LongView Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), LongView Wealth Management reported 203 stock positions worth $328.1 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.4% of the portfolio, followed by Apple (AAPL, 5.0%) and Home Depot (HD, 4.7%). Compared with Q3 2024, it opened 14 new positions, sold out of 5, added to 98 and reduced 70. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +17%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $328.1M (Q4 2024)
- SEC Filing
- 0001990190-25-000001 ↗ filed Jan 15, 2025
Holdings Value
Holdings 203 stocks · $328.1M
| SCHD Schwab US DVD Equity ETF | 6.39% | 767,433 | $21.0M | Add +16.7% |
| AAPL Apple Inc. | 4.98% | 65,244 | $16.3M | Reduce -1.8% |
| HD Home Depot Inc. | 4.69% | 39,562 | $15.4M | Add +0.4% |
| ILCG iShares Morningstar Growth E | 3.90% | 142,676 | $12.8M | Add +3.8% |
| CGGR Cap Group Growth Equity | 3.38% | 298,455 | $11.1M | Add +4.9% |
| GPC Genuine Parts Co. | 3.00% | 84,328 | $9.8M | Add +7.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.81% | 22,473 | $9.2M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 2.78% | 393,589 | $9.1M | Add +2.8% |
| FBND Fidelity Total Bond ETF | 2.14% | 156,430 | $7.0M | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.06% | 40,009 | $6.8M | Add +4.2% |
| IQLT iShares MSCI International Q | 1.95% | 172,752 | $6.4M | Add +27.3% |
| BSV Vanguard Short-Term Bond ETF | 1.93% | 82,048 | $6.3M | Add +3.6% |
| ICSH iShares Ultra Short Duration | 1.80% | 117,409 | $5.9M | Add +1.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.80% | 84,091 | $5.9M | Add +12.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.71% | 10,960 | $5.6M | Add +4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.59% | 21,715 | $5.2M | Add +2.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.52% | 141,749 | $5.0M | Add +9.2% |
| EIPI FT Energy Income ETF | 1.32% | 221,841 | $4.3M | Reduce -3.1% |
| SCHG Schwab US Large-Cap Growth | 1.32% | 155,079 | $4.3M | Add +7.6% |
| MSFT Microsoft Corp. | 1.32% | 10,238 | $4.3M | Reduce -7.0% |
| AMZN Amazon.com Inc. | 1.20% | 17,992 | $3.9M | Reduce -2.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.10% | 108,509 | $3.6M | Add +23.3% |
| SCHY Schwab International DVD ETF | 1.07% | 151,933 | $3.5M | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 1.05% | 6,417 | $3.5M | Add +7.5% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.04% | 108,765 | $3.4M | Add +50.8% |
| UPS United Parcel Service Class B | 1.03% | 26,748 | $3.4M | Reduce -0.6% |
| SO The Southern Co. | 1.02% | 40,678 | $3.3M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 7,328 | $3.3M | No change |
| KO The Coca-Cola Co. | 0.93% | 49,182 | $3.1M | Add +13.4% |
| NVDA Nvidia Corp. | 0.86% | 21,114 | $2.8M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.78% | 8,793 | $2.5M | Reduce -0.3% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.71% | 71,271 | $2.3M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.69% | 20,919 | $2.3M | Reduce -11.1% |
| UTG Reaves Utility Income Fund | 0.68% | 70,276 | $2.2M | Reduce -6.5% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 46,247 | $2.2M | Add +0.9% |
| JNJ Johnson & Johnson | 0.65% | 14,745 | $2.1M | Reduce -1.9% |
| IYW iShares Ustechnology ETF | 0.64% | 13,094 | $2.1M | Add +0.4% |
| AFL Aflac Inc. | 0.61% | 19,411 | $2.0M | Add +0.1% |
| WMT Walmart Inc. | 0.58% | 21,201 | $1.9M | Reduce -0.7% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.58% | 64,906 | $1.9M | Add +11.9% |
| O Realty Income Corp. | 0.57% | 35,188 | $1.9M | Add +39.0% |
| CGCP Cap Group Core Plus Income | 0.57% | 84,461 | $1.9M | Add +17.7% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.50% | 33,204 | $1.7M | Reduce -5.4% |
| SUB iShares Short-Term National | 0.50% | 15,548 | $1.6M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 6,204 | $1.6M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.49% | 13,580 | $1.6M | Add +42.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.47% | 62,761 | $1.5M | Add +0.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.45% | 54,622 | $1.5M | Add +93.8% |
| CHD Church & Dwight Co. Inc. | 0.45% | 14,014 | $1.5M | Add +0.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.44% | 41,196 | $1.4M | Add +9.2% |
| FENI Fidelity Enhanced Intl ETF | 0.44% | 52,254 | $1.4M | Add +19.0% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.43% | 6,687 | $1.4M | Reduce -2.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.43% | 4,139 | $1.4M | Add +4.5% |
| CGSD Cap Group Short Duration | 0.43% | 54,673 | $1.4M | Add +107.4% |
| XLI SS Industrial Select Sector | 0.42% | 10,404 | $1.4M | Reduce -1.0% |
| DUK Duke Energy Corp. | 0.42% | 12,698 | $1.4M | Add +0.5% |
| SCHP Schwab U.S. Tips ETF | 0.40% | 50,404 | $1.3M | Reduce -8.0% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 28,243 | $1.2M | Reduce -9.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.38% | 25,159 | $1.2M | Add +18.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.37% | 41,427 | $1.2M | Add +177.2% |
| CGMU Cap Group Municipal Income | 0.37% | 45,491 | $1.2M | Add +14.1% |
| AGG iShares Core U.S. Aggregate | 0.37% | 12,613 | $1.2M | Reduce -12.7% |
| ABBV Abbvie Inc. | 0.37% | 6,777 | $1.2M | Reduce -4.4% |
| GMED Globus Medical Inc. Class A | 0.35% | 14,000 | $1.2M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 5,649 | $1.1M | Reduce -4.2% |
| MUB iShares National Muni Bond E | 0.34% | 10,367 | $1.1M | Add +6.2% |
| SCHV Schwab US Large-Cap Value | 0.33% | 41,952 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.33% | 6,460 | $1.1M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 10,241 | $1.0M | Add +4.1% |
| COST Costco Wholesale Corp. | 0.31% | 1,120 | $1.0M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 11,204 | $995K | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.30% | 1,694 | $992K | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.30% | 5,183 | $987K | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 0.29% | 5,103 | $966K | Add +2.6% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,655 | $912K | Add +6.0% |
| AXP American Express Co. | 0.27% | 3,021 | $897K | Add +0.3% |
| T AT&T Inc. | 0.27% | 39,351 | $896K | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,498 | $882K | Add +3.9% |
| PFF iShares Preferred & Income S | 0.26% | 27,394 | $861K | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.26% | 3,578 | $858K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 3,164 | $853K | Reduce -4.9% |
| GOVT iShares US Treasury Bond ETF | 0.25% | 36,385 | $836K | Add +163.7% |
| CGCB Cap Group Core Bond | 0.25% | 32,081 | $827K | Add +116.3% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 4,514 | $791K | Reduce -6.5% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 6,119 | $781K | Add +7.6% |
| TSLA Tesla Inc. | 0.23% | 1,909 | $771K | Add +12.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 12,293 | $747K | Reduce -5.1% |
| DLR Digital Realty Trust Inc. | 0.22% | 4,082 | $724K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.21% | 4,456 | $678K | Add +2.2% |
| XLRE SS Real Estate Select Sector | 0.21% | 16,600 | $675K | Add +26.9% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,092 | $674K | Reduce -4.3% |
| FDVV Fidelity High Dividend ETF | 0.20% | 13,230 | $661K | Add +0.4% |
| BXC Bluelinx Holdings Inc. | 0.20% | 6,453 | $659K | No change |
| HDV iShares Core High Dividend E | 0.20% | 5,850 | $657K | Reduce -4.7% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 6,555 | $653K | No change |
| ET Energy Transfer LP | 0.20% | 33,051 | $647K | Reduce -0.2% |
| DFAT Dimensional US Target Value | 0.20% | 11,600 | $646K | No change |
| MCD McDonald's Corp. | 0.20% | 2,226 | $645K | Add +0.4% |
| PCN PIMCO Corporate & Income STR | 0.20% | 48,090 | $645K | Add +0.6% |
| WELL Welltower Inc. | 0.19% | 4,978 | $627K | Reduce -3.2% |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -7.0% | 1.32% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -11.1% | 0.69% | −0.19 |
| UPS United Parcel Service Class B | Reduce -0.6% | 1.03% | −0.14 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.65% | −0.13 |
| UTG Reaves Utility Income Fund | Reduce -6.5% | 0.68% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.5% | 0.38% | −0.10 |
| EIPI FT Energy Income ETF | Reduce -3.1% | 1.32% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -12.7% | 0.37% | −0.09 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.09 |
| CGIE Cap Group Intl Equity | Reduce -36.6% | 0.10% | −0.08 |
| ABBV Abbvie Inc. | Reduce -4.4% | 0.37% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Reduce -8.0% | 0.40% | −0.07 |
| GE General Electric | Sold out | 0.00% | −0.07 |
| BSM Black Stone Minerals LP | Reduce -44.7% | 0.07% | −0.07 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.07 |
| LIN Linde PLC | Sold out | 0.00% | −0.07 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.07 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -5.4% | 0.50% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.1% | 0.23% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.6% | 0.13% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -15.1% | 0.12% | −0.05 |
| VDE Vanguard Energy ETF | Reduce -36.0% | 0.07% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -4.7% | 0.26% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.2% | 0.34% | −0.04 |
| AMD Advanced Micro Devices | Reduce -8.8% | 0.07% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -1.0% | 0.42% | −0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -2.4% | 0.71% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.5% | 0.24% | −0.04 |
| SIHY Harbor Ares Systemt Hi YD-US | Reduce -19.6% | 0.10% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -4.7% | 0.20% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.1% | 0.30% | −0.03 |
| CVX Chevron Corp. | Reduce -12.0% | 0.14% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -17.0% | 0.08% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.08% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -26.7% | 0.08% | −0.03 |
| NGG National Grid PLC-SP ADR | Reduce -4.3% | 0.09% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -1.1% | 0.15% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -4.3% | 0.15% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.9% | 0.11% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.08% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.78% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.9% | 0.26% | −0.02 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -2.6% | 0.43% | −0.02 |
| WELL Welltower Inc. | Reduce -3.2% | 0.19% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -7.6% | 0.09% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -0.8% | 0.09% | −0.02 |
| COP Conocophillips | Reduce -5.9% | 0.09% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -2.4% | 0.13% | −0.02 |
| T AT&T Inc. | Reduce -4.2% | 0.27% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -4.3% | 0.12% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHD Schwab US DVD Equity ETF | Add +16.7% | 6.39% | +0.47 |
| CGBL Cap Group Core Balanced | Add +50.8% | 1.04% | +0.32 |
| CGDG Cap Group Dividend Growers | Add +177.2% | 0.37% | +0.23 |
| CGGR Cap Group Growth Equity | Add +4.9% | 3.38% | +0.22 |
| ILCG iShares Morningstar Growth E | Add +3.8% | 3.90% | +0.21 |
| CGSD Cap Group Short Duration | Add +107.4% | 0.43% | +0.21 |
| CGMS Cap Group US Multi-Sect Bond | Add +93.8% | 0.45% | +0.20 |
| UNH Unitedhealth Group Inc. | New | 0.18% | +0.18 |
| JEPI JPMorgan Equity Premium Inco | New | 0.18% | +0.18 |
| IQLT iShares MSCI International Q | Add +27.3% | 1.95% | +0.16 |
| GOVT iShares US Treasury Bond ETF | Add +163.7% | 0.25% | +0.15 |
| CGNG Cap Group New Geography Eq | New | 0.14% | +0.14 |
| CGCB Cap Group Core Bond | Add +116.3% | 0.25% | +0.12 |
| VT Vanguard Tot World STK ETF | Add +42.5% | 0.49% | +0.12 |
| SCHG Schwab US Large-Cap Growth | Add +7.6% | 1.32% | +0.12 |
| VIGI Vanguard Int Div App Indx FD | New | 0.10% | +0.10 |
| PPA Invesco Aerospace & Defense | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +12.9% | 0.23% | +0.09 |
| TYG Tortoise Energy Infrastruct | New | 0.09% | +0.09 |
| DGRO iShares Core Dividend Growth | New | 0.09% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | New | 0.09% | +0.09 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.4% | 1.71% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.07% | +0.07 |
| BEPC Brookfield Renewable Corp. | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | New | 0.06% | +0.06 |
| O Realty Income Corp. | Add +39.0% | 0.57% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +7.5% | 1.05% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +23.3% | 1.10% | +0.05 |
| NVDA Nvidia Corp. | Add +0.2% | 0.86% | +0.05 |
| CGCP Cap Group Core Plus Income | Add +17.7% | 0.57% | +0.04 |
| FNCL Fidelity MSCI Financial Indx | Add +32.9% | 0.14% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +18.1% | 0.38% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.29% | +0.03 |
| BAC Bank of America Corp. | Add +12.3% | 0.17% | +0.03 |
| CGUS Cap Group Core Equity | Add +9.2% | 0.44% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +4.5% | 0.43% | +0.03 |
| CGMU Cap Group Municipal Income | Add +14.1% | 0.37% | +0.02 |
| EPD Enterprise Products Partners | Add +27.6% | 0.10% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.4% | 0.18% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +30.1% | 0.11% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.13% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.26% | +0.02 |
| CGGO Cap Group Global Growth | Add +11.9% | 0.58% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +26.9% | 0.21% | +0.02 |
| XLF SS Financial Select Sector | Add +15.6% | 0.12% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +4.1% | 0.32% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2.8% | 2.78% | +0.02 |
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 |