LongView Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), LongView Wealth Management reported 249 stock positions worth $414.1 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.4% of the portfolio, followed by iShares Morningstar Growth E (ILCG, 3.8%) and Apple (AAPL, 3.7%). Compared with Q3 2025, it opened 26 new positions, sold out of 2, added to 134 and reduced 59. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +115%) and the biggest sale Home Depot (HD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001990190
- Portfolio Value
- $414.1M (Q4 2025)
- SEC Filing
- 0001990190-26-000001 ↗ filed Jan 13, 2026
Holdings Value
Holdings 249 stocks · $414.1M
| SCHD Schwab US DVD Equity ETF | 5.41% | 785,876 | $22.4M | Reduce -3.0% |
| ILCG iShares Morningstar Growth E | 3.76% | 147,068 | $15.6M | Reduce -4.7% |
| AAPL Apple Inc. | 3.74% | 59,440 | $15.5M | Add +5.3% |
| HD Home Depot Inc. | 3.08% | 33,978 | $12.7M | Reduce -0.5% |
| CGGR Cap Group Growth Equity | 2.85% | 258,682 | $11.8M | Add +8.0% |
| SCHX Schwab US Large-Cap ETF | 2.81% | 423,920 | $11.6M | Reduce -0.7% |
| FBND Fidelity Total Bond ETF | 2.80% | 250,934 | $11.6M | Add +21.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.56% | 238,391 | $10.6M | Add +20.4% |
| GPC Genuine Parts Co. | 2.17% | 69,594 | $9.0M | Add +15.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 2.15% | 245,039 | $8.9M | Add +27.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.88% | 15,809 | $7.8M | Reduce -1.9% |
| IQLT iShares MSCI International Q | 1.86% | 163,548 | $7.7M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.78% | 11,782 | $7.4M | Add +1.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.63% | 144,144 | $6.8M | Add +2.4% |
| ICSH iShares Ultra Short Duration | 1.58% | 129,029 | $6.5M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 1.38% | 8,913 | $5.7M | Add +4.5% |
| SCHY Schwab International DVD ETF | 1.32% | 180,761 | $5.5M | Reduce -3.2% |
| FMDE Fidelity Enhanced Mid Cap Co. | 1.29% | 142,743 | $5.4M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.20% | 18,210 | $5.0M | Add +9.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.13% | 15,654 | $4.7M | Add +9.3% |
| AMZN Amazon.com Inc. | 1.09% | 18,260 | $4.5M | Add +0.8% |
| VT Vanguard Tot World STK ETF | 1.08% | 30,871 | $4.5M | Add +17.4% |
| MSFT Microsoft Corp. | 1.05% | 9,101 | $4.3M | Add +0.7% |
| EIPI FT Energy Income ETF | 1.04% | 216,430 | $4.3M | Add +0.8% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.02% | 114,939 | $4.2M | Add +16.7% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.96% | 121,730 | $4.0M | Add +20.6% |
| NVDA Nvidia Corp. | 0.89% | 20,007 | $3.7M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 7,258 | $3.6M | Add +2.1% |
| KO The Coca-Cola Co. | 0.86% | 50,787 | $3.6M | Add +3.2% |
| AFL Aflac Inc. | 0.86% | 32,684 | $3.6M | Add +4.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.85% | 127,474 | $3.5M | Add +18.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.85% | 17,892 | $3.5M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 9,804 | $3.4M | Add +0.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.78% | 89,029 | $3.2M | Add +6.2% |
| SCHG Schwab US Large-Cap Growth | 0.76% | 95,570 | $3.1M | Add +115.5% |
| FENI Fidelity Enhanced Intl ETF | 0.74% | 80,635 | $3.1M | Add +6.0% |
| SO The Southern Co. | 0.73% | 34,746 | $3.0M | Reduce -4.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.71% | 71,311 | $2.9M | Add +18.2% |
| JNJ Johnson & Johnson | 0.70% | 13,845 | $2.9M | Add +0.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.68% | 27,340 | $2.8M | Add +10.8% |
| CGMU Cap Group Municipal Income | 0.67% | 100,530 | $2.8M | Add +62.9% |
| CGCP Cap Group Core Plus Income | 0.64% | 117,370 | $2.7M | Add +9.0% |
| O Realty Income Corp. | 0.64% | 45,002 | $2.7M | Add +8.0% |
| IYW iShares Ustechnology ETF | 0.64% | 12,991 | $2.6M | Reduce -1.8% |
| JEPI JPMorgan Equity Premium Inco | 0.62% | 44,145 | $2.6M | Add +33.5% |
| UTG Reaves Utility Income Fund | 0.60% | 67,315 | $2.5M | Reduce -3.5% |
| CGCB Cap Group Core Bond | 0.59% | 92,723 | $2.5M | Add +18.6% |
| AGG iShares Core U.S. Aggregate | 0.58% | 23,948 | $2.4M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 0.58% | 3,428 | $2.4M | Add +33.8% |
| WMT Walmart Inc. | 0.58% | 20,229 | $2.4M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.57% | 36,358 | $2.4M | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 0.54% | 17,984 | $2.2M | Reduce -6.5% |
| UPS United Parcel Service Class B | 0.43% | 16,656 | $1.8M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.42% | 5,239 | $1.7M | Add +2.3% |
| ABBV Abbvie Inc. | 0.42% | 7,863 | $1.7M | Add +23.1% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.41% | 50,896 | $1.7M | Add +61.4% |
| IVW iShares S&P 500 Growth ETF | 0.40% | 13,355 | $1.7M | Add +25.3% |
| GARP iShares MSCI USA Quality Gar | 0.40% | 23,793 | $1.7M | Add +25.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.39% | 32,154 | $1.6M | No change |
| MUB iShares National Muni Bond E | 0.39% | 15,068 | $1.6M | Add +35.5% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 10,948 | $1.6M | Add +27.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 17,276 | $1.6M | Reduce -3.4% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 20,200 | $1.6M | Reduce -11.7% |
| INMU iShares Intermediate Muni Inc. | 0.34% | 58,000 | $1.4M | New |
| DUK Duke Energy Corp. | 0.33% | 11,850 | $1.4M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,078 | $1.4M | Add +6.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.32% | 28,591 | $1.3M | Add +192.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 26,993 | $1.3M | Reduce -3.8% |
| CGMM Cap Group Small and Mid Cap | 0.31% | 42,025 | $1.3M | Add +16.1% |
| EPS Wisdomtree US Large Cap Fund | 0.31% | 17,711 | $1.3M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 3,057 | $1.3M | Reduce -26.4% |
| CGHM Cap Group Muni High-Income | 0.30% | 49,264 | $1.3M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 22,123 | $1.2M | Reduce -6.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.30% | 4,849 | $1.2M | Reduce -18.7% |
| CHD Church & Dwight Co. Inc. | 0.28% | 13,281 | $1.2M | Add +0.2% |
| SCHP Schwab U.S. Tips ETF | 0.28% | 43,164 | $1.1M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 0.27% | 2,366 | $1.1M | Add +1.4% |
| BPRE Bluerock Private Real Estate | 0.27% | 69,517 | $1.1M | New |
| BDYN iShares DYN Act ETF | 0.26% | 41,590 | $1.1M | Add +86.5% |
| XLI SS Industrial Select Sector | 0.26% | 6,582 | $1.1M | Reduce -26.1% |
| AXP American Express Co. | 0.25% | 2,873 | $1.0M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 4,608 | $1.0M | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 4,397 | $992K | Reduce -5.8% |
| DGRO iShares Core Dividend Growth | 0.24% | 13,874 | $986K | Add +19.1% |
| META Meta Platforms Inc. Class A | 0.24% | 1,526 | $980K | Reduce -6.9% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.24% | 14,853 | $976K | New |
| JPM JPMorgan Chase & Co. | 0.23% | 2,983 | $968K | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.23% | 1,025 | $966K | Add +1.1% |
| GMED Globus Medical Inc. Class A | 0.23% | 10,500 | $963K | No change |
| FDVV Fidelity High Dividend ETF | 0.23% | 16,362 | $936K | Reduce -3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 16,868 | $931K | Add +55.1% |
| TSLA Tesla Inc. | 0.22% | 2,039 | $915K | Reduce -1.0% |
| IVE iShares S&P 500 Value ETF | 0.22% | 4,199 | $912K | Add +125.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 11,100 | $908K | Add +11.9% |
| PG The Procter & Gamble Co. | 0.22% | 6,256 | $898K | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 0.21% | 4,085 | $889K | Add +0.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.21% | 22,800 | $883K | No change |
| FEGE First Eagle GL Equity ETF | 0.21% | 18,233 | $881K | Add +42.6% |
| CGSD Cap Group Short Duration | 0.21% | 33,820 | $880K | Reduce -18.2% |
| DFAT Dimensional US Target Value | 0.21% | 14,100 | $879K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| HD Home Depot Inc. | Reduce -0.5% | 3.08% | −0.67 |
| ILCG iShares Morningstar Growth E | Reduce -4.7% | 3.76% | −0.60 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.0% | 5.41% | −0.58 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.7% | 2.81% | −0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 1.88% | −0.21 |
| SO The Southern Co. | Reduce -4.5% | 0.73% | −0.21 |
| UTG Reaves Utility Income Fund | Reduce -3.5% | 0.60% | −0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -26.4% | 0.31% | −0.15 |
| IQLT iShares MSCI International Q | Reduce -0.8% | 1.86% | −0.11 |
| XLI SS Industrial Select Sector | Reduce -26.1% | 0.26% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -11.7% | 0.38% | −0.10 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -18.7% | 0.30% | −0.10 |
| SCHY Schwab International DVD ETF | Reduce -3.2% | 1.32% | −0.09 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -6.9% | 0.24% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.5% | 0.85% | −0.09 |
| CGSD Cap Group Short Duration | Reduce -18.2% | 0.21% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.3% | 0.57% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -16.7% | 0.19% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -1.8% | 0.64% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -3.8% | 0.32% | −0.06 |
| GLW Corning Inc. | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -6.5% | 0.54% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.4% | 0.30% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.22% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.9% | 0.28% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -7.5% | 0.17% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -1.0% | 0.17% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.0% | 0.11% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.4% | 0.39% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -22.8% | 0.08% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.8% | 0.24% | −0.03 |
| FDVV Fidelity High Dividend ETF | Reduce -3.5% | 0.23% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -21.7% | 0.08% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.23% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -26.6% | 0.05% | −0.03 |
| WELL Welltower Inc. | Reduce -5.2% | 0.21% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.22% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 0.19% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.5% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.15% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.1% | 0.16% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.5% | 0.25% | −0.02 |
| ET Energy Transfer LP | Reduce -4.0% | 0.12% | −0.02 |
| CVX Chevron Corp. | Reduce -13.3% | 0.08% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -11.0% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -11.8% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.07% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.8% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -1.1% | 0.25% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHG Schwab US Large-Cap Growth | Add +115.5% | 0.76% | +0.38 |
| INMU iShares Intermediate Muni Inc. | New | 0.34% | +0.34 |
| CGBL Cap Group Core Balanced | Add +27.4% | 2.15% | +0.34 |
| CGDV Cap Group Dividend Value | Add +20.4% | 2.56% | +0.31 |
| EPS Wisdomtree US Large Cap Fund | New | 0.31% | +0.31 |
| BPRE Bluerock Private Real Estate | New | 0.27% | +0.27 |
| AKRE Akre Focus ETF | New | 0.24% | +0.24 |
| CGMU Cap Group Municipal Income | Add +62.9% | 0.67% | +0.21 |
| FBND Fidelity Total Bond ETF | Add +21.4% | 2.80% | +0.21 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +192.6% | 0.32% | +0.20 |
| OEF iShares S&P 100 ETF | New | 0.19% | +0.19 |
| IDMO Invesco S&P International DE | New | 0.16% | +0.16 |
| FESM Fidelity Enhanced Small Cap | New | 0.15% | +0.15 |
| REZ Ishars Res and Multi Reales | New | 0.15% | +0.15 |
| CGNG Cap Group New Geography Eq | Add +61.4% | 0.41% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.15% | +0.15 |
| CGGE Cap Group Global Eq | Add +20.6% | 0.96% | +0.12 |
| IVE iShares S&P 500 Value ETF | Add +125.2% | 0.22% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +33.8% | 0.58% | +0.11 |
| BDYN iShares DYN Act ETF | Add +86.5% | 0.26% | +0.11 |
| TLH iShares 10-20 Year Treasury | New | 0.11% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +33.5% | 0.62% | +0.11 |
| BDVL iShares DV Equity Active ETF | Add +136.9% | 0.21% | +0.11 |
| MBB iShares MBS ETF | Add +128.4% | 0.20% | +0.10 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.10% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.10% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +17.4% | 1.08% | +0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.09% | +0.09 |
| CGDG Cap Group Dividend Growers | Add +16.7% | 1.02% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +167.2% | 0.15% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 0.42% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +6.8% | 0.33% | +0.08 |
| BAC Bank of America Corp. | Add +55.1% | 0.22% | +0.07 |
| MUB iShares National Muni Bond E | Add +35.5% | 0.39% | +0.07 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.07% | +0.07 |
| IEUR iShares Core MSCI Europe ETF | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | New | 0.07% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +100.3% | 0.14% | +0.07 |
| AMLP Alerian MLP ETF | New | 0.07% | +0.07 |
| GARP iShares MSCI USA Quality Gar | Add +25.5% | 0.40% | +0.07 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| CGUS Cap Group Core Equity | Add +18.2% | 0.71% | +0.06 |
| EOG EOG Resources Inc. | New | 0.06% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +27.1% | 0.39% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.06% | +0.06 |
| FEGE First Eagle GL Equity ETF | Add +42.6% | 0.21% | +0.06 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.06% | +0.06 |
| THRO iShares U.S. Thematic Rotati | New | 0.06% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +25.3% | 0.40% | +0.05 |
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 |