Institutional Manager · CIK 0001990190
LongView Wealth Management
ATLANTA, GA · File #028-23492
Latest AUM
$414.1M
Positions
249
Top-10 Concentration
44.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025249 pos · $414.1M
- 13F HOLDINGS REPORTQ/E Sep 2025225 pos · $369.1M
- 13F HOLDINGS REPORTQ/E Jun 2025215 pos · $330.3M
- 13F HOLDINGS REPORTQ/E Mar 2025201 pos · $333.4M
- 13F HOLDINGS REPORTQ/E Dec 2024203 pos · $328.1M
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $313.3M
- 13F HOLDINGS REPORTQ/E Jun 2024182 pos · $270.8M
- 13F HOLDINGS REPORTQ/E Mar 2024176 pos · $252.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524797 | 785,876 | $22.4M | 7.74% |
| 2 | ISHARES TR | 464287119 | 147,068 | $15.6M | 5.39% |
| 3 | APPLE INC | AAPL | 59,440 | $15.5M | 5.35% |
| 4 | HOME DEPOT INC | HD | 33,978 | $12.7M | 4.41% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 258,682 | $11.8M | 4.08% |
| 6 | SCHWAB STRATEGIC TR | 808524201 | 423,920 | $11.6M | 4.03% |
| 7 | FIDELITY MERRIMACK STR TR | 316188309 | 250,934 | $11.6M | 4.00% |
| 8 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 238,391 | $10.6M | 3.67% |
| 9 | GENUINE PARTS CO | GPC | 69,594 | $9.0M | 3.11% |
| 10 | CAPITAL GROUP CORE BALANCED | 14021D107 | 245,039 | $8.9M | 3.07% |
| 11 | VANGUARD INDEX FDS | 922908736 | 15,809 | $7.8M | 2.69% |
| 12 | ISHARES TR | 46434V456 | 163,548 | $7.7M | 2.66% |
| 13 | INVESCO QQQ TR | IVZ | 11,782 | $7.4M | 2.56% |
| 14 | SCHWAB STRATEGIC TR | 808524755 | 144,144 | $6.8M | 2.33% |
| 15 | ISHARES TR | 46434V878 | 129,029 | $6.5M | 2.26% |
| 16 | VANGUARD INDEX FDS | 922908363 | 8,913 | $5.7M | 1.97% |
| 17 | SCHWAB STRATEGIC TR | 808524672 | 180,761 | $5.5M | 1.89% |
| 18 | FIDELITY COVINGTON TRUST | 31609A503 | 142,743 | $5.4M | 1.85% |
| 19 | VANGUARD INDEX FDS | 922908751 | 18,210 | $5.0M | 1.71% |
| 20 | VANGUARD INDEX FDS | 922908629 | 15,654 | $4.7M | 1.62% |