LW
| |
LongView Wealth Management13F | |
| LongView Wealth Management | |
| Last update 2025-07-11 | 215 Stocks (22 new) |
| Value $330.00 Mil | Turnover 6 % |
LongView Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 819,827 | 21,725.4 | +0.53% | 6.580 | +0.03% | 0.030 | +8.55% | +1.91% | 71,355.1 | ||
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 150,177 | 14,552.1 | +1.97% | 4.410 | +0.09% | - | +28.54% | +10.55% | 0 | ||
HD | The Home Depot Inc | 34,168 | 12,527.5 | -13.35% | 3.790 | -0.58% | 0.000 | +6.10% | -2.17% | 373,923.8 | Retail - Cyclical | |
AAPL | Apple Inc | 57,727 | 11,843.8 | -8.54% | 3.590 | -0.36% | 0.000 | +4.81% | -14.27% | 3,198,805.9 | Hardware | |
SCHX | Schwab U.S. Large-Cap ETF | 432,508 | 10,570.5 | +3.23% | 3.200 | +0.10% | 0.020 | +18.88% | +8.84% | 57,512.2 | ||
GPC | Genuine Parts Co | 83,754 | 10,160.2 | -0.70% | 3.080 | -0.02% | 0.060 | +16.69% | +17.03% | 18,696.8 | Vehicles & Parts | |
CGGR | Capital Group Growth ETF | 216,514 | 8,801.3 | -30.93% | 2.660 | -1.00% | 0.070 | +24.68% | +11.73% | 14,255.8 | ||
FBND | Fidelity Total Bond ETF | 182,666 | 8,357.0 | +11.05% | 2.530 | +0.25% | 0.040 | +2.40% | +3.91% | 19,360.4 | ||
VUG | Vanguard Growth ETF | 16,754 | 7,345.0 | -24.45% | 2.220 | -0.60% | 0.000 | +24.94% | +9.86% | 165,176.9 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 164,684 | 7,117.6 | +1.96% | 2.150 | +0.04% | 0.060 | +10.23% | +19.61% | 12,174.4 |
LongView Wealth Management's Historical Top Holdings Breakdowns
LongView Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -1.59% | 67.83 ($79.31) 84.09 | $85.43 | 7.72% | Reduce -76.67% | 21,382 | -70,284 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Reduce Reduce | -1.20% | 77.74 ($78.19) 78.78 | $78.41 | 0.27% | Reduce -63.31% | 29,436 | -50,791 | |
VTV | Vanguard Value ETF | 2025-06-30 | Reduce Reduce | -1.14% | 153.67 ($168.97) 176.74 | $180.34 | 6.73% | Reduce -52.49% | 20,020 | -22,115 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Reduce Reduce | -1.06% | 22.27 ($26.42) 29.21 | $29.91 | 13.21% | Reduce -77.62% | 40,788 | -141,455 | |
CGGR | Capital Group Growth ETF | 2025-06-30 | Reduce Reduce | -1.00% | 30.53 ($36.46) 40.65 | $41.52 | 13.89% | Reduce -30.93% | 216,514 | -96,937 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Reduce Reduce | -0.60% | 329.49 ($394.63) 438.4 | $449.81 | 13.98% | Reduce -24.45% | 16,754 | -5,423 | |
HD | The Home Depot Inc | 2025-06-30 | Reduce Reduce | -0.58% | 335.24 ($361.94) 380.78 | $375.83 | 3.84% | Reduce -13.35% | 34,168 | -5,264 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-06-30 | Sold Out Sold Out | -0.49% | 104.77 ($105.63) 106.34 | $106.49 | 0.82% | Sold Out | 0 | -15,608 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Reduce Reduce | -0.47% | 193.73 ($223.07) 237.37 | $247.05 | 10.75% | Reduce -32.58% | 14,687 | -7,097 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.36% | 172.42 ($202.27) 223.89 | $214.17 | 5.88% | Reduce -8.54% | 57,727 | -5,391 |
LongView Wealth Management Total Holding History ($B)
LongView Wealth Management's Asset Allocation
LongView Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LongView Wealth Management's Hypothetical Growth since 2025-06-30
LongView Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LongView Wealth Management's Holdings Heat Map
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LongView Wealth Management's Holdings Bubble Chart
LongView Wealth Management News
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