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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$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%
$18B
$8.99 Billion 2.17% of portfolio
69,594
Q4 2025 Added 15.37%
$2.39T
$4.5 Billion 1.09% of portfolio
18,260
Q4 2025 Added 0.77%
$3.78T
$4.34 Billion 1.05% of portfolio
9,101
Q4 2025 Added 0.7%
$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%
-
$3.53 Billion 0.85% of portfolio
-
Q4 2025 Added 18.61%
$98.6B
$3.01 Billion 0.73% of portfolio
34,746
Q4 2025 Reduced 4.51%
$522B
$2.9 Billion 0.7% of portfolio
13,845
Q4 2025 Added 0.75%
-
$2.77 Billion 0.67% of portfolio
-
Q4 2025 Added 62.86%
$35.1B
$2.65 Billion 0.64% of portfolio
45,002
Q4 2025 Added 8.0%
$0
$2.47 Billion 0.6% of portfolio
67,315
Q4 2025 Reduced 3.48%
$490B
$2.23 Billion 0.54% of portfolio
17,984
Q4 2025 Reduced 6.46%
$68.7B
$1.8 Billion 0.43% of portfolio
16,656
Q4 2025 Reduced 0.24%
$414B
$1.73 Billion 0.42% of portfolio
7,863
Q4 2025 Added 23.07%
$1.74T
$1.74 Billion 0.42% of portfolio
5,239
Q4 2025 Added 2.3%
$1.65T
$1.35 Billion 0.33% of portfolio
4,078
Q4 2025 Added 6.84%
$96.4B
$1.38 Billion 0.33% of portfolio
11,850
Q4 2025 Added 0.22%
$20.4B
$1.15 Billion 0.28% of portfolio
13,281
Q4 2025 Added 0.24%
$255B
$1.03 Billion 0.25% of portfolio
2,873
Q4 2025 Reduced 1.07%
$1.37T
$980 Million 0.24% of portfolio
1,526
Q4 2025 Reduced 6.89%
$6.51B
$963 Million 0.23% of portfolio
10,500
Q2 2025 Reduced 25.0%
$881B
$968 Million 0.23% of portfolio
2,983
Q4 2025 Reduced 2.64%
$404B
$966 Million 0.23% of portfolio
1,025
Q4 2025 Added 1.08%
$1.29T
$915 Million 0.22% of portfolio
2,039
Q4 2025 Reduced 0.97%
$413B
$931 Million 0.22% of portfolio
16,868
Q4 2025 Added 55.07%
$346B
$898 Million 0.22% of portfolio
6,256
Q4 2025 Reduced 0.79%
-
$880 Million 0.21% of portfolio
-
Q4 2025 Reduced 18.19%
$89.8B
$876 Million 0.21% of portfolio
4,693
Q4 2025 Reduced 5.23%
$181B
$767 Million 0.19% of portfolio
32,325
Q4 2025 Added 1.89%
$139B
$745 Million 0.18% of portfolio
2,114
Q4 2025 Added 0.05%
$453B
$748 Million 0.18% of portfolio
1
Q1 2025 New
$45.5B
$691 Million 0.17% of portfolio
4,380
Q4 2025 Reduced 0.97%
$50.4B
$652 Million 0.16% of portfolio
11,169
Q4 2025 Added 0.57%
$32B
$673 Million 0.16% of portfolio
3,224
Q2 2025 Reduced 0.25%
$0
$632 Million 0.15% of portfolio
49,176
Q4 2025 Added 0.97%
$224B
$622 Million 0.15% of portfolio
2,029
Q4 2025 Reduced 3.52%
$204B
$642 Million 0.15% of portfolio
4,539
Q4 2025 Reduced 2.81%
$65.7B
$628 Million 0.15% of portfolio
2,174
Q4 2025 Added 0.42%
$114B
$615 Million 0.15% of portfolio
7,422
Q4 2025 Added 0.18%
$43.5B
$640 Million 0.15% of portfolio
4,327
Q4 2023 New
$515M
$591 Million 0.14% of portfolio
7,863
Q4 2025 Added 0.64%
$18.5B
$544 Million 0.13% of portfolio
2,506
Q3 2025 Added 4.07%
$228B
$532 Million 0.13% of portfolio
4,268
Q4 2025 Added 1.4%
$23.2B
$512 Million 0.12% of portfolio
12,269
Q4 2025 Added 0.56%

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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