Long View Wealth Management Incresed Positions in Q4 2025

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
32
+ 0.02%
N/A
143K $5.35B
XLF
Financial Sector Spdr

ETFs
3.22K
+ 32.05%
$51.76 - $53.77 $167K - $173K
13.3K $733M
LLY
Eli Lilly & CO

Healthcare
29
+ 6.71%
$799.57 - $1025.28 $23.2K - $29.7K
461 $498M
QUAL
Ishares Msci Usa Quality Facto

ETFs
742
+ 44.81%
$191.01 - $199.18 $142K - $148K
2.4K $490M
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.54%
$321.8 - $337.95 $17.1K - $17.9K
9.8K $3.36B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
242
+ 23.0%
$280.66 - $305.09 $67.9K - $73.8K
1.29K $429M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.19K
+ 11.95%
$76.84 - $80.86 $91.1K - $95.8K
11.1K $908M
RIO
Rio Tinto PLC

Basic Materials
13
+ 0.18%
$65.44 - $72.58 $851 - $944
7.42K $615M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.82K
+ 20.09%
$43.95 - $46.24 $79.9K - $84.1K
10.9K $528M
O
Realty Income Corp

Real Estate
3.34K
+ 8.0%
$56.12 - $60.64 $187K - $202K
45K $2.65B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.92K
+ 33.71%
$50.23 - $50.46 $96.3K - $96.7K
7.6K $382M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
234
+ 2.93%
$68.19 - $73.27 $16K - $17.1K
8.23K $622M
XLK
Technology Sector Spdr

ETFs
1.47K
+ 151.03%
$278.39 - $304.13 $410K - $447K
2.45K $359M
DAL
Delta Air Lines, Inc.

Industrials
63
+ 1.15%
$55.65 - $62.32 $3.51K - $3.93K
5.52K $392M
AFL
Aflac Inc

Financial Services
1.54K
+ 4.93%
$105.7 - $115.01 $162K - $177K
32.7K $3.56B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
417
+ 5.22%
$63.98 - $67.45 $26.7K - $28.1K
8.4K $587M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
384
+ 25.98%
$136.06 - $140.64 $52.2K - $54K
1.86K $268M
VXF
Vanguard Extended Market ETF

ETFs
158
+ 6.29%
$204.22 - $215.05 $32.3K - $34K
2.67K $585M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$150.5 - $159.55 $151 - $160
3.06K $534M
RTX
Raytheon Technologies Corp

Industrials
101
+ 6.85%
$157.0 - $179.44 $15.9K - $18.1K
1.58K $305M
First Tr Exchng Traded Fd Vi
1.74K
+ 0.81%
N/A
216K $4.31B
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$199.44 - $208.01 $199 - $208
4.09K $889M
GLDM
World Gold Trust

ETFs
85
+ 2.47%
$76.32 - $86.69 $6.49K - $7.37K
3.52K $320M
TFC
Truist Financial Corp

Financial Services
702
+ 14.51%
$41.09 - $45.64 $28.8K - $32K
5.54K $278M
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 3.32%
$291.71 - $309.36 $14.6K - $15.5K
1.56K $501M
IBM
International Business Machines Corp

Technology
76
+ 8.7%
$275.97 - $314.98 $21K - $23.9K
950 $296M
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.43%
$303.78 - $362.34 $1.22K - $1.45K
930 $349M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.17K
+ 17.16%
$23.04 - $23.36 $49.9K - $50.6K
14.8K $341M
AVGO
Broadcom Inc.

Technology
1
+ 0.05%
$324.63 - $385.98 $325 - $386
2.11K $745M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 2.15%
$475.68 - $513.11 $72.8K - $78.5K
7.26K $3.62B
CSCO
Cisco Systems, Inc.

Technology
241
+ 5.48%
$67.46 - $78.0 $16.3K - $18.8K
4.64K $343M
IOO
Ishares Tr Global 100 ETF

ETFs
77
+ 2.29%
$118.15 - $126.87 $9.1K - $9.77K
3.44K $444M
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 1.41%
$459.47 - $491.71 $15.2K - $16.2K
2.37K $1.13B
SCHV
Schwab Strategic Tr Us Large C

ETFs
62
+ 0.28%
$28.46 - $29.45 $1.76K - $1.83K
22K $674M
IWS
Ishares Russell Midcap Value E

ETFs
87
+ 2.88%
$135.66 - $140.93 $11.8K - $12.3K
3.11K $457M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
117
+ 1.17%
$73.1 - $76.24 $8.55K - $8.92K
10.1K $794M
HDV
Ishares Core High Dividend ETF

ETFs
160
+ 2.36%
$118.22 - $122.79 $18.9K - $19.6K
6.93K $859M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
18
+ 0.34%
$80.59 - $84.32 $1.45K - $1.52K
5.27K $466M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.27%
$185.12 - $192.11 $1.67K - $1.73K
3.3K $652M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.19%
$452.1 - $514.24 $452 - $514
538 $296M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
155
+ 3.86%
$75.19 - $77.98 $11.7K - $12.1K
4.17K $336M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.08%
$910.94 - $954.99 $10K - $10.5K
1.03K $966M
LVHD
Franklin U.S. Low Volatility H

ETFs
821
+ 10.3%
$39.46 - $41.42 $32.4K - $34K
8.79K $356M
VGT
Vanguard Information Technolog

ETFs
25
+ 6.68%
$736.33 - $801.52 $18.4K - $20K
399 $306M
V
Visa Inc.

Financial Services
59
+ 4.51%
$325.75 - $352.42 $19.2K - $20.8K
1.37K $469M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
126
+ 2.95%
$87.0 - $90.6 $11K - $11.4K
4.39K $402M
FCOM
Fidelity Covington Tr Msci Com

ETFs
143
+ 3.75%
$68.15 - $72.16 $9.75K - $10.3K
3.96K $293M
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.1%
$78.46 - $87.26 $314 - $349
3.93K $354M
HEFA
Ishares Currency Hedged Msci E

ETFs
80
+ 1.57%
$39.63 - $41.86 $3.17K - $3.35K
5.18K $223M
Activity Summary
Buys All Purchases 160 New Holdings 26 Increased Positions 134 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email