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 Market Cap. of $10 Billions to $200 Billions
