LongView Wealth Management Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$369.1B
Holdings
225
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (225 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 810,070 | $22.1B | 5.99% | |
| 2 | ILCGISHARES TR | 154,275 | $16.1B | 4.36% | |
| 3 | AAPLAPPLE INC | 56,436 | $14.4B | 3.89% | |
| 4 | HDHOME DEPOT INC | 34,160 | $13.8B | 3.75% | |
| 5 | SCHXSCHWAB STRATEGIC TR | 426,872 | $11.2B | 3.05% | |
| 6 | CGGRCAPITAL GROUP GROWTH ETF | 239,598 | $10.5B | 2.85% | |
| 7 | FBNDFIDELITY MERRIMACK STR TR | 206,666 | $9.6B | 2.59% | |
| 8 | GPCGENUINE PARTS CO | 60,323 | $8.4B | 2.27% | |
| 9 | CGDGCAPITAL GROUP DIVIDEND VALUE | 197,913 | $8.3B | 2.25% | |
| 10 | VUGVANGUARD INDEX FDS | 16,113 | $7.7B | 2.09% | |
| 11 | IQLTISHARES TR | 164,877 | $7.3B | 1.97% | |
| 12 | NDQINVESCO QQQ TR | 11,566 | $6.9B | 1.88% | |
| 13 | CGBLCAPITAL GROUP CORE BALANCED | 192,256 | $6.7B | 1.81% | |
| 14 | ICSHISHARES TR | 124,200 | $6.3B | 1.71% | |
| 15 | FNDFSCHWAB STRATEGIC TR | 140,709 | $6.0B | 1.64% | |
| 16 | VOOVANGUARD INDEX FDS | 8,526 | $5.2B | 1.41% | |
| 17 | SCHYSCHWAB STRATEGIC TR | 186,652 | $5.2B | 1.41% | |
| 18 | FMDEFIDELITY COVINGTON TRUST | 142,711 | $5.2B | 1.40% | |
| 19 | MSFTMICROSOFT CORP | 9,038 | $4.7B | 1.27% | |
| 20 | EIPIFIRST TR EXCHNG TRADED FD VI | 214,694 | $4.3B | 1.15% | |
| 21 | VBVANGUARD INDEX FDS | 16,673 | $4.2B | 1.15% | |
| 22 | VOVANGUARD INDEX FDS | 14,321 | $4.2B | 1.14% | |
| 23 | AMZNAMAZON COM INC | 18,120 | $4.0B | 1.08% | |
| 24 | NVDANVIDIA CORPORATION | 19,867 | $3.7B | 1.00% | |
| 25 | VTVANGUARD INTL EQUITY INDEX F | 26,307 | $3.6B | 0.98% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,105 | $3.6B | 0.97% | |
| 27 | AFLAFLAC INC | 31,147 | $3.5B | 0.94% | |
| 28 | VTVVANGUARD INDEX FDS | 18,543 | $3.5B | 0.94% | |
| 29 | SOSOUTHERN CO | 36,387 | $3.4B | 0.93% | |
| 30 | CGDGCAPITAL GROUP DIVIDEND GROWE | 98,491 | $3.4B | 0.92% | |
| 31 | KOCOCA COLA CO | 49,199 | $3.3B | 0.88% | |
| 32 | VTIVANGUARD INDEX FDS | 9,751 | $3.2B | 0.87% | |
| 33 | CGGECAPITAL GROUP GLOBAL EQUITY | 100,930 | $3.1B | 0.84% | |
| 34 | CGMSCAPITAL GRP FIXED INCM ETF T | 107,473 | $3.0B | 0.81% | |
| 35 | CGGOCAPITAL GROUP GBL GROWTH EQT | 83,809 | $2.9B | 0.78% | |
| 36 | UTGREAVES UTIL INCOME FD | 69,745 | $2.8B | 0.75% | |
| 37 | FENIFIDELITY COVINGTON TRUST | 76,070 | $2.7B | 0.73% | |
| 38 | IYWISHARES TR | 13,229 | $2.6B | 0.70% | |
| 39 | STIPISHARES TR | 24,679 | $2.6B | 0.69% | |
| 40 | JNJJOHNSON & JOHNSON | 13,742 | $2.5B | 0.69% | |
| 41 | OREALTY INCOME CORP | 41,667 | $2.5B | 0.69% | |
| 42 | CGCPCAPITAL GRP FIXED INCM ETF T | 107,715 | $2.4B | 0.66% | |
| 43 | CGUSCAPITAL GROUP CORE EQUITY ET | 60,333 | $2.4B | 0.65% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 39,653 | $2.4B | 0.64% | |
| 45 | AGGISHARES TR | 21,939 | $2.2B | 0.60% | |
| 46 | XOMEXXON MOBIL CORP | 19,226 | $2.2B | 0.59% | |
| 47 | WMTWALMART INC | 20,187 | $2.1B | 0.56% | |
| 48 | CGCBCAPITAL GRP FIXED INCM ETF T | 78,157 | $2.1B | 0.56% | |
| 49 | JEPIJ P MORGAN EXCHANGE TRADED F | 33,070 | $1.9B | 0.51% | |
| 50 | BSVVANGUARD BD INDEX FDS | 22,864 | $1.8B | 0.49% | |
| 51 | IVVISHARES TR | 2,562 | $1.7B | 0.46% | |
| 52 | CGMUCAPITAL GRP FIXED INCM ETF T | 61,727 | $1.7B | 0.46% | |
| 53 | MGKVANGUARD WORLD FD | 4,151 | $1.7B | 0.45% | |
| 54 | SMMUPIMCO ETF TR | 32,154 | $1.6B | 0.44% | |
| 55 | AQLTISHARES TR | 17,878 | $1.6B | 0.42% | |
| 56 | ABBVABBVIE INC | 6,389 | $1.5B | 0.40% | |
| 57 | DUKDUKE ENERGY CORP NEW | 11,824 | $1.5B | 0.40% | |
| 58 | MGCVANGUARD WORLD FD | 5,962 | $1.5B | 0.39% | |
| 59 | SCHGSCHWAB STRATEGIC TR | 44,352 | $1.4B | 0.38% | |
| 60 | UPSUNITED PARCEL SERVICE INC | 16,696 | $1.4B | 0.38% | |
| 61 | BNDXVANGUARD CHARLOTTE FDS | 28,068 | $1.4B | 0.38% | |
| 62 | XLISELECT SECTOR SPDR TR | 8,905 | $1.4B | 0.37% | |
| 63 | IVWISHARES TR | 10,655 | $1.3B | 0.35% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 23,638 | $1.3B | 0.35% | |
| 65 | GOOGALPHABET INC | 5,121 | $1.2B | 0.34% | |
| 66 | CGHMCAPITAL GRP FIXED INCM ETF T | 49,242 | $1.2B | 0.34% | |
| 67 | GARPISHARES TR | 18,953 | $1.2B | 0.34% | |
| 68 | VYMVANGUARD WHITEHALL FDS | 8,615 | $1.2B | 0.33% | |
| 69 | METAMETA PLATFORMS INC | 1,639 | $1.2B | 0.33% | |
| 70 | SCHPSCHWAB STRATEGIC TR | 43,978 | $1.2B | 0.32% | |
| 71 | MUBISHARES TR | 11,117 | $1.2B | 0.32% | |
| 72 | CHDCHURCH & DWIGHT CO INC | 13,249 | $1.2B | 0.31% | |
| 73 | IWFISHARES TR | 2,333 | $1.1B | 0.30% | |
| 74 | CGSDCAPITAL GRP FIXED INCM ETF T | 41,341 | $1.1B | 0.29% | |
| 75 | CGMMCAPITAL GROUP EQUITY ETF TR | 36,193 | $1.0B | 0.28% | |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 4,667 | $1.0B | 0.27% | |
| 77 | VBRVANGUARD INDEX FDS | 4,728 | $986.8M | 0.27% | |
| 78 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 31,528 | $974.2M | 0.26% | |
| 79 | PGPROCTER AND GAMBLE CO | 6,306 | $969.0M | 0.26% | |
| 80 | JPMJPMORGAN CHASE & CO. | 3,064 | $966.5M | 0.26% | |
| 81 | AXPAMERICAN EXPRESS CO | 2,904 | $964.5M | 0.26% | |
| 82 | USMVISHARES TR | 10,123 | $963.1M | 0.26% | |
| 83 | FDVVFIDELITY COVINGTON TRUST | 16,951 | $944.3M | 0.26% | |
| 84 | COSTCOSTCO WHSL CORP NEW | 1,014 | $938.3M | 0.25% | |
| 85 | GOOGLALPHABET INC | 3,817 | $927.9M | 0.25% | |
| 86 | TSLATESLA INC | 2,059 | $915.7M | 0.25% | |
| 87 | TAT&T INC | 31,726 | $895.9M | 0.24% | |
| 88 | WELLWELLTOWER INC | 4,952 | $882.2M | 0.24% | |
| 89 | TCAFT ROWE PRICE ETF INC | 22,800 | $859.6M | 0.23% | |
| 90 | IWDISHARES TR | 4,084 | $831.5M | 0.23% | |
| 91 | HDVISHARES TR | 6,771 | $829.1M | 0.22% | |
| 92 | DFATDIMENSIONAL ETF TRUST | 14,100 | $820.8M | 0.22% | |
| 93 | PFFISHARES TR | 25,374 | $802.3M | 0.22% | |
| 94 | DGROISHARES TR | 11,652 | $793.3M | 0.21% | |
| 95 | XLRESELECT SECTOR SPDR TR | 18,485 | $778.8M | 0.21% | |
| 96 | SPYMSPDR SERIES TRUST | 9,915 | $776.7M | 0.21% | |
| 97 | FQIDIGITAL RLTY TR INC | 4,423 | $764.6M | 0.21% | |
| 98 | FNCLFIDELITY COVINGTON TRUST | 9,973 | $761.4M | 0.21% | |
| 99 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.20% | |
| 100 | AVGOBROADCOM INC | 2,113 | $697.0M | 0.19% |
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