 72 and reduced 72. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +179%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $252.3M (Q1 2024)
- SEC Filing
- 0001990190-24-000002 ↗ filed Apr 16, 2024
Holdings Value
Holdings 176 stocks · $252.3M
| SCHD Schwab US DVD Equity ETF | 5.87% | 183,532 | $14.8M | Add +4.6% |
| HD Home Depot Inc. | 5.85% | 38,502 | $14.8M | Reduce -2.2% |
| AAPL Apple Inc. | 4.69% | 68,976 | $11.8M | Reduce -3.6% |
| GPC Genuine Parts Co. | 4.62% | 75,211 | $11.7M | No change |
| ILCG iShares Morningstar Growth E | 3.36% | 112,187 | $8.5M | Add +18.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.83% | 20,721 | $7.1M | Add +3.7% |
| CGGR Cap Group Growth Equity | 2.78% | 219,241 | $7.0M | Add +36.8% |
| SCHX Schwab US Large-Cap ETF | 2.23% | 90,626 | $5.6M | Add +14.7% |
| ICSH iShares Ultra Short Duration | 2.11% | 105,413 | $5.3M | Add +10.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.98% | 30,713 | $5.0M | Add +4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.97% | 21,754 | $5.0M | Reduce -4.6% |
| MSFT Microsoft Corp. | 1.91% | 11,482 | $4.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.81% | 10,277 | $4.6M | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 1.80% | 100,360 | $4.5M | Add +72.2% |
| IQLT iShares MSCI International Q | 1.75% | 111,504 | $4.4M | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.64% | 55,809 | $4.1M | Add +94.5% |
| UPS United Parcel Service Class B | 1.59% | 27,063 | $4.0M | Reduce -0.4% |
| FEI First Trust MLP and Energy I | 1.55% | 404,801 | $3.9M | Reduce -1.6% |
| BSV Vanguard Short-Term Bond ETF | 1.49% | 49,097 | $3.8M | Add +179.2% |
| AMZN Amazon.com Inc. | 1.41% | 19,758 | $3.6M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 7,366 | $3.1M | Add +1.1% |
| SCHG Schwab US Large-Cap Growth | 1.22% | 33,237 | $3.1M | Add +6.8% |
| SO The Southern Co. | 1.14% | 40,151 | $2.9M | Reduce -4.7% |
| XOM Exxon Mobil Corp. | 1.06% | 23,046 | $2.7M | Reduce -8.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.99% | 76,959 | $2.5M | Add +9.9% |
| JNJ Johnson & Johnson | 0.92% | 14,708 | $2.3M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 8,797 | $2.3M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.90% | 45,125 | $2.3M | Add +21.9% |
| VOO Vanguard S&P 500 ETF | 0.87% | 4,588 | $2.2M | Add +13.8% |
| SCHY Schwab International DVD ETF | 0.87% | 90,661 | $2.2M | Add +40.9% |
| KO The Coca-Cola Co. | 0.83% | 34,400 | $2.1M | Reduce -11.6% |
| UTG Reaves Utility Income Fund | 0.81% | 75,333 | $2.0M | Reduce -1.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.76% | 74,063 | $1.9M | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.75% | 37,902 | $1.9M | No change |
| IYW iShares Ustechnology ETF | 0.73% | 13,569 | $1.8M | Reduce -0.3% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.72% | 59,266 | $1.8M | Reduce -2.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.66% | 5,832 | $1.7M | Add +3.6% |
| NVDA Nvidia Corp. | 0.64% | 1,787 | $1.6M | Add +0.9% |
| SCHP Schwab U.S. Tips ETF | 0.64% | 30,739 | $1.6M | Reduce -25.0% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 36,134 | $1.5M | Reduce -8.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.60% | 42,275 | $1.5M | No change |
| CHD Church & Dwight Co. Inc. | 0.59% | 14,304 | $1.5M | Reduce -6.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 5,895 | $1.5M | Reduce -24.9% |
| CGCP Cap Group Core Plus Income | 0.54% | 60,100 | $1.3M | Add +7.0% |
| XLI SS Industrial Select Sector | 0.52% | 10,459 | $1.3M | Add +0.8% |
| AFL Aflac Inc. | 0.51% | 15,090 | $1.3M | Add +0.1% |
| ABBV Abbvie Inc. | 0.51% | 7,042 | $1.3M | Reduce -8.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.48% | 6,506 | $1.2M | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 0.47% | 12,078 | $1.2M | Add +1.0% |
| FENI Fidelity Enhanced Intl ETF | 0.45% | 40,120 | $1.1M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.43% | 5,668 | $1.1M | Add +6.6% |
| PG The Procter & Gamble Co. | 0.42% | 6,581 | $1.1M | Reduce -1.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.42% | 36,859 | $1.1M | Add +53.7% |
| SCHV Schwab US Large-Cap Value | 0.42% | 13,949 | $1.1M | Add +19.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 12,175 | $1.0M | Reduce -7.9% |
| PFF iShares Preferred & Income S | 0.37% | 29,136 | $939K | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.37% | 6,192 | $935K | Add +2.6% |
| WMT Walmart Inc. | 0.37% | 15,482 | $932K | Add +2.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.37% | 18,925 | $931K | Add +43.9% |
| O Realty Income Corp. | 0.35% | 16,470 | $891K | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 4,786 | $874K | Reduce -8.3% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 5,136 | $870K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.34% | 1,762 | $856K | Add +1.3% |
| GMED Globus Medical Inc. Class A | 0.33% | 15,400 | $826K | Reduce -15.2% |
| GOOG Alphabet Inc. Class C | 0.33% | 5,405 | $823K | Reduce -4.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 3,390 | $813K | Reduce -0.6% |
| DUK Duke Energy Corp. | 0.32% | 8,276 | $800K | Reduce -4.0% |
| CVX Chevron Corp. | 0.31% | 5,014 | $791K | Reduce -7.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.31% | 12,448 | $788K | Add +0.7% |
| IWB iShares Russell 1000 ETF | 0.31% | 2,708 | $780K | Add +33.7% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 9,151 | $773K | Reduce -23.6% |
| PEP Pepsico Inc. | 0.30% | 4,299 | $752K | Add +15.0% |
| CGMU Cap Group Municipal Income | 0.30% | 27,600 | $745K | Add +15.5% |
| COST Costco Wholesale Corp. | 0.29% | 1,010 | $740K | Reduce -0.7% |
| T AT&T Inc. | 0.29% | 41,031 | $722K | Reduce -19.5% |
| JPM JPMorgan Chase & Co. | 0.28% | 3,555 | $712K | Reduce -3.9% |
| VXF Vanguard Extended Market ETF | 0.28% | 4,047 | $709K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 6,555 | $665K | No change |
| MCD McDonald's Corp. | 0.26% | 2,354 | $664K | Add +0.3% |
| AXP American Express Co. | 0.26% | 2,879 | $656K | Reduce -10.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.26% | 10,257 | $654K | Reduce -2.0% |
| BXC Bluelinx Holdings Inc. | 0.25% | 4,892 | $637K | No change |
| HDV iShares Core High Dividend E | 0.25% | 5,713 | $630K | No change |
| A Agilent Technologies Inc. | 0.25% | 4,327 | $630K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.23% | 18,992 | $592K | Add +23.9% |
| XLRE SS Real Estate Select Sector | 0.23% | 14,627 | $578K | Reduce -20.1% |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,064 | $559K | Add +5.0% |
| NSC Norfolk Southern Corp. | 0.22% | 2,181 | $556K | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 4,545 | $550K | Add +4.7% |
| FDVV Fidelity High Dividend ETF | 0.22% | 12,094 | $548K | Add +12.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 4,375 | $535K | Reduce -2.4% |
| BSM Black Stone Minerals LP | 0.21% | 33,005 | $527K | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 0.21% | 10,155 | $524K | Reduce -26.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.21% | 18,586 | $519K | Add +52.3% |
| ABT Abbott Laboratories | 0.20% | 4,521 | $514K | Reduce -8.3% |
| ET Energy Transfer LP | 0.20% | 32,642 | $513K | Reduce -3.3% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.20% | 17,593 | $512K | New |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 6,711 | $510K | Add +8.2% |
| KEYS Keysight Technologies Inc. | 0.20% | 3,224 | $504K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.20% | 2,675 | $501K | Add +3.9% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.6% | 4.69% | −1.23 |
| UPS United Parcel Service Class B | Reduce -0.4% | 1.59% | −0.35 |
| SCHP Schwab U.S. Tips ETF | Reduce -25.0% | 0.64% | −0.31 |
| HD Home Depot Inc. | Reduce -2.2% | 5.85% | −0.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -24.9% | 0.58% | −0.22 |
| SO The Southern Co. | Reduce -4.7% | 1.14% | −0.21 |
| KO The Coca-Cola Co. | Reduce -11.6% | 0.83% | −0.21 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.92% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.6% | 1.97% | −0.15 |
| UTG Reaves Utility Income Fund | Reduce -1.1% | 0.81% | −0.13 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.12 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.11 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.8% | 0.60% | −0.11 |
| GMED Globus Medical Inc. Class A | Reduce -15.2% | 0.33% | −0.11 |
| CSX CSX Corp. | Sold out | 0.00% | −0.10 |
| T AT&T Inc. | Reduce -19.5% | 0.29% | −0.10 |
| MBB iShares MBS ETF | Reduce -29.6% | 0.15% | −0.09 |
| IEMG iShares Core MSCI Emerging | Reduce -26.3% | 0.21% | −0.09 |
| XLRE SS Real Estate Select Sector | Reduce -20.1% | 0.23% | −0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.6% | 0.31% | −0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -20.9% | 0.19% | −0.08 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -2.0% | 0.26% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -6.7% | 0.59% | −0.07 |
| DUK Duke Energy Corp. | Reduce -4.0% | 0.32% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -8.6% | 1.06% | −0.06 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.9% | 0.40% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 1.81% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -27.9% | 0.10% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -23.1% | 0.13% | −0.05 |
| ABBV Abbvie Inc. | Reduce -8.6% | 0.51% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.3% | 0.35% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -27.1% | 0.13% | −0.05 |
| BA The Boeing Co. | Reduce -14.8% | 0.08% | −0.05 |
| ABT Abbott Laboratories | Reduce -8.3% | 0.20% | −0.04 |
| FEI First Trust MLP and Energy I | Reduce -1.6% | 1.55% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.6% | 1.91% | −0.04 |
| AVGO Broadcom Inc. | Reduce -30.0% | 0.13% | −0.04 |
| CVX Chevron Corp. | Reduce -7.0% | 0.31% | −0.04 |
| BSM Black Stone Minerals LP | Reduce -2.2% | 0.21% | −0.04 |
| NGG National Grid PLC-SP ADR | Reduce -9.7% | 0.13% | −0.03 |
| V Visa Inc. Class A | Reduce -12.4% | 0.16% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.33% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -19.3% | 0.11% | −0.03 |
| TFC Truist Financial Corp. | Reduce -20.6% | 0.08% | −0.03 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -2.9% | 0.72% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.0% | 0.14% | −0.02 |
| ADP Automatic Data Processing | Reduce -13.6% | 0.09% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.42% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| BSV Vanguard Short-Term Bond ETF | Add +179.2% | 1.49% | +0.89 |
| CGGR Cap Group Growth Equity | Add +36.8% | 2.78% | +0.77 |
| IEFA iShares Core MSCI Eafe ETF | Add +94.5% | 1.64% | +0.75 |
| FBND Fidelity Total Bond ETF | Add +72.2% | 1.80% | +0.62 |
| ILCG iShares Morningstar Growth E | Add +18.9% | 3.36% | +0.52 |
| SCHX Schwab US Large-Cap ETF | Add +14.7% | 2.23% | +0.25 |
| NVDA Nvidia Corp. | Add +0.9% | 0.64% | +0.22 |
| CGBL Cap Group Core Balanced | New | 0.20% | +0.20 |
| SCHY Schwab International DVD ETF | Add +40.9% | 0.87% | +0.17 |
| CGGO Cap Group Global Growth | Add +53.7% | 0.42% | +0.15 |
| MSTR Strategy Inc. | New | 0.14% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +21.9% | 0.90% | +0.12 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.09% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +13.8% | 0.87% | +0.09 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.09% | +0.09 |
| XLE SS Energy Select Sector | New | 0.09% | +0.09 |
| FIDU Fidelity MSCI Indust Indx | New | 0.08% | +0.08 |
| FHLC Fidelity MSCI Health Care | New | 0.08% | +0.08 |
| EFA iShares MSCI Eafe ETF | New | 0.08% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +43.9% | 0.37% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | New | 0.08% | +0.08 |
| QCOM Qualcomm Inc. | New | 0.08% | +0.08 |
| LIN Linde PLC | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.7% | 2.83% | +0.08 |
| FEN First TR Enrgy Inc. & GRW | New | 0.07% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +6.8% | 1.22% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +33.7% | 0.31% | +0.07 |
| CGDV Cap Group Dividend Value | Add +9.9% | 0.99% | +0.06 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.34% | +0.06 |
| SCHV Schwab US Large-Cap Value | Add +19.8% | 0.42% | +0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +52.3% | 0.21% | +0.05 |
| CGUS Cap Group Core Equity | Add +23.9% | 0.23% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.23% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +32.9% | 0.13% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +33.6% | 0.18% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +32.1% | 0.18% | +0.03 |
| PCN PIMCO Corporate & Income STR | Add +19.2% | 0.16% | +0.02 |
| VLO Valero Energy Corp. | Add +0.8% | 0.14% | +0.02 |
| IQLT iShares MSCI International Q | Add +5.7% | 1.75% | +0.02 |
| PEP Pepsico Inc. | Add +15.0% | 0.30% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +3.9% | 0.20% | +0.02 |
| FAST Fastenal Co. | Add +0.5% | 0.18% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.4% | 1.98% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +3.6% | 0.66% | +0.02 |
| FDVV Fidelity High Dividend ETF | Add +12.5% | 0.22% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.6% | 0.43% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +13.0% | 0.12% | +0.01 |
| WMT Walmart Inc. | Add +2.3% | 0.37% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +7.7% | 0.11% | +0.01 |
| CGMU Cap Group Municipal Income | Add +15.5% | 0.30% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 227 | $389.8M | SCHD, ILCG, AAPL, FBND, CGGR |
| Q1 2026 | 247 | $398.1M | SCHD, ILCG, AAPL, FBND, CGGR |
| Q4 2025 | 249 | $414.1M | SCHD, ILCG, AAPL, HD, CGGR |
| Q3 2025 | 225 | $369.1M | SCHD, ILCG, AAPL, HD, SCHX |
| Q2 2025 | 215 | $330.3M | SCHD, ILCG, HD, AAPL, SCHX |
| Q1 2025 | 201 | $333.4M | SCHD, HD, AAPL, ILCG, CGGR |
| Q4 2024 | 203 | $328.1M | SCHD, AAPL, HD, ILCG, CGGR |
| Q3 2024 | 194 | $313.3M | SCHD, HD, AAPL, ILCG, GPC |
| Q2 2024 | 182 | $270.8M | SCHD, AAPL, HD, GPC, ILCG |
| Q1 2024 | 176 | $252.3M | SCHD, HD, AAPL, GPC, ILCG |