LongView Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), LongView Wealth Management reported 225 stock positions worth $369.1 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.0% of the portfolio, followed by iShares Morningstar Growth E (ILCG, 4.4%) and Apple (AAPL, 3.9%). Compared with Q2 2025, it opened 12 new positions, sold out of 2, added to 115 and reduced 76. The biggest buy was Cap Group Dividend Value (CGDV, shares +43%) and the biggest sale Genuine Parts (GPC, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $369.1M (Q3 2025)
- SEC Filing
- 0001990190-25-000008 ↗ filed Oct 14, 2025
Holdings Value
Holdings 225 stocks · $369.1M
| SCHD Schwab US DVD Equity ETF | 5.99% | 810,070 | $22.1M | Reduce -1.2% |
| ILCG iShares Morningstar Growth E | 4.36% | 154,275 | $16.1M | Add +2.7% |
| AAPL Apple Inc. | 3.89% | 56,436 | $14.4M | Reduce -2.2% |
| HD Home Depot Inc. | 3.75% | 34,160 | $13.8M | Reduce -0.0% |
| SCHX Schwab US Large-Cap ETF | 3.05% | 426,872 | $11.2M | Reduce -1.3% |
| CGGR Cap Group Growth Equity | 2.85% | 239,598 | $10.5M | Add +10.7% |
| FBND Fidelity Total Bond ETF | 2.59% | 206,666 | $9.6M | Add +13.1% |
| GPC Genuine Parts Co. | 2.27% | 60,323 | $8.4M | Reduce -28.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.25% | 197,913 | $8.3M | Add +43.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.09% | 16,113 | $7.7M | Reduce -3.8% |
| IQLT iShares MSCI International Q | 1.97% | 164,877 | $7.3M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.88% | 11,566 | $6.9M | Add +3.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.81% | 192,256 | $6.7M | Add +21.0% |
| ICSH iShares Ultra Short Duration | 1.71% | 124,200 | $6.3M | Add +4.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.64% | 140,709 | $6.0M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 1.41% | 8,526 | $5.2M | Add +11.9% |
| SCHY Schwab International DVD ETF | 1.41% | 186,652 | $5.2M | Add +12.0% |
| FMDE Fidelity Enhanced Mid Cap Co. | 1.40% | 142,711 | $5.2M | Add +3.4% |
| MSFT Microsoft Corp. | 1.27% | 9,038 | $4.7M | Reduce -1.3% |
| EIPI FT Energy Income ETF | 1.15% | 214,694 | $4.3M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 16,673 | $4.2M | Add +13.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.14% | 14,321 | $4.2M | Add +42.2% |
| AMZN Amazon.com Inc. | 1.08% | 18,120 | $4.0M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.00% | 19,867 | $3.7M | Reduce -4.2% |
| VT Vanguard Tot World STK ETF | 0.98% | 26,307 | $3.6M | Add +25.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 7,105 | $3.6M | Add +9.7% |
| AFL Aflac Inc. | 0.94% | 31,147 | $3.5M | Reduce -2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 18,543 | $3.5M | Reduce -7.4% |
| SO The Southern Co. | 0.93% | 36,387 | $3.4M | Reduce -1.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.92% | 98,491 | $3.4M | Add +39.5% |
| KO The Coca-Cola Co. | 0.88% | 49,199 | $3.3M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 9,751 | $3.2M | Add +3.4% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.84% | 100,930 | $3.1M | Add +77.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.81% | 107,473 | $3.0M | Add +27.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.78% | 83,809 | $2.9M | Add +17.3% |
| UTG Reaves Utility Income Fund | 0.75% | 69,745 | $2.8M | Add +0.1% |
| FENI Fidelity Enhanced Intl ETF | 0.73% | 76,070 | $2.7M | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.70% | 13,229 | $2.6M | Add +1.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.69% | 24,679 | $2.6M | Add +138.2% |
| JNJ Johnson & Johnson | 0.69% | 13,742 | $2.5M | Add +1.4% |
| O Realty Income Corp. | 0.69% | 41,667 | $2.5M | Add +10.0% |
| CGCP Cap Group Core Plus Income | 0.66% | 107,715 | $2.4M | Add +15.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.65% | 60,333 | $2.4M | Add +12.5% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 39,653 | $2.4M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.60% | 21,939 | $2.2M | Add +41.6% |
| XOM Exxon Mobil Corp. | 0.59% | 19,226 | $2.2M | Reduce -1.7% |
| WMT Walmart Inc. | 0.56% | 20,187 | $2.1M | Reduce -0.3% |
| CGCB Cap Group Core Bond | 0.56% | 78,157 | $2.1M | Add +47.1% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 33,070 | $1.9M | Add +29.6% |
| BSV Vanguard Short-Term Bond ETF | 0.49% | 22,864 | $1.8M | Reduce -22.3% |
| IVV iShares Core S&P 500 ETF | 0.46% | 2,562 | $1.7M | Add +23.4% |
| CGMU Cap Group Municipal Income | 0.46% | 61,727 | $1.7M | Add +42.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.45% | 4,151 | $1.7M | Reduce -3.6% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.44% | 32,154 | $1.6M | Add +10.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 17,878 | $1.6M | Reduce -16.4% |
| ABBV Abbvie Inc. | 0.40% | 6,389 | $1.5M | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.40% | 11,824 | $1.5M | Reduce -0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.39% | 5,962 | $1.5M | Reduce -9.5% |
| SCHG Schwab US Large-Cap Growth | 0.38% | 44,352 | $1.4M | Add +8.7% |
| UPS United Parcel Service Class B | 0.38% | 16,696 | $1.4M | Reduce -37.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.38% | 28,068 | $1.4M | Add +14.3% |
| XLI SS Industrial Select Sector | 0.37% | 8,905 | $1.4M | Add +4.2% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 10,655 | $1.3M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 23,638 | $1.3M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.34% | 5,121 | $1.2M | Reduce -0.1% |
| CGHM Cap Group Muni High-Income | 0.34% | 49,242 | $1.2M | Add +34.9% |
| GARP iShares MSCI USA Quality Gar | 0.34% | 18,953 | $1.2M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 8,615 | $1.2M | Add +19.4% |
| META Meta Platforms Inc. Class A | 0.33% | 1,639 | $1.2M | Add +5.5% |
| SCHP Schwab U.S. Tips ETF | 0.32% | 43,978 | $1.2M | Reduce -10.4% |
| MUB iShares National Muni Bond E | 0.32% | 11,117 | $1.2M | Add +10.9% |
| CHD Church & Dwight Co. Inc. | 0.31% | 13,249 | $1.2M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.30% | 2,333 | $1.1M | Add +89.5% |
| CGSD Cap Group Short Duration | 0.29% | 41,341 | $1.1M | Add +58.0% |
| CGMM Cap Group Small and Mid Cap | 0.28% | 36,193 | $1.0M | Add +114.7% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 4,667 | $1.0M | Reduce -2.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 4,728 | $987K | No change |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.26% | 31,528 | $974K | Add +62.9% |
| PG The Procter & Gamble Co. | 0.26% | 6,306 | $969K | Add +7.0% |
| JPM JPMorgan Chase & Co. | 0.26% | 3,064 | $966K | Reduce -0.5% |
| AXP American Express Co. | 0.26% | 2,904 | $965K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 10,123 | $963K | Reduce -8.8% |
| FDVV Fidelity High Dividend ETF | 0.26% | 16,951 | $944K | Reduce -4.1% |
| COST Costco Wholesale Corp. | 0.25% | 1,014 | $938K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.25% | 3,817 | $928K | Add +1.2% |
| TSLA Tesla Inc. | 0.25% | 2,059 | $916K | Add +3.9% |
| T AT&T Inc. | 0.24% | 31,726 | $896K | Reduce -7.0% |
| WELL Welltower Inc. | 0.24% | 4,952 | $882K | Add +1.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.23% | 22,800 | $860K | No change |
| IWD iShares Russell 1000 Value E | 0.23% | 4,084 | $831K | Add +76.3% |
| HDV iShares Core High Dividend E | 0.22% | 6,771 | $829K | Add +13.4% |
| DFAT Dimensional US Target Value | 0.22% | 14,100 | $821K | Add +9.3% |
| PFF iShares Preferred & Income S | 0.22% | 25,374 | $802K | Reduce -4.5% |
| DGRO iShares Core Dividend Growth | 0.21% | 11,652 | $793K | Add +58.3% |
| XLRE SS Real Estate Select Sector | 0.21% | 18,485 | $779K | Add +2.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 9,915 | $777K | Reduce -9.8% |
| DLR Digital Realty Trust Inc. | 0.21% | 4,423 | $765K | Add +0.9% |
| FNCL Fidelity MSCI Financial Indx | 0.21% | 9,973 | $761K | Add +31.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $754K | No change |
| AVGO Broadcom Inc. | 0.19% | 2,113 | $697K | Reduce -5.9% |
Portfolio Sells Q2 2025 → Q3 2025
| GPC Genuine Parts Co. | Reduce -28.0% | 2.27% | −0.81 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.2% | 5.99% | −0.59 |
| UPS United Parcel Service Class B | Reduce -37.0% | 0.38% | −0.43 |
| BSV Vanguard Short-Term Bond ETF | Reduce -22.3% | 0.49% | −0.21 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.3% | 3.05% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.08% | −0.14 |
| EIPI FT Energy Income ETF | Reduce -0.6% | 1.15% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.4% | 0.94% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 2.09% | −0.13 |
| GOVT iShares US Treasury Bond ETF | Reduce -57.0% | 0.08% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -16.4% | 0.42% | −0.12 |
| MSFT Microsoft Corp. | Reduce -1.3% | 1.27% | −0.11 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.09 |
| NOBL Proshares S&P 500 Dividend A | Reduce -39.5% | 0.11% | −0.09 |
| SO The Southern Co. | Reduce -1.1% | 0.93% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -26.6% | 0.17% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Reduce -10.4% | 0.32% | −0.08 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.07 |
| AFL Aflac Inc. | Reduce -2.2% | 0.94% | −0.07 |
| T AT&T Inc. | Reduce -7.0% | 0.24% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.8% | 0.26% | −0.05 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -9.5% | 0.39% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.59% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -32.0% | 0.09% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 0.64% | −0.04 |
| HD Home Depot Inc. | Reduce -0.0% | 3.75% | −0.04 |
| ET Energy Transfer LP | Reduce -9.0% | 0.14% | −0.04 |
| WMT Walmart Inc. | Reduce -0.3% | 0.56% | −0.04 |
| NGG National Grid PLC-SP ADR | Reduce -21.4% | 0.07% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.8% | 0.21% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -19.4% | 0.08% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -4.5% | 0.22% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -26.6% | 0.06% | −0.03 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.15% | −0.03 |
| DUK Duke Energy Corp. | Reduce -0.2% | 0.40% | −0.03 |
| FHLC Fidelity MSCI Health Care | Reduce -9.6% | 0.14% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.6% | 0.45% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -28.1% | 0.06% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 0.27% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -12.3% | 0.09% | −0.02 |
| FDVV Fidelity High Dividend ETF | Reduce -4.1% | 0.26% | −0.02 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.09% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -5.7% | 0.12% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.3% | 0.07% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -12.0% | 0.11% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.3% | 0.12% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -8.6% | 0.14% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.17% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.2% | 0.07% | −0.02 |
| MBB iShares MBS ETF | Reduce -3.5% | 0.10% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| CGDV Cap Group Dividend Value | Add +43.1% | 2.25% | +0.60 |
| STIP iShares 0-5 Year Tips Bond E | Add +138.2% | 0.69% | +0.37 |
| CGGE Cap Group Global Eq | Add +77.0% | 0.84% | +0.34 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +42.2% | 1.14% | +0.29 |
| CGDG Cap Group Dividend Growers | Add +39.5% | 0.92% | +0.21 |
| CGBL Cap Group Core Balanced | Add +21.0% | 1.81% | +0.20 |
| CGGR Cap Group Growth Equity | Add +10.7% | 2.85% | +0.19 |
| VT Vanguard Tot World STK ETF | Add +25.1% | 0.98% | +0.16 |
| BDYN iShares DYN Act ETF | New | 0.15% | +0.15 |
| CGMM Cap Group Small and Mid Cap | Add +114.7% | 0.28% | +0.14 |
| CGCB Cap Group Core Bond | Add +47.1% | 0.56% | +0.14 |
| IWF iShares Russell 1000 Growth | Add +89.5% | 0.30% | +0.14 |
| AGG iShares Core U.S. Aggregate | Add +41.6% | 0.60% | +0.13 |
| IWS iShares Russell Mid-Cap Valu | New | 0.11% | +0.11 |
| CGMU Cap Group Municipal Income | Add +42.7% | 0.46% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +11.9% | 1.41% | +0.10 |
| CGMS Cap Group US Multi-Sect Bond | Add +27.4% | 0.81% | +0.10 |
| BDVL iShares DV Equity Active ETF | New | 0.10% | +0.10 |
| CGNG Cap Group New Geography Eq | Add +62.9% | 0.26% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.5% | 1.15% | +0.09 |
| IWD iShares Russell 1000 Value E | Add +76.3% | 0.23% | +0.09 |
| CGSD Cap Group Short Duration | Add +58.0% | 0.29% | +0.09 |
| CGGO Cap Group Global Growth | Add +17.3% | 0.78% | +0.08 |
| INSM Insmed Inc. | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +23.4% | 0.46% | +0.07 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.07% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +29.6% | 0.51% | +0.07 |
| DGRO iShares Core Dividend Growth | Add +58.3% | 0.21% | +0.07 |
| CGHM Cap Group Muni High-Income | Add +34.9% | 0.34% | +0.07 |
| JNJ Johnson & Johnson | Add +1.4% | 0.69% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | New | 0.06% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +13.1% | 2.59% | +0.06 |
| TSLA Tesla Inc. | Add +3.9% | 0.25% | +0.06 |
| PSR Invesco Active US Real Estat | New | 0.06% | +0.06 |
| CGSM Cap Group Short Muni Income | New | 0.06% | +0.06 |
| XAR SS SPDR S&P Aerospace Def | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.25% | +0.05 |
| CGUS Cap Group Core Equity | Add +12.5% | 0.65% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +19.4% | 0.33% | +0.04 |
| FNCL Fidelity MSCI Financial Indx | Add +31.9% | 0.21% | +0.04 |
| SCHY Schwab International DVD ETF | Add +12.0% | 1.41% | +0.03 |
| FEGE First Eagle GL Equity ETF | Add +28.7% | 0.15% | +0.03 |
| CGCP Cap Group Core Plus Income | Add +15.9% | 0.66% | +0.03 |
| LVHD Franklin U.S. Low Volatility | Add +53.2% | 0.09% | +0.03 |
| O Realty Income Corp. | Add +10.0% | 0.69% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +8.7% | 0.38% | +0.02 |
| NSC Norfolk Southern Corp. | Add +6.7% | 0.18% | +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 |