Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $414 Billion
  • Q4 2025

Long View Wealth Management has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $414 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $22.4B, Ishares Morningstar Growth ETF with a value of $15.6B, Apple Inc. with a value of $15.5B, Home Depot, Inc. with a value of $12.7B, and Capital Group Growth ETF Shs C with a value of $11.8B.

Examining the 13F form we can see an increase of $45B in the current position value, from $369B to 414B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $414 Billion
ETFs: $224 Billion
Consumer Cyclical: $29.5 Billion
Technology: $27 Billion
Financial Services: $15.6 Billion
Consumer Defensive: $9.89 Billion
Healthcare: $8.57 Billion
Industrials: $6.05 Billion
Utilities: $5.93 Billion
Other: $15.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 5.41% of portfolio
785,876
Q4 2025 Reduced 2.99%
-
$15.6 Billion 3.76% of portfolio
-
Q4 2025 Reduced 4.67%
$4.3T
$15.5 Billion 3.74% of portfolio
59,440
Q4 2025 Added 5.32%
$367B
$12.7 Billion 3.08% of portfolio
33,978
Q4 2025 Reduced 0.53%
$0
$11.8 Billion 2.85% of portfolio
258,682
Q4 2025 Added 7.97%
$0
$11.6 Billion 2.81% of portfolio
423,920
Q4 2025 Reduced 0.69%
$0
$11.6 Billion 2.8% of portfolio
250,934
Q4 2025 Added 21.42%
$0
$10.6 Billion 2.56% of portfolio
238,391
Q4 2025 Added 20.45%
$18B
$8.99 Billion 2.17% of portfolio
69,594
Q4 2025 Added 15.37%
Capital Group Core Balanced
-
$8.89 Billion 2.15% of portfolio
-
Q4 2025 Added 27.45%
$0
$7.79 Billion 1.88% of portfolio
15,809
Q4 2025 Reduced 1.89%
$0
$7.7 Billion 1.86% of portfolio
163,548
Q4 2025 Reduced 0.81%
$0
$7.39 Billion 1.78% of portfolio
11,782
Q4 2025 Added 1.87%
$0
$6.75 Billion 1.63% of portfolio
144,144
Q4 2025 Added 2.44%
$0
$6.53 Billion 1.58% of portfolio
129,029
Q4 2025 Added 3.89%
$0
$5.7 Billion 1.38% of portfolio
8,913
Q4 2025 Added 4.54%
Fidelity Covington Trust
-
$5.35 Billion 1.29% of portfolio
-
Q4 2025 Added 0.02%
$0
$4.96 Billion 1.2% of portfolio
18,210
Q4 2025 Added 9.22%
$0
$4.68 Billion 1.13% of portfolio
15,654
Q4 2025 Added 9.31%
$2.39T
$4.5 Billion 1.09% of portfolio
18,260
Q4 2025 Added 0.77%
$0
$4.48 Billion 1.08% of portfolio
30,871
Q4 2025 Added 17.35%
$3.78T
$4.34 Billion 1.05% of portfolio
9,101
Q4 2025 Added 0.7%
First Tr Exchng Traded Fd Vi
-
$4.31 Billion 1.04% of portfolio
-
Q4 2025 Added 0.81%
Capital Group Dividend Growe
-
$4.21 Billion 1.02% of portfolio
-
Q4 2025 Added 16.7%
Capital Group Global Equity
-
$3.99 Billion 0.96% of portfolio
-
Q4 2025 Added 20.61%
$465B
$3.7 Billion 0.89% of portfolio
20,007
Q4 2025 Added 0.7%
$662B
$3.62 Billion 0.87% of portfolio
7,258
Q4 2025 Added 2.15%
$306B
$3.58 Billion 0.86% of portfolio
50,787
Q4 2025 Added 3.23%
$72.3B
$3.56 Billion 0.86% of portfolio
32,684
Q4 2025 Added 4.93%
$0
$3.52 Billion 0.85% of portfolio
17,892
Q4 2025 Reduced 3.51%
-
$3.53 Billion 0.85% of portfolio
-
Q4 2025 Added 18.61%
$0
$3.36 Billion 0.81% of portfolio
9,804
Q4 2025 Added 0.54%
$0
$3.22 Billion 0.78% of portfolio
89,029
Q4 2025 Added 6.23%
$0
$3.15 Billion 0.76% of portfolio
95,570
Q4 2025 Added 115.48%
Fidelity Covington Trust
-
$3.06 Billion 0.74% of portfolio
-
Q4 2025 Added 6.0%
$98.6B
$3.01 Billion 0.73% of portfolio
34,746
Q4 2025 Reduced 4.51%
$0
$2.94 Billion 0.71% of portfolio
71,311
Q4 2025 Added 18.2%
$522B
$2.9 Billion 0.7% of portfolio
13,845
Q4 2025 Added 0.75%
$0
$2.8 Billion 0.68% of portfolio
27,340
Q4 2025 Added 10.78%
-
$2.77 Billion 0.67% of portfolio
-
Q4 2025 Added 62.86%
$0
$2.63 Billion 0.64% of portfolio
12,991
Q4 2025 Reduced 1.8%
$35.1B
$2.65 Billion 0.64% of portfolio
45,002
Q4 2025 Added 8.0%
$0
$2.66 Billion 0.64% of portfolio
117,370
Q4 2025 Added 8.96%
$0
$2.57 Billion 0.62% of portfolio
44,145
Q4 2025 Added 33.49%
$0
$2.47 Billion 0.6% of portfolio
67,315
Q4 2025 Reduced 3.48%
Capital Grp Fixed Incm ETF T
-
$2.46 Billion 0.59% of portfolio
-
Q4 2025 Added 18.64%
$0
$2.39 Billion 0.58% of portfolio
3,428
Q4 2025 Added 33.8%
$279B
$2.39 Billion 0.58% of portfolio
20,229
Q4 2025 Added 0.21%
$0
$2.4 Billion 0.58% of portfolio
23,948
Q4 2025 Added 9.16%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $414 Billion
  • Prior Value $369 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 26 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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