LongView Wealth Management
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), LongView Wealth Management reported 194 stock positions worth $313.3 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.9% of the portfolio, followed by Home Depot (HD, 5.1%) and Apple (AAPL, 4.9%). Compared with Q2 2024, it opened 16 new positions, sold out of 4, added to 90 and reduced 72. The biggest buy was Fidelity Total Bond ETF (FBND, shares +38%) and the biggest sale Genuine Parts (GPC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $313.3M (Q3 2024)
- SEC Filing
- 0001990190-24-000005 ↗ filed Oct 9, 2024
Holdings Value
Holdings 194 stocks · $313.3M
| SCHD Schwab US DVD Equity ETF | 5.92% | 219,287 | $18.5M | Add +6.8% |
| HD Home Depot Inc. | 5.10% | 39,399 | $16.0M | Reduce -0.7% |
| AAPL Apple Inc. | 4.94% | 66,465 | $15.5M | Reduce -0.6% |
| ILCG iShares Morningstar Growth E | 3.69% | 137,410 | $11.5M | Add +11.0% |
| GPC Genuine Parts Co. | 3.50% | 78,583 | $11.0M | Reduce -0.3% |
| CGGR Cap Group Growth Equity | 3.16% | 284,498 | $9.9M | Add +14.2% |
| SCHX Schwab US Large-Cap ETF | 2.76% | 127,667 | $8.7M | Add +20.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.76% | 22,560 | $8.7M | Add +9.6% |
| FBND Fidelity Total Bond ETF | 2.16% | 144,459 | $6.8M | Add +38.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.14% | 38,398 | $6.7M | Add +15.3% |
| BSV Vanguard Short-Term Bond ETF | 1.99% | 79,184 | $6.2M | Reduce -0.3% |
| ICSH iShares Ultra Short Duration | 1.88% | 115,910 | $5.9M | Add +10.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.86% | 74,858 | $5.8M | Add +14.3% |
| IQLT iShares MSCI International Q | 1.80% | 135,670 | $5.6M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.64% | 10,497 | $5.1M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.60% | 21,171 | $5.0M | Add +3.2% |
| MSFT Microsoft Corp. | 1.51% | 11,008 | $4.7M | Reduce -2.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.51% | 129,843 | $4.7M | Add +27.7% |
| EIPI FT Energy Income ETF | 1.41% | 228,854 | $4.4M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 1.20% | 36,018 | $3.8M | Add +16.5% |
| UPS United Parcel Service Class B | 1.17% | 26,898 | $3.7M | Reduce -0.3% |
| SO The Southern Co. | 1.17% | 40,664 | $3.7M | Add +5.2% |
| SCHY Schwab International DVD ETF | 1.16% | 139,334 | $3.6M | Add +25.9% |
| AMZN Amazon.com Inc. | 1.09% | 18,404 | $3.4M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 7,328 | $3.4M | Add +0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.05% | 88,041 | $3.3M | Add +34.6% |
| VOO Vanguard S&P 500 ETF | 1.01% | 5,969 | $3.1M | Add +14.6% |
| KO The Coca-Cola Co. | 0.99% | 43,373 | $3.1M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.88% | 23,529 | $2.8M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.82% | 21,066 | $2.6M | Add +11.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 8,820 | $2.5M | Reduce -0.0% |
| UTG Reaves Utility Income Fund | 0.79% | 75,191 | $2.5M | Add +0.1% |
| JNJ Johnson & Johnson | 0.78% | 15,032 | $2.4M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.77% | 45,822 | $2.4M | Add +5.0% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.75% | 73,044 | $2.3M | Add +6.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.71% | 72,120 | $2.2M | Add +153.2% |
| AFL Aflac Inc. | 0.69% | 19,400 | $2.2M | Add +23.2% |
| IYW iShares Ustechnology ETF | 0.63% | 13,039 | $2.0M | Reduce -4.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.57% | 35,104 | $1.8M | Reduce -4.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.56% | 57,986 | $1.7M | Add +40.2% |
| WMT Walmart Inc. | 0.55% | 21,341 | $1.7M | Add +4.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.54% | 62,557 | $1.7M | Add +0.5% |
| CGCP Cap Group Core Plus Income | 0.53% | 71,746 | $1.7M | Add +18.4% |
| SUB iShares Short-Term National | 0.52% | 15,434 | $1.6M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 6,197 | $1.6M | Add +8.6% |
| O Realty Income Corp. | 0.51% | 25,310 | $1.6M | Add +19.3% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 31,223 | $1.5M | Reduce -10.1% |
| SCHP Schwab U.S. Tips ETF | 0.47% | 27,406 | $1.5M | Reduce -5.0% |
| CHD Church & Dwight Co. Inc. | 0.47% | 13,988 | $1.5M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.47% | 14,447 | $1.5M | Reduce -9.0% |
| DUK Duke Energy Corp. | 0.47% | 12,639 | $1.5M | Add +45.8% |
| XLI SS Industrial Select Sector | 0.45% | 10,507 | $1.4M | Add +0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.45% | 6,866 | $1.4M | Add +0.1% |
| ABBV Abbvie Inc. | 0.45% | 7,091 | $1.4M | Add +0.1% |
| FENI Fidelity Enhanced Intl ETF | 0.42% | 43,922 | $1.3M | Add +7.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.41% | 37,735 | $1.3M | Add +84.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.41% | 3,961 | $1.3M | Add +3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.38% | 5,899 | $1.2M | Add +4.1% |
| VT Vanguard Tot World STK ETF | 0.36% | 9,529 | $1.1M | Add +185.6% |
| SCHV Schwab US Large-Cap Value | 0.36% | 13,983 | $1.1M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.36% | 6,444 | $1.1M | Reduce -5.5% |
| CGMU Cap Group Municipal Income | 0.35% | 39,888 | $1.1M | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.34% | 21,308 | $1.1M | Add +12.4% |
| MUB iShares National Muni Bond E | 0.34% | 9,765 | $1.1M | Add +373.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 11,440 | $1.0M | Reduce -5.5% |
| GMED Globus Medical Inc. Class A | 0.32% | 14,000 | $1.0M | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.32% | 1,727 | $989K | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.31% | 1,110 | $984K | Add +10.9% |
| PFF iShares Preferred & Income S | 0.30% | 28,735 | $955K | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 9,841 | $942K | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.30% | 5,634 | $942K | Reduce -4.8% |
| T AT&T Inc. | 0.29% | 41,073 | $904K | Reduce -0.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 12,953 | $877K | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 3,328 | $876K | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,391 | $870K | Reduce -4.3% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 4,827 | $865K | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,442 | $832K | Add +15.4% |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,972 | $825K | Reduce -2.1% |
| AXP American Express Co. | 0.26% | 3,011 | $817K | Reduce -0.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.25% | 28,177 | $784K | Add +166.2% |
| JPM JPMorgan Chase & Co. | 0.24% | 3,576 | $754K | Add +3.9% |
| PEP Pepsico Inc. | 0.24% | 4,361 | $742K | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 5,688 | $729K | Add +13.2% |
| HDV iShares Core High Dividend E | 0.23% | 6,135 | $722K | Reduce -1.4% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 6,555 | $700K | No change |
| IWB iShares Russell 1000 ETF | 0.22% | 2,185 | $687K | Reduce -19.0% |
| CGSD Cap Group Short Duration | 0.22% | 26,361 | $683K | Add +61.2% |
| BXC Bluelinx Holdings Inc. | 0.22% | 6,453 | $680K | Add +31.9% |
| PCN PIMCO Corporate & Income STR | 0.22% | 47,797 | $678K | Add +9.8% |
| MCD McDonald's Corp. | 0.22% | 2,218 | $676K | Reduce -4.1% |
| FDVV Fidelity High Dividend ETF | 0.21% | 13,176 | $667K | Add +8.5% |
| DLR Digital Realty Trust Inc. | 0.21% | 4,119 | $667K | Add +14.0% |
| WELL Welltower Inc. | 0.21% | 5,144 | $659K | Reduce -2.2% |
| DFAT Dimensional US Target Value | 0.21% | 11,600 | $645K | Add +58.9% |
| A Agilent Technologies Inc. | 0.21% | 4,327 | $642K | No change |
| D Dominion Energy Inc. | 0.20% | 10,769 | $622K | New |
| XLRE SS Real Estate Select Sector | 0.19% | 13,084 | $584K | Reduce -8.5% |
| RIO Rio Tinto PLC-Spon ADR | 0.18% | 8,107 | $577K | Reduce -11.6% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.18% | 18,962 | $576K | Add +78.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.17% | 2,675 | $542K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GPC Genuine Parts Co. | Reduce -0.3% | 3.50% | −0.52 |
| MSFT Microsoft Corp. | Reduce -2.3% | 1.51% | −0.35 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 1.99% | −0.26 |
| AAPL Apple Inc. | Reduce -0.6% | 4.94% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 1.09% | −0.22 |
| EIPI FT Energy Income ETF | Reduce -2.5% | 1.41% | −0.20 |
| UPS United Parcel Service Class B | Reduce -0.3% | 1.17% | −0.19 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.88% | −0.15 |
| IYW iShares Ustechnology ETF | Reduce -4.3% | 0.63% | −0.13 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -4.4% | 0.57% | −0.11 |
| AGG iShares Core U.S. Aggregate | Reduce -9.0% | 0.47% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.30% | −0.10 |
| PKG Packaging Corp. of America | Reduce -38.5% | 0.17% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.09 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.0% | 0.47% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.1% | 0.48% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.26% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -19.0% | 0.22% | −0.08 |
| CVX Chevron Corp. | Reduce -14.6% | 0.17% | −0.08 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.80% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -35.8% | 0.11% | −0.07 |
| GMED Globus Medical Inc. Class A | Reduce -9.1% | 0.32% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -0.3% | 0.47% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -5.5% | 0.36% | −0.06 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -27.9% | 0.09% | −0.05 |
| BSM Black Stone Minerals LP | Reduce -11.1% | 0.14% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.5% | 0.33% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -11.6% | 0.18% | −0.04 |
| ELV Elevance Health Inc. | Reduce -8.3% | 0.12% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -9.8% | 0.11% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 0.30% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.1% | 0.28% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -10.0% | 0.07% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.3% | 0.28% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -0.3% | 0.30% | −0.03 |
| VLO Valero Energy Corp. | Reduce -1.5% | 0.08% | −0.03 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -8.4% | 0.07% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.24% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.13% | −0.03 |
| COP Conocophillips | Reduce -0.8% | 0.11% | −0.03 |
| BAC Bank of America Corp. | Reduce -2.8% | 0.14% | −0.03 |
| MBB iShares MBS ETF | Reduce -15.1% | 0.09% | −0.03 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -7.9% | 0.14% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.12% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -7.0% | 0.13% | −0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -4.0% | 0.17% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.2% | 0.13% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| FBND Fidelity Total Bond ETF | Add +38.2% | 2.16% | +0.42 |
| CGBL Cap Group Core Balanced | Add +153.2% | 0.71% | +0.40 |
| CGDV Cap Group Dividend Value | Add +27.7% | 1.51% | +0.27 |
| MUB iShares National Muni Bond E | Add +373.1% | 0.34% | +0.26 |
| SCHX Schwab US Large-Cap ETF | Add +20.7% | 2.76% | +0.25 |
| VT Vanguard Tot World STK ETF | Add +185.6% | 0.36% | +0.23 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +34.6% | 1.05% | +0.20 |
| SCHY Schwab International DVD ETF | Add +25.9% | 1.16% | +0.20 |
| D Dominion Energy Inc. | New | 0.20% | +0.20 |
| AFL Aflac Inc. | Add +23.2% | 0.69% | +0.17 |
| CGUS Cap Group Core Equity | Add +84.4% | 0.41% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +15.3% | 2.14% | +0.17 |
| CGDG Cap Group Dividend Growers | New | 0.15% | +0.15 |
| CGMS Cap Group US Multi-Sect Bond | Add +166.2% | 0.25% | +0.15 |
| DUK Duke Energy Corp. | Add +45.8% | 0.47% | +0.14 |
| CGGR Cap Group Growth Equity | Add +14.2% | 3.16% | +0.13 |
| CGCB Cap Group Core Bond | New | 0.13% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.3% | 1.86% | +0.11 |
| CGGO Cap Group Global Growth | Add +40.2% | 0.56% | +0.11 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| AEE Ameren Corporation | New | 0.10% | +0.10 |
| O Realty Income Corp. | Add +19.3% | 0.51% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +138.2% | 0.16% | +0.08 |
| FSTA Fidelity MSCI Cons Stap Indx | New | 0.08% | +0.08 |
| GARP iShares MSCI USA Quality Gar | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | New | 0.08% | +0.08 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.08% | +0.08 |
| ALLE Allegion PLC | New | 0.08% | +0.08 |
| ES Eversource Energy | New | 0.07% | +0.07 |
| LVHI Franklin International Low V | New | 0.07% | +0.07 |
| EPD Enterprise Products Partners | New | 0.07% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| CGIE Cap Group Intl Equity | Add +78.0% | 0.18% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| DFAT Dimensional US Target Value | Add +58.9% | 0.21% | +0.07 |
| LIN Linde PLC | New | 0.07% | +0.07 |
| CGSD Cap Group Short Duration | Add +61.2% | 0.22% | +0.06 |
| SO The Southern Co. | Add +5.2% | 1.17% | +0.06 |
| BXC Bluelinx Holdings Inc. | Add +31.9% | 0.22% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +16.5% | 1.20% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +14.6% | 1.01% | +0.04 |
| WMT Walmart Inc. | Add +4.8% | 0.55% | +0.04 |
| CGCP Cap Group Core Plus Income | Add +18.4% | 0.53% | +0.03 |
| UTG Reaves Utility Income Fund | Add +0.1% | 0.79% | +0.03 |
| FHLC Fidelity MSCI Health Care | Add +40.4% | 0.12% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +6.8% | 5.92% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +3.7% | 0.11% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +15.4% | 0.27% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +13.2% | 0.23% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.6% | 0.52% | +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 |