LongView Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, LongView Wealth Management held in its portfolio 245 assets valued at $414,087,688 (i.e. $414.09M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($22.40M), ISHARES TR ($15.57M), and APPLE INC ($15.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 245 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LongView Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 785876 | 22397478 | US DIVIDEND EQ |
| ISHARES TR | 147068 | 15574470 | MORNINGSTAR GRWT |
| APPLE INC | 59440 | 15469313 | COM |
| HOME DEPOT INC | 33978 | 12739806 | COM |
| CAPITAL GROUP GROWTH ETF | 258682 | 11788119 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 423920 | 11645070 | US LRG CAP ETF |
| FIDELITY MERRIMACK STR TR | 250934 | 11575565 | TOTAL BD ETF |
| CAPITAL GROUP DIVIDEND VALUE | 238391 | 10620299 | SHS CREATION UNI |
| GENUINE PARTS CO | 69594 | 8992193 | COM |
| CAPITAL GROUP CORE BALANCED | 245039 | 8885129 | SHS |
| VANGUARD INDEX FDS | 15809 | 7786317 | GROWTH ETF |
| ISHARES TR | 163548 | 7703094 | MSCI INTL QUALTY |
| INVESCO QQQ TR | 11782 | 7389245 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 144144 | 6751690 | FUNDAMENTAL INTL |
| ISHARES TR | 129029 | 6531429 | ULTRA SHORT DUR |
| VANGUARD INDEX FDS | 8913 | 5698566 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 180761 | 5458976 | INTERNL DIVID |
| FIDELITY COVINGTON TRUST | 142743 | 5351443 | ENHANCED MID |
| VANGUARD INDEX FDS | 18210 | 4956876 | SMALL CP ETF |
| VANGUARD INDEX FDS | 15654 | 4683247 | MID CAP ETF |
| AMAZON COM INC | 18260 | 4500542 | COM |
| VANGUARD INTL EQUITY INDEX F | 30871 | 4483767 | TT WRLD ST ETF |
| MICROSOFT CORP | 9101 | 4342777 | COM |
| FIRST TR EXCHNG TRADED FD VI | 216430 | 4313456 | FT ENERGY INCOME |
| CAPITAL GROUP DIVIDEND GROWE | 114939 | 4210205 | SHS ETF |
| CAPITAL GROUP GLOBAL EQUITY | 121730 | 3992730 | SHS |
| NVIDIA CORPORATION | 20007 | 3700101 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7258 | 3619443 | CL B NEW |
| COCA COLA CO | 50787 | 3580502 | COM |
| AFLAC INC | 32684 | 3558623 | COM |
| CAPITAL GRP FIXED INCM ETF T | 127474 | 3531020 | US MULTI-SECTOR |
| VANGUARD INDEX FDS | 17892 | 3522849 | VALUE ETF |
| VANGUARD INDEX FDS | 9804 | 3362948 | TOTAL STK MKT |
| CAPITAL GROUP GBL GROWTH EQT | 89029 | 3224621 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 95570 | 3145208 | US LCAP GR ETF |
| FIDELITY COVINGTON TRUST | 80635 | 3064924 | ENHANCED INTL |
| SOUTHERN CO | 34746 | 3013886 | COM |
| CAPITAL GROUP CORE EQUITY ET | 71311 | 2935146 | SHS CREATION UNI |
| JOHNSON & JOHNSON | 13845 | 2903495 | COM |
| ISHARES TR | 27340 | 2802865 | 0-5 YR TIPS ETF |
| CAPITAL GRP FIXED INCM ETF T | 100530 | 2769596 | MUNICIPAL INCOME |
| CAPITAL GRP FIXED INCM ETF T | 117370 | 2664310 | CORE PLUS INCM |
| REALTY INCOME CORP | 45002 | 2650143 | COM |
| ISHARES TR | 12991 | 2629539 | U.S. TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 44145 | 2573678 | EQUITY PREMIUM |
| REAVES UTIL INCOME FD | 67315 | 2470445 | COM SH BEN INT |
| CAPITAL GRP FIXED INCM ETF T | 92723 | 2461797 | CORE BOND ETF |
| SPDR SERIES TRUST | 24765 | 2397661 | STATE STREET SPD |
| ISHARES TR | 23948 | 2397461 | CORE US AGGBD ET |
| ISHARES TR | 3428 | 2393505 | CORE S&P500 ETF |
| WALMART INC | 20229 | 2386369 | COM |
| VANGUARD TAX-MANAGED FDS | 36358 | 2360331 | VAN FTSE DEV MKT |
| EXXON MOBIL CORP | 17984 | 2230586 | COM |
| UNITED PARCEL SERVICE INC | 16656 | 1799348 | CL B |
| ALPHABET INC | 5239 | 1743018 | CAP STK CL C |
| ABBVIE INC | 7863 | 1730158 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 50896 | 1706546 | SHS |
| ISHARES TR | 13355 | 1670517 | S&P 500 GRWT ETF |
| ISHARES TR | 23793 | 1669070 | MSCI USA QUALITY |
| PIMCO ETF TR | 32154 | 1627635 | SHTRM MUN BD ACT |
| ISHARES TR | 15068 | 1620589 | NATIONAL MUN ETF |
| VANGUARD WHITEHALL FDS | 10948 | 1616383 | HIGH DIV YLD |
| ISHARES TR | 17276 | 1600971 | CORE MSCI EAFE |
| VANGUARD BD INDEX FDS | 20200 | 1591557 | SHORT TRM BOND |
| BLACKROCK ETF TRUST II | 58000 | 1403890 | ISHARES INTERMED |
| DUKE ENERGY CORP NEW | 11850 | 1383011 | COM NEW |
| ALPHABET INC | 4078 | 1353200 | CAP STK CL A |
| ISHARES TR | 28591 | 1333495 | CORE UNIVRSL USD |
| VANGUARD CHARLOTTE FDS | 26993 | 1311300 | TOTAL INT BD ETF |
| CAPITAL GROUP EQUITY ETF TR | 42025 | 1280922 | US SMALL AND MID |
| WISDOMTREE TR | 17711 | 1278372 | US LARGECAP FUND |
| VANGUARD WORLD FD | 3057 | 1270550 | MEGA GRWTH IND |
| CAPITAL GRP FIXED INCM ETF T | 49264 | 1261638 | MUNICIPAL HIGH I |
| VANGUARD INTL EQUITY INDEX F | 22123 | 1245319 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 4849 | 1236941 | MEGA CAP INDEX |
| CHURCH & DWIGHT CO INC | 13281 | 1150942 | COM |
| SCHWAB STRATEGIC TR | 43164 | 1146439 | US TIPS ETF |
| ISHARES TR | 2366 | 1129205 | RUS 1000 GRW ETF |
| BLUEROCK PVT REAL ESTATE FD | 69517 | 1101149 | COM |
| BLACKROCK ETF TRUST | 41590 | 1094206 | DYNAMIC EQTY ACT |
| SELECT SECTOR SPDR TR | 6582 | 1074011 | STATE STREET IND |
| AMERICAN EXPRESS CO | 2873 | 1033167 | COM |
| VANGUARD INDEX FDS | 4608 | 1022239 | SM CP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 4397 | 992059 | DIV APP ETF |
| ISHARES TR | 13874 | 986020 | CORE DIV GRWTH |
| META PLATFORMS INC | 1526 | 979682 | CL A |
| PROFESIONALLY MANAGED PORTFO | 14853 | 976288 | AKRE FOCUS ETF |
| JPMORGAN CHASE & CO. | 2983 | 968096 | COM |
| COSTCO WHSL CORP NEW | 1025 | 966253 | COM |
| GLOBUS MED INC | 10500 | 963060 | CL A |
| FIDELITY COVINGTON TRUST | 16362 | 935575 | HIGH DIVID ETF |
| BANK AMERICA CORP | 16868 | 930953 | COM |
| TESLA INC | 2039 | 915429 | COM |
| ISHARES TR | 4199 | 912129 | S&P 500 VAL ETF |
| PROCTER AND GAMBLE CO | 6256 | 897536 | COM |
| ISHARES TR | 4085 | 889314 | RUS 1000 VAL ETF |
| T ROWE PRICE ETF INC | 22800 | 882816 | CAP APPRECIATION |
| RBB FUND TRUST | 18233 | 880654 | FIRST EAGLE GBL |
| CAPITAL GRP FIXED INCM ETF T | 33820 | 879650 | SHORT DURATION |
| DIMENSIONAL ETF TRUST | 14100 | 879417 | US TARGETED VLU |
| WELLTOWER INC | 4693 | 876023 | COM |
| ISHARES TR | 6931 | 859240 | CORE HIGH DV ETF |
| BLACKROCK ETF TRUST | 34162 | 858324 | DISCIPLINED VOLA |
| ISHARES TR | 8837 | 845293 | MBS ETF |
| ISHARES TR | 8428 | 799515 | MSCI USA MIN VOL |
| ISHARES TR | 25147 | 795149 | PFD AND INCM SEC |
| FIDELITY COVINGTON TRUST | 10090 | 793890 | MSCI FINLS IDX |
| ISHARES TR | 2282 | 790958 | S&P 100 ETF |
| AT&T INC | 32325 | 767400 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 747860 | CL A |
| BROADCOM INC | 2114 | 744523 | COM |
| SELECT SECTOR SPDR TR | 13253 | 732751 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 17098 | 694509 | STATE STREET REA |
| DIGITAL RLTY TR INC | 4380 | 691465 | COM |
| ISHARES TR | 2607 | 675097 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 21984 | 674237 | US LCAP VA ETF |
| KEYSIGHT TECHNOLOGIES INC | 3224 | 672946 | COM |
| INVESCO EXCH TRADED FD TR II | 11602 | 664187 | S&P INTL MOMNT |
| DOMINION ENERGY INC | 11169 | 652152 | COM |
| INVESCO EXCHANGE TRADED FD T | 3297 | 652043 | S&P500 EQL WGT |
| PEPSICO INC | 4539 | 641572 | COM |
| AGILENT TECHNOLOGIES INC | 4327 | 640353 | COM |
| PIMCO CORPORATE & INCM STRG | 49176 | 632401 | COM |
| FIDELITY COVINGTON TRUST | 15819 | 629299 | ENHANCED SMALL |
| NORFOLK SOUTHN CORP | 2174 | 627756 | COM |
| MCDONALDS CORP | 2029 | 622341 | COM |
| FIDELITY COVINGTON TRUST | 8234 | 621634 | MSCI HLTH CARE I |
| ISHARES TR | 7424 | 620638 | RESIDENTIAL MULT |
| RIO TINTO PLC | 7422 | 615098 | SPONSORED ADR |
| BLACKROCK ETF TRUST | 9817 | 605291 | ISHARES US EQUIT |
| ISHARES INC | 8509 | 603771 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 1878 | 602228 | LARGE CAP ETF |
| BLUELINX HLDGS INC | 7863 | 591219 | COM NEW |
| ISHARES TR | 8404 | 586758 | MSCI ACWI EX US |
| VANGUARD INDEX FDS | 2670 | 585317 | EXTEND MKT ETF |
| ISHARES TR | 7992 | 582887 | EAFE VALUE ETF |
| PACKAGING CORP AMER | 2506 | 544353 | COM |
| INVESCO EXCHANGE TRADED FD T | 3061 | 534411 | AEROSPACE DEFN |
| ABBOTT LABS | 4268 | 531980 | COM |
| ISHARES TR | 10868 | 527853 | ESG AWARE MSCI |
| FASTENAL CO | 12269 | 511618 | COM |
| VANGUARD INDEX FDS | 1558 | 501462 | SML CP GRW ETF |
| ELI LILLY & CO | 461 | 498219 | COM |
| ISHARES TR | 2398 | 489739 | MSCI USA QLT FCT |
| ENERGY TRANSFER L P | 28434 | 487636 | COM UT LTD PTN |
| ISHARES TR | 3339 | 471922 | RUS MD CP GR ETF |
| VISA INC | 1367 | 469038 | COM CL A |
| ISHARES TR | 4512 | 460804 | 10-20 YR TRS ETF |
| ISHARES TR | 3112 | 457340 | RUS MDCP VAL ETF |
| ISHARES TR | 3442 | 443832 | GLOBAL 100 ETF |
| PALANTIR TECHNOLOGIES INC | 2448 | 439196 | CL A |
| PROSHARES TR | 4054 | 436251 | S&P 500 DV ARIST |
| TAIWAN SEMICONDUCTOR MFG LTD | 1294 | 429310 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 5340 | 428168 | STATE STREET CON |
| VANGUARD INDEX FDS | 2326 | 426356 | MCAP VL IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 3945 | 423698 | S&P MDCP QUALITY |
| BLACKROCK ETF TRUST II | 7991 | 423147 | ISHARES FLEXIBLE |
| VANGUARD WHITEHALL FDS | 4297 | 403273 | INTL DVD ETF |
| WISDOMTREE TR | 4394 | 401568 | US QTLY DIV GRT |
| DELTA AIR LINES INC DEL | 5520 | 392081 | COM NEW |
| ISHARES TR | 3494 | 386068 | IBOXX INV CP ETF |
| WISDOMTREE TR | 7500 | 382350 | ITL HDG QTLY DIV |
| FIDELITY MERRIMACK STR TR | 7604 | 382076 | LOW DURTIN ETF |
| AMEREN CORP | 3713 | 372028 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18700 | 369138 | BULSHS 2027 CB |
| VANGUARD MUN BD FDS | 7221 | 365094 | TAX EXEMPT BD |
| SELECT SECTOR SPDR TR | 2445 | 358963 | STATE STREET TEC |
| LEGG MASON ETF INVT | 8791 | 355723 | FRANKLIN US LOW |
| GE AEROSPACE | 1094 | 354614 | COM NEW |
| STARBUCKS CORP | 3934 | 353872 | COM |
| CATERPILLAR INC | 559 | 351856 | COM |
| ELEVANCE HEALTH INC FORMERLY | 930 | 348563 | COM |
| ISHARES TR | 2393 | 347663 | SELECT DIVID ETF |
| CHEVRON CORP NEW | 2137 | 346970 | COM |
| BROOKFIELD RENEWABLE CORP | 8936 | 346163 | CL A EX SUB VTG |
| CISCO SYS INC | 4640 | 343408 | COM |
| ISHARES TR | 14790 | 340689 | US TREAS BD ETF |
| HARBOR ETF TRUST | 7410 | 340275 | SCIENTIFIC HIGH |
| AUTOMATIC DATA PROCESSING IN | 1292 | 339607 | COM |
| VANGUARD BD INDEX FDS | 4545 | 337330 | TOTAL BND MRKT |
| ISHARES TR | 4172 | 336263 | EAFE SML CP ETF |
| INSMED INC | 2000 | 335440 | COM PAR $.01 |
| ENTERPRISE PRODS PARTNERS L | 10337 | 331719 | COM |
| SPDR GOLD TR | 785 | 331451 | GOLD SHS |
| ISHARES TR | 864 | 329358 | RUS 1000 ETF |
| VANGUARD BD INDEX FDS | 4220 | 328668 | INTERMED TERM |
| UNITEDHEALTH GROUP INC | 956 | 325618 | COM |
| STRATEGY INC | 2000 | 324460 | CL A NEW |
| ISHARES TR | 3897 | 322943 | MRGSTR MD CP GRW |
| WORLD GOLD TR | 3524 | 320332 | SPDR GLD MINIS |
| VALERO ENERGY CORP | 1767 | 317389 | COM |
| ISHARES TR | 3004 | 315961 | CORE S&P US VLU |
| CAPITAL GROUP INTL FOCUS EQT | 10073 | 314469 | SHS CREATION UNI |
| FIDELITY COVINGTON TRUST | 6157 | 313251 | CONSMR STAPLES |
| AUTOZONE INC | 88 | 310024 | COM |
| VANGUARD WORLD FD | 399 | 305530 | INF TECH ETF |
| RTX CORPORATION | 1575 | 305329 | COM |
| DISNEY WALT CO | 2683 | 302646 | COM |
| SHERWIN WILLIAMS CO | 839 | 300052 | COM |
| INTERNATIONAL BUSINESS MACHS | 950 | 296491 | COM |
| LOCKHEED MARTIN CORP | 538 | 296389 | COM |
| LOWES COS INC | 1094 | 296354 | COM |
| FIDELITY COVINGTON TRUST | 3961 | 292580 | MSCI COMMNTN SVC |
| THERMO FISHER SCIENTIFIC INC | 475 | 292481 | COM |
| VERIZON COMMUNICATIONS INC | 7331 | 292081 | COM |
| SCHWAB STRATEGIC TR | 7637 | 287002 | FUNDAMENTAL EMER |
| ISHARES TR | 3896 | 284935 | CORE MSCI EURO |
| NATIONAL GRID PLC | 3532 | 281712 | SPONSORED ADR NE |
| ISHARES GOLD TR | 3239 | 280141 | ISHARES NEW |
| VANGUARD WORLD FD | 2268 | 279304 | ESG US STK ETF |
| TRUIST FINL CORP | 5541 | 277826 | COM |
| ALPS ETF TR | 5695 | 275682 | ALERIAN MLP |
| ALLEGION PLC | 1700 | 274482 | ORD SHS |
| VANGUARD ADMIRAL FDS INC | 608 | 274384 | 500 GRTH IDX F |
| ALTRIA GROUP INC | 4634 | 271274 | COM |
| MICRON TECHNOLOGY INC | 770 | 266348 | COM |
| SPDR S&P 500 ETF TR | 377 | 262202 | TR UNIT |
| EOG RES INC | 2446 | 257945 | COM |
| CONOCOPHILLIPS | 2686 | 256556 | COM |
| GALLAGHER ARTHUR J & CO | 963 | 255158 | COM |
| TRACTOR SUPPLY CO | 4985 | 252640 | COM |
| ISHARES TR | 1981 | 250705 | CORE S&P SCP ETF |
| ISHARES TR | 3593 | 248727 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 4884 | 247392 | ULTRA SHRT ETF |
| BLACKROCK ETF TRUST | 7079 | 246412 | ISHARES A I INNO |
| ISHARES U S ETF TR | 4786 | 244660 | SHORT DURATION B |
| FLAHERTY & CRUMRINE PFD INCO | 20450 | 243151 | COM |
| VANGUARD STAR FDS | 3084 | 242248 | VG TL INTL STK F |
| FIDELITY COVINGTON TRUST | 9256 | 237429 | MSCI ENERGY IDX |
| BLACKROCK ETF TRUST | 5989 | 235680 | ISHARES US THEMA |
| PIMCO ETF TR | 2341 | 235174 | ENHAN SHRT MA AC |
| VANGUARD INTL EQUITY INDEX F | 3041 | 233153 | ALLWRLD EX US |
| MASTERCARD INCORPORATED | 408 | 231042 | CL A |
| NEXTERA ENERGY INC | 2777 | 225285 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 2821 | 224805 | SHS |
| VANGUARD SCOTTSDALE FDS | 4745 | 224296 | MTG-BKD SECS ETF |
| ISHARES TR | 5178 | 222635 | HDG MSCI EAFE |
| INVESCO ACTIVELY MANAGED EXC | 2410 | 220469 | ACTIVE US REAL |
| ONEOK INC NEW | 2991 | 216821 | COM |
| COMCAST CORP NEW | 7182 | 208710 | CL A |
| GENERAL DYNAMICS CORP | 575 | 207541 | COM |
| CAPITAL GRP FIXED INCM ETF T | 7700 | 203742 | SHORT DURATION M |
| INVESCO EXCH TRADED FD TR II | 1700 | 200872 | S&P 500 REVENUE |
| DNP SELECT INCOME FD INC | 14969 | 149989 | COM |
| BLACK STONE MINERALS L P | 10440 | 146477 | COM UNIT |
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