LongView Wealth Management
- SEC CIK
- 0001990190
- Latest filing
- Jul 17, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 10, 2024. Long positions only.
- Positions
- 170
- No filing for Q3 2023
- Portfolio value
- $224.0M
- No filing for Q3 2023
LongView Wealth Management did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 39,379 | $13.6M | 6.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 175,507 | $13.4M | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 71,561 | $13.2M | 5.9% | – | – | History |
| GPCGenuine Parts Co | Stock | 75,211 | $10.3M | 4.6% | – | – | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 94,364 | $6.36M | 2.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,975 | $6.16M | 2.8% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 95,042 | $4.79M | 2.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,797 | $4.76M | 2.1% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 160,243 | $4.49M | 2.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,028 | $4.44M | 2.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,418 | $4.41M | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,670 | $4.39M | 2.0% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 27,163 | $4.34M | 1.9% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,295 | $4.18M | 1.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 105,514 | $3.88M | 1.7% | – | – | – |
| First Tr MLP & Energy Incom33739B104 | COM | 411,184 | $3.57M | 1.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 20,043 | $3.03M | 1.4% | – | – | History |
| SOSouthern Co | Stock | 42,137 | $3.03M | 1.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,285 | $2.67M | 1.2% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 58,291 | $2.66M | 1.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 31,124 | $2.57M | 1.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 25,225 | $2.51M | 1.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 15,028 | $2.43M | 1.1% | – | – | History |
| KOCoca Cola Co | Stock | 38,930 | $2.34M | 1.0% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 40,973 | $2.13M | 0.9% | – | – | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 76,200 | $2.09M | 0.9% | – | – | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 70,009 | $2.08M | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,795 | $2.08M | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,701 | $1.99M | 0.9% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 37,902 | $1.90M | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,852 | $1.80M | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,030 | $1.75M | 0.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,007 | $1.75M | 0.8% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 74,063 | $1.74M | 0.8% | – | – | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 61,033 | $1.66M | 0.7% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 13,609 | $1.65M | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,600 | $1.59M | 0.7% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 64,338 | $1.57M | 0.7% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 15,329 | $1.47M | 0.7% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,630 | $1.45M | 0.6% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 42,275 | $1.41M | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,586 | $1.35M | 0.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 56,172 | $1.27M | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,702 | $1.25M | 0.6% | – | – | History |
| AFLAflac Inc | Stock | 15,074 | $1.21M | 0.5% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,954 | $1.18M | 0.5% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,378 | $1.16M | 0.5% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,428 | $1.09M | 0.5% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 39,825 | $1.05M | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,220 | $1.04M | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,655 | $993.5K | 0.4% | – | – | History |
| GMEDGlobus Medical Inc | Stock | 18,165 | $978.0K | 0.4% | – | – | History |
| ORealty Income Corp | REIT | 16,116 | $955.5K | 0.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,771 | $941.1K | 0.4% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,318 | $939.2K | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 28,779 | $904.2K | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,986 | $894.5K | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,219 | $884.5K | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 50,986 | $864.2K | 0.4% | – | – | History |
| DUKDuke Energy CORP | Stock | 8,619 | $854.1K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,035 | $850.6K | 0.4% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,644 | $813.5K | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,657 | $806.5K | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 5,046 | $803.9K | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,015 | $785.2K | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 5,389 | $785.1K | 0.4% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 12,366 | $752.1K | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,412 | $742.6K | 0.3% | – | – | – |
| RIORio Tinto PLC | ADR | 10,468 | $741.7K | 0.3% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 18,312 | $724.2K | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,346 | $682.4K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,017 | $678.5K | 0.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,787 | $677.4K | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,047 | $650.4K | 0.3% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 23,900 | $647.5K | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 13,156 | $644.1K | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,699 | $631.2K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,739 | $625.1K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,740 | $621.9K | 0.3% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $620.0K | 0.3% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 23,988 | $611.0K | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 3,213 | $600.1K | 0.3% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,080 | $597.9K | 0.3% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,713 | $590.7K | 0.3% | – | – | – |
| AAgilent Technologies, Inc. | COM | 4,327 | $565.5K | 0.3% | – | – | History |
| iShares Tr464288588 | MBS ETF | 5,987 | $558.3K | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,933 | $556.1K | 0.2% | – | – | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 33,735 | $548.2K | 0.2% | – | – | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 4,892 | $540.6K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 2,277 | $535.0K | 0.2% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 2,026 | $529.5K | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 2,213 | $503.7K | 0.2% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 3,224 | $488.2K | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,340 | $485.1K | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 5,569 | $482.6K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,013 | $482.2K | 0.2% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,760 | $472.6K | 0.2% | – | – | History |
| Fidelity High Dividend ETF316092840 | ETF | 10,754 | $454.5K | 0.2% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 3,396 | $453.8K | 0.2% | – | – | History |
| WELLWelltower Inc. | REIT | 5,012 | $449.1K | 0.2% | – | – | History |