LongView Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), LongView Wealth Management reported 215 stock positions worth $330.3 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.6% of the portfolio, followed by iShares Morningstar Growth E (ILCG, 4.4%) and Home Depot (HD, 3.8%). Compared with Q1 2025, it opened 22 new positions, sold out of 8, added to 88 and reduced 86. The biggest buy was iShares Morningstar Growth E (ILCG, shares +2%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $330.3M (Q2 2025)
- SEC Filing
- 0001990190-25-000004 ↗ filed Jul 11, 2025
Holdings Value
Holdings 215 stocks · $330.3M
| SCHD Schwab US DVD Equity ETF | 6.58% | 819,827 | $21.7M | Add +0.5% |
| ILCG iShares Morningstar Growth E | 4.41% | 150,177 | $14.6M | Add +2.0% |
| HD Home Depot Inc. | 3.79% | 34,168 | $12.5M | Reduce -13.3% |
| AAPL Apple Inc. | 3.59% | 57,727 | $11.8M | Reduce -8.5% |
| SCHX Schwab US Large-Cap ETF | 3.20% | 432,508 | $10.6M | Add +3.2% |
| GPC Genuine Parts Co. | 3.08% | 83,754 | $10.2M | Reduce -0.7% |
| CGGR Cap Group Growth Equity | 2.66% | 216,514 | $8.8M | Reduce -30.9% |
| FBND Fidelity Total Bond ETF | 2.53% | 182,666 | $8.4M | Add +11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.22% | 16,754 | $7.3M | Reduce -24.4% |
| IQLT iShares MSCI International Q | 2.15% | 164,684 | $7.1M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.88% | 11,231 | $6.2M | Add +4.1% |
| ICSH iShares Ultra Short Duration | 1.83% | 119,221 | $6.0M | Add +0.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.68% | 138,377 | $5.5M | Add +23.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.65% | 138,271 | $5.5M | Reduce -4.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.61% | 158,837 | $5.3M | Add +18.2% |
| FMDE Fidelity Enhanced Mid Cap Co. | 1.44% | 138,016 | $4.7M | Reduce -4.1% |
| SCHY Schwab International DVD ETF | 1.38% | 166,623 | $4.6M | Add +6.3% |
| MSFT Microsoft Corp. | 1.38% | 9,152 | $4.6M | Reduce -7.8% |
| VOO Vanguard S&P 500 ETF | 1.31% | 7,618 | $4.3M | Add +7.0% |
| EIPI FT Energy Income ETF | 1.29% | 215,874 | $4.3M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.22% | 18,346 | $4.0M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.07% | 20,020 | $3.5M | Reduce -52.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.05% | 14,687 | $3.5M | Reduce -32.6% |
| KO The Coca-Cola Co. | 1.05% | 49,087 | $3.5M | Reduce -0.4% |
| SO The Southern Co. | 1.02% | 36,784 | $3.4M | Reduce -5.5% |
| AFL Aflac Inc. | 1.02% | 31,837 | $3.4M | Add +20.8% |
| NVDA Nvidia Corp. | 0.99% | 20,744 | $3.3M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 6,478 | $3.1M | Reduce -8.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 9,433 | $2.9M | Add +7.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.85% | 10,068 | $2.8M | Add +35.3% |
| VT Vanguard Tot World STK ETF | 0.82% | 21,034 | $2.7M | Add +26.4% |
| UPS United Parcel Service Class B | 0.81% | 26,508 | $2.7M | Reduce -1.0% |
| FENI Fidelity Enhanced Intl ETF | 0.76% | 75,845 | $2.5M | Add +30.6% |
| UTG Reaves Utility Income Fund | 0.76% | 69,680 | $2.5M | Add +0.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.72% | 70,579 | $2.4M | Add +32.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.71% | 84,352 | $2.3M | Add +26.4% |
| BSV Vanguard Short-Term Bond ETF | 0.70% | 29,436 | $2.3M | Reduce -63.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.69% | 71,473 | $2.3M | Add +6.8% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 39,787 | $2.3M | Reduce -9.5% |
| IYW iShares Ustechnology ETF | 0.68% | 13,039 | $2.3M | Reduce -0.4% |
| O Realty Income Corp. | 0.66% | 37,876 | $2.2M | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.64% | 19,565 | $2.1M | Reduce -3.2% |
| CGCP Cap Group Core Plus Income | 0.63% | 92,896 | $2.1M | Add +6.8% |
| JNJ Johnson & Johnson | 0.63% | 13,559 | $2.1M | Reduce -2.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.60% | 53,631 | $2.0M | Add +13.0% |
| WMT Walmart Inc. | 0.60% | 20,237 | $2.0M | Reduce -5.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 21,382 | $1.8M | Reduce -76.7% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.50% | 57,025 | $1.7M | Add +165.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.48% | 4,305 | $1.6M | Add +2.6% |
| AGG iShares Core U.S. Aggregate | 0.47% | 15,497 | $1.5M | Add +22.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.45% | 6,590 | $1.5M | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.44% | 29,154 | $1.5M | Reduce -8.2% |
| JEPI JPMorgan Equity Premium Inco | 0.44% | 25,508 | $1.5M | Add +49.3% |
| DUK Duke Energy Corp. | 0.42% | 11,853 | $1.4M | Reduce -7.4% |
| CGCB Cap Group Core Bond | 0.42% | 53,120 | $1.4M | Add +30.1% |
| SCHP Schwab U.S. Tips ETF | 0.40% | 49,063 | $1.3M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.39% | 2,076 | $1.3M | Add +19.9% |
| CHD Church & Dwight Co. Inc. | 0.38% | 13,220 | $1.3M | Add +0.2% |
| XLI SS Industrial Select Sector | 0.38% | 8,548 | $1.3M | Add +1.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.37% | 24,554 | $1.2M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.37% | 6,540 | $1.2M | Reduce -2.2% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 40,788 | $1.2M | Reduce -77.6% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 10,811 | $1.2M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 23,847 | $1.2M | Reduce -12.5% |
| CGMU Cap Group Municipal Income | 0.35% | 43,262 | $1.2M | Add +3.2% |
| META Meta Platforms Inc. Class A | 0.35% | 1,554 | $1.1M | Reduce -4.8% |
| GARP iShares MSCI USA Quality Gar | 0.35% | 18,952 | $1.1M | Add +0.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.32% | 10,362 | $1.1M | Add +79.8% |
| MUB iShares National Muni Bond E | 0.32% | 10,022 | $1.0M | Reduce -14.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 11,099 | $1.0M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.30% | 1,013 | $1.0M | Reduce -9.8% |
| T AT&T Inc. | 0.30% | 34,116 | $987K | Reduce -18.7% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 4,779 | $978K | No change |
| VYM Vanguard High DVD Yield ETF | 0.29% | 7,215 | $962K | Add +10.7% |
| PG The Procter & Gamble Co. | 0.28% | 5,891 | $939K | Reduce -10.1% |
| AXP American Express Co. | 0.28% | 2,900 | $925K | Add +3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 4,728 | $922K | Reduce -3.1% |
| FDVV Fidelity High Dividend ETF | 0.28% | 17,677 | $920K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.28% | 5,126 | $909K | Add +1.1% |
| CGHM Cap Group Muni High-Income | 0.27% | 36,502 | $899K | New |
| JPM JPMorgan Chase & Co. | 0.27% | 3,079 | $893K | Reduce -8.2% |
| PFF iShares Preferred & Income S | 0.25% | 26,575 | $815K | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 4,478 | $814K | Reduce -0.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.24% | 2,000 | $808K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.24% | 22,800 | $804K | Add +15.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 10,988 | $799K | Add +15.2% |
| DLR Digital Realty Trust Inc. | 0.23% | 4,384 | $764K | Add +8.6% |
| WELL Welltower Inc. | 0.23% | 4,879 | $750K | Add +0.2% |
| XLRE SS Real Estate Select Sector | 0.23% | 18,065 | $748K | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 1 | $729K | No change |
| HDV iShares Core High Dividend E | 0.21% | 5,969 | $699K | Add +2.0% |
| DFAT Dimensional US Target Value | 0.21% | 12,900 | $696K | Add +2.4% |
| CGSD Cap Group Short Duration | 0.21% | 26,157 | $678K | Reduce -52.6% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 6,704 | $675K | Add +2.3% |
| GOVT iShares US Treasury Bond ETF | 0.20% | 29,343 | $674K | Reduce -29.6% |
| GOOGL Alphabet Inc. Class A | 0.20% | 3,771 | $665K | Reduce -21.4% |
| TSLA Tesla Inc. | 0.19% | 1,982 | $630K | Add +0.5% |
| MCD McDonald's Corp. | 0.19% | 2,140 | $625K | Reduce -4.2% |
| D Dominion Energy Inc. | 0.19% | 10,991 | $621K | Add +1.2% |
| GMED Globus Medical Inc. Class A | 0.19% | 10,500 | $620K | Reduce -25.0% |
Portfolio Sells Q1 2025 → Q2 2025
| IEFA iShares Core MSCI Eafe ETF | Reduce -76.7% | 0.54% | −1.54 |
| BSV Vanguard Short-Term Bond ETF | Reduce -63.3% | 0.70% | −1.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -52.5% | 1.07% | −1.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -77.6% | 0.36% | −1.01 |
| AAPL Apple Inc. | Reduce -8.5% | 3.59% | −0.62 |
| CGGR Cap Group Growth Equity | Reduce -30.9% | 2.66% | −0.56 |
| HD Home Depot Inc. | Reduce -13.3% | 3.79% | −0.54 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.49 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -32.6% | 1.05% | −0.40 |
| CGXU Cap Group Intl Focus | Reduce -81.6% | 0.08% | −0.32 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -24.4% | 2.22% | −0.24 |
| CGSD Cap Group Short Duration | Reduce -52.6% | 0.21% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.5% | 0.95% | −0.18 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -70.4% | 0.08% | −0.16 |
| GMED Globus Medical Inc. Class A | Reduce -25.0% | 0.19% | −0.12 |
| SCHV Schwab US Large-Cap Value | Reduce -42.2% | 0.18% | −0.12 |
| CGIE Cap Group Intl Equity | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -12.9% | 0.10% | −0.09 |
| GOVT iShares US Treasury Bond ETF | Reduce -29.6% | 0.20% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.64% | −0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.08 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.08 |
| UPS United Parcel Service Class B | Reduce -1.0% | 0.81% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.07 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.63% | −0.07 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.06 |
| T AT&T Inc. | Reduce -18.7% | 0.30% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -14.7% | 0.32% | −0.05 |
| ABBV Abbvie Inc. | Reduce -2.2% | 0.37% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -10.1% | 0.28% | −0.05 |
| SO The Southern Co. | Reduce -5.5% | 1.02% | −0.05 |
| CVX Chevron Corp. | Reduce -20.9% | 0.11% | −0.05 |
| DUK Duke Energy Corp. | Reduce -7.4% | 0.42% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -26.9% | 0.17% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -28.1% | 0.08% | −0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -8.2% | 0.44% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.18% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -14.8% | 0.14% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -15.5% | 0.11% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -21.4% | 0.20% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.19% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -14.8% | 0.11% | −0.02 |
| COP Conocophillips | Reduce -6.9% | 0.07% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -15.9% | 0.10% | −0.02 |
| BSM Black Stone Minerals LP | Reduce -12.9% | 0.05% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -20.5% | 0.13% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -12.2% | 0.14% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -12.6% | 0.09% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ILCG iShares Morningstar Growth E | Add +2.0% | 4.41% | +0.83 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +23.4% | 1.68% | +0.46 |
| SCHX Schwab US Large-Cap ETF | Add +3.2% | 3.20% | +0.43 |
| CGBL Cap Group Core Balanced | Add +18.2% | 1.61% | +0.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.1% | 1.88% | +0.36 |
| CGGE Cap Group Global Eq | Add +165.1% | 0.50% | +0.34 |
| FBND Fidelity Total Bond ETF | Add +11.1% | 2.53% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +35.3% | 0.85% | +0.28 |
| CGHM Cap Group Muni High-Income | New | 0.27% | +0.27 |
| FENI Fidelity Enhanced Intl ETF | Add +30.6% | 0.76% | +0.25 |
| VT Vanguard Tot World STK ETF | Add +26.4% | 0.82% | +0.24 |
| IQLT iShares MSCI International Q | Add +2.0% | 2.15% | +0.23 |
| CGDG Cap Group Dividend Growers | Add +32.9% | 0.72% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +7.0% | 1.31% | +0.21 |
| SCHY Schwab International DVD ETF | Add +6.3% | 1.38% | +0.19 |
| CGMS Cap Group US Multi-Sect Bond | Add +26.4% | 0.71% | +0.16 |
| JEPI JPMorgan Equity Premium Inco | Add +49.3% | 0.44% | +0.15 |
| STIP iShares 0-5 Year Tips Bond E | Add +79.8% | 0.32% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.2% | 0.87% | +0.14 |
| AFL Aflac Inc. | Add +20.8% | 1.02% | +0.14 |
| CGMM Cap Group Small and Mid Cap | New | 0.14% | +0.14 |
| CGUS Cap Group Core Equity | Add +13.0% | 0.60% | +0.12 |
| CGGO Cap Group Global Growth | Add +6.8% | 0.69% | +0.12 |
| FEGE First Eagle GL Equity ETF | New | 0.12% | +0.12 |
| CGCB Cap Group Core Bond | Add +30.1% | 0.42% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +19.9% | 0.39% | +0.10 |
| IMCG iShares Morningstar Mid-Cap | New | 0.09% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +22.1% | 0.47% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +2.6% | 0.48% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.08% | +0.08 |
| UTG Reaves Utility Income Fund | Add +0.1% | 0.76% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.08% | +0.08 |
| GSLC Goldman Activebeta US LC ETF | New | 0.07% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| JPST JPMorgan Ultra-Short Income | New | 0.07% | +0.07 |
| VGT Vanguard Info Tech ETF | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| MINT PIMCO Enhanced Short Maturit | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| VXUS Vanguard Total Intl Stock | New | 0.06% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | New | 0.06% | +0.06 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.06% | +0.06 |
| LVHD Franklin U.S. Low Volatility | New | 0.06% | +0.06 |
| FENY Fidelity MSCI Energy Index | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +0.9% | 0.36% | +0.06 |
| SDY SS SPDR S&P Dividend ETF | New | 0.06% | +0.06 |
| DLR Digital Realty Trust Inc. | Add +8.6% | 0.23% | +0.06 |
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 |