LongView Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), LongView Wealth Management reported 201 stock positions worth $333.4 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.8% of the portfolio, followed by Home Depot (HD, 4.3%) and Apple (AAPL, 4.2%). Compared with Q4 2024, it opened 9 new positions, sold out of 11, added to 97 and reduced 78. The biggest buy was Fidelity Enhanced Mid Cap (FMDE, shares +102%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $333.4M (Q1 2025)
- SEC Filing
- 0001990190-25-000003 ↗ filed Apr 21, 2025
Holdings Value
Holdings 201 stocks · $333.4M
| SCHD Schwab US DVD Equity ETF | 6.84% | 815,541 | $22.8M | Add +6.3% |
| HD Home Depot Inc. | 4.33% | 39,432 | $14.5M | Reduce -0.3% |
| AAPL Apple Inc. | 4.21% | 63,118 | $14.0M | Reduce -3.3% |
| ILCG iShares Morningstar Growth E | 3.58% | 147,279 | $11.9M | Add +3.2% |
| CGGR Cap Group Growth Equity | 3.22% | 313,451 | $10.7M | Add +5.0% |
| GPC Genuine Parts Co. | 3.01% | 84,341 | $10.0M | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 2.77% | 418,981 | $9.3M | Add +6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.47% | 22,177 | $8.2M | Reduce -1.3% |
| FBND Fidelity Total Bond ETF | 2.25% | 164,488 | $7.5M | Add +5.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.18% | 42,135 | $7.3M | Add +5.3% |
| IEFA iShares Core MSCI Eafe ETF | 2.08% | 91,666 | $6.9M | Add +9.0% |
| IQLT iShares MSCI International Q | 1.92% | 161,524 | $6.4M | Reduce -6.5% |
| BSV Vanguard Short-Term Bond ETF | 1.88% | 80,227 | $6.3M | Reduce -2.2% |
| ICSH iShares Ultra Short Duration | 1.81% | 118,852 | $6.0M | Add +1.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.55% | 144,682 | $5.2M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.52% | 10,789 | $5.1M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.45% | 21,784 | $4.8M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 1.37% | 182,243 | $4.6M | Add +17.5% |
| FMDE Fidelity Enhanced Mid Cap Co. | 1.35% | 143,851 | $4.5M | Add +101.8% |
| EIPI FT Energy Income ETF | 1.31% | 215,524 | $4.4M | Reduce -2.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.25% | 134,364 | $4.2M | Add +23.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.22% | 112,160 | $4.1M | Add +3.4% |
| SCHY Schwab International DVD ETF | 1.19% | 156,793 | $4.0M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 7,082 | $3.8M | Reduce -3.4% |
| MSFT Microsoft Corp. | 1.12% | 9,924 | $3.7M | Reduce -3.1% |
| VOO Vanguard S&P 500 ETF | 1.10% | 7,120 | $3.7M | Add +11.0% |
| SO The Southern Co. | 1.07% | 38,924 | $3.6M | Reduce -4.3% |
| KO The Coca-Cola Co. | 1.06% | 49,282 | $3.5M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.05% | 18,449 | $3.5M | Add +2.5% |
| UPS United Parcel Service Class B | 0.88% | 26,773 | $2.9M | Add +0.1% |
| AFL Aflac Inc. | 0.88% | 26,354 | $2.9M | Add +35.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 8,801 | $2.4M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.72% | 20,207 | $2.4M | Reduce -3.4% |
| NVDA Nvidia Corp. | 0.70% | 21,614 | $2.3M | Add +2.4% |
| JNJ Johnson & Johnson | 0.69% | 13,964 | $2.3M | Reduce -5.3% |
| UTG Reaves Utility Income Fund | 0.68% | 69,612 | $2.3M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 43,958 | $2.2M | Reduce -5.0% |
| O Realty Income Corp. | 0.64% | 36,604 | $2.1M | Add +4.0% |
| CGCP Cap Group Core Plus Income | 0.59% | 87,015 | $2.0M | Add +3.0% |
| VT Vanguard Tot World STK ETF | 0.58% | 16,647 | $1.9M | Add +22.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 7,444 | $1.9M | Add +20.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.57% | 66,946 | $1.9M | Add +3.1% |
| WMT Walmart Inc. | 0.56% | 21,426 | $1.9M | Add +1.1% |
| IYW iShares Ustechnology ETF | 0.55% | 13,092 | $1.8M | Reduce -0.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.55% | 66,706 | $1.8M | Add +22.1% |
| FENI Fidelity Enhanced Intl ETF | 0.52% | 58,050 | $1.7M | Add +11.1% |
| SUB iShares Short-Term National | 0.49% | 15,608 | $1.6M | Add +0.4% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.49% | 53,092 | $1.6M | Add +28.2% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.48% | 31,754 | $1.6M | Reduce -4.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.48% | 47,467 | $1.6M | Add +15.2% |
| DUK Duke Energy Corp. | 0.47% | 12,800 | $1.6M | Add +0.8% |
| CHD Church & Dwight Co. Inc. | 0.44% | 13,192 | $1.5M | Reduce -5.9% |
| CGSD Cap Group Short Duration | 0.43% | 55,139 | $1.4M | Add +0.8% |
| ABBV Abbvie Inc. | 0.42% | 6,689 | $1.4M | Reduce -1.3% |
| SCHP Schwab U.S. Tips ETF | 0.41% | 50,485 | $1.4M | Add +0.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.40% | 54,842 | $1.3M | Reduce -12.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.40% | 6,590 | $1.3M | Reduce -1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.39% | 4,195 | $1.3M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.38% | 12,695 | $1.3M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.37% | 11,752 | $1.2M | Add +13.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.37% | 25,366 | $1.2M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 27,243 | $1.2M | Reduce -3.5% |
| T AT&T Inc. | 0.36% | 41,945 | $1.2M | Add +6.6% |
| CGMU Cap Group Municipal Income | 0.34% | 41,932 | $1.1M | Reduce -7.8% |
| PG The Procter & Gamble Co. | 0.34% | 6,554 | $1.1M | Add +1.5% |
| XLI SS Industrial Select Sector | 0.33% | 8,466 | $1.1M | Reduce -18.6% |
| CGCB Cap Group Core Bond | 0.32% | 40,829 | $1.1M | Add +27.3% |
| COST Costco Wholesale Corp. | 0.32% | 1,123 | $1.1M | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.31% | 11,014 | $1.0M | Reduce -1.7% |
| GMED Globus Medical Inc. Class A | 0.31% | 14,000 | $1.0M | No change |
| SCHV Schwab US Large-Cap Value | 0.30% | 37,822 | $1.0M | Reduce -9.8% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 10,717 | $995K | Add +4.7% |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 17,087 | $976K | Add +67.5% |
| IVV iShares Core S&P 500 ETF | 0.29% | 1,731 | $973K | Add +15.6% |
| GARP iShares MSCI USA Quality Gar | 0.29% | 18,951 | $967K | Add +303.2% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 41,660 | $958K | Add +14.5% |
| META Meta Platforms Inc. Class A | 0.28% | 1,633 | $941K | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,779 | $927K | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 4,878 | $909K | Reduce -13.7% |
| FDVV Fidelity High Dividend ETF | 0.26% | 17,509 | $868K | Add +32.3% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 6,516 | $840K | Add +6.5% |
| PFF iShares Preferred & Income S | 0.25% | 26,810 | $824K | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.25% | 3,353 | $822K | Reduce -6.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 12,826 | $815K | Add +4.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 1 | $798K | New |
| GOOG Alphabet Inc. Class C | 0.24% | 5,070 | $792K | Reduce -2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 4,494 | $779K | Reduce -0.4% |
| XLRE SS Real Estate Select Sector | 0.23% | 17,987 | $753K | Add +8.4% |
| AXP American Express Co. | 0.23% | 2,795 | $752K | Reduce -7.5% |
| WELL Welltower Inc. | 0.22% | 4,871 | $746K | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.22% | 4,796 | $742K | Reduce -6.0% |
| HDV iShares Core High Dividend E | 0.21% | 5,850 | $709K | No change |
| MCD McDonald's Corp. | 0.21% | 2,234 | $698K | Add +0.4% |
| PEP Pepsico Inc. | 0.21% | 4,616 | $692K | Add +3.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 2,628 | $676K | Reduce -16.9% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 6,555 | $670K | No change |
| PCN PIMCO Corporate & Income STR | 0.20% | 48,028 | $656K | Reduce -0.1% |
| DFAT Dimensional US Target Value | 0.19% | 12,600 | $649K | Add +8.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.19% | 19,800 | $639K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 9,542 | $627K | Add +11.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -3.3% | 4.21% | −0.77 |
| HD Home Depot Inc. | Reduce -0.3% | 4.33% | −0.36 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 2.47% | −0.34 |
| MSFT Microsoft Corp. | Reduce -3.1% | 1.12% | −0.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 1.52% | −0.19 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.17 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.13 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.13 |
| TYG Tortoise Energy Infrastruct | Sold out | 0.00% | −0.09 |
| IYW iShares Ustechnology ETF | Reduce -0.0% | 0.55% | −0.09 |
| XLI SS Industrial Select Sector | Reduce -18.6% | 0.33% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 0.22% | −0.07 |
| CGXU Cap Group Intl Focus | Reduce -12.6% | 0.40% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.7% | 0.27% | −0.07 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.07 |
| HPQ HP Inc. | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.24% | −0.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| LVHI Franklin International Low V | Sold out | 0.00% | −0.06 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.06 |
| ES Eversource Energy | Sold out | 0.00% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -24.7% | 0.14% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -16.9% | 0.20% | −0.06 |
| DIS The Walt Disney Co. | Reduce -27.2% | 0.09% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.2% | 1.88% | −0.05 |
| AXP American Express Co. | Reduce -7.5% | 0.23% | −0.05 |
| DLR Digital Realty Trust Inc. | Reduce -1.1% | 0.17% | −0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -23.1% | 0.12% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -34.8% | 0.08% | −0.04 |
| CGMU Cap Group Municipal Income | Reduce -7.8% | 0.34% | −0.04 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.4% | 0.40% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -9.8% | 0.30% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -6.5% | 1.92% | −0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -4.4% | 0.48% | −0.03 |
| BAC Bank of America Corp. | Reduce -10.1% | 0.14% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -27.9% | 0.07% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.3% | 0.08% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.6% | 0.28% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -7.4% | 0.15% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.2% | 0.10% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -2.1% | 0.25% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 0.25% | −0.01 |
| ET Energy Transfer LP | Reduce -0.8% | 0.18% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -19.4% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -11.0% | 0.06% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -7.5% | 0.10% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -5.9% | 0.44% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -14.7% | 0.08% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -7.5% | 0.11% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| FMDE Fidelity Enhanced Mid Cap Co. | Add +101.8% | 1.35% | +0.64 |
| SCHD Schwab US DVD Equity ETF | Add +6.3% | 6.84% | +0.45 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.0% | 2.08% | +0.28 |
| AFL Aflac Inc. | Add +35.8% | 0.88% | +0.27 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.24% | +0.24 |
| CGBL Cap Group Core Balanced | Add +23.5% | 1.25% | +0.21 |
| GARP iShares MSCI USA Quality Gar | Add +303.2% | 0.29% | +0.21 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.19% | +0.19 |
| CGGE Cap Group Global Eq | New | 0.17% | +0.17 |
| KO The Coca-Cola Co. | Add +0.2% | 1.06% | +0.13 |
| SCHY Schwab International DVD ETF | Add +3.2% | 1.19% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.3% | 2.18% | +0.12 |
| CGDG Cap Group Dividend Growers | Add +28.2% | 0.49% | +0.12 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +3.4% | 1.22% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +67.5% | 0.29% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +5.2% | 2.25% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +22.6% | 0.58% | +0.09 |
| CGMS Cap Group US Multi-Sect Bond | Add +22.1% | 0.55% | +0.09 |
| ESML iShares ESG Aware MSCI USA S | New | 0.09% | +0.09 |
| GE General Electric | New | 0.09% | +0.09 |
| T AT&T Inc. | Add +6.6% | 0.36% | +0.08 |
| HIMU iShares High Yild Muni A ETF | New | 0.08% | +0.08 |
| IOO iShares Global 100 ETF | New | 0.08% | +0.08 |
| FENI Fidelity Enhanced Intl ETF | Add +11.1% | 0.52% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +20.0% | 0.58% | +0.08 |
| CGCB Cap Group Core Bond | Add +27.3% | 0.32% | +0.07 |
| AVDV Avantis Intl S/C Value ETF | New | 0.06% | +0.06 |
| O Realty Income Corp. | Add +4.0% | 0.64% | +0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.06% | +0.06 |
| FDVV Fidelity High Dividend ETF | Add +32.3% | 0.26% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +17.5% | 1.37% | +0.05 |
| DUK Duke Energy Corp. | Add +0.8% | 0.47% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +11.0% | 1.10% | +0.04 |
| CGUS Cap Group Core Equity | Add +15.2% | 0.48% | +0.04 |
| MUB iShares National Muni Bond E | Add +13.4% | 0.37% | +0.04 |
| GOVT iShares US Treasury Bond ETF | Add +14.5% | 0.29% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +55.4% | 0.11% | +0.03 |
| CGNG Cap Group New Geography Eq | Add +20.7% | 0.17% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +37.6% | 0.09% | +0.03 |
| ELV Elevance Health Inc. | Add +11.3% | 0.11% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +24.1% | 0.10% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +13.7% | 0.18% | +0.02 |
| CGDV Cap Group Dividend Value | Add +2.1% | 1.55% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +15.6% | 0.29% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +8.4% | 0.23% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +23.1% | 0.12% | +0.02 |
| BND Vanguard Total Bond Market | Add +18.9% | 0.11% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +4.3% | 0.24% | +0.02 |
| AZO AutoZone Inc. | Add +1.1% | 0.10% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +13.3% | 0.08% | +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 |