LongView Wealth Management
- SEC CIK
- 0001990190
- Latest filing
- Jul 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 203
- +9 vs. Q3 2024
- Portfolio value
- $328.1M
- +$14.8M (+4.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 767,433 | $21.0M | 6.4% | +109,572+16.7% | AddedConverted for a 3-for-1 split | – |
| AAPLApple Inc. | Stock | 65,244 | $16.3M | 5.0% | −1,221−1.8% | Reduced | History |
| HDHome Depot, Inc. | Stock | 39,562 | $15.4M | 4.7% | +163+0.4% | Added | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 142,676 | $12.8M | 3.9% | +5,266+3.8% | Added | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 298,455 | $11.1M | 3.4% | +13,957+4.9% | Added | – |
| GPCGenuine Parts Co | Stock | 84,328 | $9.85M | 3.0% | +5,745+7.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,473 | $9.22M | 2.8% | −87−0.4% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 393,589 | $9.12M | 2.8% | +10,588+2.8% | AddedConverted for a 3-for-1 split | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 156,430 | $7.02M | 2.1% | +11,971+8.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,009 | $6.77M | 2.1% | +1,611+4.2% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 172,752 | $6.41M | 2.0% | +37,082+27.3% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 82,048 | $6.34M | 1.9% | +2,864+3.6% | Added | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 117,409 | $5.92M | 1.8% | +1,499+1.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 84,091 | $5.91M | 1.8% | +9,233+12.3% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,960 | $5.60M | 1.7% | +463+4.4% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,715 | $5.22M | 1.6% | +544+2.6% | Added | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 141,749 | $5.00M | 1.5% | +11,906+9.2% | Added | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 221,841 | $4.32M | 1.3% | −7,013−3.1% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 155,079 | $4.32M | 1.3% | +11,007+7.6% | AddedConverted for a 4-for-1 split | – |
| MSFTMicrosoft Corp | Stock | 10,238 | $4.32M | 1.3% | −770−7.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,992 | $3.95M | 1.2% | −412−2.2% | Reduced | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 108,509 | $3.60M | 1.1% | +20,468+23.2% | Added | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 151,933 | $3.51M | 1.1% | +12,599+9.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,417 | $3.46M | 1.1% | +448+7.5% | Added | – |
| Capital Group Core Balanced14021D107 | SHS | 108,765 | $3.40M | 1.0% | +36,645+50.8% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 26,748 | $3.37M | 1.0% | −150−0.6% | Reduced | History |
| SOSouthern Co | Stock | 40,678 | $3.35M | 1.0% | +140.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,328 | $3.32M | 1.0% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 49,182 | $3.06M | 0.9% | +5,809+13.4% | Added | History |
| NVDANVIDIA Corp | Stock | 21,114 | $2.84M | 0.9% | +48+0.2% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,793 | $2.55M | 0.8% | −27−0.3% | Reduced | – |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 71,271 | $2.34M | 0.7% | −1,773−2.4% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 20,919 | $2.25M | 0.7% | −2,610−11.1% | Reduced | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 70,276 | $2.23M | 0.7% | −4,915−6.5% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 46,247 | $2.21M | 0.7% | +425+0.9% | Added | – |
| JNJJohnson & Johnson | Stock | 14,745 | $2.13M | 0.6% | −287−1.9% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 13,094 | $2.09M | 0.6% | +55+0.4% | Added | – |
| AFLAflac Inc | Stock | 19,411 | $2.01M | 0.6% | +11+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 21,201 | $1.92M | 0.6% | −140−0.7% | Reduced | History |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 64,906 | $1.90M | 0.6% | +6,920+11.9% | Added | – |
| ORealty Income Corp | REIT | 35,188 | $1.88M | 0.6% | +9,878+39.0% | Added | History |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 84,461 | $1.88M | 0.6% | +12,715+17.7% | Added | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 33,204 | $1.65M | 0.5% | −1,900−5.4% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,548 | $1.64M | 0.5% | +114+0.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,204 | $1.64M | 0.5% | +7+0.1% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 13,580 | $1.60M | 0.5% | +4,051+42.5% | Added | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 62,761 | $1.55M | 0.5% | +204+0.3% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 54,622 | $1.49M | 0.5% | +26,445+93.9% | Added | – |
| CHDChurch & Dwight Co Inc | COM | 14,014 | $1.47M | 0.4% | +26+0.2% | Added | History |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 41,196 | $1.44M | 0.4% | +3,461+9.2% | Added | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 52,254 | $1.44M | 0.4% | +8,332+19.0% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 6,687 | $1.42M | 0.4% | −179−2.6% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,139 | $1.42M | 0.4% | +178+4.5% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 54,673 | $1.40M | 0.4% | +28,312+107.4% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,404 | $1.37M | 0.4% | −103−1.0% | Reduced | – |
| DUKDuke Energy CORP | Stock | 12,698 | $1.37M | 0.4% | +59+0.5% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 50,404 | $1.30M | 0.4% | −4,408−8.0% | ReducedConverted for a 2-for-1 split | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,243 | $1.24M | 0.4% | −2,980−9.5% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,159 | $1.23M | 0.4% | +3,851+18.1% | Added | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 41,427 | $1.23M | 0.4% | +26,483+177.2% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 45,491 | $1.22M | 0.4% | +5,603+14.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,613 | $1.22M | 0.4% | −1,834−12.7% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 6,777 | $1.20M | 0.4% | −314−4.4% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 14,000 | $1.16M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,649 | $1.12M | 0.3% | −250−4.2% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,367 | $1.10M | 0.3% | +602+6.2% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 41,952 | $1.09M | 0.3% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| PGProcter & Gamble Co | Stock | 6,460 | $1.08M | 0.3% | +16+0.2% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,241 | $1.04M | 0.3% | +400+4.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 1,120 | $1.03M | 0.3% | +10+0.9% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,204 | $994.8K | 0.3% | −236−2.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,694 | $991.9K | 0.3% | −33−1.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 5,183 | $987.0K | 0.3% | −451−8.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 5,103 | $965.9K | 0.3% | +131+2.6% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,655 | $911.7K | 0.3% | +264+6.0% | Added | – |
| AXPAmerican Express Co | Stock | 3,021 | $896.5K | 0.3% | +10+0.3% | Added | History |
| TAT&T Inc. | Stock | 39,351 | $896.0K | 0.3% | −1,722−4.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,498 | $881.7K | 0.3% | +56+3.9% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 27,394 | $861.3K | 0.3% | −1,341−4.7% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,578 | $857.8K | 0.3% | +2+0.1% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,164 | $853.4K | 0.3% | −164−4.9% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 36,385 | $836.1K | 0.3% | +22,585+163.7% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 32,081 | $827.4K | 0.3% | +17,251+116.3% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,514 | $791.0K | 0.2% | −313−6.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,119 | $780.7K | 0.2% | +431+7.6% | Added | – |
| TSLATesla, Inc. | Stock | 1,909 | $770.9K | 0.2% | +218+12.9% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 12,293 | $746.8K | 0.2% | −660−5.1% | Reduced | – |
| DLRDigital Realty Trust, Inc. | COM | 4,082 | $723.9K | 0.2% | −37−0.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 4,456 | $677.6K | 0.2% | +95+2.2% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,600 | $675.1K | 0.2% | +3,516+26.9% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,092 | $673.8K | 0.2% | −93−4.3% | Reduced | – |
| Fidelity High Dividend ETF316092840 | ETF | 13,230 | $660.7K | 0.2% | +54+0.4% | Added | – |
| BXCBlueLinx Holdings Inc. | COM NEW | 6,453 | $659.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Core High Dividend ETF46429B663 | ETF | 5,850 | $656.7K | 0.2% | −285−4.6% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,555 | $652.5K | 0.2% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,051 | $647.5K | 0.2% | −60−0.2% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 11,600 | $645.7K | 0.2% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 2,226 | $645.4K | 0.2% | +8+0.4% | Added | History |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 48,090 | $645.4K | 0.2% | +293+0.6% | Added | History |
| WELLWelltower Inc. | REIT | 4,978 | $627.4K | 0.2% | −166−3.2% | Reduced | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| SPDR Series Trust78464A672 | ST INTER ETF | 9,956 | $289.3K | 0.1% | – |
| GEGeneral Electric Co | Stock | 1,192 | $224.8K | 0.1% | History |
| BPBP PLC | ADR | 6,567 | $206.1K | 0.1% | History |
| LINLinde PLC | Stock | 431 | $205.5K | 0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,434 | $203.5K | 0.1% | – |